AI 21 November 2025 - 17 January 2026

AMD stock drops 3% as Nvidia “hangover” hits chip shares; Meta AI deal still in focus
···

AMD stock drops 3% as Nvidia “hangover” hits chip shares; Meta AI deal still in focus

AMD shares fell 3.4% to $203.68 Thursday as semiconductor stocks dropped after Nvidia’s earnings. The decline followed news of AMD’s five-year AI chip supply deal with Meta, which includes a warrant for Meta to buy up to 10% of AMD at $0.01 per share. Investors are watching Friday’s U.S. inflation data and Broadcom’s results next week for further signals on AI spending.
February 26, 2026
Apple’s Siri is getting Google Gemini — why the AI deal is drawing fresh privacy and antitrust scrutinySAN FRANCISCO, Jan 17
···

Apple’s Siri is getting Google Gemini — why the AI deal is drawing fresh privacy and antitrust scrutinySAN FRANCISCO, Jan 17

Apple will use Google’s Gemini AI models to power a major Siri upgrade, the companies said Jan. 12. The move intensifies scrutiny from privacy lawyers and regulators as U.S. antitrust officials examine Google’s distribution deals. Apple faces pressure to show “Apple Intelligence” can drive iPhone upgrades ahead of its Jan. 29 earnings. Financial terms of the Gemini partnership were not disclosed.
January 17, 2026
Micro-app boom: AI “vibe coding” lets non-programmers build apps instead of buying them
···

Micro-app boom: AI “vibe coding” lets non-programmers build apps instead of buying them

AI tools are letting non-programmers build custom “micro apps” for personal use, bypassing subscription software. Developers warn these apps are often insecure and hard to maintain. Tech companies report a surge in user-built tools for tasks like restaurant picking and hobby planning. Industry leaders say most of these apps are temporary and fragile.
January 17, 2026
Your Next Smartphone Could Cost More in 2026 — The AI Memory Crunch Is Hitting Budget Phones First
···

Your Next Smartphone Could Cost More in 2026 — The AI Memory Crunch Is Hitting Budget Phones First

Memory chip shortages are expected to drive smartphone prices up 6% to 8% in 2026, with low-end models hit hardest, analysts say. Nothing CEO Carl Pei reports memory prices have tripled in some cases due to AI data center demand. The Nothing Phone 4a series is set to launch in India before March, featuring faster UFS 3.1 storage. IDC predicts global smartphone shipments will shrink this year as costs rise.
January 16, 2026
Samsung quietly changes Galaxy AI fine print: basic features now “free,” paid upgrades still on the table
···

Samsung quietly changes Galaxy AI fine print: basic features now “free,” paid upgrades still on the table

Samsung says “Galaxy AI basic features” remain free on supported devices, but warns that enhanced Samsung AI tools and third-party AI functions may carry fees. The company has not announced pricing or detailed which features will require payment. Updated terms differ from earlier regional statements that promised free access until the end of 2025. Some features may require Samsung or Google account sign-in.
January 15, 2026
Anthropic lands Travelers deal: insurer rolls out Claude AI assistants to nearly 10,000 staff
··

Anthropic lands Travelers deal: insurer rolls out Claude AI assistants to nearly 10,000 staff

The Travelers Companies is deploying Anthropic’s Claude AI assistants to nearly 10,000 staff, aiming to accelerate software and analytics work by integrating the tools with internal data and systems. Early results show productivity gains, according to Travelers. Anthropic also announced leadership changes and released a report showing Claude is mainly used for coding, with success rates dropping on complex tasks.
January 15, 2026
Google flags 12-year power grid waits as the new choke point for its AI data centers
··

Google flags 12-year power grid waits as the new choke point for its AI data centers

Google says U.S. transmission delays now pose the biggest obstacle to new data centers, with some utilities quoting grid connection waits of over a decade. The company is considering co-locating centers next to power plants to bypass bottlenecks. U.S. electricity demand is projected to hit record highs in 2026. Regulators have ordered PJM to set standards for large power users near generators.
January 15, 2026
OpenAI’s $10B Cerebras bet is about one thing: making ChatGPT faster
···

OpenAI’s $10B Cerebras bet is about one thing: making ChatGPT faster

OpenAI will buy up to 750 megawatts of computing power from Cerebras Systems over three years in a deal exceeding $10 billion, a source said. The agreement aims to speed up AI inference as demand for fast responses grows. Cerebras claims its processors can deliver outputs up to 15 times faster than GPUs. Analysts warn mixing chip types could increase data center costs and complexity.
January 15, 2026
Google Gemini AI gets “Personal Intelligence” — and your Gmail and Photos are in play (if you opt in)
··

Google Gemini AI gets “Personal Intelligence” — and your Gmail and Photos are in play (if you opt in)

Google began rolling out a beta “Personal Intelligence” feature for its Gemini app, linking Gmail, Photos, Search, and YouTube history to customize responses for U.S. AI Pro and Ultra subscribers. The feature is off by default. Google says some processed data may be reviewed by humans and used to improve services, depending on user settings. Wider availability is planned.
January 15, 2026
Anritsu’s MWC 2026 plan: AI-powered 6G testing, virtual labs, and a bigger push into satellite-style networks
···

Anritsu’s MWC 2026 plan: AI-powered 6G testing, virtual labs, and a bigger push into satellite-style networks

