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Policy2026-09-17 · source-backed
Reuters reported, citing anonymous sources, that the two are discussing SK Hynix producing memory at Intel's planned Ohio factory, either by leasing space or through a joint venture that could include cloud providers. No memory type, dollar figure or timeline is set, and SK Hynix said nothing is finalized. Their separate Indiana facility isn't expected to reach mass production until 2029.
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Dario Amodei published "We Must Pace the Frontier" on September 12. Altman and Musk agreed within hours. Hassabis called the direction correct. By Monday morning the market had priced it. Nasdaq 100 futures fell 1.5% and S&P 500 futures 0.8%. Nvidia dropped 3%, AMD 5.7%, and A...
Tesla/SpaceX/xAI joint facility in Austin targeting 1 terawatt of annual compute. Two chip categories: inference for vehicles/robots and D3 chips for orbital AI satellites. Small-batch production targeted 2026, volume 2027. Critics call it desperation given Tesla's current AI...
Xeon 6+ scales to 288 efficiency cores with 2.5x performance and 45% better perf-per-watt. Crescent Island is a 350W air-cooled PCIe GPU with up to 480GB LPDDR5X for low-TCO inference (Intel). The "not NVIDIA-locked" pitch is going to matter more as buyers feel the bill. Optio...
A leaked memo (Meta stock rose ~7% on it) shows growth from 7 GW in 2026 to 14 GW in 2027 at roughly $145B annual capex, with the in-house "Iris" inference chip clearing testing and entering mass production this September (Reuters via U.S. News). Long-term memory and materials...
Reuters obtained a document showing both told KEPCO it would be difficult to accept a combined $18.7B upfront electricity payment, about five years of bills, that the state utility wanted to fund grid buildout for the planned fab clusters. Their stated reason was uncertainty o...
Internal survey data shows 81.5% of foundry staff and nearly 50% of the broader semiconductor division intending to leave within two years. The cause is bonus structure tied to division P&L: SK Hynix paid roughly $476,000 per employee, Samsung's memory division ~$400,000, and...
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