
Nvidia’s AI Boom Is Cooling as Memory Chips Become the New Prize
The AI compute market is rotating from Nvidia GPUs to memory chips as DRAM and HBM prices surge and GPU rental rates cool.

The AI compute market is rotating from Nvidia GPUs to memory chips as DRAM and HBM prices surge and GPU rental rates cool.

Meta’s AI chips are set for September production as the company works to cut GPU costs and expand its massive AI infrastructure.

OpenAI, Anthropic and SpaceX could create more tech exits value than all U.S. VC-backed exits since 2000, reshaping IPO expectations.

Microsoft is embracing AI cost-cutting by routing some Word and Excel prompts to its own MAI models instead of third-party systems.

French startup ZML launches a free AI inference product to run models across Nvidia, AMD, Google, Apple and Intel hardware.

AI chip funding takes SambaNova to an $11B valuation as the company lands JPMorganChase and pushes its inference hardware into enterprise AI.

AI agents startup Prime Intellect raised $130M at a $1B valuation to help enterprises build custom systems without frontier labs.

Stoke Space names ex-OpenAI executive Kevin Weil to its board as the reusable rocket startup races toward operational launch.

General Intuition says a robotics foundation model could transform embodied AI, with a $320M raise and an eight-minute real-world demo.

Self-improving AI is no longer just a frontier-lab idea. A new experiment shows smaller teams can train useful models that improve on their own.