DeepSeek has posted notice of significant forthcoming API price increases on its pricing page. The company that commoditized frontier inference is now signaling the subsidy window is closing.
1 h ago 5 8
Apple's reported negotiations with CXMT - China's state-backed DRAM manufacturer - have stalled on pricing. Supply diversification from Samsung and Micron is proving more politically and commercially complex than expected.
1 h ago 9 10
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.
Aug 3, 2026 at 13:20 10 13
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
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
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 12 11
Etched is making a narrow bet - a dedicated ASIC for Transformers - as Nvidia's roadmap hardens on pricing. Sequoia is putting $300M to validate the thesis.
Jul 24, 2026 at 09:33 9 8
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
DeepSeek reaches a $51.9 billion valuation after a new funding round. The private market continues to pay a high price for the "frontier open-weight sino" option.
Jul 17, 2026 at 09:19 7 9
The cheap silicon floor is rising: AI demand on advanced nodes spills over to older processes.
Jul 15, 2026 at 10:14 27 10
