Valve hints at Steam Machine delay… but the plot thickens

digitaltrends - Valve says memory and storage shortages may delay the Steam Machine and related hardware, while updated listings showing “Coming soon” suggest development is still progressing behind the scenes. The post Valve hints at Steam Machine delay… but the plot th…

#hardware #gaming #semiconductors #business #supplychain #manufacturing #technology #gadgets #steam #memory

Valve now says "we hope" to ship the Steam Machine, Steam Frame, and Steam Controller in 2026 -- a downgrade from its earlier promises -- due to memory shortages. www.theverge.com/games/890986...

2 hrs / bsky / @jaypeters.net / jaypeters.net

SSD-RAMageddon is so dire that a company defining product that was announced last year may not even see a release until NEXT year.

2 hrs / bsky / @35mmpapi.com / 35mmpapi.com

No Gabe Cube this year?

2 hrs / bsky / @teanah.bsky.social / teanah.bsky.social

Valve has updated a blog post to say that it is shipping the Steam Machine, Steam Frame, and Steam Controller in 2026.

2 hrs / bsky / @theverge.com / theverge.com

Never mind! Valve: "we will be shipping all three products this year." www.theverge.com/games/890986...

2 hrs / bsky / @seanhollister.bsky.social / seanhollister.bsky.social

Valve hints at Steam Machine delay… but the plot thickens

3 hrs / digitaltrends

Valve doesn't sound confident the Steam Machine will ship in 2026

4 hrs / engadget / Ian Carlos Campbell

Steam Machine, Frame, and Controller updated to 'coming soon' release date status by Valve

5 hrs / reddit / /u/imaginary_num6er

Valve’s Steam Machine may not launch this year

5 hrs / theverge / Jay Peters

Nintendo is suing the U.S. government over illegal tariffs

Bradly Shankar / mobilesyrup - Mario is taking on Trump. Nintendo has filed a lawsuit against the U.S. government over tariffs it imposed last year, as first reported by Aftermath. In a complaint to the U.S. Court of International Trade, Nintendo’s lawyers took aim at the “unlawful imp…

#gaming #techpolicy #tariffs #government #business #nintendo #supplychain #us #law #litigation

Nintendo sues the U.S. government for a refund on tariffs

4 hrs / techcrunch / Amanda Silberling

Nintendo Sues U.S. Government for Tariff Refunds

5 hrs / ycombinator

Nintendo is suing the U.S. government over illegal tariffs

7 hrs / mobilesyrup / Bradly Shankar

Nintendo is Suing the US Government Over “Unlawful Impositions of Tariffs”

7 hrs / wccftech / David Carcasole

Nintendo suing U.S. government over tariffs

8 hrs / reddit / /u/PaiDuck

Apple's 'HomePad' Now Rumored to Launch Even Later Than Expected

Hartley Charlton / macrumors - Apple's long-rumored smart home hub device will launch in the fall of 2026, according to the leaker and prototype collector known as "Kosutami."In a new post on X, Kosutami said that the device, colloquially dubbed the "HomePad," is now set to arrive in t…

#iot #automation #apple #business #supplychain #technology #gadgets #smarthome

Apple’s HomePad rumoured to launch even later than expected

7 hrs / mobilesyrup / Matthew Mountjoy

Apple HomePad smart home hub may launch in 2026

12 hrs / ithinkdiff / Asma Hussain

Apple's 'HomePad' Now Rumored to Launch Even Later Than Expected

13 hrs / macrumors / Hartley Charlton

Anthropic officially deemed supply chain risk, CEO Amodei announces legal challenge

Maximilian Schreiner / the-decoder - The Pentagon formally notified Anthropic on March 4 that the company and its products have been designated as a supply chain risk to US national security.The article Anthropic officially deemed supply chain risk, CEO Amodei announces legal challenge appea…

#ai #techpolicy #defensetech #anthropic #genai #government #supplychain #us #law #litigation

Claude’s tech wins: growth, security finds, and new tools (4)
Cloud vendors reassure customers: Claude remains broadly available (4)
Legal and policy showdown: Anthropic to sue over blacklist (14)
OTHER (4)
All Other Stories

