Samsung Electronics anticipates its quarterly operating profit to reach approximately 107.4 trillion won ($80 billion), marking a ninefold increase from the previous year. This surge is primarily attributed to heightened demand for memory chips used in AI data centers, alongside strong sales of new foldable smartphones launched in August. The company’s full earnings report for the third quarter will be published at the end of October.
bbc.co.uk
· 2026-10-08
Oracle, Broadcom, and SpaceX are engaging in discussions with lenders to secure substantial debt funding aimed at financing their investments in AI chip technology. These deals are expected to involve tens of billions of dollars each, highlighting the scale of their ambitions in the AI hardware sector.
wsj.com
· 2026-10-07
Microsoft has introduced the Surface Laptop Ultra, a high-end Windows laptop featuring Nvidia’s new RTX Spark chip, marking Nvidia’s entry into Arm-based PC processors. The device underwent rigorous testing at Microsoft’s Redmond lab before launch, aiming to compete directly with the MacBook Pro in performance and capabilities. The Ultra also supports gaming and offers a sleek design similar to Apple’s space gray options.
theverge.com
· 2026-10-07
Google says that of its list of over 10,000 most-used Android apps, 96.6% run without issue on Intel-powered Googlebooks, meaning roughly 300 apps have problems. Google attributes most failures to apps lacking full large-screen support rather than chip incompatibility. The company also detailed that Intel Googlebooks use a binary translation layer converting 64-bit Arm code to native 64-bit x86_64 instructions, rather than legacy 32-bit emulation.
androidauthority.com
· 2026-10-07
Several technological advancements are shaping the future of computing, including AI-driven chip design tools, next-generation workstations optimized for advanced GPUs, and improved methods for data transfer in AI applications. These innovations extend beyond raw processing speed, focusing on data transmission, power efficiency, and system reliability in data centers.
fastcompany.com
· 2026-10-06
Nokia's CEO, Justin Hotard, stated that data centers could be built twice as quickly if supply chain issues were resolved, emphasizing ongoing demand for AI infrastructure. He noted shortages of memory chips and energy as current constraints and expressed confidence that the sector remains in early growth stages. Nokia has shifted focus to AI-related connectivity technology, boosting investor confidence with a 130% stock increase over the past year.
cnbc.com
· 2026-10-05
Google told Android Authority that certain Android apps may not perform as well on its new Intel-powered Googlebooks compared to versions running Qualcomm's Snapdragon X Elite chips. The company said most apps run smoothly on both platforms, but a subset of complex apps or games originally built for Arm processors need developer tuning to work well on Intel's x86 architecture. Google did not identify which apps are affected, and the disclosure came only after the five new Googlebooks went on sale.
tomshardware.com
· 2026-10-05
Lola Vision Systems, a Washington, D.C.-based AI infrastructure startup founded in 2024 by Tayo Adesanya, has built a 'compiler toolchain' that translates AI models into instructions specific chips can execute. The company says manually configuring an AI model on new hardware can take around 200 hours, and it is also developing its own semiconductor chips to automate more of that process. Clients supply their code and AI model, and Lola's software converts both for their target chip.
techcrunch.com
· 2026-10-05
According to the Financial Times, Oracle has agreed to lease about 100,000 advanced AI chips to Tencent across Southeast Asian data centers over five years, in a deal valued near $7 billion with roughly 30% paid upfront. Neither company has confirmed the arrangement, and the specific chip model involved has not been disclosed, though the FT notes such leases are permitted under current US export rules since the hardware is unavailable in China.
tomshardware.com
· 2026-10-05
At a September gathering of about 50 enterprise customers in Seattle, CEO Satya Nadella urged companies to widely deploy AI tools, describing adoption as happening 'bottom up, top down, and middle up.' He has also recently spoken publicly about pacing AI development responsibly and addressing safety concerns, even as Microsoft hosts a Windows and Surface event in San Francisco focused on 'local AI' for PCs.
cnbc.com
· 2026-10-05
Google told Android Authority that most Android apps run well on both Intel and Qualcomm-powered Googlebooks, but acknowledged that a small number of complex apps and games need extra developer work to perform properly on Intel chips. The company said this stems from many Android apps originally being built for Arm processors rather than Intel's architecture.
androidauthority.com
· 2026-10-05
On the launch day of its Googlebook laptops, Google told Android Authority that while all Play Store apps are available on every device, a small number of complex apps or games may not perform smoothly on Intel-based models. The company said this is because many Android apps were built for Arm chips, and it is working with developers, Intel and Qualcomm to improve compatibility. Three of the five launch Googlebooks—from Acer, Asus and Lenovo—use Intel chips, while Dell and HP models use Qualcomm's Arm-based Snapdragon processors.
theverge.com
· 2026-10-05
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