https://zlio.com/AI news, deduplicated.https://www.bloomberg.com/news/articles/2026-10-14/asml-raises-full-year-sales-outlook-as-ai-boom-drives-demand zlio-3293Wed, 14 Oct 2026 05:07:00 GMT ASML raised its full-year sales outlook and forecast Q4 revenue above expectations as AI-driven chip demand surges, but warned it will be unable to meet customer demand in 2027 and 2028.https://blogs.nvidia.com/blog/local-ai-rtx-spark-laptops-software-updates zlio-3768Tue, 13 Oct 2026 12:00:49 GMT Nvidia's RTX Spark superchip combines gaming PC, creative studio and personal AI supercomputer roles, with up to 128GB unified memory and 1 petaflop of AI compute. DLSS 5 updates ship alongside.https://news.google.com/rss/articles/CBMipgFBVV95cUxOR2tENzdDcTRMTkhjZ0FNMTFQZ21TTlZIUm55dHh3VWgxaHEzU0g3cXBhSDEzc2djTUZnR3J5bm1pc3lEcEFBU3R6Y1k4YzZPamthT29hUzc2SHozZGlvV1hjOUllREEzMG5BeXZIQ19DTFJlcjNzSGJpeE45dXlwdHJFeERXU2wtRVlUNUtiM0d0bWpHbm5DV1pOWEdiWWhTOFMtYm93?oc=5 zlio-3491Wed, 14 Oct 2026 11:15:00 GMT Analysis outlets examine whether AMD is a real threat to Nvidia or just a pricing lever, after SemiAnalysis found AMD challenging Nvidia in AI inference workloads.https://news.google.com/rss/articles/CBMifkFVX3lxTE8tOTc0U2NUZEtteEZNNFg4bWxyLW9oOElfQlplUE9leVBNN3o4dGRkQV9pQnZoSXFWY0hnbnIwSk9fQWNKWE4zaHJVSmJsYU9qMlhicXRvWWg4ajBRdFBiSldSeUJycV9JU3JHSEl4eHRackQ0eWpJX29rZG96Zw?oc=5 zlio-3109Tue, 13 Oct 2026 02:04:10 GMT Nvidia's share of China's AI chip market has fallen to about 34% as Huawei closes the gap, Reuters reports, underscoring how export restrictions and local alternatives are reshaping the market.https://news.google.com/rss/articles/CBMitgFBVV95cUxNOW1YUlpCYXZPTVBIUGlEaDVmLUNpUWcxY3NLNkpNaUg3YlhMeEZaa2Y5bDJmOUUzNWR1UXBEcENWY2t0MG4ybkpjWEZYbHpHNW45Z2hFNnZ1LTBCRE1VTEJVem5IUC1TQzFvVDl0UklWc3FPSldmN2UxVzZDaWRsaHU0M1lUSUZ1bVduazZZZjhPN0tnV2ZlRnZnT0RVXzRyQnN0eVNxaUJ0Tm5RUUhUaHBlNWQ2QQ?oc=5 zlio-3450Wed, 14 Oct 2026 09:50:01 GMT Reports warn that the AI memory-chip boom now faces a new risk: too much competition among its most valuable players, which could pressure pricing and margins.https://www.theinformation.com/briefings/anthropic-build-first-data-center-japan zlio-2494Tue, 13 Oct 2026 02:00:00 GMT Anthropic is in final talks with NTT Data Group to build its first data center in Japan, Nikkei reported; the facility could draw up to 500 megawatts, making it among Japan's