Arm

Headlines · 4

1. 13h
   SK Hynix's Solidigm targets up to $150B valuation in record chip IPO

   Reuters reported that Solidigm, SK Hynix's US subsidiary, has begun underwriter selection meetings with banks for an IPO as early as next year, targeting about $15 billion in proceeds and a valuation of up to $150 billion; SK Hynix said it is evaluating various options and has not confirmed a plan. Solidigm was created from the NAND flash and SSD business Intel sold to SK Hynix in 2020 for about $9 billion, and it pivoted to enterprise SSDs after losing more than 7 trillion won combined in 2022-2023 and exiting consumer products. SK Hynix results show Solidigm's first-half 2026 revenue of 12.25 trillion won, up 265% year on year, and net profit of 5.839 trillion won, driven by AI inference demand and rising enterprise SSD prices.

   钛媒体 · 🔥 7
2. 23h
   AI chip interconnect startup Eliyan draws takeover interest, held early talks with Arm

   Eliyan, a five-year-old startup whose technology lets separate chips inside an AI system communicate faster and more efficiently, has told some investors in recent days that it received a takeover bid, according to The Information. The company, valued at $1 billion in July, has worked with an investment bank since the summer and is likely aiming for a $3 billion valuation. SoftBank-owned Arm, an existing investor, held early talks about a possible purchase but did not make a bid and would be unlikely to do so at that valuation, a person familiar said.

   The Information · 🔥 5
3. 2d
   Meta's 14GW AI buildout meets the power-and-permitting bottleneck

   An analysis in TMTPost argues that the binding constraint on AI infrastructure is shifting from chips to time, land and electricity: citing a Reuters report from July, it says Meta may spend about $145 billion on AI infrastructure in 2026 and deploy roughly 14GW of capacity, while buying more CPUs to handle persistent agent workloads. It notes Blackstone walked away from the Digital Gateway data-center campus in Virginia after 22 months, with developer QTS withdrawing its state Supreme Court appeal; Reuters reported Oracle issued a force-majeure notice over power-related delays on the Jupiter project it runs with Blue Owl for OpenAI; and JLL data shows 57% of data-center projects slipped by more than three months in 2025. The piece also cites a newly announced US energy package of up to about $200 billion — including eight large nuclear plants, an Alaska LNG project and Texas gas generation — as evidence that new AI projects increasingly build their own power supply.

   钛媒体 · 🔥 3
4. 2d
   Google open-sources ML Drift, a cross-platform GPU inference engine for on-device AI

   Google's AI Edge team released ML Drift under Apache 2.0, a cross-platform on-device GPU compute engine for AI/ML inference that abstracts OpenGL ES, OpenCL, Metal and WebGPU backends and serves as the GPU acceleration engine inside LiteRT, while also being usable standalone. The release adds 5D tensor support, an extensible custom-op framework with an agent-oriented SKILL.md guide, and stage-aware optimizations for on-device LLM prefill and decode; a WebGPU backend built on Dawn extends it to Windows and Linux as a desktop preview. Google says ML Drift already runs on millions of devices powering Chrome, YouTube Shorts, Photos and Meet, with YouTube Shorts seeing up to 40% lower average frame latency, and partners including Adobe and Snap reporting up to 30% faster on-device performance — all vendor-reported figures.

   Google Developers Blog · 🔥 7

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