Claude’s tech wins: growth, security finds, and new tools

Firefox taps Anthropic AI bug hunter, but rancid RAM still flipping bits

6 hrs / theregister / Thomas Claburn

Anthropic Launches AI ‘Job Disruption’ Tracker to Monitor Automation Risk

6 hrs / eweek / Aminu Abdullahi

Anthropic’s Claude found 22 vulnerabilities in Firefox over two weeks

8 hrs / techcrunch / Russell Brandom

Claude’s consumer growth surge continues after Pentagon deal debacle

9 hrs / techcrunch / Sarah Perez

Cloud vendors reassure customers: Claude remains broadly available

Amazon says Anthropic’s Claude still OK for AWS customers to use outside defense work

7 hrs / cnbc

Microsoft, Google, Amazon say Anthropic Claude remains available to non-defense customers

7 hrs / techcrunch / Julie Bort, Rebecca Bellan

Google joins Microsoft in telling users Anthropic is still available outside defense projects

8 hrs / cnbc

Microsoft Maintains Anthropic Claude AI Integration Despite Pentagon Supply Chain Blacklist

8 hrs / parameter / Trader Edge

Legal and policy showdown: Anthropic to sue over blacklist

US draws up strict new AI guidelines amid Anthropic clash

3 hrs / ft

Anthropic’s “AI Safety Theater”: Why the Difference to OpenAI Might Be Smaller Than You Think

3 hrs / winbuzzer / Markus Kasanmascheff

By bullying Anthropic, the Pentagon is violating the First Amendment. Here’s why.

4 hrs / reddit / /u/StraightedgexLiberal

Anthropic says it’s in ‘productive’ discussions with Pentagon about Claude but still plans to sue on ban

5 hrs / siliconangle / Maria Deutscher

Anthropic challenges Department of War designation as AI dispute escalates

7 hrs / mashable

Anthropic’s Statement To The ‘Department Of War’ Reads Like A Hostage Note Written In Business Casual

7 hrs / reddit / /u/StraightedgexLiberal

Is the Pentagon allowed to surveil Americans with AI?

7 hrs / technologyreview / Michelle Kim

Anthropic’s Statement To The ‘Department Of War’ Reads Like A Hostage Note Written In Business Casual

8 hrs / techdirt / Mike Masnick

Anthropic’s Pentagon deal is a cautionary tale for startups chasing federal contracts

9 hrs / techcrunch / Theresa Loconsolo

Anthropic and the Pentagon

9 hrs / simonwillison / Simon Willison

Anthropic supply chain risk designation could chill innovation, experts say

10 hrs / techxplore

Anthropic officially deemed supply chain risk, CEO Amodei announces legal challenge

10 hrs / the-decoder / Maximilian Schreiner

Anthropic to Challenge U.S. ‘Supply Chain Risk’ Designation in Court

10 hrs / techstrong / Jon Swartz

Pentagon follows through with its threat, labels Anthropic a supply chain risk ‘effective immediately’

12 hrs / reddit / /u/WadieXkiller

OTHER

I'm 60 years old. Claude Code has ignited a passion again

3 hrs / ycombinator

Anthropic's Poorly Timed Truth-Telling

10 hrs / newcomer / Eric Newcomer

Liz Reid on where Google Search ends and Gemini begins

11 hrs / sources / Alex Heath

Telcos try to hop on the AI train, Anthropic wars with the Pentagon, and agents threaten Microsoft

11 hrs / siliconangle / Robert Hof

All Other Stories

Anthropic launches Claude Marketplace with third-party cloud services

1 hr / siliconangle / Maria Deutscher

Anthropic bods rework AI damage yardstick, find scant labor impact

3 hrs / theregister / Thomas Claburn

Pentagon taps former DOGE official to lead its AI efforts

3 hrs / reddit / /u/esporx

Pentagon taps former DOGE official to lead its AI efforts

5 hrs / reddit / /u/Accurate_Cry_8937

AI is supercharging surveillance, and the law has not caught up with it.

5 hrs / bsky / @technologyreview.com / technologyreview.com

ChatML – Open-source desktop app for orchestrating parallel Claude Code agents

6 hrs / reddit / /u/mcastilho

I cannot believe OpenAI has something higher priority than porn but apparently it’s pressing pause on Adult Mode sources.news/p/liz-reid-g...

