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Tuesday, 3 November 2026
AIThe InformationJust broke

Huawei recently told some clients

Sources: Huawei recently told some clients that a large share of its upcoming flagship, Ascend 960DT, will run largely on HBM made by Samsung and SK Hynix

TL;DRHuawei's new AI chip will use Samsung and SK Hynix memory, circumventing U.S. export restrictions.

Why it matters: Shows how allied chipmakers help China access restricted tech, undermining U.S. semiconductor export controls.

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2h

Apple may try to increase revenue by doing…something with third-party

Apple exploring ways to make money from third-party AI apps on its platform.

3h

John Ternus says Apple expects memory costs

Apple's stockpiling memory chips as costs rise through end of year.

41m

Blackstone, Pimco Chiefs Debate the Perils of AI Boom

Wall Street leaders question if credit markets can handle massive AI infrastructure spending.

1h

Wall Street Chiefs See Robust Demand for Massive AI Deals

Banks expect to finance trillions in AI infrastructure spending over the next decade.

1h

Nvidia’s Huang Gave Blessing to Marvell-Lumentum Megadeal

Nvidia's CEO approved a $103B merger between Marvell and Lumentum.

1h

Larridin, which helps companies track how AI affects employee output

Startup raises $30M to help companies measure AI's actual impact on worker productivity.

1h

State Street CEO Says It’s ‘Hard to See’ AI

State Street CEO sees strong AI demand, doubts it's an overvalued bubble.

1h

Tech Firms Dismantle Botnet That Turned 1.3M TV Boxes Into Proxies

Researchers shut down a botnet using 1.3M hijacked TV boxes for proxy fraud.

2h

DBS CEO on How Southeast Asia's Biggest Bank Deploys AI

Southeast Asia's largest bank is heavily deploying AI while emphasizing cybersecurity improvements.

2h

Apple Forecast Tops Estimates, Disappoints Investors

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