NVIDIA demand may double lpddr5x and server dram prices in 2026
Counterpoint Research warns memory prices will keep climbing into early 2026 as demand from NVIDIA and other Artificial Intelligence deployments tightens LPDDR supply. The firm flags steep short-term increases and wider risks from tariffs, geopolitics, and labor costs.
AMD Instinct MI430X targets high-performance computing and Artificial Intelligence with 432 GB HBM4
AMD has introduced the Instinct MI430X, a data center accelerator for high-performance computing and Artificial Intelligence with 432 GB of HBM4 memory and 19.6 TB/s bandwidth. The GPU is already being deployed in the discovery supercomputer at Oak Ridge and the Alice Recoque exascale system in Europe.
Roblox enables age verification for chat access amid child safety concerns
Roblox will roll out camera-based age estimation to gate chat between minors and adults, initially optional and becoming mandatory globally by January. The checks use Persona and Artificial Intelligence and will begin in Australia, New Zealand, and the Netherlands in early December.
Ovi’s leap: Artificial Intelligence video tool boosts revenue and stokes creator fears
Character AI’s Ovi generates synchronized text-to-video clips with near-human fidelity, driving significant personalization revenue while intensifying creator concerns about job displacement.
How reinforcement learning is upending the Artificial Intelligence infra stack
Reinforcement learning can generate renewable, proprietary data that changes where value sits across the Artificial Intelligence infrastructure market. Post-training and agent builders may displace commodity inference providers by producing owned interaction data.
former TSMC executive Wei-Jen Lo reportedly joins Intel amid 2 nm probe
former TSMC senior vice president Wei-Jen Lo reportedly started at Intel in late October after retiring from TSMC, prompting an internal investigation over alleged copying of documents tied to 2 nm and other next-generation process technologies.
AMD and Eviden to power Europe’s new exascale supercomputer for Artificial Intelligence
AMD and Eviden will build Alice Recoque, France’s first and Europe’s second exascale supercomputer to serve as an Artificial Intelligence factory and support high performance computing. The 544 million euro project is funded by EuroHPC JU and led by GENCI and CEA with partners from the Netherlands and Greece.
gpu and pc vendors consider cuts as memory shortages tighten
Reports from Korean and Taiwanese outlets say rising DRAM, NAND, and NOR Flash prices are pushing GPU makers and PC vendors to rethink product configurations and development timelines, with potential cuts to mid- and high-end models and higher retail prices possible.