8 hrs / bsky / @rani.bsky.social / rani.bsky.social

Altman said no to military AI – then signed Pentagon deal anyway

9 hrs / reddit / /u/CackleRooster

Sam Altman admits OpenAI can’t control Pentagon’s use of AI | Technology

16 hrs / reddit / /u/Thepunnisherrr

Washington reportedly moves to tighten leash on AI chip exports

Dan Robinson / theregister - Draft rules could force Nvidia and AMD to seek government approval before selling abroad The Trump administration is reportedly planning new restrictions on GPU exports, aimed not only at controlling who gets them, but at driving AI investment back into t…

#ai #semiconductors #techpolicy #china #chips #defensetech #nvidia #government #supplychain #us

Commerce Department Drafts Global AI Chip Export Rules Linking Sales to US Investment

11 hrs / implicator / Maria Garcia

Washington reportedly moves to tighten leash on AI chip exports

13 hrs / theregister / Dan Robinson

US Commerce Department confirms harsh new AI export rules, shoots down reports over the return of Biden-era AI Diffusion rule — DoC to formalize a new approach to strategic AI accelerator export controls

14 hrs / tomshardware

“AI chips will remain in America unless foreign countries invest in the US”

18 hrs / techzine / Erik van Klinken

China’s rubber-stamp parliament rubber stamps tech independence plan

Simon Sharwood / theregister - Call to do better with chips and put AI everywhere is more than rhetoric because China’s scientists are sprinting ahead China’s government has again made reducing reliance on imported digital technology a major goal.…

#ai #semiconductors #techpolicy #china #chips #government #business #supplychain #economy #manufacturing

China’s Zhejiang, Guangdong provinces vie to heed Xi Jinping’s call for innovation

13 hrs / scmp

China pledges full support for tech sector with broad range of new policies

14 hrs / scmp

Chinese tech firms struggle to keep pace in AI race

15 hrs / semafor / Prashant Rao

China's most senior semiconductor executives issued a public call this week for a consolidated national effort to build a domestic alternative to Dutch lithography giant ASML, warning that the country's chip equipment industry remains too "small, fragment

21 hrs / reddit / /u/Logical_Welder3467

China's AI Companion Robots: Selling Emotion to the World

23 hrs / pandaily

China’s rubber-stamp parliament rubber stamps tech independence plan

25 hrs / theregister / Simon Sharwood

China bets on AI-manufacturing integration to narrow digital-economy gap with US

26 hrs / scmp

China to put state-owned firms, capital to work nurturing tech champions

29 hrs / scmp

China’s New 5-Year Plan: More AI, Less US

31 hrs / gizmodo / AJ Dellinger

US Mulls Requiring Permits for Global Nvidia, AMD AI Chip Sales

31 hrs / reddit / /u/RobotWantsKitty

Mac Studio 512GB RAM Option Disappears Amid Global DRAM Shortage

BeauHD / slashdot - Apple has removed the 512GB RAM configuration for the Mac Studio, leaving 256GB as the new maximum. The remaining 256GB upgrade has also increased in price and now faces longer shipping delays as demand grows "due to consumers seeking machines suitable fo…

#ai #hardware #semiconductors #apple #chips #supplychain #technology #gadgets #memory

Image post - please click to view at origin

8 hrs / bsky / @arstechnica.com / arstechnica.com

Without warning, Apple has stopped selling the Mac Studio with its previous maximum configuration of 512GB RAM, perhaps because of worldwide shortages.

11 hrs / bsky / @appleinsider.com / appleinsider.com

Apple's 512GB Mac Studio vanishes, a quiet acknowledgment of the RAM shortage

11 hrs / arstechnica / Andrew Cunningham

Apple pulls $4,000 512GB Mac Studio upgrade option as AI RAM squeeze continues, raises 256GB upgrade price — M3 256GB upgrade now costs $2,000

12 hrs / tomshardware

Forget 512GB RAM -- Apple has dropped the Mac Studio's $4,000 upgrade

14 hrs / appleinsider

Mac Studio 512GB RAM Option Disappears Amid Global DRAM Shortage

28 hrs / slashdot / BeauHD

Mac Studio 512GB RAM Option Disappears Amid Global DRAM Shortage

29 hrs / reddit / /u/pi314156

Mac Studio 512GB RAM Option Disappears Amid Global DRAM Shortage

31 hrs / macrumors / Juli Clover

Pentagon says it is labeling Anthropic a supply chain risk 'effective immediately'

abcnews - The Trump administration is following through with its threat to designate artificial intelligence company Anthropic as a supply chain risk in an unprecedented move that could force other government contractors to stop using the AI chatbot Claude

