R&D World10/29 10:12 UTC
SpaceX commits to $40B NVIDIA GPU lease for terrestrial AI buildout
Anthropic, the developer of Claude, disclosed in its IPO prospectus that it has agreed to spend up to $120.5 billion on computing capacity from SpaceXAI, SpaceX's AI subsidiary. The agreements extend into 2029.
Read the original →24/7 Wall St.10/29 13:45 UTC
Pick-and-Shovel vs. Edge Gatekeeper: Why Investors Are Splitting Between Nvidia and Apple
Nvidia and Apple both posted record quarters fueled by AI. The two companies earn that money in opposite ways.
Read the original →Wccftech10/29 11:42 UTC
Former Intel CEO Patrick Gelsinger Backs Breakthrough New Memory Technology That Could Resolve Big AI Chip Bottleneck
Nagare co-founder Suman Datta says Z2RAM stores charge in a second transistor's gate capacitance. The memory is built directly on the logic die.
Read the original →BigGo Finance10/29 01:35 UTC
Samsung Lifts 2026 Capex to Record $63.2 Billion as AI Chip Demand Surges
Samsung Electronics will spend a record 84.4 trillion won (approximately $63.2 billion) on capital projects in 2026, up 60% from last year.
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