YMTC breaks into the top three NAND makers for the first time as AI servers swallow 48% of all flash — Chinese vendor has 14% share, according to research

In terms of revenue, however, YMTC sits fifth behind both Kioxia and Micron, with nearly all of its output going into consumer products. Consumer bits now sell for a fraction of what hyperscaler buyers pay for enterprise…

YMTC breaks into the top three NAND makers for the first time as AI servers swallow 48% of all flash — Chinese vendor has 14% share, according to research

In terms of revenue, however, YMTC sits fifth behind both Kioxia and Micron, with nearly all of its output going into consumer products. Consumer bits now sell for a fraction of what hyperscaler buyers pay for enterprise…

Suspected China-linked hackers used AI to run the first-ever end-to-end autonomous cyberattack on Taiwan’s government, Israeli firm says — open-source-built too

Researchers have warned that AI agents are making it increasingly easy to automate portions of cyberattacks that previously required skilled human operators, another deadly feature in the era of AI hacking . Dream’s chie…

CoreWeave proves Nvidia’s aging AI GPUs from 2020 can generate profit nine years after deployment, signs A100 contracts into 2029 — power constraints and legacy

Michael Burry accused hyperscalers in November of understating depreciation by $176 billion between 2026 and 2028 by stretching GPU useful-life assumptions to five or six years against a chip cadence that now delivers a …