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Yesterday · Tue 10 Nov

Flash, a software sauce, and a guy named Gary: AMD’s Mext acquisition looks set to reshape AI memory costs

AI-generated summary AMD acquired storage software startup Mext to utilize its memory optimization technology and proprietary AI to improve AI infrastructure performance. Gary Smerdon says the software uses a transformer-derived system to predict memory needs and expand usable memory by making flash storage function like DRAM.

Also covered by Wccftech The Register

NVIDIA CEO Huang's Troubles Send Shockwaves Across AI Chip Supply Chains As Chatter Starts About Firm Losing Dominance To Custom ASIC AI Chips

AI-generated summary NVIDIA is facing supply chain concerns and potential order slowdowns following troubles involving CEO Jensen Huang and China-related chip sales. Supply chain sources believe that competitors like AMD and custom ASIC developers such as MediaTek and Broadcom could benefit from freed production capacity.

Monday 9 November

Meet Jensen Huang, Nvidia's founder and CEO

AI-generated summary The artificial intelligence boom has driven high demand for chips supplied by Nvidia, which is led by founder and CEO Jensen Huang. Jensen Huang entered Forbes list of the world's wealthiest people in 2024 as business for Nvidia reached new heights.

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Introducing Claude Fable 5.2 and Claude Mythos 5.2

Anthropic logo

AI-generated summary Anthropic says it has upgraded Claude Fable and Claude Mythos to version 5.2, bringing improvements in coding, reasoning, and vision. Anthropic says the updated models generate outputs up to 30 percent faster than previous versions and are available at a lower price.

Also covered by @cursor_ai Unite.AI Amazon Web Services, Inc. Wccftech
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Anthropic launches Fable 5.2 with a price cut and stronger coding scores

AI-generated summary Anthropic has launched Claude Fable 5.2 alongside Mythos 5.2 with a price cut from $10 and $50 to $8 and $40 per million input and output tokens. Anthropic reports that Fable 5.2 scored 49.1 percent on FrontierCode 2.0 and generated output up to 30 percent faster than the previous version.

Also covered by Investing.com oneusefulthing.org 9to5Mac @ArtificialAnlys investingLive The Decoder VentureBeat Decrypt @arena SiliconANGLE androidauthority.com InfoWorld CSO Online Computerworld Wccftech

Nvidia intervention preceded transfer of chip probe to Justice Department By Investing.com

AI-generated summary Nvidia general counsel Tim Teter contacted Commerce Department investigators in August 2025 regarding an investigation into Megaspeed, a Singapore-based data center company suspected of diverting advanced Nvidia chips to China. The Justice Department subsequently took over the case following internal discussions at the Commerce Department about Nvidia communicating with officials overseeing the export-control enforcement.

Also covered by Wccftech Bloomberg

Modern Cybersecurity Attack Called “Deep-TEMPEST” Can Read Your PC’s Entire Screen Using AI & Radio, No Malware Or Network Access Required

AI-generated summary Researchers have demonstrated a new cybersecurity attack called Deep-TEMPEST that reads a personal computer monitor by decoding stray radio signals from standard HDMI cables using artificial intelligence. The surveillance technique requires no malware or network access, allowing attackers to reconstruct readable text and desktop windows in real time by capturing electromagnetic radiation through walls.

Google Escalates Nvidia Rivalry With New Versions of Its TPU Systems

AI-generated summary Alphabet Inc.'s Google is releasing new versions of its custom tensor processing units to compete with Nvidia Corp. in the artificial intelligence market. The latest chips are designed to support confidential computing and help models access a wider range of information for handling user queries.

Also covered by The Decoder datacenterdynamics.com Unite.AI AIStockWire TNW | Google www.coindesk.com Wccftech
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Sunday 8 November

Trump backs Nvidia's Huang amid affair, spy investigation

AI-generated summary President Trump defended Nvidia chief executive officer Jensen Huang on Sunday night as the company investigates his affair with a suspected Chinese spy. House Republican committee chairs have requested that Huang agree by Nov. 11 to a briefing date regarding national security controls.

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Terafab Is Now Aiming For A Memory Production Capacity Of Around 700,000 Wafers Per Month, Which Is Roughly Equal To Samsung's Entire DRAM Capacity

AI-generated summary Terafab is a semiconductor joint venture between SpaceX and Tesla with technological backing by Intel that aims to produce AI compute for space-based data centers and Optimus humanoid robots. Nikkei reports that Terafab has informed semiconductor equipment suppliers of an ambition to reach a production capacity of 700,000 wafers per month for memory by 2032.

DFRobot’s DX-M1 Is An AI Accelerator That Uses Your M.2 Slot And Brings 25 TOPS Of Performance At 5W For Just $139, But Forget About Running Heavy LLMs

AI-generated summary DFRobot introduces the DX-M1 AI accelerator, which utilizes an M.2 slot to deliver 25 TOPS of performance while consuming between 2W and 5W of power. Priced at $139, the hardware includes 4GB of onboard LPDDR5 RAM and 1Tbit of QSPI NAND Flash, though it is not designed to run heavy LLMs locally.

Saturday 7 November

Friday 6 November

China reportedly recruited AI exec to spy on Jensen Huang

STKP210_JENSEN_HUANG_A

AI-generated summary China reportedly recruited Megaspeed executive Alice Huang to gather intelligence on Nvidia CEO Jensen Huang regarding American artificial intelligence chips. Three House committees requested that Jensen Huang appear for a joint briefing concerning his interactions with Alice Huang.

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