#ai #cybersecurity #techpolicy #defensetech #anthropic #microsoft #genai #government #supplychain #litigation

Anthropic challenges designation, promises legal battle (9)
Industry reaction: Microsoft keeps Claude; Nvidia speaks (4)
Other: tools, user conversations, analysis, and opinion pieces (7)
Pentagon formally designates Anthropic a supply‑chain risk (10)
All Other Stories

Anthropic challenges designation, promises legal battle

Anthropic will sue the Pentagon over supply chain risk designation, Amodei says

12 hrs / sherwood / Jon Keegan

Anthropic sues US government after unprecedented national security designation

12 hrs / theregister / Connor Jones

The Download: 10 things that matter in AI, plus Anthropic’s plan to sue the Pentagon

14 hrs / technologyreview / Thomas Macaulay

Anthropic says it will sue Pentagon over supply chain risk label

15 hrs / techspot

Anthropic will fight US ‘supply chain risk’ designation in court

16 hrs / siliconrepublic / Ann O’Dea

Anthropic says it will challenge Defense Department's supply chain risk designation in court

21 hrs / engadget / Mariella Moon

Anthropic says Pentagon’s risk designation will have limited impact on its business

24 hrs / ft

Anthropic to challenge DOD’s supply chain label in court

25 hrs / techcrunch / Rebecca Bellan

Anthropic Lost the Pentagon Contract. It Won the Argument. Then Offered to Keep the Lights On.

26 hrs / implicator / Marcus Schuler

Industry reaction: Microsoft keeps Claude; Nvidia speaks

OpenAI VP Joins Anthropic After Pentagon Deal

15 hrs / winbuzzer / Markus Kasanmascheff

Anthropic says Claude is adding over a million new users every day

18 hrs / the-decoder / Matthias Bastian

Nvidia says its investments in OpenAI and Anthropic are likely its last

23 hrs / techspot

Microsoft says Anthropic’s products remain available to customers after Pentagon blacklist

25 hrs / cnbc

Other: tools, user conversations, analysis, and opinion pieces

Washington’s Anthropic-shaped abyss

13 hrs / ft

OpenAI Sells Labor. Anthropic Sells Principle. Both Are Negotiating.

13 hrs / implicator / Marcus Schuler

AI in a Time of War

15 hrs / spyglass / M.G. Siegler

‘Send Us More’: Anthropic’s Claude Sniffs Out Bevy of Bugs

16 hrs / wsj / Robert McMillan

Anthropic launches tool to monitor jobs lost to AI systems

24 hrs / siliconangle / James Farrell

Anthropic: Where things stand with the Department of War

25 hrs / reddit / /u/ligretto

Had a genuinely moving conversation with Claude about identity, humanity, and the gap between "friendly" and "friend." Discussion

26 hrs / reddit / /u/Agitated-Clothes-250

Pentagon formally designates Anthropic a supply‑chain risk

Pentagon Brands Anthropic a Security Threat After Company Refuses Weapons AI Development

13 hrs / parameter / Trader Edge

Pentagon designates Anthropic a supply chain risk

15 hrs / semafor / Tom Chivers

Pentagon labels Anthropic a supply chain risk

17 hrs / techzine / Mels Dees

Pentagon labels AI company Anthropic a supply chain risk

21 hrs / npr / The Associated Press

Pentagon says it is labeling Anthropic a supply chain risk 'effective immediately'

25 hrs / abcnews

Pentagon Formally Designates Anthropic a Supply-Chain Risk

26 hrs / slashdot / BeauHD

The Pentagon Officially Notifies Anthropic That It Is a ‘Supply Chain Risk’

28 hrs / nytimes / Cade Metz, Julian E. Barnes and Sheera Frenkel

The Pentagon formally labels Anthropic a supply-chain risk

28 hrs / theverge / Tina Nguyen

Pentagon Formally Labels Anthropic Supply-Chain Risk, Escalating Conflict

31 hrs / reddit / /u/Gloomy_Nebula_5138

Pentagon formally designates Anthropic a supply-chain risk

32 hrs / reddit / /u/mvanigan

All Other Stories

Claude Code Connects to Google, Slack, and Reddit. Your Browser Tabs Won't Be Missed.

