Inference

Micron just lost over $100 per share. Samsung shed 5%. DDR5 prices dropped 30%. The culprit? A compression algorithm from Google Research that makes AI models need dramatically less memory. And it hasn’t even shipped as a product yet. The DeepSeek Sequel Nobody Expected TurboQuant does something deceptively simple: it compresses the key-value cache — the short-term memory AI models use during inference — by 6x while making inference 8x faster. Zero accuracy loss. No retraining. No fine-tuning. Just plug it into your existing pipeline. ...

Jensen Huang walked into a packed San Jose hockey arena, leather jacket and all, and casually doubled NVIDIA’s AI revenue forecast to $1 trillion through 2027. Then he announced chips purpose-built for AI agents, a partnership with a former competitor, Disney robots, self-driving car deals, and — because apparently Earth isn’t big enough — data centers in space. GTC 2026 wasn’t a product launch. It was a declaration of what comes next. ...

Thirty thousand people just descended on San Jose for what might be the most important tech keynote of 2026. NVIDIA’s GPU Technology Conference kicks off today, and Jensen Huang has promised to “surprise the world.” He’s not bluffing. The Training Era Is Over. Welcome to Inference. For three years, the AI hardware playbook was brain-dead simple: buy GPUs, train bigger models, repeat. NVIDIA rode that formula to a $4.4 trillion market cap — the most valuable public company on Earth. ...