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SK Hynix reportedly in talks with Intel to build memory chips in US

SK Hynix is reportedly negotiating with Intel to manufacture memory chips in the US, possibly leasing space at Intel's Ohio fab.

Reuters reports SK Hynix and Intel have discussed SK Hynix producing RAM in the US for the first time, including leasing space at Intel's planned Ohio factory or forming a joint venture that could include cloud-service providers; SK Hynix says nothing is finalized. The company is already building a $3.8 billion AI chip packaging and research facility in West Lafayette, Indiana, with mass production expected to begin in 2029, amid surging HBM demand from AI data centers. The potential deal could face a South Korean government review over transfers of strategically important chip technology, and follows Intel's 2020 sale of its NAND flash business to SK Hynix for $9 billion.

TechCrunch · AI · 9h agoAI industry

[AINews] Hot Chips: OpenAI’s Jalapeño, Cerebras CS-5, Groq 3 LPX, Apple M6

OpenAI unveiled Jalapeno custom inference chip claiming 1.5-1.9x better perf-per-watt than NVIDIA GB200/GB300, deploying in-house by year-end.

At the 37th Hot Chips conference, OpenAI published first benchmark details for its custom Jalapeno inference chip, claiming 1.5-1.9x more work per watt, 1.7-3.6x lower end-to-end latency, and 2.1-4.1x higher interactive-workload performance versus NVIDIA GB200/GB300, with the 700W-rated part staying at or below 550W in tests. Deployment into OpenAI's own infrastructure begins by year-end, with Gen 2 deep in development and Gen 3 underway. OpenAI also said GPT-Astra and Codex helped write low-level kernels, reportedly 1.5-1.8x faster than human-expert code for selected attention and MoE blocks. Cerebras CS-5, Groq 3 LPX and Apple M6 were also featured at the conference.

Latent Space · 20d agoAI industry

AWS is using Qualcomm for AI inference while Qualcomm uses AWS Bedrock to design the chips

Qualcomm will design custom AI inference chips for AWS while using Bedrock for chip design, its third major data center win since June.

Qualcomm is designing custom AI inference chips for AWS across multiple product generations and co-developing optical interconnects with up to 1.6 Tbps bandwidth. In return, Qualcomm uses Amazon Bedrock to accelerate its chip design process. The deal is Qualcomm's third major data center win since June, after Meta adopted the Dragonfly C1000 server processor and Microsoft began deploying Qualcomm's HBC memory architecture in Azure; Qualcomm targets $15 billion in data center revenue by 2029.

The Decoder · 7d agoAI industry1

Apple reportedly building server packed with M-series Ultra chips for AInew

Apple is reportedly developing an enterprise AI server with two or four future M8 Ultra chips, targeting a 2029 release.

According to The Information, Apple is working on an AI server built around its M-series Ultra chips, in configurations with two or four future M8 Ultra chips. The project, which reportedly received support from new CEO John Ternus, would be Apple's first server product in nearly two decades. Surging sales of Mac mini and Mac Studio to AI developers, including purchases by OpenAI and rentals by Anthropic via AWS, reportedly motivated the effort.

Ars Technica · AI · 46m agoAI industry 3 sources

The AI Kill Switch Act is repeating the Clipper Chip’s mistakes

Op-ed argues the AI Kill Switch Act repeats the Clipper Chip's mistake by mandating backdoors into frontier AI systems.

The op-ed criticizes the AI Kill Switch Act, sponsored by Reps. Ted Lieu and Nathaniel Moran, which would let CISA require frontier AI labs to build the ability to throttle, suspend, or shut down their systems. The author compares this to the 1993 Clipper Chip, whose Law Enforcement Access Field was found flawed in 1994, and argues mandated kill switches would create deliberate weaknesses in AI agents embedded in banking, power grids and other critical infrastructure. It also flags the bill's exemption of red-teaming incidents and CAISI's incomplete agent security standards, recommending mandatory red-teaming and liability frameworks instead.

CyberScoop · 16d agoAI policy

[AINews] NVIDIA buys HuggingFace for $13B, as OpenAI publishes their HF incident retro

Z.ai released open-weight GLM-5.3-Flash (320B/18B active, 1M context, MIT) while Nvidia confirmed buying Hugging Face for $13B.

