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374 stories · Last updated November 14, 2026

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Chips & Infrastructure

GlobalFoundries will make AI chip parts for TSMC in the US

The $2 billion deal runs for five years at first. GlobalFoundries will make silicon interposers, a key part of TSMC’s advanced AI chip packages, in New York from 2028.

GlobalFoundries announced a $2 billion agreement with TSMC on October 8. It will make silicon interposers for TSMC’s CoWoS chip packaging at its factory in Malta, New York. Volume production should start in the first half of 2028. GlobalFoundries says it will be the first US source of these parts, and TSMC has not commented.

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Chips & Infrastructure

Amazon’s new Alexa Tablets run Android with Google Play

The three tablets cost from $229.99 to $499.99 and have Alexa+ built in. They ship on October 14 in the US, Canada and Mexico, and reviewers see them as the successors to Amazon’s Fire tablets.

Amazon announced three Alexa Tablets on October 8: the 12 Pro at $499.99, the 11 at $329.99 and the 8 at $229.99. They run Android with the full Google Play Store, and Alexa+, Amazon’s newer AI assistant, is built in. They ship on October 14 in North America and on October 19 in five European countries.

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Chips & Infrastructure

Samsung’s profit rises almost ninefold on AI memory demand

Samsung estimates its July–September operating profit at about 107.4 trillion won, or about $80 billion. It is the first Korean company to pass 100 trillion won in one quarter.

Samsung Electronics published early estimates for its third quarter on October 8. Operating profit was about 107.4 trillion won, or about $80 billion, up from 12.17 trillion won a year earlier. Sales more than doubled to about 195 trillion won. Reports link the jump to AI demand for memory chips and higher memory prices.

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Chips & Infrastructure

Microsoft’s RTX Spark Surface Laptop Ultra starts at $2,599

Preorders opened on October 7, and the laptop ships on October 16. A $5,999 desktop box with the same Nvidia chip follows in November in the US. No independent reviews exist yet.

Microsoft opened preorders for the Surface Laptop Ultra on October 7, from $2,599. It uses Nvidia’s RTX Spark chip and up to 128GB of memory shared by the processor and graphics. Microsoft says it can run AI models with more than 120 billion parameters on the laptop itself. The Surface RTX Spark Dev Box costs $5,999.

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Chips & Infrastructure

Xreal’s Android XR glasses will start at $1,279

Only buyers who paid a deposit can preorder Aura now. Xreal says first shipments go to the US, Canada, Japan and South Korea, with orders for everyone in the coming weeks.

Xreal said on October 7 that its Aura glasses, which run Google’s Android XR, will cost $1,279 with 256GB of storage and $1,499 with 512GB. Preorders are open to people who paid for a reservation. Two outlets report that the first deliveries start in mid-November.

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Chips & Infrastructure

Amazon says it has dropped NDAs with data centre officials

AWS’s chief wrote that the company no longer signs secrecy deals with the government agencies on its projects. The post does not say whether older agreements still apply.

“We no longer use nondisclosure agreements with the government agencies we work with on our projects,” AWS chief executive Matt Garman wrote on Amazon’s website. The same post pledged more than $1 billion over five years to data centre communities and promised yearly figures on energy and water use.

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Chips & Infrastructure

Nvidia adds a 64GB DGX Spark, from $4,999 at partners

The desktop AI computer keeps the same chip with half the memory, as memory prices soar. It goes on sale on October 23 from six PC makers.

Nvidia announced a 64GB version of its DGX Spark desktop AI computer on October 2. Systems from Acer, ASUS, Dell, Gigabyte, HP and MSI start at $4,999 and go on sale on October 23. Nvidia says one unit runs models of up to 100 billion parameters.

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Chips & Infrastructure

Amazon pledges $1 billion more to its data centre towns

The money over five years goes to job training, energy and water projects, and local priorities. AWS’s chief warns that more than 100 proposed moratoriums could cost the US the AI race.

Amazon said on October 2 that it will add more than $1 billion over the next five years to what it already spends in US communities that host its data centres. The programme, called Built Together, also comes with promises to stop using nondisclosure agreements with government agencies and to cover the energy costs its sites add.