11 hrs / implicator / Harkaram Grewal

Fake Claude Code install guides push infostealers in InstallFix attacks

12 hrs / bleepingcomputer / Bill Toulas

Anthropic last night confirmed it has been designated a ‘supply chain risk’ by the US administration, and says it has no choice but to challenge it in the courts.

14 hrs / bsky / @siliconrepublic.bsky.social / siliconrepublic.bsky.social

Pentagon Formally Designates Anthropic a Supply-Chain Risk https://slashdot.org/story/26/03/05/2233247/pentagon-formally-designates-anthropic-a-supply-chain-risk?utm_source=rss1.0mainlinkanon&utm_medium=feed

23 hrs / bsky / @slashdot.org / slashdot.org

NVIDIA Stops China-Focused H200 "Hopper" GPU Production

techpowerup - NVIDIA has reportedly halted production of its China-focused H200 "Hopper" GPU at TSMC's facilities, according to multiple reports. The company has built up an inventory of 250,000 H200 GPUs, which will be available in the Chinese market for select applic…

#semiconductors #techpolicy #china #chips #nvidia #tsmc #gpu #supplychain

"U.S. regulators have allegedly drafted rules that would require U.S. government approval to ship AI chips anywhere outside the U.S., according to Bloomberg, citing sources. This would give the U.S. significantly more control over companies like AMD

26 hrs / bsky / @socialmedialab.ca / socialmedialab.ca

US considers tying Nvidia and AMD AI chip exports to foreign investment pledges

28 hrs / ft

Nvidia stops making China-bound AI chips: Report

28 hrs / semafor / Tasneem Nashrulla

US reportedly considering sweeping new chip export controls

29 hrs / techcrunch / Rebecca Szkutak

The U.S. Could Soon Turn NVIDIA and AMD’s AI Chips Into a Foreign Policy Tool, With Not a Single Country Being Left Out

29 hrs / wccftech / Muhammad Zuhair

Nvidia (NVDA) Stock Slides on New U.S. Export Restrictions for AI Chips

32 hrs / parameter / Trader Edge

Nvidia falls on report of US government drafting regulations restricting AI chip exports

32 hrs / sherwood / Toby Bochan

China’s Catch-22 Is Pushing NVIDIA to the Brink, and the Chipmaker Is Finally Fed Up With It

33 hrs / wccftech / Muhammad Zuhair

NVIDIA Stops China-Focused H200 "Hopper" GPU Production

34 hrs / techpowerup

Nvidia reportedly halts production of H200 chips for sale to China in favor of Vera Rubin ramp

39 hrs / sherwood / Luke Kawa

Lio Raises $30M To Automate Enterprise Procurement With AI Agents

Clinton / ventureburn - Lio Secures $30 Million Series A Lio, a U.S. and Tel Aviv-based startup, has raised $30 million in a Series A funding round. Andreessen Horowitz led the round. SV Angels,The post Lio Raises $30M To Automate Enterprise Procurement With AI Agents appeared f…

#ai #startups #vc #automation #ml #saas #enterprise #genai #supplychain #assistant

Lio Raises $30M To Automate Enterprise Procurement With AI Agents

34 hrs / ventureburn / Clinton

Lio Raises $30M in Series A Funding

37 hrs / finsmes / FinSMEs

Lio raises $30M from Andreessen Horowitz and others to automate enterprise procurement

38 hrs / techcrunch / Dominic-Madori Davis

Nvidia could bring back the RTX 3060 in mid-March as the memory crisis bites

techspot - At the beginning of January, leaker hongxing2020, who has a long and impressive record when it comes to revealing Nvidia's plans, claimed Team Green has told its partners that the RTX 3060 will be returning in the first quarter of 2026.Read Entire Article

#gaming #semiconductors #nvidia #gpu #business #supplychain #pricing #technology #gadgets #memory

NVIDIA GeForce RTX 3060 Expected To Make A Comeback In Mid-March

36 hrs / wccftech / Sarfraz Khan

Nvidia could bring back the RTX 3060 in mid-March as the memory crisis bites

38 hrs / techspot

NVIDIA GeForce RTX 3060 Could Return Mid-March

41 hrs / techpowerup

NVIDIA GeForce RTX 5050 With 9 GB GDDR7 Memory Rumored To Debut At Computex

Sarfraz Khan / wccftech - The "upgraded" GeForce RTX 5050 is expected to arrive in June this year at the Computex event. NVIDIA Will Reportedly Debut its 9 GB RTX 5050 GPU at Computex; Same GPU, but Newer GDDR7 Memory With an Additional Gigabyte of VRAM Instead of increasing the V…

