AI News

Impact Score

NVIDIA demand may double lpddr5x and server dram prices in 2026

20 Nov 2025

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.

artificial intelligence, memory, nvidia, semiconductors

Impact Score

AMD Instinct MI430X targets high-performance computing and Artificial Intelligence with 432 GB HBM4

20 Nov 2025

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.

artificial intelligence, hardware, high performance computing, supercomputing

Impact Score

Roblox enables age verification for chat access amid child safety concerns

20 Nov 2025

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.

age verification, privacy, roblox, safety

Impact Score

Ovi’s leap: Artificial Intelligence video tool boosts revenue and stokes creator fears

20 Nov 2025

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.

character ai, content creation, emerging tech, ethics

Impact Score

How reinforcement learning is upending the Artificial Intelligence infra stack

20 Nov 2025

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.

artificial intelligence, infrastructure, reinforcement learning

Impact Score

former TSMC executive Wei-Jen Lo reportedly joins Intel amid 2 nm probe

20 Nov 2025

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.

corporate governance, intellectual property, semiconductors

Impact Score

AMD and Eviden to power Europe’s new exascale supercomputer for Artificial Intelligence

20 Nov 2025

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.

amd, artificial intelligence, eurohpc, high performance computing

Impact Score

gpu and pc vendors consider cuts as memory shortages tighten

20 Nov 2025

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.

gpus, memory, pc hardware

Impact Score

Microsoft, NVIDIA and Anthropic announce partnerships to scale Claude Artificial Intelligence

19 Nov 2025

Anthropic will scale its Claude Artificial Intelligence model on Microsoft Azure using NVIDIA systems, broadening enterprise access. the companies also announced a deep technology collaboration between NVIDIA and Anthropic to optimize models and hardware.

cloud, machine learning, partnerships

Impact Score

NVIDIA and Microsoft integrate latest technologies to power artificial intelligence superfactories

19 Nov 2025

NVIDIA and Microsoft expanded their collaboration at Microsoft Ignite to equip Microsoft’s Fairwater artificial intelligence superfactory with Spectrum-X switches and Blackwell GPUs. The work also includes new Azure VM previews, Nemotron integrations for SQL Server 2025 and tooling to onboard enterprise artificial intelligence agents into Microsoft 365.

cloud, infrastructure, microsoft, nvidia

Impact Score

Google unveils Gemini 3 with generative interfaces and agent

19 Nov 2025

Google introduced Gemini 3, a multimodal Artificial Intelligence upgrade that creates visual, interactive outputs and an experimental agent to manage multi-step tasks. The model ties deeper into search, shopping, and a new single-prompt development platform.

agents, artificial intelligence, google, multimodal

Impact Score

3D DRAM accelerator promises major artificial intelligence inference gains

19 Nov 2025

d-Matrix and Alchip have announced a collaboration to build what they call the world’s first 3D DRAM-based datacenter inference accelerator, aiming to overcome memory bandwidth and cost limits in current Artificial intelligence infrastructure.

artificial intelligence, asic, datacenter, dram