Main News AMD and OpenAI's Multi-Billion Dollar Alliance Accelerates AI Competition AMD and OpenAI have announced a multi-billion dollar strategic deal. The partnership is AMD's answer to the Nvidia-Intel alliance and is analyzed to brin...

Main News AMD and OpenAI Announce Major Strategic Alliance for AI OpenAI and AMD have announced a strategic alliance and plan to deploy a total of 6 gigawatts of AMD Instinct GPUs for AI infrastructure. The partnership signals strong exp...

Main News Kioxia and Nvidia 100x Faster SSDs for Next-Generation Servers Kioxia and Nvidia have reportedly developed a technology that will make next-generation server SSDs 100 times faster than their predecessors. This advancement is as...

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Introduction. During the week of September 28-October 4, 2025, the AI industry saw a series of important news events that are important for the future direction of the industry. These developments strongly suggest that AI technology is m...

Main News OpenAIのサムスンおよびSKハイニックスとの大規模メモリ契約、AIチップ供給チェーンの変革を示唆 OpenAIは、サムスンおよびSKハイニックスと大規模なメモリ供給契約を結び、AIチップサプライチェーンの構造変化を引き起こしています。OpenAIは「...

Main News OpenAI's Stargate Project Drives DRAM Supercycle OpenAI has asked Samsung and SK hynix to supply DRAM for HBM for its large-scale AI infrastructure project, Stargate, which could reach up to 900,000 wafers per month. wafers per...

Main News OpenAI to Work with TSMC/Samsung/SK Hynix to Build AI Chip Supply Chain OpenAI CEO Sam Altman made a "secret visit" to Taiwan to contact TSMC for an extremely ambitious internal AI chip project. He also headed to Korea, where h...

Global Market Driven by AI and Semiconductors: Intensifying Technological Hegemony and Supply Chain Restructuring Introduction: AI and Semiconductors Frenzy, Market's Main Battleground is "Next Generation September 2025 is notable as a p...

Introduction. Here is a summary of key artificial intelligence (AI)-related news and its impact on manufacturing during the week of September 21-27, 2025, from the release of new OpenAI features to improvements in Google's Gemini 2.5 mod...