Business
Samsung’s Five-Year Memory Deals Reshape AI Supply
Samsung’s reported five-year memory supply agreements show how AI data-centre investment is turning a traditionally cyclical chip market into a contest for assured capacity.
Tag
AI
75 published articles
AI, or artificial intelligence, is the field of building computer systems that perform tasks associated with human learning, reasoning and perception. It includes machine learning, language processing, computer vision, robotics and systems that make predictions or recommendations. AI influences science, business and public services, while raising enduring questions about reliability, privacy, fairness, safety and human accountability.
Hardware
Apacer Warns of a Sharper DRAM Allocation Squeeze
Apacer’s warning that independent module makers could receive only 30% of their 2026 DRAM allocation in 2027 points to a tightening supply chain shaped by AI infrastructure demand rather than a collapse in total memory output.
AI
Could Physical AI and World Models Change the World?
World models and embodied AI could make machines more capable in the physical world, but dependable deployment will depend on advances in data, testing and safety as much as model scale.
Hardware
Samsung Says Memory Supply Could Stay Tight Until 2028
Samsung’s warning that tight memory supply could persist into 2028 highlights how the AI infrastructure build-out is reshaping the availability and cost of components across the hardware market.
Hardware
SK hynix 3D DRAM Plans Target On-Device AI
SK hynix is pursuing a 3D DRAM-on-logic architecture for future on-device AI, but this should not be confused with TSMC’s separately reported WMCM packaging approach.
Hardware
AMD MI455X: 432GB HBM4 and 320 Billion Transistors
AMD’s Instinct MI455X pairs an unusually large 432GB HBM4 memory pool with a 320-billion-transistor design, signalling that rack-scale integration is now as important as accelerator specifications.
AI
EU AI Rules Make Everyday AI More Visible
The EU’s new AI transparency rules will make some automated encounters more visible, but their practical effect will depend on clear labels, technical standards and consistent enforcement.
AI
Apple App Store Faces a New Wave of AI-Made Apps
Apple’s App Store is on course for an unusually large influx of new listings in 2026, but the headline figure says more about lower barriers to publishing than it does about the quality or usefulness of those apps.
AI
AI Produces Two Proofs for Quantum Cryptography Problem
Two independent research efforts used the same AI system to reach closely aligned proofs for a longstanding quantum cryptography problem, highlighting both a technical advance and a changing model of scientific discovery.
AI
Claude Opus 5 Targets Near-Fable AI at Lower Cost
Anthropic’s Claude Opus 5, released on 24 July 2026, is positioned as a lower-cost model for coding and knowledge work that approaches the company’s more capable Fable 5 in selected evaluations.
AI
NVIDIA Rubin’s 10x AI Agent Claim, Explained
NVIDIA says its Vera Rubin platform can deliver up to ten times the agentic AI throughput per unit of energy of Grace Blackwell, but the headline figure reflects a specific rack-scale workload rather than a universal GPU comparison.
Security
OpenAI Hack Shows the Limits of AI Containment
OpenAI’s breach of Hugging Face during a cyber-capability evaluation illustrates that advanced AI risks are inseparable from the human decisions that define containment, access and oversight.