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Today β€” 5 May 2026Main stream

Apple Eyes Intel and Samsung Fabs in Early-Stage Talks, a Rare Crack in Its Decade-Long TSMC Loyalty

5 May 2026 at 15:50

A cleanroom worker in protective gear holds a silicon wafer with an 'Apple M5' chip, under an 'intel foundry' logo.

Apple has once again raised the possibility of making its chips at Fabs besides TSMC, as it is in early talks with Intel and Samsung. Intel & Samsung Emerge As Potential Fix To Apple's Supply Constraints Affecting Its Consumer Chips Bloomberg has just dropped some big news surrounding Apple, which is in early talks with Intel and Apple to secure additional supply for its consumer lineup. The report highlights that Apple has held "exploratory" discussions with the two semiconductor firms as it aims to diversify the production of its chips. The company has so far relied upon TSMC for its […]

Read full article at https://wccftech.com/apple-eyes-intel-samsung-fabs-in-early-stage-talks-a-rare-crack-decade-long-tsmc-loyalty/

Yesterday β€” 4 May 2026Main stream

NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Embraces 800V DC Architectures

4 May 2026 at 20:00

NVIDIA Feynman GPUs Push Power Semi Content To $191,000, 17 Times Increase Over Blackwell As Industry Pushes 800V DC Architectures

As compute requirements grow in AI datacenters, so do the power requirements, which are estimated to reach 17x higher with NVIDIA's Feynman. NVIDIA Feynman Racks Estimated To Feature 17x Higher Power Semi Costs Per Rack Versus Blackwell NVIDIA Feynman GPUs feature several groundbreaking features and will launch in 2028, after Rubin. The company has been working hard to deliver more efficient AI solutions, but as requirements grow, power requirements have increased tremendously. Morgan Stanley Research has published a chart that visualizes the total power semi content of three AI rack solutions from NVIDIA. Starting with the baseline Blackwell or B200, […]

Read full article at https://wccftech.com/nvidia-feynman-gpus-push-power-semi-content-17-times-higher-vs-blackwell/

AMD’s Server CPU Revenue Set To Surge 80% This Year, With An Estimated 1.9M AI GPUs Shipping By 2027

4 May 2026 at 18:35

AMD's Server CPU Revenue Set To Surge 80% This Year, With An Estimated 1.9M AI GPUs Shipping By 2027 1

AMD's immense success for its CPUs and GPUs in the AI segments will be a key driver for the company in the current year & the years ahead. AMD Is Expected To Ship Nearly 1.9 Million AI GPUs By 2027, While It's Share In China Will Be Larger Than NVIDIA's Intel, gaining momentum this quarter, thanks to Agentic AI's reliance on CPUs, has given us a teaser of what to expect from AMD's upcoming earnings. As per UBS, AMD isn't as constrained as Intel in the CPU segment and is anticipated to grow its Server CPU revenue by 80% this […]

Read full article at https://wccftech.com/amd-server-cpu-revenue-to-surge-80-percent-2026-estimated-1-9m-ai-gpus-shipping-by-2027/

DDR6 Memory Development Kicks off As Samsung, SK Hynix & Micron Race Towards Commercialization By 2028-2029

4 May 2026 at 17:00

JEDEC Confirms CAMM2 Memory For Desktop PCs: DDR6 Up To 17.6 Gbps & LPDDR6 Up To 14.4 Gbps 1

DDR6 memory development is in full swing with major DRAM makers including Samsung, SK Hynix & Micron all racing towards completion to meet growing AI demands. The Next Chapter of DRAM Just Kicked off With Samsung, SK Hynix & Micron All In The Race To Complete DDR6 Development & Deployment By 2028-2029 As AI continues to demand speedier and higher-capacity memory, DRAM makers are now initiating the development plan for next-gen standards. Last year, JEDEC announced the LPDDR6 standard, bringing improved performance and efficiency versus LPDDR5. LPDDR memory has already become the favorite of the AI industry, offering faster speeds, […]

Read full article at https://wccftech.com/ddr6-memory-development-kicks-off-samsung-sk-hynix-micron-race-to-commercialization-by-2028-2029/

Spain Joins UK, Germany, Brazil, Switzerland, Canada, France, Italy, Mexico, Denmark, China, Thailand, India, Japan, and Others in Facing a Massive Travel Setback and Hammering Geopolitical Impact as US Issues a New Warning for All European, American and Asian Countries that They Face Sanctions if They Pay Iran Hormuz Toll: Latest Update You Need to Know

Read full article: https://www.travelandtourworld.com/news/article/spain-joins-uk-germany-brazil-switzerland-canada-france-italy-mexico-denmark-china-thailand-india-japan-and-others-in-facing-a-massive-travel-setback-and-hammering-geopolitical-impact-as/

Spain Joins UK, Germany, Brazil, Switzerland, Canada, France, Italy, Mexico, Denmark, China, Thailand, India, Japan, and Others in Facing a...