largest.https://news.google.com/rss/articles/CBMingFBVV95cUxQNWlPWk9kbVZKbXFJNXFBZDJmczNIeVVfTkI4MUJFbmVsbTVhQ2hJdzRMNFVfeEIzUUVKWGN4allmczJkVUlZVzRabGRhenZ4Rl9ZU0o0YUY3WlRCQ3Zfc3RTUUphSDJRMXoxY2lfME00bHRpcGVNUTQxeTVqQkVCcm1jUkRBeUdtVlI0eE5nYllYYldzRHAxRUF1VVpPQQ?oc=5 zlio-4054Wed, 14 Oct 2026 16:11:32 GMT AI infrastructure firms' shares fell as markets priced in higher odds of US interest rate hikes, Press reports.https://www.bloomberg.com/news/videos/2026-10-14/ai-s-biggest-risk-debt-fueled-growth-video zlio-3827Wed, 14 Oct 2026 15:04:55 GMT DA Davidson's Gil Luria told Bloomberg that Nvidia's ecosystem and chip demand could support growth through 2030, but warned debt-heavy data-center builders may face serious pressure.https://news.google.com/rss/articles/CBMiowFBVV95cUxQYlNheVdFZk5KM25CV0NxS0tHbG81dGlSTTRZaVNLbkNiQklzNmV5d0s5M2NtTlBlSTIzTk5DbXFBME5USFNYS21ZYUxpeVhuUXpkZ2hCVVVITFZ1Q2ZJOWZsWlVkWVdSX3k4Qm5vNkl4MjhGWXp0NXVIcnNHc1c5S0VwU2Q5V29FcmF1NWh1a0hZa0FycXdvRVd3Q0I2VU9sS3NB?oc=5 zlio-3304Wed, 14 Oct 2026 07:48:06 GMT Reuters reports Ukrainian drone strikes hit Russia's biggest data center, an attack on infrastructure that services both military and civilian computing needs.https://news.google.com/rss/articles/CBMipwFBVV95cUxPZVZqMGJ6Qjc5OGNEV0xDTHVRTTNTX0dnd0xsNXJqVVN6NTdIZ3hDTWdYZlpLNDU5OFowcWlMcmdfTzhwMGNPQTFGazg1dWZmNVROa3lTTzhycndJdE9vTUx0cFVWR0VJeC14WWEzSUhndFBUYlBpZkRENkx3ZkdGVDJkSnQzajlBWmdTSG1ud2lPT3U5ZDhvQ0g0Zk80MHBvTVB2MmFSYw?oc=5 zlio-4041Wed, 14 Oct 2026 18:33:21 GMT Reports say new Nvidia AI racks support 250 kilowatts per rack, while IBM and Siemens highlight a 7-angstrom AI chip research collaboration. Nvidia shares fell 2.9%.https://news.google.com/rss/articles/CBMinAFBVV95cUxQbnBLNUJpYTR5bXFHUURGTXNQSlRxUGhTQ3laRjZnbjNzeTZLN243emJWdlRRSGtnVUVuQzdKRlNhNTk4V1ZaZ3B1bmp4SzBqUS1pNFIzT0xkNlYtb3FGQkJRNXAxYTFwa05JZFg0Qm9zSlFZN1RINWZxbkVFNjBwa2tjTDJneVNyZEh5Nk5ZMUVaMi10d3dFX0tuc24?oc=5 zlio-3931Wed, 14 Oct 2026 16:34:08 GMT Axionic, an AI chip startup founded by a former Qualcomm executive, raised an $80M pre-seed round, per Dealroom.https://www.ft.com/content/4ffa1853-0e2c-424f-b941-88c6bcac5765?syn-25a6b1a6=1 zlio-3288Wed, 14 Oct 2026 04:00:04 GMT CoreWeave co-founder says the Nvidia-backed cloud provider is courting insurers' vast capital for loans as it funds data center build-out.https://www.bloomberg.com/news/articles/2026-10-14/siemens-data-center-push-makes-skeleton-latest-baltic-unicorn zlio-3434Wed, 14 Oct 2026 10:14:48 GMT Estonia's Skeleton Technologies became a unicorn after raising investment from Siemens to manufacture energy storage systems for AI data centers