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Key AI news stories in enterprise and tech.

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1Microsoft makes ‘biggest bet yet’ on its own silicon, unveils new AI chip to reduce reliance on NvidiaChips82GeekWire
2Microsoft weans itself off Nvidia chips with home-grown alternativeChips78ITPro
3Applied Materials opens new $5B chip research facility to accelerate collaborative semiconductor innovationChips72SiliconAngle
4Chip stocks slide as fears mount over scale of AI investmentChips72Financial Times Technology
5China faces uphill battle to wean tech firms off Nvidia chipsChips72Financial Times Technology
6OCP Summit 2026: Powering AI with Open Innovations in Scale-Up, Scale-Out, and Scale-Across NetworksChips72Meta Engineering
7Dell and Intel weigh the costs of enterprise AI scalabilityChips72SiliconAngle
8Minions: A Dynamic and Distributed Virtual GPU Cloud Built on Idle Apple Silicon DevicesChips72Apple Machine Learning
9Nvidia tackles AI factory scaling bottlenecks with open rack designs and networking advancesChips72SiliconAngle
10The great AI pricing reset is coming. Are you ready?Chips72CIO
11Intel, Broadcom CEOs warn capital crunch could become AI's biggest bottleneckChips72CNBC Technology
12Cheaper AI tokens are driving more demand, and that's Jensen Huang's best-case scenarioChips72The Decoder
13Samsung Forecasts Nearly Ninefold Profit Surge as AI Memory Prices SoarChips72TechRepublic
14Wall Street is pitching data centers as a major real estate bet. The risks are piling upChips72CNBC Technology
15CoreWeave targets AI inference bottlenecks with full-stack optimizationChips72SiliconAngle
16Is your architecture preventing you from calculating AI value?Chips72CIO
17TSMC's September sales jump more than 50% year over yearChips72CNBC Technology
18China races to build AI data centres across energy-rich hinterlandChips72Financial Times Technology
19Samsung profit surges ninefold to $80bn on AI chip demandChips72Financial Times Technology
20Arista takes Ethernet into the rack, and the network becomes the backplaneChips72SiliconAngle
21SpaceX credit risk jumps on worries over its borrowing spreeChips72Financial Times Technology
22AMD’s plan to boost production could ease AI supply chain concernsChips72CIO
23Nvidia GPUs are everywhere. Here are the ways companies are accessing themChips68CNBC Technology
24Impactful scheduling for GPU clustersChips68Hugging Face Blog
25Amazon drops data center NDAs, and AI agents want your credit cardChips68TechCrunch Startups
26Tensor Machines Launches Open-Source Benchmark to Measure True Cost of AI ComputeChips68EnterpriseAI
27What to expect with HPE’s new ProLiant Gen13 serversChips68ITPro
28Linux Foundation Analyst Summit: Stop Counting Tokens Only, TCA (Total Cost Of AI) Is The New Economics Of AIChips62Forrester Blog
29Turning Opportunistic AI Inference Capacity Into Better Ads RecommendationsChips62Meta Engineering
30Humanoid bottlenecks emerge amid US-China tensionsChips62AI Business
31Cisco Systems scales programmable AI network capacity with new silicon and repluggable optics innovationsChips62SiliconAngle
32Indonesia’s 640MW AI Campus Faces Water Supply Review After Construction HaltChips62TechRepublic
33Petra Power looks to modernize energy for data centers and defense vehiclesChips62TechCrunch Startups
34Seismora builds a control plane to route AI workloads across devices and cloudsChips62SiliconAngle
35GF Unveils Roadmap to Deliver World’s Most Advanced FD-SOI Platform for Physical AIChips62EnterpriseAI
36Bidding war over key component could eliminate third hard disk makerChips62Computerworld
37Toshiba Begins Philippine HDD Shipments as AI Demand Drives ExpansionChips62TechRepublic
38CoreWeave makes the case for an open, full-stack AI cloudChips62SiliconAngle
39UW protein institute run by Nobel winner lands giant AI cloud grant from Nvidia CEO’s foundationChips62GeekWire
40Malaysia Builds a New ‘Silicon Island’ to House Its AI AmbitionsChips62TechRepublic
41DRam demand and dramas are Asian obsessionsChips62Financial Times Technology
42Russia's internet giant Yandex halts operations at major data center after drone attackChips62CNBC Technology
43Enterprise AI Has a Network Agility ProblemChips62EnterpriseAI
44FCC to vote on auctioning 25MHz of 'prime spectrum' in move that could benefit Amazon, SpaceXChips62CNBC Technology
45Surface RTX Spark Dev Box is available for preorder for $5,999Chips62The Verge AI
46Sleepy European telcos turn to data centre crazeChips62Financial Times Technology
47Grab Redesigns Counter Service Storage for 50% Lower P99 LatencyChips52InfoQ AI/ML
48Willow taps CoreWeave to simplify AI model trainingChips45SiliconAngle
49Broadcom adds hypervisor protection to VMwareChips42SiliconAngle
50Volkswagen’s China Partner Taps UBTECH to Test Humanoid Factory RobotsChips42TechRepublic
51PC prices to remain elevated until end of 2027Chips42Computerworld
52Share GPU clusters across teams with isolation and fairness using Amazon SageMaker HyperPodChips42AWS Machine Learning Blog