Z.ai formally launched GLM-5.3-Flash, the model previously previewed as Ox Alpha: 320B total parameters with 18B active, a 1M-token context window, natively multimodal, MIT-licensed, and claimed on par with Claude Opus 4.8 on coding. Artificial Analysis scored it 57 on its Intelligence Index at $0.09 per task, roughly 7.5x cheaper than GLM-5.3, and it scored 84.3% on Terminal-Bench 2.1. Nvidia's $13B acquisition of Hugging Face (~80x its $150M ARR) was confirmed, nearly double its initial $7B January offer. The roundup also notes Qwen shipping an impressive Flash model on Chinese chips as part of a broader open-model narrative.

Latent Space · 20d agoModel release1

ASML locks in TSMC, Samsung, and Intel while Huawei races to break its grip

ASML secures TSMC, Samsung, and Intel commitments for twelve-inch photomasks while Huawei funds China's DUV lithography push to bypass export controls.

ASML, the world's only EUV lithography maker, has locked in commitments from TSMC, Samsung, and Intel to move photomasks from six-inch to twelve inches, which ASML CTO Marco Pieters says could raise High-NA throughput by 40 percent; TSMC and ASML plan a test line by 2031 with production on High-NA tools by 2033. Meanwhile Huawei is orchestrating China's push to build DUV lithography equipment and reduce dependence on ASML, centered on Shanghai equipment maker Yuliangsheng, with SMIC testing the machines and Huawei's Habo fund backing Zeiss rivals and light-source developers. Bernstein analysts note the main bottlenecks remain projection lenses and light sources.

The Decoder · 8d agoAI industry

AI industry says Trump plans to tax chips in the “single dumbest way imaginable”

The AI industry criticized a reported Trump administration plan to tax AI chips and data centers as poorly designed and counterproductive.

Technology industry representatives say the Trump administration plans to tax chips and data centers as part of a strategy to win the AI race, and they called the approach flawed. Critics argue the mechanism targets data centers in a way that could raise costs and slow US compute buildout. The plan's design, described as perplexing by industry figures, differs from traditional tariff approaches.

Ars Technica · AI · 20d agoAI policy

Building the materials foundation for AI

Syensqo's CTO says AI pushes semiconductors and data centers to physical limits, driving advanced materials demand and AI-accelerated materials discovery.

MIT Technology Review's Business Lab podcast, produced in partnership with Syensqo, features CTO Mike Finelli discussing how AI workloads push semiconductors and data centers to physical limits in performance, thermal management, and reliability. Syensqo develops high-voltage data center materials, semiconductor sealing materials, and immersion cooling fluids, while using AI agents to digitally synthesize millions of molecular combinations and predict performance before lab testing. Finelli describes a reinforcing cycle where AI improves materials that in turn enable better AI infrastructure.

MIT Technology Review · AI · 10h agoAI industry

Opaque recurrence, and other AI terms that you should probably know

TechCrunch updates its plain-English glossary defining common AI terms from AGI and agents to chain-of-thought reasoning.

TechCrunch maintains a regularly updated glossary of AI terminology, defining terms such as AGI, AI agents, API endpoints, chain of thought, coding agents, compute, deep learning, and diffusion. It highlights 'opaque recurrence', the reasoning technique in OpenAI's new Astra model that has drawn attention from AI safety researchers. The piece is an educational living document rather than new research or a product announcement.

TechCrunch · AI · 9d agoAI industry1

macOS 27 Golden Gate – Review

Ars Technica reviews macOS 27 Golden Gate, highlighting an unavoidable Apple Intelligence upgrade, new AFM 3 Core models, and dropped Intel Mac support.

macOS 27 Golden Gate delivers the first significant Apple Intelligence upgrade two years after launch, and the toggle to disable the AI features or delete downloaded models is gone. Apple Intelligence runs on a new AFM 3 Core model built in collaboration with Google, while the more capable AFM 3 Core Advanced requires an M3 chip and at least 12GB of RAM. The release drops all Intel Mac support, requiring Apple Silicon, with Sequoia security updates expected to end in fall 2027 and Tahoe's in 2028.

Hacker News · AI · 2h agoAI industry 2 sourcesHN 45↑ · 28 comments

Mines, Minds, and Machines: The Journey of AI

Recorded Future essay traces AI's supply chain from minerals and chips to embodied AI, mapping geopolitical rivalry and cyber operations at every stage.

Recorded Future published an analysis following the supply chain of the fourth industrial revolution: minerals become chips, chips become data centers, and data centers become models that are acquiring physical capabilities. It argues geopolitical rivalry and cyber operations now run along every link, from mine to embodied AI machines.