in the US.https://www.tomshardware.com/pc-components/ssds/sk-hynix-to-place-custom-tiny-cpu-cores-in-its-ssd-controllers-to-ease-arm-load-as-drive-speeds-rocket-each-h-tpu-reportedly-draws-2-5-percent-of-a-cpu-cores-power zlio-3764Wed, 14 Oct 2026 14:00:00 GMT SK hynix detailed H-TPU, tiny in-house CPU cores that offload routine I/O from Arm CPUs in its next enterprise SSD controllers as drive speeds rise.https://news.google.com/rss/articles/CBMi4wFBVV95cUxOaTExeTM2dDVQZEZkZnhRNklod2NzYnhkOTU4OTl0My1Wc2wwbEhrcjBYbzdBWlowdmZCNkNDbEV4LVFXRU9UcHVZMXFFV2RwVDh5MnpsQTJ0NDdSWVpXN1ZINXQyV2lyOUV4Z2p3dkdFeGxWd0Zsd1ZWWmpLdGMzUzVuS0ZIQl9KdWJma1pnLUpDMDVMbkpKaTYtWVJfdnJKb0U2aDBpNXVRRmRNcnRJZXJTVGE1c3pyZHlrbnBoNVpRWEh6VkN1V0ZTeVlNRjNDWUgweTEwMDJGNHpMbUJvUU9SVQ?oc=5 zlio-3060Wed, 14 Oct 2026 02:00:00 GMT At OCP Global Summit 2026, Compal unveiled next-generation Nvidia-based AI platforms and Liteon showcased Nvidia's 800 VDC power architecture and thermal management portfolio.https://news.google.com/rss/articles/CBMitgFBVV95cUxOVkFhbTgxTmE3a2oxUTc2YjZ5ajRVMG93VTBfUDgyQlZGcHhxZWNPRTcyZjF3c2QzNW56R2ZXVF9vSWd4VkFhNGMzbTYtRllzd2NOUHd0UVNmXzIxR0lhV0x2QzA3WDRJa0dXWGJUUWVUdDZzMG16NkstU1B1Y29kN2FKUThBY01oZVZwbUFDLWZ5U0dwV2w4T0EzVVAwbWhCbElOaEk0TXZNeUJLNHNPSGZNVTU5QQ?oc=5 zlio-3683Wed, 14 Oct 2026 13:55:44 GMT Mistral AI models are running aboard the first satellite of a planned 50-satellite AI constellation, putting models in orbit.https://asia.nikkei.com/business/technology/tech-asia/sb-energy-does-softbank-s-spadework-for-son-s-ai-drive zlio-3335Wed, 14 Oct 2026 08:44:45 GMT Nikkei Asia reports SB Energy, SoftBank's US renewable energy arm, is doing the groundwork for Masayoshi Son's AI push by building solar and battery capacity to power data centers.https://asia.nikkei.com/spotlight/podcasts/podcast-tech-latest/is-singapore-now-a-key-link-in-ai-supply-chain zlio-3337Wed, 14 Oct 2026 08:44:45 GMT Analysis piece on how Singapore has become a key node in the global AI supply chain, covering chip, data center and logistics links between the US, China and Southeast Asia.https://www.theregister.com/networks/2026/10/14/cisco-nvidia-team-up-to-build-fatter-faster-pluggable/5302970 zlio-3668Wed, 14 Oct 2026 13:30:00 GMT Cisco and Nvidia are teaming on a new optical pluggable called USFP that targets 12.8 Tbps per module, far above today's 1.6 Tbps optics, for AI datacenter networking.https://www.bloomberg.com/news/videos/2026-10-14/ark-s-wood-favors-nvidia-amd-in-volatile-chip-cycle-video zlio-3039Wed, 