Anritsu will debut AI-driven, cloud-based, and virtual 6G testing tools at MWC 2026 in Barcelona. The company’s MT8000A platform now supports spectrum up to 16 GHz and adds non-terrestrial network testing. Demos include lab-based digital twin replays, cloud automotive validation, and IoT power measurement. New software enables real-time satellite and aerial link emulation.
January 15, 2026
AI’s Memory Chip Crunch Is Getting Serious — SK Hynix Speeds Up New Fabs as Phone Price Warnings Spread
···

AI’s Memory Chip Crunch Is Getting Serious — SK Hynix Speeds Up New Fabs as Phone Price Warnings Spread

SK Hynix will open its Yongin chip fab in February 2027, ahead of schedule, and start wafer production at its new M15X facility next month to boost high-bandwidth memory output for AI. Nothing CEO Carl Pei warned rising memory costs could force 2026 phones to increase prices or lower specs. Retail investors have poured into memory and storage stocks as AI demand drives prices higher.
January 15, 2026
Google upgrades Veo 3.1 to make vertical AI video easier, with “Ingredients to Video” landing in YouTube Shorts
··

Google upgrades Veo 3.1 to make vertical AI video easier, with “Ingredients to Video” landing in YouTube Shorts

Google’s Veo 3.1 now generates native 9:16 vertical videos from reference images, targeting YouTube Shorts and the YouTube Create app. The “Ingredients to Video” tool offers improved motion and consistency for characters, objects, and backgrounds. Google is adding 1080p and 4K upscaling in select pro workflows, including Flow and Google Cloud tools.
January 14, 2026
Apple’s next Siri will use Google Gemini — and it shifts ChatGPT to a side role
··

Apple’s next Siri will use Google Gemini — and it shifts ChatGPT to a side role

Apple will use Google’s Gemini AI models and cloud technology to power the next generation of Apple Foundation Models, including a more personalized Siri launching later this year, the companies said Monday. Financial terms were not disclosed. OpenAI’s ChatGPT will remain an opt-in option for complex queries. Alphabet’s valuation rose above $4 trillion after the announcement, according to Reuters.
January 14, 2026
AI Memory Chip Shortage 2026: Samsung Signals Price Hikes as DRAM and SSD Costs Surge for Phones, PCs, and TVs (Jan 10, 2026)
···

AI Memory Chip Shortage 2026: Samsung Signals Price Hikes as DRAM and SSD Costs Surge for Phones, PCs, and TVs (Jan 10, 2026)

Samsung warns of unavoidable memory chip price hikes as a global shortage drives up DRAM, NAND flash, and SSD costs in 2026. TrendForce projects DRAM contract prices will jump up to 60% in Q1, with NAND flash up nearly 40%. Memory supply is being diverted to AI data centers, raising costs for phones and PCs. Dell calls it the worst shortage in years.
January 10, 2026
Google’s Aluminium OS Explained: Android PCs, AI at the Core, and What’s New Today (November 28, 2025)
··

Google’s Aluminium OS Explained: Android PCs, AI at the Core, and What’s New Today (November 28, 2025)

Google’s Android-based desktop platform, codenamed Aluminium OS, surfaced in job listings and code references this week. The project aims to merge ChromeOS and Android into a unified AI-focused system for laptops and PCs. Early user sentiment data released today shows strong interest among tech enthusiasts in replacing ChromeOS with Aluminium OS. The final product name remains unconfirmed.
November 28, 2025
Nvidia vs Google: AI Chip War Escalates as Meta Eyes Google TPUs and Nvidia Claims It’s “a Generation Ahead” – 26 November 2025
···

Nvidia vs Google: AI Chip War Escalates as Meta Eyes Google TPUs and Nvidia Claims It’s “a Generation Ahead” – 26 November 2025

Nvidia shares fell 2.6% Tuesday after reports that Meta is in advanced talks to buy billions of dollars’ worth of Google’s AI chips, potentially shifting business away from Nvidia. Alphabet stock jumped over 4% in pre-market trading. AMD, Micron, and TSMC also declined as investors reassessed the AI chip landscape.
November 26, 2025
Gmail and Gemini AI Controversy Explained: Is Google Training on Your Emails?
···

Gmail and Gemini AI Controversy Explained: Is Google Training on Your Emails?

Google denied claims that Gmail content is used to train its Gemini AI, calling recent reports “misleading.” The controversy began after Malwarebytes published, then corrected, a viral post suggesting users were auto-opted in. Google says Gmail scans emails for features like spam filtering, not for AI model training. Malwarebytes now agrees, but warns users can disable these features if concerned.
November 24, 2025
Google Gemini Leak Reveals Direct NotebookLM Import, Connected App Shortcut, and Two‑Way Sync
···

Google Gemini Leak Reveals Direct NotebookLM Import, Connected App Shortcut, and Two‑Way Sync

Fresh leaks on November 24 reveal Google is developing deep integration between Gemini and NotebookLM, including importing full notebooks into Gemini chats and sending Gemini conversations directly into NotebookLM. Code teardowns show new options for attaching NotebookLM content in Gemini and two-way sync features. TestingCatalog and Dataconomy report these changes signal a move toward a unified AI workspace.
November 24, 2025
Google Gemini Rolls Out to Android Auto: The Biggest In‑Car AI Upgrade Yet – and Polestar EVs Are Next
···

Google Gemini Rolls Out to Android Auto: The Biggest In‑Car AI Upgrade Yet – and Polestar EVs Are Next

Google has begun rolling out its Gemini AI assistant to Android Auto, replacing Google Assistant in over 250 million compatible vehicles worldwide. The update supports 45 languages and brings features like smarter navigation, message translation, and email search. Polestar confirmed all its electric models will get Gemini from 2026. The rollout will continue over the coming months.
November 21, 2025
1 … 6 7 8 9 10 11