@Techmeme@techhub.socialJensen Huang says Nvidia expects to generate $1T from its Blackwell and Rubin chips through the end of 2027, after previously forecasting $500B by 2026's end (Ian King/Bloomberg)
https://www.bloomberg.com/news/articles/2026…
@Techmeme@techhub.socialTrendForce: data centers will use 70% of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027 (Christopher Mims/Wall Street Journal)
https://www.wsj.com/tech/ai/memory-ram-sho
@Techmeme@techhub.socialGecko Robotics secures a $71M US Navy contract to use robots to slash repair time for dated ships, as the US races to reindustrialize its aging defense systems (Samantha Subin/CNBC)
https://www.cnbc.com/2026/03/17/gecko-robotics-navy-contract-ship-repair-t…
@Techmeme@techhub.socialAmsterdam-based Nebius says Meta plans to spend up to $27B over five years for access to AI infrastructure, starting with $12B of capacity in early 2027 (Kurt Wagner/Bloomberg)
https://www.bloomberg.com/news/articles/2026-03-…
@nohillside@smnn.chApple might be in a better position than others to launch this successfully because it can build it on an established base (all iPhones out there). Still don‘t see the use cases though. And don‘t even mention privacy issues 🙄
Apple Developing AI Wearable Pin - https://apple.slashdot.org/s…
@Techmeme@techhub.socialFord plans to launch an AI voice assistant on its apps this year before expanding to its vehicles in 2027, and aims to debut Level 3 autonomous driving in 2028 (Andrew J. Hawkins/The Verge)
https://www.theverge.com/transportation/857400/ford-ai-as…
@Techmeme@techhub.socialPJM trims summer 2027 peak demand forecast to ~160 GW from ~164 GW because some projects, including data centers, lack firm service or construction commitments (Naureen S Malik/Bloomberg)
https://www.bloomberg.com/news/articles/20
@chrisnelder@mastodon.energyBig Tech, business groups and the governor successfully gutted State Sen. Steve Padilla's attempt to protect consumers from the costs, emissions & unintended consequences of the AI data center frenzy. Big money wins again! https://
@Techmeme@techhub.socialA court filing in the iyO-OpenAI trademark case reveals OpenAI won't use the name "io" for its AI device, which isn't expected to ship before February 2027 (Maxwell Zeff/Wired)
https://www.wired.com/story/openai-drops-io-branding-hardware-devices/
@Techmeme@techhub.socialMistral plans to spend €1.2B to build AI infrastructure in Sweden in partnership with EcoDataCenter, set to open in 2027 and its first investment outside France (Yazhou Sun/Bloomberg)
https://www.bloomberg.com/news/articles/20…
@Techmeme@techhub.socialGerman car parts supplier Bosch plans to invest €2.5B in AI by the end of 2027 and unveils AI-based driver-assist systems with features like automatic parking (Dominic Chopping/Wall Street Journal)
https://www.wsj.com/tech/ai…
@Techmeme@techhub.socialAdobe plans to discontinue its 2D animation software Animate on March 1; enterprise customers can receive support until March 2029, and others until March 2027 (Sarah Perez/TechCrunch)
https://techcrunch.com/2026/02/02/adobe-animate-is-shutting-down…
@Techmeme@techhub.socialMeta unveils four new chips, the MTIA 300, MTIA 400, MTIA 450, and MTIA 500, set to launch by the end of 2027; the MTIA 300 is in production for content ranking (Bloomberg)
https://www.bloomberg.com/news/articles/2026-03-11/me…
@Techmeme@techhub.socialSamsung and SK Hynix executives say they expect global memory supply shortages will persist until 2027 due to AI demand, after the companies reported earnings (Kim Jaewon/Nikkei Asia)
https://asia.nikkei.com/business/tech/
@Techmeme@techhub.socialSource: Meta has signed a multiyear deal to rent Google's TPUs to develop new models and has also been in talks to buy TPUs for its data centers as soon as 2027 (The Information)
https://www.theinformation.com/articles/go
@Techmeme@techhub.socialSources: Apple is developing an AirTag-sized AI wearable pin with cameras, a speaker, microphones, and wireless charging that could be released as early as 2027 (The Information)
https://www.theinformation.com/articles/apple-developing-ai-wearable-pin
@Techmeme@techhub.socialAMD teases its next-generation CDNA 6-based MI500 AI chips built on a 2nm node, claiming 1,000x performance gains over predecessors, launching in 2027 (Reuters)
https://www.reuters.com/business/amd-unveils-new-chips-ces-event-las-vegas-2026-01-06/
@Techmeme@techhub.socialDell stock closes up 22%, its biggest single-day gain since March 1, 2024, after the company gave an outlook for sales of its AI servers that exceeded estimates (Dina Bass/Bloomberg)
https://www.bloomberg.com/news/articles/20…
@Techmeme@techhub.socialDell reports Q4 revenue up 39% YoY to $33.4B, vs. $31.73B est., and forecasts FY 2027 revenue above estimates; DELL jumps 10% after hours (Jaspreet Singh/Reuters)
https://www.reuters.com/business/dell-forecasts-fiscal-2…
@Techmeme@techhub.socialADT agrees to acquire Origin Wireless for $170M to integrate advanced AI motion classification into its popular home security suite starting in 2027 (Samantha Kelly/Bloomberg)
https://www.bloomberg.com/news/articles/20
@Techmeme@techhub.socialSources: Seoul-based AI chip designer FuriosaAI seeks to raise a $300M-$500M Series D to fund mass production of its 2nd-gen RNGD chip and is eyeing a 2027 IPO (Yoolim Lee/Bloomberg)
https://www.bloomberg.com/news/articles/2026-…
@Techmeme@techhub.socialSnowflake reports Q4 product revenue up 30% YoY to $1.23B, vs. $1.18B est., and forecasts Q1 and FY 2027 product revenue above estimates (Jaspreet Singh/Reuters)
https://www.reuters.com/business/snowflake-expects-annual-p…
