Memory-chip giants have reported record results on the back of AI-driven price surges, yet their shares sold off, a split that captures a supercycle now balanced at a crossroads between real demand and priced-in perfection. Record numbers, priced for perfection Kioxia’s first quarter to June showed revenue up 415.5 per cent year on year and … Read more
NVIDIA has confirmed a strategic investment in Safe Superintelligence, the lab founded by OpenAI co-founder Ilya Sutskever, and opened its next-generation Vera Rubin compute platform to the effort — targeting a tenfold increase in SSI’s capacity within twelve months. First Financial reports the deal is worth about $5 billion. SSI, founded in 2024, has shipped … Read more
In a recent Bloomberg interview, NVIDIA chief executive Jensen Huang said the semiconductor industry will need to grow roughly 5 to 10 times over the next decade to support the next wave of computing. The bet rests on who — and what — will be using computers. “In the future we will have AI agents … Read more