Recorded Future · Aug 11, 2026AI industry

What must happen for AI’s trillion-dollar gamble to pay off

Hyperscalers need 2.7x productivity gains by 2030 to justify nearly $1.1 trillion in AI data center spending, or risk bankruptcy and capital misallocation.

Wharton finance professor Jessica Wachter estimates hyperscaler AI expenditure will reach nearly $1.1 trillion through 2027 and that a 2.7x productivity increase is needed to break even by 2030. AI revenues of roughly $150-200 billion this year fall far short of about $750 billion in annual spending, with total investment from Alphabet, Microsoft, Amazon, Meta, and Oracle potentially exceeding $5 trillion over four years. Alphabet reported its first free cash flow deficit (about $5.9 billion) since its 2004 IPO due to AI infrastructure costs. Researchers warn that failed demand could make the buildout the largest capital misallocation in history, with depreciating GPU chips risking stranded assets.

MIT Technology Review · AI · 1d agoAI industry

Jensen Huang explains why Nvidia will grow an astounding 70% next year

Nvidia CEO Jensen Huang reiterated at a Goldman Sachs conference that revenue could grow 70% year-over-year next year, reaching roughly $680 billion.

Speaking at the Goldman Sachs Communicopia + Technology conference, Huang reaffirmed guidance of about 70% revenue growth next year, implying roughly $680 billion after an expected ~$400 billion this fiscal year. He cited the Grace-Blackwell system (36 Grace CPUs with 72 Blackwell GPUs) experiencing 27% month-over-month order growth and claimed $100 billion in revenue-generating contracts at companies Nvidia invests in. Huang argued Nvidia underpins models from OpenAI, Anthropic, and Google and tracks global data center capacity, while dismissing concerns about circular deals and competition from hyperscalers, Cerebras, and Etched.

TechCrunch · AI · 6d agoAI industry

Chypothermia: Clock Freezing for Static Side-channel Attacks

Chypothermia attack uses cryogenic cooling to disable clock and voltage sensors, evading detection and blocking key zeroization on OpenTitan root of trust.

Chypothermia is a static side-channel attack that exposes chips to cryogenic temperatures, disrupting on-chip mixed-signal components to disable the clock sensor, clock generation circuit, and voltage sensors without electrical tampering. Combined with Chypnosis (IEEE S&P 2026), it halts the clock while evading temperature-based anomaly detection. It was implemented on multiple FPGA/SoC platforms and applied to the OpenTitan root of trust's alert handler, evading detection and preventing key zeroization. The authors also propose an FPGA-compatible self-heating sensor as a countermeasure.

arXiv cs.CR · 6d agoResearch

Besxar is building an orbital semiconductor factory, one SpaceX rocket at a time

Besxar, founded by a former OpenAI staffer, raised ~$14M to prototype semiconductor manufacturing in orbit using SpaceX Falcon 9 booster flights.

Besxar, founded by former OpenAI staffer Ashley Pilipiszyn, raised almost $14 million, including a $9 million seed led by Dauntless Ventures and Overture VC, to build orbital semiconductor fabrication. Its first two "fabship" canisters flew on a July Starlink mission and returned wafer samples cleaner than comparable terrestrial wafers. The company plans to iterate over two years with a dozen Falcon 9 booster flights before flying larger fabs on Starship, targeting wafers for power-regulation chips used in data centers, robots, and electric vehicles.

TechCrunch · AI · 7d agoAI industry

The full stack behind abundant intelligence

OpenAI CFO Sarah Friar describes how compounding gains across chips, compute, models, and products cut intelligence costs.

OpenAI CFO Sarah Friar explains the company's 'full stack' strategy, arguing that advances across chips, compute, models, and products compound to deliver more useful intelligence at greater scale and lower cost. The post is a corporate strategy narrative rather than a technical or product release. It frames vertical integration as the driver of OpenAI's economics.

OpenAI News · 22d agoAI industry

Jalapeño’s first results show industry-leading speed and efficiency in AI inference

OpenAI's Jalapeño custom inference chip shows faster, more power-efficient inference with higher throughput and lower latency.

OpenAI announced first results for Jalapeño, its custom AI inference chip. The company claims industry-leading speed and efficiency, delivering higher throughput and lower latency for modern models compared with existing options. The chip targets more power-efficient serving of large models at scale.

OpenAI News · 22d agoAI industry

Securing the Infrastructure of Intelligence

NVIDIA positions AI factories combining chips, networking, power and data as the defining infrastructure of the AI economy needing full-stack security.

