Thursday, February 12, 2026

Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron (Yoolim Lee/Bloomberg)

Yoolim Lee / Bloomberg:
Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron  —  Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …



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Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch forces Microsoft to prioritize its own AI products over Azure cloud customers (Ashley Stewart/Business Insider)

Ashley Stewart / Business Insider : Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch forces Microsoft to ...