Ornith-1.5 Launches Three Open Model Sizes
Ornith-1.5 launches open models in 397B, 35B, and 9B parameter sizes. The models feature self-improving task and scaffold generation and report strong performance on coding and reasoning benchmarks.
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Fractile Eyes $6.5B Valuation After Anthropic Deal
AI chip startup Fractile is reportedly in advanced talks to secure a valuation above $6.5 billion. The discussions follow a supply agreement with Anthropic and would represent more than a sixfold increase from its May valuation.
Samsung Raises Advanced Foundry Prices Amid AI Demand
Samsung reportedly increased prices for new orders using its 4nm, 5nm, and 8nm foundry processes in July. Price increases reportedly reach 15% for customers in China as AI demand fills available 4nm capacity.
Court Hears CXMT Used Stolen Samsung DRAM IP
A court reportedly heard that former Samsung engineers stole process recipes for the company’s 18nm-class DRAM technology for sale to CXMT. One former Samsung engineer who moved to the Chinese memory maker is now reportedly in custody.
Samsung Foundry Raises Chip Prices Up to 15%
Samsung Foundry is reportedly raising prices for multiple process nodes as customer orders increase. In July, SF4 4nm wafer prices rose 10%–15% for US and Chinese customers, while Taiwan customers saw increases of about 5%–10%; SF5 5nm prices also increased 10%–15%.
Yorkshire Accents Expose AI Receptionist’s Limits
GP practices in Rotherham have introduced Emma, an AI receptionist that reportedly supports 17 languages. Healthwatch Rotherham says some patients are frustrated because the system struggles to understand broad local accents, causing callers to hang up.
Memory Giants Buy Back Stock Amid a Supercycle
SK hynix, Samsung Electronics, and other memory leaders are using share buybacks and shareholder returns to strengthen market confidence. The article analyzes what these moves indicate about the current stage of the memory industry's potential supercycle.
Cheaper Models, Higher AI Costs: The Inference Paradox
Falling model prices are paradoxically driving up total AI spending. Gartner predicts that AI inference costs per workflow could rise more than fivefold by 2028, making ROI management increasingly important.
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Ramp CEO: AI Spending Surged 21x
Ramp Co-CEO Eric Glyman says companies increased their AI spending nearly 21-fold over the past year. He attributes the surge to AI’s potential returns and concerns about inefficient or excessive employee spending, while highlighting Ramp’s reported $1 billion in savings and $44 billion valuation.