14 Oct 2026 00:00:00 GMT Ark's Cathie Wood says she avoids traditional memory-chip makers due to the volatile cycle, favoring Nvidia and AMD as the AI revolution is 'just beginning.'https://news.google.com/rss/articles/CBMipAFBVV95cUxNMzdod0x5NW5TdnB6Tk5wRE9IR2tyYmt4NUxUVjFfLXZDSkhwY1VxUDh4dEpGdWJ4U0JEYWExSkNhNElRdFFYNmRnQjdTSFFLRE9rVEM1ZVk5TlE0ZVpQWHdjVVNmT3QybmlpS2VyMzJ6bGNMYjd4YXdWRC1kSlBaMTAwTVphYmYzMjlFTTNWMTNQbEI2cE1rWHlyMkhsNzB5RDFzRA?oc=5 zlio-3037Tue, 13 Oct 2026 23:55:00 GMT Nvidia is prepaying for US chip-testing capacity as KYEC expands by $1.4B, with the two eying a Texas site for a US AI chip testing plant.https://news.google.com/rss/articles/CBMimwFBVV95cUxNOGpqZzg3NmtJWE1IRUhmUWZRdHctOHp0aUxfSEk0Nk42VEdPbEVUUGtZODJoTVpST3lHWTl5bm9Zd3Jfb09qbzVWWU51bTNzNUEtYlFKVkpEbEI0MFFtY0VKdERmaTNzZ0NMUzNoQWFzTElxVVBDYzdJdlFyZ3p6S3hLcFN4djU3U0M2MkFDR0JNOGtNN2lzb2s5VQ?oc=5 zlio-4056Wed, 14 Oct 2026 18:47:32 GMT Investing.com examines why Nvidia shares fell, tying the move to broader AI trade and rate concerns.https://news.google.com/rss/articles/CBMiiAJBVV95cUxQNFprdm53QWh3R090emx1MU5tVFdhejJsVE14d3ctVG5pVXRtM1RVSjZlUUFkRV9rSG82WmxUTzYtSlIyM1pFQVg2RHhISU85Qm9DRERCT2xOWFNlUExQbWFRUUFfTE9uaFdwdFdENWpHbUY2QnRkaXFOZ2xob1ZwZWhqUzhjZnNJRHRqQUVTN0dsYmFVSnUxXzVTSzBET1ZqZ3Vvd2RKR1dsR05OTzVEbDVMZTNsSGdwcnVBWVcyU3ZiRFRLZE10MFNJSXNlbG5oMnIyNU1fSkFzYUl1NVpiM0ZWUjFmRnRlUmM5dkpMcG5FMWNHQjBVWVNIOFAxeHhSMTc5bWxHWUg?oc=5 zlio-3967Wed, 14 Oct 2026 17:14:43 GMT Zesty released autonomous GPU resource management that fractions CUDA-native GPUs, aiming to run more workloads per GPU while protecting performance.https://www.bloomberg.com/news/articles/2026-10-14/singapore-s-pdg-seeks-1-2-billion-loan-for-malaysia-data-center zlio-3292Wed, 14 Oct 2026 04:28:24 GMT Asian data center operator Princeton Digital Group is seeking a syndicated loan of up to $1.2 billion to fund its Malaysia buildout, as AI infrastructure borrowing grows.https://www.bloomberg.com/news/videos/2026-10-14/hitachi-energy-ceo-on-ai-energy-security-and-grids-video zlio-3291Wed, 14 Oct 2026 04:14:20 GMT Hitachi Energy CEO Andreas Schierenbeck discusses whether electricity infrastructure can expand fast enough to support the AI boom and industrial electrification.https://www.scmp.com/tech/tech-trends/article/3370858/china-chip-exports-jump-136-us45b-ai-frenzy-jacks-prices zlio-3332Wed, 14 Oct 2026 08:30:11 GMT China's integrated circuit exports rose 136% year on year in September to US$45 billion, outpacing 108% growth for