Flash News

TREE NEWS update: Nvidia said it will begin selling the DGX Spark 64GB configuration through major partners from October 23, priced from $4,999. The device supports running models with up to 100 billion parameters on-device.

TREE NEWS reports: Samsung Electronics has set its supply quote for next year’s HBM4 at the mid-to-high $4 per gigabit range, more than triple the roughly $1.50 per Gb price of its current flagship HBM3E, and has begun annual contract negotiations with major customers. The pricing signals the Korean chipmaker’s push to capture more value from the AI compute arms race.

TREE NEWS reports: Micron Technology has extended its forecast for tight memory supply into 2027-2028 and is simultaneously expanding capacity at four sites, Asia DRAM front-end manufacturing vice president and Micron Taiwan chairman Dong Huilu said on October 2. The company cited strong AI-driven memory demand. The longer supply-tightness outlook was the biggest incremental information from its latest earnings report.

TREE NEWS update: The Ethereum Foundation launched zkAPI on Ethereum mainnet, a privacy tool built with the Open Anonymity Project that uses zero-knowledge proofs to sever the link between AI prompts and payers. Neither the AI provider nor the payment server can tie a user’s requests to whoever paid for them.

TREE NEWS update: Tencent’s WorkBuddy has become the exclusive domestic platform for Space Bunny, an anonymous Flash large model featuring rapid inference, strong coding capabilities, native text, image and video input, adjustable reasoning depth and a 1M-token context window. The integration runs with a limited-time discount from October 2 to October 7, 2026.

TREE NEWS update: Morgan Stanley has reinstated Nvidia as a “Top Pick” stock, the bank’s highest-conviction rating for the chipmaker. The move restores Nvidia to the list after a period off it, signaling renewed conviction from the Wall Street firm in the AI chip leader. No price target or rationale was disclosed in the announcement.

TREE NEWS update: Broadcom has started raising $60 billion to finance Anthropic’s chip project. The fundraising is tied to the AI company’s custom silicon effort. No further terms of the financing were disclosed.

TREE NEWS reports: The Atlantic’s Kevin Roose, after years of reporting and interviews with more than 150 people, detailed the rift that led seven OpenAI leaders to leave in December 2020 and found Anthropic. The break traced to a 2017 “Countries Plan” that would have auctioned OpenAI’s future AGI rights to governments, which then-research VP Dario Amodei opposed in a December 2017 email. He and six colleagues were cut off mid-meeting.

TREE NEWS reports: Amazon has held talks with investors in recent weeks about transferring $8 billion worth of Nvidia chips to them, and plans to set up a special purpose vehicle (SPV) to sell the chips. The structure would move the AI processors off Amazon’s balance sheet and into investor hands.

TREE NEWS reports: China and the United States plan to advance concrete AI governance issues at their next dialogue in November, including jointly discussing AI risk classification and grading standards and finalizing the scope, procedures and requirements for reporting AI risk incidents. The talks would also place AI governance within a broader framework of China-US exchanges.

TREE NEWS reports: South Korea’s September exports rose 83.5% year on year, up 14.8 percentage points from August’s 68.7%, with average daily exports up 104.7%, Huatai Securities said in a research note. The narrow AI chain — semiconductors and computers — contributed about 90% of export growth, while non-AI exports also recovered from August. The strength lifted South Korea’s third-quarter trade surplus to $115.3 billion, adding about 19.6 percentage points to nominal GDP growth.

TREE NEWS update: The Ethereum Foundation has launched zkAPI, a tool that lets users pay for AI models without revealing their identity. Users deposit funds into an Ethereum vault and authorize spending with zero-knowledge proofs, so the API provider cannot link requests to a payer. The launch was announced by the foundation.

TREE NEWS reports: Anthropic is reportedly pushing toward an IPO at a $2 trillion valuation before Thanksgiving, with an investor day set for October 14. The AI developer’s listing would rank among the largest ever. No further terms of the offering were disclosed.

TREE NEWS update: OpenAI has terminated three employees for mishandling sensitive information in violation of company policy, a spokesperson said Thursday. The employees — two safety researchers and a research project manager — are alleged to have shared confidential material with an outside AI evaluation organization. Some of the information reportedly concerned OpenAI’s infrastructure architecture.

TREE NEWS update: Reddit will retire its RSS feeds on November 13, with outside apps losing access to its public data pipeline by March 2027. The platform said the move targets scraping bots, even as it continues to license its own content to AI companies.

TREE NEWS update: OpenAI said it disrupted a campaign involving more than 15,000 users that sought to copy its AI models’ hidden reasoning, tying a core cluster to people associated with Moonshot, the startup behind the Kimi chatbot. The company disclosed the disruption without naming the accounts involved.

TREE NEWS update: Meta communications chief Andy Stone disputed a journalist’s claim that the company’s Muse AI synced his text messages despite his settings, saying reading Messages requires two permissions the user controls. Stone’s pushback followed the reporter’s account that Muse accessed his texts without consent.

TREE NEWS update: SoftBank Group said its cumulative investment in OpenAI has reached $64.6 billion, giving it roughly a 13% stake in the AI company. The Japanese group also said it will cancel, effective September 30, the remaining $10 billion of unused credit under a bridge financing agreement signed with OpenAI on March 27.

TREE NEWS update: IBM has introduced a self-hosted deployment option for IBM Bob, its AI product, aimed at giving organizations greater AI sovereignty and governance over their deployments. The offering lets enterprises run IBM Bob within their own infrastructure rather than relying solely on hosted services. IBM framed the move around customer control of AI systems and compliance with governance requirements.