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Chips & Infrastructure

Micron says AI memory will be even scarcer in 2027 and 2028

Its quarterly sales rose almost fivefold to $54.23 billion on AI demand. The chief executive says supply will be tighter in the next two years than this year, and he cannot see when it will balance.

Micron, one of the three big makers of computer memory, reported revenue of $54.23 billion for the quarter to September 3, up from $11.32 billion a year earlier. It expects about $61.5 billion next quarter. Chief executive Sanjay Mehrotra said memory supply will be even tighter in 2027 and 2028 than in 2026.

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Chips & Infrastructure

DeepSeek open-sources tools for Huawei’s AI chips

Its engineers added Huawei’s Ascend 950 to TileLang, an open-source language for AI chip code. DeepSeek says Huawei gave full support.

DeepSeek said on September 30 that it is open-sourcing programming tools for Huawei’s Ascend AI chips, including compute and communication libraries. Its engineers built support for the Ascend 950 into TileLang, an open-source language for writing the code that runs on AI chips. Reuters and the South China Morning Post describe it as a step away from Nvidia’s software.

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Chips & Infrastructure

AMD will buy Fei-Fei Li’s World Labs for $8.2 billion

The all-stock deal brings a maker of 3D world models into the chip company. Li becomes AMD’s chief scientist, reporting to CEO Lisa Su.

AMD has agreed to buy World Labs, the AI lab founded by Fei-Fei Li, in an all-stock deal valued at about $8.2 billion, the companies said on September 28. World Labs builds models that generate and simulate interactive 3D environments. The deal is expected to close by the end of 2026, subject to regulatory approvals.

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Chips & Infrastructure

Cerebras and Gimlet plan a faster AI cloud

The partners say a future service could reach 3,000 tokens per second. Its first CS-4 data centre is planned for later this year.

Cerebras and Gimlet Labs announced an inference-cloud partnership on September 28. Gimlet will connect its software with Cerebras wafer-scale computers. The companies say the service could deliver up to 3,000 generated tokens per second for agents and real-time apps. The first Cerebras-powered Gimlet data centre is expected later in 2026.

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Chips & Infrastructure

China may let firms buy Nvidia’s RTX Pro 5500, report says

The Information reports the ministry asked ByteDance and Alibaba about their purchase plans. Reuters could not verify the report, and the card is not on sale yet.

China’s tech ministry asked companies including ByteDance and Alibaba to report their plans to buy Nvidia’s RTX Pro 5500, The Information reported on September 27. It told some of them that it intends to approve the purchases, according to the report. Reuters could not verify the report. An Nvidia spokesperson said US firms remain restricted by outdated US export controls and by China’s own limits on imports.

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Chips & Infrastructure

Crusoe and Boom ended their turbine deal for AI data centres

Boom’s CEO first blamed a change in Crusoe’s power plans, then deleted that line. Crusoe says its plans have not changed.

Boom Supersonic’s chief executive, Blake Scholl, said on September 25 that Crusoe and Boom are no longer launching Boom’s Superpower gas turbine together. Crusoe, which builds AI data centres, had ordered 29 of the 42-megawatt turbines in December 2025. Crusoe told TechCrunch the partnership “isn’t the right fit today”.

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Chips & Infrastructure

Oracle sent a force majeure notice on a Stargate campus

The data-centre campus is in New Mexico. Oracle says the project is still on schedule.

Oracle sent a force majeure notice to the developer of Project Jupiter, a huge data-centre campus in New Mexico linked to the Stargate effort with OpenAI and SoftBank. Bloomberg first reported it on September 24. The notice could let Oracle delay payments if the site misses its 2028 start, but Oracle says the project remains on schedule.

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Chips & Infrastructure

Google will send its AI chips into orbit next week

It is the first real test of its idea for data centres in space.

Google said on September 24 that its first Project Suncatcher satellite, built with Planet, will launch on a SpaceX rideshare mission next week. The satellite carries four of Google’s TPU chips and will test how they cope with radiation, heat, and launch forces. Reports put the launch on October 1.

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Chips & Infrastructure

AI data centres want faster grid access

A new alliance says flexible power use is the deal.

Google, Nvidia, Emerald AI, and energy companies launched a coalition for data centres that can reduce or move electricity use when the grid is stressed. The promises now need measured results.

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