US investors will soon gain direct access to South Korea's SK Hynix, the world's largest HBM memory supplier for AI accelerators, as it pursues a US listing vehicle to ride the same AI memory boom lifting Samsung and Micron.
Jul 6, 2026Samsung has floated a 2028 launch target for a floating, seaborne datacenter concept, a novel approach to siting AI infrastructure that sidesteps land, permitting and grid-connection constraints on shore.
Jul 6, 2026Between topping independent benchmarks, courting Samsung on custom silicon and lining up an October IPO near $1.1 trillion, Anthropic is dictating the pace of the AI race while OpenAI plays defense in Washington.
Jul 5, 2026Anthropic's parallel chip talks with Samsung, Microsoft and Fractile -- alongside Google's TPUs, Amazon's Trainium and OpenAI's now-stalled Samsung talks -- show frontier labs hedging across multiple silicon partners rather than picking one.
Jul 4, 2026Samsung's custom 2nm AI chip discussions, first reported with Anthropic, have reportedly widened to include Meta, positioning the Korean foundry as a serious third option against TSMC for frontier AI silicon.
Jul 4, 2026Anthropic is in early discussions with Samsung to develop a custom AI chip, The Information reported July 2, though the companies have not finalized specifications, use cases, or how powerful the chip would be. The move follows OpenAI's custom inference processor 'Jalapeño,' announced the prior week through a partnership with Broadcom, and comes as Anthropic separately explores ways to address chip shortages it flagged as early as April 2026.
Jul 2, 2026Anthropic is in preliminary discussions with Samsung to manufacture a custom AI accelerator on Samsung's 2nm process, joining a wave of frontier labs building their own silicon to cut Nvidia dependence.
Jul 2, 2026Samsung, SK Hynix and other South Korean firms committed well over $550 billion toward new memory fabs, HBM packaging and AI data centers to relieve the global memory shortage the industry has dubbed 'RAMageddon.' The plan includes roughly $518 billion for four new memory fabs in the country's southwest and $52 billion for an HBM packaging hub, a national-scale answer to AI's voracious appetite for DRAM.
Jun 29, 2026