Conventional DRAM and NAND hit record highs in July: the memory squeeze widens
Korean industry data show conventional (non-HBM) memory prices at all-time highs in July—the AI supercycle now spills into the general-purpose stack.
4 h ago 6 8
MiniMax H3 open-source: Chinese lab breaks the price of full-modal
MiniMax releases H3, an open-source full-modal (text, image, audio, video) model at one-third the price of competitors. The AI video market stops being binary: expensive closed-source or weak open-source.
Jul 31, 2026 at 12:50 12 14
Claude shared chats surfaced on Google - the price of easy sharing
A "share chat" Claude generates a public link - sometimes indexed by Google. Anthropic fixes it, but the incident reactivates an old reflex: every "share" button is a vector for leaks.
Jul 28, 2026 at 20:57 7 8
Anthropic ships Claude Opus 5: the Fable 5 arc closes at roughly half the price
Anthropic officializes Claude Opus 5, the culmination of the "Fable 5" cycle - announced capacity nearly equivalent for a price halved. The battle shifts to pricing.
Jul 26, 2026 at 18:36 6 8
Anthropic launches Claude Opus 5: near-Fable 5 capability at roughly half the price
Five days after making Fable 5 permanent in premium plans, Anthropic ships Opus 5 - a model close to flagship capabilities at about half the price per Tech in Asia. A pricing move that betrays competitive pressure.
Jul 25, 2026 at 10:27 10 11
Blackstone: +26% in Q2, driven by AI bets - patient capital comes into play
The private equity giant is saying what the VC scene has been asserting for 18 months - AI is no longer a theme, it's an asset class.
Jul 24, 2026 at 09:33 12 10
Oppo and Vivo would refuse Samsung's Q3 memory rates: the HBM/DRAM squeeze turns into an arm wrestle
According to TechNode, Oppo and Vivo reportedly declined Samsung Electronics' price offer for Q3 2026 - the memory capex race is spilling over into client-to-client negotiations.
Jul 23, 2026 at 07:42 9 9
Google's Gemini 3.6 Flash is cheaper and shorter - and Gemini 4 gets a tease while 3.5 Pro stays late
Google publishes three new Gemini models with a focus on "fewer output tokens, cheaper", tests Gemini 4 in the waiting room - and leaves Gemini 3.5 Pro at the starting line.
Jul 22, 2026 at 12:41 16 8
AI memory crunch reaches India's smartphones: the DRAM squeeze hits the consumer edge
The HBM absorbs the DRAM. The first market where the general public sees the note: India, whose affordable smartphones start to rise in price or decrease in RAM.
Jul 19, 2026 at 00:39 23 10
Kimi K3 pricing: China's frontier goes premium, ends the race-to-the-bottom
Moonshot has priced Kimi K3 at 3-15× the tokens of DeepSeek - the first time a Chinese frontier lab has publicly asked for a premium against its domestic peers, and a break with the price-war narrative.
Jul 18, 2026 at 11:11 20 9