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Tag: market dynamics

  • The Register: SK Hynix cranks up the HBM4 assembly line to prep for next-gen GPUs

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    Kurt Seifried
    in

    Source URL: https://www.theregister.com/2025/09/12/sk_hynix_hbm4_mass_production/ Source: The Register Title: SK Hynix cranks up the HBM4 assembly line to prep for next-gen GPUs Feedly Summary: Top AI chipmakers count on faster, denser, more efficient memory to boost training AMD and Nvidia have already announced their next-gen datacenter GPUs will make the leap to HBM4, and if SK Hynix…

  • Slashdot: OpenAI and Oracle Ink Historic $300 Billion Cloud Computing Deal

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    Kurt Seifried
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    Source URL: https://developers.slashdot.org/story/25/09/11/2111239/openai-and-oracle-ink-historic-300-billion-cloud-computing-deal?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: OpenAI and Oracle Ink Historic $300 Billion Cloud Computing Deal Feedly Summary: AI Summary and Description: Yes Summary: The text highlights a significant cloud contract between Oracle and OpenAI, where OpenAI plans to procure substantial compute power from Oracle, marking a shift from Microsoft. Additionally, it mentions a collaboration…

  • OpenAI : A joint statement from OpenAI and Microsoft

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    Kurt Seifried
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    Source URL: https://openai.com/index/joint-statement-from-openai-and-microsoft Source: OpenAI Title: A joint statement from OpenAI and Microsoft Feedly Summary: OpenAI and Microsoft sign a new MOU, reinforcing their partnership and shared commitment to AI safety and innovation. AI Summary and Description: Yes Summary: OpenAI and Microsoft’s new Memorandum of Understanding (MOU) underscores their ongoing collaboration focused on enhancing AI…

  • Slashdot: Microsoft To Use Some AI From Anthropic In Shift From OpenAI

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/09/09/238208/microsoft-to-use-some-ai-from-anthropic-in-shift-from-openai?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Microsoft To Use Some AI From Anthropic In Shift From OpenAI Feedly Summary: AI Summary and Description: Yes Summary: Microsoft is expanding its AI capabilities by incorporating Anthropic’s AI features into Office 365 applications, shifting its reliance from OpenAI. This integration aims to enhance functionalities like financial automation in…

  • Slashdot: Alibaba Creates AI Chip To Help China Fill Nvidia Void

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    Kurt Seifried
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    Source URL: https://slashdot.org/story/25/08/29/231249/alibaba-creates-ai-chip-to-help-china-fill-nvidia-void Source: Slashdot Title: Alibaba Creates AI Chip To Help China Fill Nvidia Void Feedly Summary: AI Summary and Description: Yes Summary: The text discusses Alibaba’s development of a versatile inference chip in response to U.S. restrictions on Nvidia’s sales to China. This move is significant for AI infrastructure security and represents a…

  • New York Times – Artificial Intelligence : Elon Musk’s xAI Sues Apple Over Claims It Favors OpenAI

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    Kurt Seifried
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    Source URL: https://www.nytimes.com/2025/08/25/technology/elon-musk-xai-sues-apple.html Source: New York Times – Artificial Intelligence Title: Elon Musk’s xAI Sues Apple Over Claims It Favors OpenAI Feedly Summary: Mr. Musk’s artificial intelligence company, xAI, claimed that its Grok chatbot app was being artificially suppressed in Apple’s App Store. AI Summary and Description: Yes Summary: The text highlights a claim made…

  • The Register: Forget Foxconn the iPhone factory. AI’s made it a server-slinger first and foremost

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    Kurt Seifried
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    Source URL: https://www.theregister.com/2025/08/15/foxconn_q2_2025/ Source: The Register Title: Forget Foxconn the iPhone factory. AI’s made it a server-slinger first and foremost Feedly Summary: Next: Modular datacenters ready to host rack-scale systems, to meet endless demand Manufacturer to the stars Foxconn is building so many AI servers that they’re now bringing in more cash than consumer electronics…

  • Slashdot: Musk Threatens ‘Immediate’ Legal Action Against Apple Over Alleged Antitrust Violations

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    Kurt Seifried
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    Source URL: https://apple.slashdot.org/story/25/08/12/1412224/musk-threatens-immediate-legal-action-against-apple-over-alleged-antitrust-violations?utm_source=rss1.0mainlinkanon&utm_medium=feed Source: Slashdot Title: Musk Threatens ‘Immediate’ Legal Action Against Apple Over Alleged Antitrust Violations Feedly Summary: AI Summary and Description: Yes Summary: Elon Musk’s legal threat against Apple addresses concerns over antitrust practices regarding the rankings of his AI chatbot app, Grok, on the App Store. His claims highlight significant implications for…