Seagate CCO says storage price hikes are ‘the new normal’ — demand enters an unprecedented ‘supercycle’ driven by AI growth

Seagate CCO Ban-Seng Teh said this week that memory price hikes are “the new normal” for the storage industry, describing current market conditions as a supercycle driven by AI data center demand that shows no sign of foll…

Oracle and OpenAI’s Abilene expansion saga detailed: 600MW expansion gets scrapped, as larger 4.5GW agreement remains on track

Oracle and OpenAI dropped plans to expand their flagship Stargate campus in Abilene, Texas, beyond its committed 1.2-gigawatt build earlier this month.
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Nvidia reportedly building its own AI agent to compete with OpenClaw, report claims — ‘NemoClaw’ will supposedly be open source and designed for enterprise use

Nvidia is reportedly planning to launch its own open-source agentic AI with NemoClaw, and it has already been in talks with several enterprise partners like Adobe and CrowdStrike to get them on board with its deployment.
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In wake of outage, Amazon calls upon senior engineers to address issues created by ‘Gen-AI assisted changes,’ report claims — recent ‘high blast radius’ incidents stir up changes for code approval

An Amazon executive called its engineers into a meeting to deal with the recent spate of incidents on its platform that had a “high blast radius” and were related to “Gen-AI assisted changes.”
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Nexperia China claims to be making chips using 12-inch wafers — subsidiary deepens split with Dutch parent as it builds out ‘mass production capabilities’

In a statement posted to its Chinese social media account, Nexperia China said it had reached a new milestone in its “independent R&D and mass production capabilities”.
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America and Japan may join forces to manufacture displays in the US — New $13 billion fab proposed by Japan Display Inc. to counter Chinese dominance

The Japanese and American governments are considering setting up a new display factory in the U.S. that would cost $13 billion, a small part of a bigger $550 billion investment framework. This factory is being proposed by …

Anthropic sues Pentagon over ‘supply chain risk’ designation, citing free speech and due process violations — company refused to allow its AI to be used for autonomous attacks, mass surveillance

Anthropic has filed two federal lawsuits against the Pentagon and other U.S. federal agencies, seeking to overturn the Department of War’s decision to designate the AI company a “supply chain risk.”
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New Commerce Department AI export rules could be seismic change for CSPs and data center operators — buying American GPUs at scale means committing to building American infrastructure

The Trump administration is considering new export controls for high-end AI chips, with the suggestion that it may start requiring investment in U.S.
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Oracle hits back at Stargate data center cancellation reports — claims 4.5GW Oracle-OpenAI agreement still on track

In a statement posted to X today, Oracle said it and developer Crusoe are “operating in lockstep” to deliver one of the world’s largest AI data centers at the Abilene campus.
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Shortages of crucial chip packaging material threatens AI accelerator supply chains — Nittobo’s Fukushima plant is tripling capacity, but it’ll take years before market

One Japanese company called Nittobo controls roughly 90% of the global supply of specialist glass-fiber cloth (T-glass), which sits inside every advanced AI chip package — and demand is now so high and supply so squeezed t…