the first nine months, on AI-driven demand and higher chip prices. September volume reached 32.7 billion units.https://news.google.com/rss/articles/CBMidkFVX3lxTFBuaG9wbXZlQk5PcUxEeVVXT1V0S3BWLU90SW9QXzk3MUF1ZGN0MTBNenMtU2FHQUJ5Y0lMV2dWb040R01kcmtCQ3ZGd2pqSlFvVnVvQ2xOVHA3aHBrcGIzazNPUWE1S19oTHJ6anp2eGE3aHRtaXc?oc=5 zlio-3399Wed, 14 Oct 2026 07:56:00 GMT Intel is pitching an all-in-one chip aimed at closing the commercialization gap for humanoid robots, positioning it as a 'robot brain' for physical AI.https://news.google.com/rss/articles/CBMirwFBVV95cUxPTWdsekYyelREQVl6Z0t0VnR0dUdfOXc1dVpuU1NxRVVPQmJlRVRiV3hmWEczMDdTMS03Ym5HMmlzM0czWEtRa05fRWk1aEEtNmF1NGh3ODd4WUwtblpQMWUtZkpjRmJSUVVUbFB1d2Z0VUhSUTNXbGt0eHRCZm1OWXFsaUxFNXU1MDFEMlMtazIwaFVDWGZ4QWFBV1hTMlB2VHNHd2x3WkRGTER1M0tB?oc=5 zlio-3041Tue, 13 Oct 2026 14:35:24 GMT Reports say Nvidia halted RTX 5090 production, while Japanese retail prices for RTX 50-series cards jump up to 144%, with the RTX 5080 passing $2,400.https://news.google.com/rss/articles/CBMiyAFBVV95cUxOSk1sQ0l6dFRTc1hyVzJPTDVPbFc0cS1icUlFSUpERmF0d3ZidlVtRmZlMFZfUDg0WHdaeGN0OXI4VnBoaGZDQmNFRHdIYnB4TXNSZVUtSmRyQi04SU9vMWo1MzRHSWtpOTRVYXo2TGhKZXlzVDVSRVB0R1dkX2N6WlFvYjRVb25NUERaMnBBNzJoc1NNa2E0d1I0V2o4Tk93aWxONzU0aGk4eTEyUGxkSmdqdUNDZllDQlZBMHpCZWFrbFQ3VGhoMA?oc=5 zlio-3175Wed, 14 Oct 2026 07:00:00 GMT Key facts from TradingView: Nvidia has shipped 678,000 AI accelerators to China and holds a Doctolib stake, with pre-market shares dipping.https://siliconangle.com/2026/10/14/data-sovereignty-strains-best-breed-ai-pipelines-aidatapipelineforum zlio-3493Wed, 14 Oct 2026 11:15:06 GMT Vast Data argues stitched-together AI pipelines struggle to keep sensitive embeddings, permissions and source data in sync, positioning unified architecture for sovereign AI inference.https://siliconangle.com/2026/10/14/ai-factories-stall-gpus-wait-memory-storage-data-aidatapipelineforum zlio-3492Wed, 14 Oct 2026 11:15:02 GMT ScaleFlux argues smarter SSD controllers can address the AI memory bottleneck as GPUs sit idle waiting for data and NAND flash takes on more processing work.https://www.ft.com/content/e16f0422-cf75-4cc9-962d-4605e421dc63?syn-25a6b1a6=1 zlio-2524Tue, 13 Oct 2026 03:33:00 GMT Semiconductor shares fell, dragging Korea's Kospi lower as Samsung and SK Hynix declined, after Broadcom's chief warned of a 'casino' mentality and investors fretted over the scale of AI