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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
China Blocks Meta's $2 Billion Manus Acquisition Amid AI Tensions
China's National Development and Reform Commission has blocked Meta's $2 billion acquisition of Manus, citing concerns over foreign investment and tech export controls. The move adds to the ongoing US-China tech tension, even as Manus relocated to Singapore and claimed significant revenue and AI capabilities.