#gaming #semiconductors #chips #nvidia #gpu #supplychain #performance #technology #gadgets #memory

NVIDIA GeForce RTX 5050 With 9 GB GDDR7 Memory Rumored To Debut At Computex

37 hrs / wccftech / Sarfraz Khan

NVIDIA reportedly plans RTX 5050 with 9GB memory and RTX 5060 variant

38 hrs / tbreak / Mufaddal Fakhruddin

Nvidia reportedly working on RTX 5050 with 9GB of VRAM on a 96-bit bus, featuring 28 Gbps GDDR7 modules — RTX 5060 with cut-down GB205 GPU also planned

39 hrs / tomshardware

Antwerp-based Vectrix raises €1.15 million to build the automation layer for transport operations

Rahul Raj / eu-startups - Vectrix, an Antwerp-based AI platform that automates the manual entry of transport orders, has raised €1.15 million in a Seed round to support its next growth phase. The round was led by Antwerp VC firm RDY Ventures, with participation from Seeder Fund, P…

#ai #automation #ml #saas #enterprise #business #supplychain #europe #delivery

Antwerp-based Vectrix raises €1.15 million to build the automation layer for transport operations

40 hrs / eu-startups / Rahul Raj

Belgian Logistics Startup Vectrix Secures €1.15M In Seed Funding

41 hrs / startuprise / Kailee Rainse

Belgian logistics startup Vectrix raises €1.15M seed funding

43 hrs / tech / Tamara Djurickovic

Oxa Raises $103M To Scale Industrial Vehicle Autonomy

Clinton / ventureburn - Oxa Secures $103 Million Series D Funding Oxa has raised $103 million to accelerate its industrial autonomy platform. The Series D round is led by the UK National Wealth FundThe post Oxa Raises $103M To Scale Industrial Vehicle Autonomy appeared first on …

#ai #startups #vc #robotics #automation #selfdriving #nvidia #uk #supplychain #manufacturing

UK’s Oxa Raises $103Million Funding In Series D Round

2 days / startuprise / Kailee Rainse

Oxa Raises $103M To Scale Industrial Vehicle Autonomy

2 days / ventureburn / Clinton

UK industrial AV start-up Oxa raises $103m

2 days / siliconrepublic / Tim Barnwell

Autonomous driving firm Oxa raises £77m

2 days / uktech / Oscar Hornstein

Oxa’s $103M Series D first close snags UK Wealth Fund, NVIDIA for factory bots

2 days / techfundingnews / Sofia Chesnokova

UK self-driving startup Oxa raises $103M to scale industrial deployments

2 days / tech / Tamara Djurickovic

Flink lands $100M to advance targeted expansion

Tamara Djurickovic / tech - Berlin-based Flink, a quick commerce operator active in Germany and theNetherlands, has secured around $100 million in new growth capital. The roundwas led by Prosus and other existing investors, with...

#ecommerce #privateequity #business #supplychain #apps #food #europe #technology #delivery

Speedy grocery startup Flink raises $100m at $900m valuation

3 days / sifted

Flink lands $100M to advance targeted expansion

3 days / tech / Tamara Djurickovic

€100M revives Flink as quick commerce’s last operator standing

3 days / techfundingnews / Sofia Chesnokova

Nvidia invests $2B in Lumentum lasers for next-gen AI factories

Vignesh R / techfundingnews - NVIDIA has announced a long-term strategic partnership with Lumentum Holdings to develop advanced optics technology for next-generation AI…

#ai #semiconductors #chips #nvidia #gpu #datacenter #deeptech #supplychain #us #manufacturing

NVIDIA, AMD back Ayar Labs’ $500M raise for optical tech crushing AI copper bottlenecks

3 days / techfundingnews / Vignesh R

Nvidia invests $2bn each in Lumentum and Coherent for AI optics R&D

3 days / techmonitor / Swagath Bandhakavi

Ayar Labs Raises $500M in Series E Funding

3 days / finsmes / FinSMEs

Nvidia invests $2B in Lumentum lasers for next-gen AI factories

4 days / techfundingnews / Vignesh R

Nvidia burns $4B to light up American photonics manufacturing

4 days / theregister / Tobias Mann

Nvidia invests $4B in co-packaged optics suppliers Lumentum, Coherent

4 days / siliconangle / Maria Deutscher

Entry-level PC market to ‘disappear’ by 2028 — rising memory prices pile more strain on consumer PC market

tomshardware - A 130% surge in combined DRAM and SSD prices by the end of 2026 will push PC prices up 17% compared to 2025 levels and wipe out the sub-$500 PC market.

