Advanced Micro Devices (AMD) plans to raise between $4 billion and $5 billion through its largest-ever US dollar investment-grade bond offering, which would nearly triple its outstanding long-term deb…
European semiconductor and AI infrastructure stocks have surged over 100% in 2026, driving the STOXX Europe 600 up approximately 10-11% year-to-date as of early August, with AI enablers like ASML and …
Nebius and partner DataOne received a second stop-construction order at their Vineland, New Jersey AI data center, this time over unpermitted Bloom Energy fuel cells and an LNG tank, halting power gen…
Suno released Studio 2.0, adding MIDI support, multitrack arrangement, and stem generation for up to 12 stems, positioning its platform as a 'Generative Audio Workstation' for music production. The up…
MiniMax-H3, a 33-billion-parameter open-weight video generation model from Chinese AI firm MiniMax, ranks first in the Video Edit Arena on arena.ai with 1390 points, 32 points ahead of Dreamina Seedan…
Microsoft Corp. cut its carbon removal purchases to 8.5 million metric tons of credits in the first half of 2026, about 80% less than a year earlier, as the company boosts spending on AI infrastructur…
Cerebras Systems CEO Andrew Feldman announced a partnership with AMD on July 23, combining Cerebras' Wafer-Scale Engine with AMD's Helios rack systems to create a disaggregated inference solution targ…
SanDisk has taped out its first High Bandwidth Flash (HBF) memory die, targeting product samples in 2027, with the technology promising up to 512 GB per stack and read bandwidths around 1.6 TB/s, with…
SanDisk's High Bandwidth Flash technology delivered 12.8 TB/s of memory bandwidth with 4 TB of capacity per GPU in simulation, closing to within 2.2% of HBM bandwidth for inference workloads. The stac…
California's AI Transparency Act, passed as SB 942 and amended by AB 853, will require large generative AI providers with over one million monthly users in the state to embed provenance metadata in AI…
The High Bandwidth Flash consortium, led by Sandisk and SK Hynix with members including Google and Tenstorrent, released its first technical specification for a new NAND-based memory standard targetin…
SanDisk and SK hynix introduced High Bandwidth Flash (HBF), a new memory standard combining NAND flash with wafer bonding to deliver HBM-level read bandwidth at 8 to 16 times the capacity, targeting A…
Vals AI has raised $40 million in a Series A round led by Andreessen Horowitz to build independent evaluation benchmarks for AI models, targeting the gap between standardized test performance and real…
SanDisk, newly independent from Western Digital as of February 2025, forecasts that KV cache will drive 35% of AI data center NAND flash workloads by 2030, presenting the projection at the Future of M…
BitGo launched BitGo Assist on August 12, a natural language search agent for institutional clients that answers account and platform queries in plain English but cannot execute transactions. The tool…
Centrifuge integrated with Compass Labs on August 6 to enable one-click asset looping across up to 43 bundled transactions, allowing developers and AI agents to access tokenized real-world assets on E…
Galaxy Digital's Helios campus in Dickens County, West Texas, has gone live as an AI and high-performance computing facility, with Phase I delivering 133 MW of critical IT load to anchor tenant CoreWe…
Intel CEO Lip-Bu Tan hinted at a potential return to the memory chip business, 41 years after the company exited DRAM, citing AI-driven demand that is expected to keep memory supply sold out through 2…
Databricks closed a funding round at a $188 billion valuation, led by Coatue Management with roughly $3 billion invested, nearly tripling its valuation from $62 billion in late 2024. The company repor…
Alphabet, Amazon, Meta Platforms, Microsoft, and Oracle have collectively issued $159 billion in bonds through May 2026, surpassing the $150 billion they raised from 2020 to 2024, to fund AI infrastru…