investment.https://news.google.com/rss/articles/CBMikgFBVV95cUxQMUpLNGNSRVJMMjl5ZDRVUXZNMGdxZEV6azBGVV95NHE3RXJFaEJpVnBDOHVzRHRxT05QdGxWclhYT2F3R1VSMXg0akRDamxFeDRiRFdOYVpJSTNwT1VxMHRhVnZiVkpnSURDX25mNUk5MERiVWdBM3NidzVHLUlNcFNQSzZycGg0THQ0ZjhhSHdKQQ?oc=5 zlio-3077Wed, 14 Oct 2026 03:11:19 GMT Digitimes reports AI accelerator growth is shifting from volume toward value as custom ASICs move upmarket, changing the competitive landscape for chip vendors.https://news.google.com/rss/articles/CBMizgFBVV95cUxOOGJ0bHNHeU90UEZLSzZLbUZvemhsTlE2ZVJUd29wTmVSaFZGMnFURlhVSy1Va3ZWMkZIOXdXWWJKblpqYVQ3UHZwZVUwOENIRUNmN2ZJdmI1RXI2S0Fic3ZxbWFGUWI4Zk9QNmdadTB6dFV2OXQzcjZYV1lhMmxHNzRxcXhjOGVjMlp4NFdaNW9TNlYxd3lWVVB5dV9FZURLemZNWmdaamtNSkgwbERsVl8wakd3bGcwaFFWZ2IyVU13dzAtS1FoSDFvNDZjUQ?oc=5 zlio-3414Wed, 14 Oct 2026 09:49:52 GMT Jim Cramer said US chip stocks are 'joined at the hip' with SK hynix, arguing investors should look beyond Nvidia when weighing the AI memory supply chain.https://news.google.com/rss/articles/CBMixAFBVV95cUxQdjlLc0J0QjMyZmZRZWM1SldodnE0RV8xUWN0S0EzdUtWX1VjNXRiTVRKdDJQQVNkNkNadU50bGFueTItd3V0Zk43aFRiV2xsMVdCS1lFbFh3TVI3b05yd253VjBLSWdlYmwyb3VIOFBLQm5VbFRlR1ZQczRlekUyWHNOMjUwdmhvMXA2MWl1UUp6aDFydkZRZWdjUzZnRUR2NXAteDNMZS1zdDNUWm1HRVBxYlo3TXh6ZGZKT1lNOXFHUjBp?oc=5 zlio-3249Tue, 13 Oct 2026 14:47:04 GMT Reuters reports US chip stocks extended their declines, hit by a China memory report and jitters over AI spending.https://news.google.com/rss/articles/CBMicEFVX3lxTE9IM1prTDRuUC02SUhZdzdORDU1SncyREtWc1VxdTYwQ1ZFcHBzYkdmYXdFcHVGdFNYSjFKaGhKSE95Z05pai1DOEtNeDVQdUdXODUzTGlfMnh5cXFCbURLN3dqVHFWZ0hNWGNzWXVCc3jSAXZBVV95cUxPRGRjUk1iaDVfYmdhTzI1U3JLQjlZanVjcDd1RUZZOWE2RTlIR3AtQ1NhUURVYlRUU09mOUI5SExzdjRuZy1qSGpfTS1qak9Kd0RZZFFUamVWTFAwemtQQ0hfUnIwbk1sX0xEel96U0tqTWFwV1hn?oc=5 zlio-3053Wed, 14 Oct 2026 01:19:09 GMT CyberSecurityNews reports a flaw in Nvidia's DCGM Exporter that exposes GPU servers to resource exhaustion attacks, potentially disrupting AI infrastructure monitoring.https://news.google.com/rss/articles/CBMipwFBVV95cUxQNElNSkNFTDR6cE9fTUFNenMzdzNuVl8wMEVfRGN0S29BU0oxQVp4cG16TUVJNWdIekNHN0ZpQVNIRTNXVmpQZ0tjM0d6MlctNWd6Z1JTVGpkSXhlSFFEcTBXd1FxcmFjWGtRcXhObmlaeV9hTVZpQ3NjaFJJQlEtVVYtZDAzbXZ4eXJxdDl5Vlp5VVlBTHROdFJZMUdLa3FiZlRrQkxtRQ?oc=5 zlio-3080Tue, 13 Oct 2026 00:38:11 GMT Cisco and Nvidia developed a new pluggable optical module for AI data centers, targeting high-speed interconnects with four-times USFP density so systems wait less on data.https://www.ft.com/content/9dbd99db-6b0c-43bd-b7be-849f129df098?syn-25a6b1a6=1 zlio-2773Tue, 13 Oct 2026 00:15:06 GMT Chinese tech