NVIDIA's blog argues that AI factories are the defining infrastructure of the AI era, transforming energy and data into intelligence that powers businesses and countries. It frames compute as revenue and lists the full stack of critical resources required: advanced chips, packaging, memory, networking, land and power. The piece is a corporate positioning article about securing this infrastructure, with no specific incident or product announcement detailed in the excerpt.

NVIDIA Blog · Aug 17, 2026AI industry

[AINews] AEF-1 standard emerges for Third Party Evaluators, as Xai, OpenAI, and Anthropic all cosign

xAI, OpenAI, and Anthropic cosign the AEF-1 third-party evaluation standard while Dario Amodei proposes embedded evaluators for safety verification.

The AI Evaluator Forum published AEF-1, a baseline standard for independent third-party AI evaluations covering access, conflicts of interest, funding relationships, recusal, and transparency, cosigned by xAI, OpenAI, and Anthropic. Dario Amodei wrote a rare personal blogpost proposing embedded evaluators such as METR with desks, badges, company laptops, and internal-risk-team-level access to verify safety commitments, plus democratic and global coordination frameworks. The roundup also covers the pacing debate: Bilal Chughtai left Google DeepMind arguing progress may outrun alignment, while critics including Aidan Gomez and Cohere push back against slowdowns and lab gatekeeping. Additional items include Cline Desktop's launch with open-weight model support.

Latent Space · 1d agoAI safety & security

China Calls Amodei’s AI Proposal a New Cold War Playbook

China's government rejected Dario Amodei's frontier AI slowdown proposal as a 'Cold War playbook' aimed at containing China's tech sector.

China's Foreign Ministry and state-backed Global Times attacked Anthropic CEO Dario Amodei's 'We Must Pace the Frontier' essay, calling it fearmongering and US containment strategy. Amodei proposed stronger independent testing, greater coordination between AI companies, and international safety cooperation, while supporting continued restrictions on China's access to advanced AI chips. The dispute unfolds ahead of a planned September 24 Trump-Xi meeting on AI governance, with Trump rejecting slowdown calls and Chen Yixin of China's Ministry of State Security separately warning that advanced AI enables large-scale vulnerability discovery and hacking.

Security Affairs · 2d agoAI policy

Dramatic insider warnings over AI fall flat with some in Silicon Valley

Anthropic researcher Jacob Coxon's resignation warning of AI existential risk drew Silicon Valley skepticism, while Amodei called for slowing development and global regulation.

Coxon, 27, who left Anthropic saying AI builders are 'gambling with our lives' with systems that can 'hack anything', was backed by Anthropic team lead Evan Hubinger, who put extinction risk above 10% within a decade. Executives including Grindr CEO George Arison and Nvidia's Jensen Huang dismissed the warnings as hype, with Arison directing engineers to stop using Anthropic technology. Dario Amodei posted an essay calling for slower AI development and global regulation, while Senator Bernie Sanders co-sponsored the Ban Artificial Superintelligence Act proposing a temporary pause on advanced AI development.

Hacker News · security · 3d agoAI safety & securityHN 20↑ · 19 comments

Trump is giving data centers a pass to pollute

Former EPA officials warn that Trump-era deregulation to speed AI data center construction worsens pollution, citing 30 federal policy changes.

The Environmental Protection Network, a group of former EPA employees, released a report identifying 30 federal actions since January 2025 — 17 of which specifically mention AI or target data centers — that they say increase health risks from data center pollution. Trump's July 2025 AI Action Plan recommended streamlining regulations under the Clean Air Act, Clean Water Act, and Superfund law to expedite data center and chip factory permitting. A cited study from UC Riverside, Caltech, and Rochester Institute of Technology projects AI-related air pollution could cause up to 1,300 premature deaths and more than $20 billion in public health costs by 2028.

The Verge · AI · 4d agoAI policy2

Nvidia wants to pour up to $10 billion into Anthropic's record-breaking IPO

Nvidia is reportedly in talks to invest up to $10 billion in Anthropic's IPO, which targets a $2 trillion valuation, making it history's largest.

Reuters reports Nvidia is negotiating to become an anchor investor with up to $10 billion in Anthropic's planned IPO, locking in shares before they hit the open market. Anthropic aims to raise up to $100 billion at a roughly $2 trillion valuation, with the IPO expected to complete before the US midterms in November. Anthropic's revenue reportedly grew from about $9 billion at the end of 2025 to over $65 billion by July 2026. The company already runs on Nvidia GPUs and committed in 2025 to purchasing $30 billion in Azure compute packed with Nvidia chips.

The Decoder · 4d agoAI industry1