Intel
Stories from Intel come first, newest first, then stories from connected topics (Terafab, AI Chips & Compute, Tesla, AI chips, Elon Musk, Semiconductors), each labelled with where it comes from. This view is not indexed by search engines.
AMD Reportedly Raised GDDR6 Prices for Board Partners From 1 October; Intel Also Said to Have Adjusted Its Prices
BenchLife reports, citing China's Board Channels, that AMD raised GDDR6 prices for card makers from 1 October and Intel adjusted too. Nobody has confirmed it.
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Tesla: The Last 12 Months, What Shipped, What Slipped and What Is Only Planned
Tesla from October 2025 to October 2026: results, deliveries, robotaxi cities, NHTSA files, FSD in Europe. Confirmed facts, company claims and slipped plans.
xAI (now SpaceXAI): The Last 12 Months, From Grok 4.1 to the SpaceX IPO
A month-by-month review of xAI (now SpaceXAI) from Oct 2025 to Oct 2026: models, SpaceX deal, IPO, compute, plus roadmap claims and open questions.
Musk Says Grok Bot Can Research Best Prices and Buy Things for You; the Feature Dates From August and Comes With an Approval Step
Musk says Grok Bot can research best prices and buy things for you. The feature dates from 28 August. What the approval step and single-use card mean.
Super Micro-Linked Contractor Willy Sun Pleads Guilty in the Nvidia-Server China Diversion Case, Reuters and Bloomberg Report
Contractor Willy Sun pleaded guilty to four counts in the Nvidia-server China case, Reuters and Bloomberg report. Co-defendants are presumed innocent.
AZIO AI Signs a 10 MW Hosting Agreement at Atlas One in South Texas; Growth to 50 MW Is a Right, Not a Commitment,...
AZIO AI says Power Champion contracted 10 MW at its Atlas One campus in Texas, with rights to 50 MW. Nothing is energized and no start date is set.
Samsung Reportedly Plans a $4.09 Billion Memory-Chip Testing Plant in Vietnam; No Samsung Confirmation Found
Samsung reportedly plans a $4.09B memory-chip testing plant in Vietnam, per Korea Herald. Testing, not wafers; Samsung has not confirmed.
RunPod’s Secure Cloud GPU Rates Have Risen: H100 SXM Now $3.99 an Hour, B200 $7.99, a Tracker Reports
A GPU price tracker says RunPod raised 12 of 29 Secure Cloud rates on 8 Oct; RunPod's pricing page now shows H100 SXM $3.99 and B200 $7.99 an hour. No RunPod announcement.
Google Open-Sources ML Drift, the GPU Engine Inside LiteRT, Under Apache 2.0
Google has open-sourced ML Drift, the GPU engine inside LiteRT, under Apache 2.0. The 40%, 30% and 12% figures are Google's own claims; the old TFLite GPU delegate gets no new features.
ASML and Zeiss Engineers Publish a “Hyper NA” Chipmaking Concept. It Is Not a Product.
Engineers at ASML and Zeiss published a concept for "hyper NA" chipmaking scanners with an NA of at least 0.75. It is a paper, not a product or an order.
Counterpoint: Most Nvidia Rubin Products Likely to Use 12-Layer HBM4, Not the Rumoured Eight
Counterpoint Research says most Nvidia Rubin products will likely use 12-layer HBM4, not the rumoured eight, per Korea Herald. A forecast, not Nvidia's word.
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