Samsung presented its Processing-in-Memory approach for LPDDR5X-9600 chips, embedding a MAC computation block into each of the 16 DRAM banks while keeping compatibility with standard memory controllers. By computing directly within each bank, the design taps into 614 GB/s of internal bandwidth versus the 76.8 GB/s ceiling of conventional two-bank DRAM access. Each PIM block includes an instruction register file, a source register file for activation vectors, and a scale register, with model weights fetched directly from the attached DRAM bank.
chipsandcheese.com
· 2026-08-29
AI cloud provider Lambda has secured $1 billion in private, short-dated debt arranged by JP Morgan Chase to purchase Nvidia AI chips it plans to lease to Microsoft, according to Bloomberg. This follows a $1 billion secured credit facility Lambda closed in May and a $926 million loan this week for Nvidia GB300 GPUs tied to a separate contract with Nvidia itself.
techcrunch.com
· 2026-08-28
Andreessen Horowitz has closed a new $1.1 billion fund called 'Machine Age' dedicated to physical AI infrastructure rather than software. The fund targets investments across chips, memory, data centers, cooling systems, power and robotics, marking a shift from the firm's usual software-centric approach.
techcrunch.com
· 2026-08-28
A preliminary survey found that 80% of Micron Taiwan employees support a possible strike, as the labor union demands the company replace its current bonus structure with a profit-sharing model similar to those at SK hynix and Samsung. Mandatory mediation talks are expected to start by mid-September, as required under Taiwan law before any formal strike vote can occur. The push comes after Micron posted $41.46 billion in revenue and $28.24 billion in net income, fueled largely by AI-driven demand for high-bandwidth memory chips.
tomshardware.com
· 2026-08-28
Nvidia has formed a political action committee to make donations to federal candidates, marking a new step in its efforts to build lobbying and political influence in Washington. The PAC will be funded through voluntary, capped contributions from eligible employees rather than corporate treasury funds. The move comes as Congress and the Trump administration debate a national AI regulatory framework ahead of the midterm elections.
news.bgov.com
· 2026-08-27
At Hot Chips 2026, Cerebras detailed its next two wafer-scale accelerator generations, including a new Nexus rack architecture for the CS-4 system that triples rack-scale performance using three WS-3T engines. The company also confirmed that its future CS-6 system will introduce 3D-stacked DRAM directly on top of its wafer-scale logic and SRAM, marking a first for its chip design.
tomshardware.com
· 2026-08-27
Nvidia's stock climbed in premarket trading Thursday following a quarterly earnings report that topped Wall Street forecasts and full-year guidance that exceeded even optimistic analyst projections. The rally comes alongside swirling speculation that Nvidia may be pursuing an acquisition of AI startup Hugging Face.
fastcompany.com
· 2026-08-27
Nvidia shares jumped over 7% in premarket trading after strong revenue guidance calmed investor worries about slowing AI spending. CFO Colette Kress projected 70% revenue growth for fiscal 2028, while CEO Jensen Huang said actual demand exceeds that figure but supply constraints are limiting sales. The rally spread across the chip sector, lifting Micron, Marvell, Arm, Intel, AMD and cloud infrastructure firms Nebius and CoreWeave.
cnbc.com
· 2026-08-27
A worldwide shortage of memory chips, driven largely by demand for AI infrastructure, is squeezing hardware manufacturers just as major companies prepare new product launches. Apple has already unveiled Mac minis and Mac Studios with new M6 chips, with an iPhone event expected in September featuring the iPhone 18 Pro, Pro Max, a foldable iPhone, and new Apple Watches. Makers are responding to rising component costs by either raising prices on devices or reducing memory and storage specifications to keep costs down.
fastcompany.com
· 2026-08-27
Nvidia is deploying massive financial resources, totaling roughly $279 billion, to secure priority access to manufacturing capacity and components needed for its AI chips. The strategy aims to keep Nvidia ahead of rivals by ensuring it never faces the supply shortages that have plagued the chip industry, though it carries real financial risk.
wsj.com
· 2026-08-27
The Information reports, citing a source familiar with the matter, that Nvidia has agreed to purchase Hugging Face, the widely used open-source AI model hub, in a deal valuing the company above $13 billion. Business Insider says the agreement has not yet been finalized and could still fall apart, and neither Nvidia nor Hugging Face has commented on the reports.
techcrunch.com
· 2026-08-27
An unidentified free model called Ox Alpha appeared on OpenRouter and quickly drew massive usage from developers who couldn't determine its origin, sparking days of speculation about which lab built it. Z.ai revealed the model was actually its own GLM-5.3-Flash, running entirely on Chinese chips, and priced at 15 cents per million input tokens and 50 cents per million output tokens, with a launch discount cutting that in half through September 9.
venturebeat.com
· 2026-08-27
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