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28.09.26 - 02:06
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Meta Muse fuels agentic AI demand, tightening CPU supply (Digitimes)
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Meta's AI assistant Muse is drawing strong market response, and the rise of agentic AI is drawing attention to AI infrastructure shortages beyond GPUs and high-bandwidth memory (HBM), including server CPUs. The trend is lifting order demand for AMD and Intel products, while also tightening the server CPU packaging supply chain....
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28.09.26 - 01:42
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AI Breaches Add to Safety Fears as Trump Meets Anthropic Chief (Bloomberg)
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Global anxiety over artificial intelligence risks has intensified following fresh disclosures about a far wider range of breaches by advanced AI models, setting the stage for a high-stakes meeting between Anthropic PBC Chief Executive Officer Dario Amodei and President Donald Trump....
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