Analysis: OpenAI's spending cut is not what it seems; AI infrastructure partners remain on track

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Anthropic just released a mobile version of Claude Code called Remote Control 123
HP says memory’s contribution to PC costs just doubled to 35 percentThe Register
HP says memory’s contribution to PC costs just doubled to 35 percent 123
Nvidia challenger AI chip startup MatX raised $500MTechCrunch
Nvidia challenger AI chip startup MatX raised $500M 122
Korean suppliers brace for Apple's staggered iPhone 18 rolloutDigitimes
Korean suppliers brace for Apple's staggered iPhone 18 rollout 122
ChipMOS raises memory test prices again, signs 3-year capacity contractDigitimes
ChipMOS raises memory test prices again, signs 3-year capacity contract 121
US issues preliminary countervailing duties on solar cells from India, Indonesia, and LaosDigitimes
US issues preliminary countervailing duties on solar cells from India, Indonesia, and Laos 119
It's only Tuesday and AI chip startups have already soaked up $1.1B in fundingThe Register
It's only Tuesday and AI chip startups have already soaked up $1.1B in funding 117
India’s AI boom pushes firms to trade near-term revenue for usersTechCrunch
India’s AI boom pushes firms to trade near-term revenue for users 111


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