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Funding Cerebras targets $3.5B IPO valuation, betting on AI chip demand Market Long-term SSD and HDD supply contracts surge to five-year terms as shortages persist Chips AMD debuts Ryzen 9 PRO 9965X3D with 3D V-Cache, pushes pro lineup to 16 cores Market Morgan Stanley: Big Tech capex discipline driving market outperformance in earnings season Chips Fraunhofer IPMS expands semiconductor research and manufacturing partnerships in India Market Bloomberg: AI remains market focus despite rising yields environment Market Denmark faces data center moratorium as power demand overwhelms grid Policy Europe diverges from Silicon Valley on AI regulation; startups navigate dual-regime compliance Funding VCs identify 11 future-of-compute startups to watch in 2026 Market AI chipmakers in Korea, Taiwan drive Asian stocks to near-record highs Market ASX Warns Companies Over 'AI Upside Ramping' to Boost Stock Prices Market Asian stocks near record highs on tech strength; AI capex bets pay off globally Breaking GameStop Makes $56 Billion Offer to Acquire eBay — Potential Reshuffling of Retail Tech Market Big Tech earnings beat on disciplined capex spending; market rewards efficiency over growth Market Market sets AI infrastructure capex watch for week ahead; GPU demand remains focal point Chips NVIDIA Accelerates Jetson AI Processor End-of-Life Over DDR4 Memory Shortages Breaking Cloudflare builds specialized infrastructure for running LLMs at scale Breaking Microsoft quietly adds "Co-Authored-by Copilot" metadata to VS Code commits, even when disabled Research MIT study reveals why language model scaling works reliably Market S&P 500, Nasdaq extend record rallies; AI-driven gains lead market momentum Funding Cerebras targets $3.5B IPO valuation, betting on AI chip demand Market Long-term SSD and HDD supply contracts surge to five-year terms as shortages persist Chips AMD debuts Ryzen 9 PRO 9965X3D with 3D V-Cache, pushes pro lineup to 16 cores Market Morgan Stanley: Big Tech capex discipline driving market outperformance in earnings season Chips Fraunhofer IPMS expands semiconductor research and manufacturing partnerships in India Market Bloomberg: AI remains market focus despite rising yields environment Market Denmark faces data center moratorium as power demand overwhelms grid Policy Europe diverges from Silicon Valley on AI regulation; startups navigate dual-regime compliance Funding VCs identify 11 future-of-compute startups to watch in 2026 Market AI chipmakers in Korea, Taiwan drive Asian stocks to near-record highs Market ASX Warns Companies Over 'AI Upside Ramping' to Boost Stock Prices Market Asian stocks near record highs on tech strength; AI capex bets pay off globally Breaking GameStop Makes $56 Billion Offer to Acquire eBay — Potential Reshuffling of Retail Tech Market Big Tech earnings beat on disciplined capex spending; market rewards efficiency over growth Market Market sets AI infrastructure capex watch for week ahead; GPU demand remains focal point Chips NVIDIA Accelerates Jetson AI Processor End-of-Life Over DDR4 Memory Shortages Breaking Cloudflare builds specialized infrastructure for running LLMs at scale Breaking Microsoft quietly adds "Co-Authored-by Copilot" metadata to VS Code commits, even when disabled Research MIT study reveals why language model scaling works reliably Market S&P 500, Nasdaq extend record rallies; AI-driven gains lead market momentum
Chips

AMD debuts Ryzen 9 PRO 9965X3D with 3D V-Cache, pushes pro lineup to 16 cores

AMD is bringing 3D V-Cache technology—previously exclusive to consumer Ryzen 9 parts—to its professional Ryzen PRO lineup with the 9965X3D, expanding core count to 16 and increasing cache density. The move targets workstations handling simulation, rendering, and data analytics where memory-intensive workloads benefit from stacked cache.

For enterprises standardized on AMD EPYC or Ryzen PRO, this signals broader cache-and-core strategy positioning competing architectures against Intel and consolidating AMD's hold on performance-per-watt in professional compute.

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