#hardware #semiconductors #chips #storage #supplychain #education #economy #manufacturing #technology #memory

AI data centers starve budget smartphones of memory chips (1)
Gartner warns sub-$500 PCs will vanish by 2028 (6)
Phison demands prepayments as NAND prices surge 500% (4)

AI data centers starve budget smartphones of memory chips

AI Data Centers Starve Budget Smartphones of Memory Chips

4 days / pymnts / PYMNTS

Gartner warns sub-$500 PCs will vanish by 2028

Extinction Watch: Sub-$500 Computers in Danger, According to Report

4 days / cnet / Omar Gallaga

Entry-Level PC Segment Might Disappear by 2028, Claims Gartner

4 days / techpowerup

Entry-level PC market to ‘disappear’ by 2028 — rising memory prices pile more strain on consumer PC market

4 days / reddit / /u/imaginary_num6er

Entry-level PC market to ‘disappear’ by 2028 — rising memory prices pile more strain on consumer PC market

4 days / tomshardware

Gartner says sub-$500 entry level PCs could disappear by 2028 as memory prices surge

4 days / techspot

Entry level PCs costing less than $500 ‘will disappear by 2028’, research firm predicts

4 days / reddit / /u/PaiDuck

Phison demands prepayments as NAND prices surge 500%

Phison is now demanding customers pre-pay with shorter timelines — NAND squeeze affecting everyone in the SSD supply chain

4 days / tomshardware

Phison Seeks Customer Prepayments as NAND Flash Prices Surge 500%

4 days / reddit / /u/sr_local

Phison Seeks Customer Prepayments as NAND Flash Prices Surge 500% Over Six Months

4 days / techpowerup

Phison Shifts NAND Supply to ‘Prepayment’ Model to Make Sure It Secures the Cash Before Allocating Any Supply to Customers

4 days / wccftech / Muhammad Zuhair

ASML plans to expand beyond chip lithography into advanced packaging

Maximilian Schreiner / the-decoder - ASML, the world's sole manufacturer of EUV lithography machines used to produce advanced chips, is looking to expand beyond its core business.The article ASML plans to expand beyond chip lithography into advanced packaging appeared first on The Decoder.

#ai #innovation #semiconductors #chips #business #supplychain #engineering #manufacturing #technology

ASML plans to expand beyond chip lithography into advanced packaging

4 days / the-decoder / Maximilian Schreiner

ASML wants to go beyond EUV: expansion into advanced AI chips

4 days / techzine / Berry Zwets

ASML Surges 30% While Targeting AI Chip Packaging Revolution

4 days / parameter / Trader Edge

Nvidia to invest $4 billion in two photonics companies

cnbc - Coherent and Lumentum will both receive $2 billion each from the chip giant as part of the strategic investment.

#ai #hardware #semiconductors #networking #nvidia #stockmarket #business #datacenter #supplychain #technology

Nvidia’s spending $4 billion on photonics to stay ahead of the curve in AI

4 days / theverge / Stevie Bonifield

Nvidia’s $2 Billion Bet Sends Lumentum (LITE) Shares Soaring

4 days / parameter / Trader Edge

Nvidia gains after being named Morgan Stanley’s top pick in semis, striking two optical communications partnerships

4 days / sherwood / Luke Kawa

Nvidia Commits $4 Billion to Photonics Leaders Lumentum and Coherent for AI Infrastructure

4 days / parameter / Trader Edge

Nvidia to invest $4 billion in two photonics companies

4 days / cnbc

Lumentum and Coherent surge after Nvidia invests $2 billion apiece to develop advanced optics technologies

4 days / sherwood / Luke Kawa

Nvidia to Invest $2 Billion in Both Lumentum and Coherent

4 days / wsj / Nicholas G. Miller

OpenAI Reaches A.I. Agreement With Defense Dept. After Anthropic Clash

Cade Metz / nytimes - The deal came hours after President Trump had ordered federal agencies to stop using artificial intelligence technology made by Anthropic, an OpenAI rival.