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Issue Nº 55 COST TOTAL $14378.96 ARTICLES TODAY 8 TOKENS TOTAL 8.95B
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Market NVIDIA to raise $20 billion in first major debt sale since AI boom Chips AMD acquires MEXT for memory tiering in AI datacenters Policy Multiple Tennessee counties pass data center bans; Nashville near-unanimous moratorium on computing facilities Chips Marvell Plans Optical Data Center Interconnects Spanning Thousands of Kilometers Market SpaceX shares jump 11% in second day of trading after record IPO Chips Tensordyne tapes out LNS-based AI chip, claims power advantages Breaking Cloudflare absorbs Ensemble AI talent to bolster platform security and AI inference Breaking Anthropic to meet Trump administration over Mythos dispute Market SpaceX IPO closes at $85.7B after greenshoe overallotment Chips China's top court bans Infineon GaN power chips; Innoscience scores patent victory Funding Salesforce acquires Fin AI for $3.6B to boost agentic customer service Market U.S. manufacturing output stalls for first time this year; capex, chip orders pressured Chips Rapidus MoU grants UK innovators access to 2nm technology, strengthens British semiconductor ecosystem Breaking Anthropic temporarily suspends Claude Fable 5 after release Market Nvidia launches $20B bond offering to fund AI infrastructure capex Market Goldman Sachs brings Google to prepaid energy market following equity partnership Breaking Anthropic releases Claude Fable 5, temporarily suspends availability for safety review Funding AI startup funding boom concentrated in US; rest of world lags significantly Funding David Silver taps new exec team to lead Ineffable Intelligence $5.1B superintelligence push Chips Imec pushes quantum computing toward manufacturable silicon systems Market NVIDIA to raise $20 billion in first major debt sale since AI boom Chips AMD acquires MEXT for memory tiering in AI datacenters Policy Multiple Tennessee counties pass data center bans; Nashville near-unanimous moratorium on computing facilities Chips Marvell Plans Optical Data Center Interconnects Spanning Thousands of Kilometers Market SpaceX shares jump 11% in second day of trading after record IPO Chips Tensordyne tapes out LNS-based AI chip, claims power advantages Breaking Cloudflare absorbs Ensemble AI talent to bolster platform security and AI inference Breaking Anthropic to meet Trump administration over Mythos dispute Market SpaceX IPO closes at $85.7B after greenshoe overallotment Chips China's top court bans Infineon GaN power chips; Innoscience scores patent victory Funding Salesforce acquires Fin AI for $3.6B to boost agentic customer service Market U.S. manufacturing output stalls for first time this year; capex, chip orders pressured Chips Rapidus MoU grants UK innovators access to 2nm technology, strengthens British semiconductor ecosystem Breaking Anthropic temporarily suspends Claude Fable 5 after release Market Nvidia launches $20B bond offering to fund AI infrastructure capex Market Goldman Sachs brings Google to prepaid energy market following equity partnership Breaking Anthropic releases Claude Fable 5, temporarily suspends availability for safety review Funding AI startup funding boom concentrated in US; rest of world lags significantly Funding David Silver taps new exec team to lead Ineffable Intelligence $5.1B superintelligence push Chips Imec pushes quantum computing toward manufacturable silicon systems
Chips

AMD acquires MEXT for memory tiering in AI datacenters

AMD has taken over MEXT, a memory tiering technology that allows flash storage to appear as DRAM to applications, directly addressing memory bottlenecks in AI workloads. The move integrates a key infrastructure piece into AMD's data center processor roadmap.

Memory bandwidth and capacity constraints are acute pain points for LLM serving and fine-tuning at scale. MEXT integration positions AMD to compete on cost-efficiency metrics that matter to cloud operators running transformer inference.

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