
Nvidia lifts AI server prices more than 15% as memory costs surge
Vera Rubin and Grace Blackwell systems shipping early next year will cost hyperscalers more, with memory makers squeezing the world's most profitable chipmaker.
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Vera Rubin and Grace Blackwell systems shipping early next year will cost hyperscalers more, with memory makers squeezing the world's most profitable chipmaker.

The world's largest memory maker is passing AI-driven scarcity through to foundry and memory customers in the steepest hike since the 2021 shortage.

The Claude maker is hiring chip engineers and reportedly scouting Samsung as a fab partner, joining OpenAI and Google in vertical hardware moves.

SK Hynix's HBM windfall is triggering an exodus from Samsung's foundry, where bonuses landed at roughly $135,000 per employee.

President Lee Jae-myung's summit with American tech leaders lands as Seoul races to anchor a domestic AI stack against US and Chinese competition.

The French AI lab would more than triple its valuation from its last round, giving Samsung a strategic foothold in European frontier models.

Handset makers squeezed as Samsung, SK Hynix, and Micron divert capacity to HBM for AI accelerators; entry-level India segment collapses 45%.

Seoul projects 2.6% GDP growth in 2026, up from 2.2% in 2025, as memory-chip orders from AI data-center buildouts drive exports.

The Nvidia HBM supplier priced above Seoul, opened 14% higher, and eclipsed Alibaba's 2014 record as Washington pushes for US fabs.

South Korea's memory giant will offer 17.8 million ADRs this week, joining Micron as Wall Street hunts for the next Nvidia.

The Korean chipmaker's earnings surge tracks the HBM buildout powering Nvidia, AMD, and every frontier AI training cluster.

The Claude maker is exploring a Samsung-built processor as competitors OpenAI, Google, and Amazon race to reduce Nvidia dependence.

Samsung, SK Hynix, and Hyundai anchor a national plan to double DRAM output and ship 30,000 Atlas robots a year by 2028.

Seoul unveils a national plan: $518B for four new memory fabs, $52B for HBM packaging, and $356B for AI data centers through 2035.

Only 16% of South Koreans are more worried than excited about AI — the lowest of 25 countries Pew surveyed, versus 50% in the US.

The Barcelona startup says it is Europe's largest robotics Series A, backed by CRV, Samsung, and LVMH chairman Bernard Arnault's family office.

The webcam maker is rebranding as Opal Electronics and shipping an AI audio device in the next three to four months.

The Korean-American startup says its MX1 chip can collapse 10 servers of inference work into one by moving compute next to DRAM.

The South Korean startup's PinTILT lenses ship in Aegis Rider's AR motorcycle helmet as global AI glasses shipments cross 8.7 million units.

A new laptop line built around Gemini, vibe-coded widgets, and agentic cross-app tasks headline Google's pre-I/O Android Show.

Greg Brockman testified under oath that OpenAI will spend $50 billion on compute in 2026, up from $30 million in 2017.

OpenAI president's sworn testimony reveals a compute bill that has ballooned from $30 million in 2017 to $50 billion this year.

Shares jumped more than 10% on Wednesday after talks with Apple over US chip manufacturing surfaced, making Samsung Asia's second trillion-dollar company.
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