companies purchased more than a million Nvidia gaming chips in a single year, repurposing hardware never designed for advanced AI to meet soaring compute demand.https://news.google.com/rss/articles/CBMivgFBVV95cUxNc3AxLW9rTnRHOUk3VTJZZGVTWW9RR0RCVmgtOVBqcF8tYjBMbXBXYTNCamcyVDdmLWNwMEdzdV9nQktKbWVGMFpXYUxJdy1iVks1Q1lod2kwWUdtYXZ0TkE0aU9yQjBaR3hjSWNMbXJwcVNkZi1lbkczVnJ1a3BFMTFqZ1VsNU0wYXF5ZVZGNWVFSE8tVGY2MjY0LXR5Si1DdjgycEYzai16bDhCOWdIakowcU9sYmwwTmJhemJn?oc=5 zlio-3166Wed, 14 Oct 2026 06:49:57 GMT CYANIS AI launched Sovereign Inference Cloud, a service for running AI inference inside a customer's own jurisdiction and infrastructure. Pricing and availability were not disclosed.https://news.google.com/rss/articles/CBMiaEFVX3lxTE9iNEJGZWJYVDhyTzdfX0JoLXVPcFpSYk5uTDFhUTRlSG5Wc0FLbUZ3YVg2RFloVUVPeHo1VDlBaHdyY0ROTEM4NTFQRGt0R3Y0VGkzUkJhSTVpUFJJUHNDLUJjQVR4WXBR?oc=5 zlio-3106Wed, 14 Oct 2026 05:01:15 GMT A roundup reports Microsoft is accelerating its in-house AI chip challenge while Google and Apple deepen their own AI hardware and product efforts.https://www.intel.com/content/www/us/en/products/details/discrete-gpus/data-center-gpu/d-series.html zlio-2417Mon, 12 Oct 2026 21:35:35 GMT Intel's D-series data center GPU, codenamed Crescent Island, is named D270 and supports up to 480 GB of LPDDR5X memory, positioning it as an Nvidia rival for AI workloads.https://news.google.com/rss/articles/CBMifkFVX3lxTE43M096bXVHYjNjWmljSzE0ZThLWG5QWndGZGV1akdPemRpNUNuNENUUDZPc3FrT25ZR3ZrN192Y3RybFpRelYzaWJpLXRXN2ItT3dFLUpkWDNOa29rYXNjeGxyNzJ5TXlUbTd2c0hVYVhzYzN0NlJLdzlFRWdsZw?oc=5 zlio-3099Wed, 14 Oct 2026 04:32:35 GMT A report details Nvidia's PTFE strategy, describing the fluoropolymer material approach as a hidden enabler behind its next-generation AI server racks and high-speed interconnects.https://techcrunch.com/2026/10/13/satlyt-founded-by-a-former-google-and-spacex-product-manager-raises-8m-to-run-ai-on-satellites zlio-2833Tue, 13 Oct 2026 16:30:00 GMT Satlyt, which aims to be the Android of orbital computing with open software that works on many companies' satellites, launched its software on a SpaceX rocket alongside Google's hardware after both SpaceX and Google declined to back it.https://www.theregister.com/systems/2026/10/13/microsoft-plans-multi-gigawatt-rollout-of-next-gen-azure-maia-ai-accelerator-racks/5302802 zlio-2741Tue, 13 Oct 2026 13:30:00 GMT Microsoft plans a multi-gigawatt deployment of next-gen Azure Maia AI accelerator racks, with 96-chip configurations promising