Micron, which has undertaken a $200B US expansion, says it can currently meet about 50% to 66% of demand for some key customers, as AI drives memory chip demand
For decades, memory chips were low-margin commodity products. Now the industry can't make enough to satisfy data centers' hunger.
OpenAI says it is asking select advertisers to commit $200K+ as it rolls out beta ads on ChatGPT; two sources say their companies were pitched lower amounts
OpenAI says it is asking select advertisers to commit $200K+ as it rolls out beta ads on ChatGPT; two sources say their companies were pitched lower amounts
OpenAI is asking select advertisers to commit at least $200,000 as it rolls out beta ads on ChatGPT, the company confirmed to ADWEEK.
Source: OpenAI targets ~$60 per 1,000 views for ChatGPT ads, on par with live NFL broadcasts and above Meta's sub-$20 CPM, while offering little conversion data
Source: OpenAI targets ~$60 per 1,000 views for ChatGPT ads, on par with live NFL broadcasts and above Meta's sub-$20 CPM, while offering little conversion data
In its initial rollout of ads, OpenAI is charging prices that rival those for coveted video programs like the NFL …See also Mediagazer
How Arizona is training talent for its growing chip industry as suppliers fear tighter US immigration policy; Arizona has drawn $200B+ in investments since 2020
Nikkei Asia : Bluesky: @whortana Bluesky: Alice / @whortana : I am extremely suspicious about this due to the water scarcity concerns [embedded post]
Some 2025 takeaways in LLMs: reasoning as a signature feature, coding agents were useful, subscriptions hit $200/month, and Chinese open-weight models impressed
This is the third in my annual series reviewing everything that happened in the LLM space over the past 12 months.
AI sector minted 50+ new billionaires in 2025; Crunchbase: investors poured $200B+ into AI startups in 2025, or about 50% of global funding, up from 34% in 2024
Record activity in the AI sector this year has boosted dozens of founders and business executives into the billionaire ranks.
How a semiconductor investment boom is turning Arizona into “America's Semiconductor HQ”, attracting more than $200B in investments in the last five years
Cath Virginia / The Verge, Getty Images … Arizona's economy was once dominated by the “five C's”: cotton, cattle, citrus, copper, and climate. X: @b_ai_s and @aicapital_io . Bluesky: @theverge.com X: ...
AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...