Chinese memory maker CXMT expects net profit of 131 to 132.5 billion yuan for January to September, after a 5.3 billion yuan loss a year earlier, with revenue of 265 to 270 billion yuan. AI demand has caused memory shortages, and the chairman has proposed a buyback of up to 2 billion yuan.
Vinci4D sells simulation software for semiconductor designers that relies on pretrained physics models instead of conventional methods such as finite element analysis. The goal is to make simulations of how chips behave physically much faster.
Silicon.fr argues the AI ecosystem is entering a phase of financial strain. Pressure on model profitability and a recalibration of infrastructure needs are exposing weaknesses in its economics.
Google is preparing a new data center in Muhos, in the Finnish forests, with 13 billion at stake. The project promises economic benefits for the region but raises concerns about its environmental footprint and energy use.
The Verge has spent a week testing laptops built on Nvidia's RTX Spark N1X, an Arm-based system-on-chip for laptops and small desktops. Nvidia is positioning it against the best chips from Apple, Intel, AMD and Qualcomm.
Qualcomm CEO Cristiano Amon said on Alex Heath's Sources podcast that leading AI companies are asking for phones able to run models of at least 100 billion parameters by 2028. The remark signals how far on-device AI ambitions are stretching.