seven times its predecessor's token throughput and production deployments due in 2027.https://www.theinformation.com/articles/applied-lam-overlooked-chip-equipment-stocks zlio-3244Tue, 13 Oct 2026 13:01:01 GMT The Information argues Applied Materials and Lam Research are overlooked chip equipment opportunities as AI chip designer, manufacturer and equipment stocks have soared.https://news.google.com/rss/articles/CBMixwFBVV95cUxOVC1XU0FPWTVDblBLcnB5d01pWEtqSHRBQWJSaU1rNlQySWFqSGpyR21lYmRNaU5yRkNUX0IyWWJvenZscTQyazN2bk0xRmFQdEMzZ2JkRDI3RFdzWTNGbl9iM0FVWWF4OUdITjZybExtSnpNS1RYV1pQNUZzcjg3VmNCQTlBMVFfZ0NjUGt4UlN4bncyNlZla1pnQjdlVllNd3lRdjFHdlZqRzFRV2VSSThSSWlXYVZmQV9TTDZXeVRjUDR1OXRF?oc=5 zlio-3013Tue, 13 Oct 2026 03:00:26 GMT Nvidia-backed data center firm Firmus scrapped its Australian IPO citing market conditions and is now seeking up to $3 billion, per reports.https://news.google.com/rss/articles/CBMitwFBVV95cUxQS3Y5Qkp6OVd2VXFLcHFHdFlXTmw5U0hNdmJQWkcwVnU4RGVIUWJtYTNxa2ZVRUx1OHFsaXYtVndZTnVjdjFlLTRHRVlpVmVVbmpFV1kzanNUS0VNeTVuVHpEX0VDRF9wNkY2VkZSd0RONDc3RldfdWtrNzJ2NURTS1hoV0Y5UXllOFRNY1hQNTFTeGdkUFg3Rk5iVEZicmEtQnpoeEF5dWQ5UmNvOTAxYXlVUm5YdHM?oc=5 zlio-3590Tue, 13 Oct 2026 09:53:28 GMT Builders ranked Bitdeer AI cheapest for DeepSeek V4 Flash API access on Artificial Analysis. Bitdeer also secured 67 MW in Malaysia for Nvidia AI.https://news.google.com/rss/articles/CBMivAFBVV95cUxOTXBTQkF2clVnb2lFZW5ISW9WZFZXbUI5Y29IdGdZRlVuc0NtZ3cyYXh4eWRiMW11T3NFM2k2OHVYMVVzR01wSGlueDNrSHJvOXBaMTJsbE0yRTVQZlBxd0s1eWg2VmFCd1RyYTFnVlg4ZGJkTnFiUzBCTTZYSVY3TVByYkR4UmE2RTV2X3JTbk9zYmpfRUpFdFpJZTlyd3Zhek5GbmJwcHpQd2doLUU0VFF4ZmZ6M0lEbzlmVA?oc=5 zlio-2728Tue, 13 Oct 2026 13:00:00 GMT XMEMS began mass production of chips that cool AI glasses, smartphones and data centers, targeting thermal limits in compact AI hardware.https://www.scmp.com/tech/tech-trends/article/3370739/why-samsung-sk-hynix-and-cxmt-shares-are-under-pressure-despite-strong-ai-demand zlio-3242Tue, 13 Oct 2026 10:30:05 GMT Samsung, SK Hynix and CXMT shares fell sharply as investors doubt whether the AI-driven memory profit boom can last, even as soaring prices lift quarterly earnings.https://www.scmp.com/tech/tech-trends/article/3370711/chinas-iluvatar-corexs-first-ai-computing-supernode-squeezes-most-gpus-1-system zlio-3240Tue, 13 Oct 2026 09:00:04 GMT Chinese AI chipmaker Iluvatar CoreX debuted the Tiangai 300 IXL144, a supernode system that fits 144 GPUs into a single cabinet, unveiled at the 2026 China International event.