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A Memory Shortage Triggered $950B in AI Deals

A Memory Shortage Triggered $950B in AI Deals

Nvidia, SK Group, Samsung and Broadcom signed close to a trillion dollars in AI chip and memory deals in San Francisco, and the memory shortage behind them means someone outside the room ends up paying.

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Models

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POCKET-35B

POCKET-35B

VIDRAFT quantizes its Darwin-36B-Opus MoE model into a 35B GGUF that runs on stock llama.cpp with no GPU, trading GPQA Diamond score for CPU and phone portability.

Claude Opus 5

Claude Opus 5

Anthropic's July 2026 release prices near-Fable-5 coding and agentic performance at Opus 4.8 rates, doubling Frontier-Bench scores and landing within 0.5 points of Fable 5 on CursorBench at half the cost.

SWE-1.7

SWE-1.7

Cognition's proprietary coding model powering Devin, scoring 42.3% on FrontierCode 1.1 Main at $1.97/task via Cerebras inference at 1000 tokens/sec.

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GPT-5.2

GPT-5.2

GPT-5.2 is OpenAI's most capable model with three modes, 400K context, and record-setting professional benchmarks - but speed and pricing raise questions.

AMD Instinct MI300X

AMD Instinct MI300X

AMD Instinct MI300X specs, benchmarks, and real-world performance data. 192GB HBM3, 5,300 GB/s bandwidth, 2,610 TFLOPS FP8 on CDNA 3 chiplet architecture.

AMD Instinct MI350X

AMD Instinct MI350X

AMD Instinct MI350X specs and performance estimates. 288GB HBM3e, ~6,000 GB/s bandwidth, ~3,600 TFLOPS FP8 on CDNA 4 architecture at TSMC 3nm.