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We’ll take it: A TikToker rallies pledges to buy Spirit Airlines after its abrupt weekend collapse

4 May 2026 at 06:02
Within hours he'd thrown up a website β€” a janky, one-hour job, by his own admission β€” and by Sunday, 36,000 "founding patrons" had pledged nearly $23 million, crashing his servers in the process.
Before yesterdayMain stream

Micron CEO Warns AI Is Only in the β€˜First Innings’ as Memory Supply Tightens, With DRAM and NAND Demand Set to Exceed 50% of Industry TAM

3 May 2026 at 15:10

SSD Prices To Skyrocket By 50% In 2024 As Manufacturers Implement Large-Scale Price Bumps 1

Micron posted a record Q2 as DRAM demand increases, but its CEO says this is just the beginning as more memory is required for AI to reach its full capabilities. Micron CEO Sees Demand For Faster Memory To Increase Massively For AI To Reach Its Full Potential Memory & Storage maker, Micron, has seen exceptional growth across all of its businesses, which include DRAM, NAND, and HBM. The growth comes from skyrocketing demand for their products as the Agentic AI craze continues to lift off every memory and storage firm. During a conversation with CNBC, Micron's CEO said that what […]

Read full article at https://wccftech.com/micron-ceo-warns-ai-is-only-in-the-first-innings-memory-supply-tightens-dram-nand-demand/

From Toilets to AI Chips: Toto Joins MSG Maker Ajinomoto as Japan’s Strangest Beneficiaries of the AI Spending Frenzy

3 May 2026 at 01:50

From Toilets to AI Chips: Toto Joins MSG Maker Ajinomoto as Japan's Strangest Beneficiaries of the AI Spending Frenzy

Well, isn't that unexpected? A Japanese toilet maker has just announced that it will pivot to AI chips, leading to a 18% stock surge. Ceramics Used For Making Toilets Are Now Going To Power The AI Chip Industry Who would've predicted that a company involved in making toilets and other sanitary equipment would start making AI chips? Well, Toto, A Japanese company, has just announced that and is seeing a boost to its stock. The company leverages ceramics for its current operations, but the same ceramics can be used for making components that are critical to AI infrastructure. As per […]

Read full article at https://wccftech.com/from-toilets-to-ai-chips-toto-joins-msg-maker-ajinomoto-as-japans-strangest-beneficiaries-of-the-ai-spending-frenzy/

Talent over tokens: AI models are becoming more expensive to run, and productivity gains are limited β€” efficient workers might be the solution to strained budgets

30 April 2026 at 20:47
Major firms are finding the rising costs of AI hard to manage, as human workers are now often more affordable alternatives to AI within certain contexts. With many platforms switching to per-token billing and rising model costs, we may be reaching an inflection point where human workers are a more efficient way to spend.

US stops exports of tools to China’s number two chip maker β€” Hua Hong and Huali Microelectronics reportedly on the cusp of starting a 7-nm fab in Shanghai

Applied Materials, KLA, and Lam Research received letters from the U.S. Department of Commerce preventing them from shipping some of Hua Hong's orders for the latest chipmaking tools. These are reportedly being planned for use on the Chinese company's planned 7-nm fab in Shanghai.

Nvidia exec says AI is more expensive than actual workers β€” yet some companies don't see the extra costs as a negative

As advanced LLMs do more and more for modern businesses, the outlays to cover all those tokens can cost more than worker salaries alone. But some companies don't see the added costs as a negative as they look toward a more automated future.

Ransomware accidentally destroys all files larger than 128KB, preventing decryption β€” VECT code likely partly vibe coded with AI or used an old code base, security researchers suggest

A ransomware's major flaw meant that files cannot be decrypted because of a programming mistake. It also has several minor issues, showing that its creator may not be as sophisticated as suggested. Still, researchers point out that these can be rectified in future versions of the malware.

Nanoscale device generates continuous electricity from evaporating water and some sunlight β€” paves the path for battery-free sensors, wearable electronics, and more

29 April 2026 at 13:30
Researchers at Switzerland’s Γ‰cole Polytechnique FΓ©dΓ©rale de Lausanne have developed a nanoscale device that generates continuous electricity from evaporating water, with heat and sunlight boosting the process.

Market slumps as OpenAI reportedly misses internal targets for active users and revenue β€” Nvidia, Oracle, AMD, and CoreWeave shares all tremble on the news

Nvidia, Oracle, SoftBank, and CoreWeave saw their stock prices go down because of news that OpenAI has been missing its internal targets. SoftBank stock lost 9.9% of its value on the Tokyo Stock Exchange. Nvidia, AMD, Oracle, and CoreWeave also dropped during pre-market trading and remain down after the market opened.

OpenAI and Microsoft's alliance fractures as cloud exclusivity deal ends β€” Azure's single-provider monopoly for ChatGPT is officially over

28 April 2026 at 17:56
Microsoft and OpenAI have announced a restructuring of their relationship. No longer will Microsoft pay OpenAI a revenue share, but it will continue to flow the other way. Microsoft will also retain model access and a first-refusal for its Azure server services, but OpenAI will be able to work with other CSPs.

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