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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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NVIDIA GB300 NVL72 - Blackwell Ultra Rack

NVIDIA GB300 NVL72 - Blackwell Ultra Rack

Complete specs, benchmarks, and analysis of the NVIDIA GB300 NVL72 - the Blackwell Ultra rack-scale system with 288GB HBM3e per GPU, 1.5x more FP4 compute, and 2x attention performance over GB200.

NVIDIA H200 - Inference-Optimized Hopper

NVIDIA H200 - Inference-Optimized Hopper

Complete specs, benchmarks, and analysis of the NVIDIA H200 - the HBM3e-equipped Hopper GPU that delivers 76% more memory and 43% more bandwidth than the H100 for inference workloads.

NVIDIA RTX 3090 - The Budget 24GB Value King

NVIDIA RTX 3090 - The Budget 24GB Value King

Full specs and benchmarks for the NVIDIA GeForce RTX 3090 - 24GB GDDR6X at 936 GB/s, Ampere architecture, and why used 3090s remain the best value option for local AI inference in 2026.

NVIDIA RTX 4090 - The Home Lab AI Standard

NVIDIA RTX 4090 - The Home Lab AI Standard

Full specs and benchmarks for the NVIDIA GeForce RTX 4090 - 24GB GDDR6X, 1,008 GB/s bandwidth, Ada Lovelace architecture, and why it remains the default home lab GPU for local AI inference.

Anthropic Sues Pentagon Over Supply Chain Blacklist

Anthropic Sues Pentagon Over Supply Chain Blacklist

Anthropic will challenge the Pentagon's unprecedented supply chain risk designation in court, calling it legally unsound and a dangerous precedent for any American company that negotiates with the government.