Technology

Ddr5 Contract Prices Surge Hbm Memory Wall — DDR5 contract prices surge with new force as the silicon gap between high-bandwidth memory and conventional DRAM stretches wider, according to comments made by a Micron HBM design fellow at the Hot Chips 2026 conference in Silicon Valley on August 23. Raghu Sreeramaneni told attendees that HBM’s

BIS Apex Logistics Nvidia servers investigation targets Kuehne+Nagel unit over 47 shipments of H100, H200 chips routed via Hong Kong into mainland China.

Memory cloud CapEx 2027 TrendForce is the through-line of a new supply-chain analysis that should reshape how institutional investors think about hyperscaler buildouts. DRAM and NAND Flash combined will account for 47% of major cloud service providers’ total capital expenditure in 2026 and rise to 68% in 2027, according to TrendForce. That single shift explains

Trump chip tariff Phase 2 would extend duties to servers, laptops, and gaming consoles while killing the data center carve-out that has shielded AI buildout

Wall Street rallied after Nvidia’s blowout results and a 70% Nvidia earnings forecast, lifting tech, software, and crypto-adjacent AI plays into Friday’s Warsh

Gatik raised $200M Series D led by Qatar Investment Authority to scale driverless middle-mile trucks for Walmart, PepsiCo, Loblaw and other retailers.

Samsung confirms its August 27 Galaxy Event expected to unveil the Galaxy S26 FE with the Exynos 2500 chip at 699 to 799 dollars, against the Pixel 10a.

UK AI datacenter expansion strains the electricity grid, forcing new campuses to rely on gas turbines that will outpollute ExxonMobil’s UK operations.

A Santa Barbara startup has begun shipping a gallium arsenide single-chip comb laser to AI lab customers, closing a $40 million Series A on August 24 and delivering the first product: a device that generates eight precisely spaced optical wavelengths from one chip under one electrical control. Quintessent’s QCOMB-1310-08-08-200-EVK targets the external laser slot in

The Crypto Clarity Act Senate committee advance clears committee in historic bipartisan vote, now headed for full Senate floor and possible Trump signature.