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
SK Hynix eyes record Q2 profit on AI memory boom - the memory cycle enters its blow-off top
SK Hynix is guiding to a record Q2 profit driven by AI memory demand. The Korean memory oligopolist is now the cleanest single proxy on HBM pricing power.
Jul 27, 2026 at 10:17 10 11
SK Hynix Q2 record: memory is where the AI capex pinch prints first
SK Hynix aims for a record Q2 profit - 57% of the HBM AI-server market according to Tech in Asia - and becomes de facto the 2nd largest shareholder of Kioxia, without voting rights for now. The HBM constraint becomes the clock of the token cost 2027-2028.
Jul 26, 2026 at 18:40 12 8
Thailand: +37% of investment requests in H1, driven by the AI wave
The Thai BOI rakes in a record first half - the country becomes a credible landing spot for AI/datacenter projects on the sidelines of the US-China duel.
Jul 24, 2026 at 09:33 13 9
Brussels imposes €890M on Google under the DMA: the sanction mechanism is in place
New record DMA fine - Washington retaliates by threatening commercial stability. Europe consolidates an ex ante antitrust regime; Google does the math.
Jul 24, 2026 at 09:33 8 8
Fujitsu and NEC signal a strong AI order book for H2 2026 – the Japanese stack cashes in
Two of Japan's biggest system integrators confirmed AI demand traction on their earnings. ITmedia reads it as the vindication of the Nvidia-centric stack.
4 h ago 5 7
Jeff Dean on what AI teams get wrong: the diagnostic from the shop that pays every bill
The Google chief scientist joins the anti-hype consensus. Content isn't new - the source is. When the man who runs TPU + Gemini + Vertex says it, boards listen.
4 h ago 6 6
CATL bets on RoboParty: China's battery giant enters the humanoid race sideways
The world's largest battery maker takes a stake in a HIT-founded open-source humanoid startup. Not a VC move - an integration play.
4 h ago 5 8
Deutsche Telekom's LMOS: what enterprise AI teams actually want from a platform
Arun Joseph at InfoQ describes a real, in-production agentic compute layer: ephemeral agents, an ADL, and a central capabilities catalog.
4 h ago 5 5
InAgent achieves 90.2% on OSWorld: the computer-use agent gap narrows for the Chinese stack
A Chinese CUA becomes the first to surpass 90% on OSWorld. The gap with US frontier labs is now a harness gap, not a model gap.
4 h ago 5 6
Laguna 118B runs on a DGX Spark, Inkling goes multimodal, K3 secures its commercial license: benchmarks and clauses recap #23
Three architectures to dissect side-by-side: Poolside's MoE 118B / 8B active on a single machine; Inkling's multimodal 975B / 41B, also released as 276B / 12B; and Kimi K3's 2.8T / 104B context with 1M tokens, whose commercial agreement clause could exclude US companies.
17 h ago 10 10
Rust All-Hands 2026: 166 Rustaceans, 73 sessions, zero decisions—that’s the goal
Rust All-Hands 2026 (Utrecht, May) brought together 166 contributors across 73 sessions over 3 days. No formal decisions were made—this is the rule. However, several technical breakthroughs emerged: `rustc_public`, `cargo-semver-checks`, union semantics, and the allocator trait.
17 h ago 7 9