NVIDIA Vera CPUs have completed its first deliveries to Anthropic, OpenAI, SpaceX AI, and Oracle Cloud.
Agent-based AI drives demand for server CPUs from INTEL and AMD.
INTEL CEO Lip-Bu Tan stated that the 14A chip will enter production in 2028 and reach mass production in 2029.
Trump: Regrets only asking for a 10% stake in INTEL.
Blackstone Group and Google have formed a joint venture to build an AI cloud joint venture using Google’s proprietary chips.
INTEL and Qualcomm are in talks to acquire AI chip company Tenstorrent.
AI servers have driven the adoption of high-capacity DDR5 RDIMMs and high-capacity QLC/TLC, making them the most valuable storage products per wafer.
Analog Devices is reportedly close to completing its $1.5 billion acquisition of Empower.
Former Samsung executive Kye-hyun Kyung: Surge in Chinese investment may lead to a drop in memory chip prices in H2 2027.
