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Oct 29, 2026
Samsung’s chip outlook separates HBM4 sales from NPU and Taylor plans
Samsung’s October 29 report describes scaled-up HBM4 sales in Q3, a planned Q4 ramp for 4nm NPUs and expected Taylor fab operations in 2027. These are different supply milestones.
Apr 28, 2026
OpenAI Partners with AWS, Breaking Microsoft Exclusivity
OpenAI's generative AI models are now on Amazon Web Services, ending their exclusive deal with Microsoft. This change gives builders more options to experiment with AI via Amazon Bedrock. AWS CEO Matt Garman stated, "This is what our customers have been asking us for for a really long time."
Apr 27, 2026
OpenAI's AI-Centric Smartphone Aims to Ditch Apps for Agents
OpenAI might be dropping a smartphone that kicks apps to the curb. Analyst Ming-Chi Kuo says they're working with MediaTek, Qualcomm, and Luxshare to make it happen. The device will use AI agents to handle tasks, hoping to bypass Apple and Google's ecosystem limits. Specs could be finalized by 2027, with production starting in 2028.