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News
Positron AI Raises $875M to Prove Commodity Memory Can Beat HBM in Inference
1+ day, 17+ hour ago (197+ words) Positron's core argument is that the comparison between HBM and LPDDR5X based on peak bandwidth numbers misses how AI inference actually works. The practical case for LPDDR5X beyond the utilization argument comes down to supply chain and scale. Positron isn't pitching future…...
Nvidia Calls Australia 2GW Sovereign AI Hub; Grid Queues Won't Supply All Partners in Time
3+ day, 17+ hour ago (1293+ words) Tech Times...
Moore Threads Claims 95% Scaling on 100,000 GPUs: No Independent Auditor Has Verified It
3+ day, 17+ hour ago (361+ words) Note that JD Cloud's official announcement did not specify which Moore Threads GPU model the cluster will use. The S5000 attribution comes from Moore Threads' current product lineup — the company's only announced data center AI accelerator — and was reported by multiple…...
DeepSeek's 160,000-Chip Huawei Order Puts PRC Law Over Every API Query
1+ week, 1+ day ago (246+ words) That distinction matters enormously. It shapes what this order proves, what it does not prove, and what a developer or enterprise building on DeepSeek's API should understand about where their queries are actually going. To understand why DeepSeek chose the…...
Siri AI Ships September 9 Waitlisted, EU-Blocked: Ternus's Constrained Launch
1+ week, 4+ day ago (920+ words) The memo, first reported by Bloomberg and published in full by MacRumors and 9to5Mac, was brief: four paragraphs. Ternus thanked employees for their warm wishes, praised his predecessor Tim Cook in generous terms, and then turned to product with a confidence…...
Android September Drop: Gemini Adds Item Memory for Phones Without Tracker Tags
1+ week, 4+ day ago (343+ words) Android phones have had a well-documented gap with iPhone since Apple launched Vehicle Motion Cues in iOS 18 in 2024. Motion Assist, now rolling out on Android 17, is Google's native answer — and it works on the same neurological principle. Details of Motion…...
Best Buy Q2 Beat on AI Laptops, Glasses; Same AI Demand Is Lifting Your Laptop Price
2+ week, 3+ day ago (376+ words) The morning's report also marked the final quarterly earnings call for outgoing CEO Corie Barry, who guided the Richfield, Minnesota-based retailer through the pandemic, subsequent demand decline, and a persistently complex tariff environment before handing the role to incoming CEO…...
UK Semiconductor Communities Converge at S2S26 as DSIT's AI Hardware Plan Executes
2+ week, 4+ day ago (267+ words) The Build track, anchored by NMI and sponsored by VAT Group and Carl Zeiss, addresses the foundational layer that prior TechWorks events have always treated as a specialist sideshow: the actual materials and process engineering that determines what UK chips…...
Mac Studio M5 Ultra Ships With 512GB to Run Frontier AI Models Locally
2+ week, 4+ day ago (569+ words) The simultaneous announcement — no advance event, minimal buildup, disclosed on a Tuesday morning in late August — clears the decks before Apple's expected September iPhone announcements and signals a company that has reoriented its desktop silicon strategy around AI compute in…...
Jalapeño Beats Nvidia GB300 on Efficiency: SemiAnalysis Confirms 1.9x Lead
2+ week, 4+ day ago (484+ words) The results were presented at Hot Chips 2026 on August 25 and published simultaneously on OpenAI's website. They arrive the day before Nvidia is scheduled to release its second-quarter fiscal 2027 earnings after market close, with analysts projecting quarterly revenue of approximately $92 billion....