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Industry

Memory to account for 30 percent of hyperscalers' capex in 2026 on AI demand

Research firm SemiAnalysis forecasts memory will account for about 30 percent of hyperscalers' capital expenditure in 2026, up from about 8 percent in 2023 to 2024, and rising further in 2027. It expects DRAM prices to more than double in 2026 and to keep rising in 2027, while LPDDR5 contract prices have already tripled since early 2025. It also projects an HBM supply shortage through 2027 and says memory costs are lifting AI server prices.

AI & Enterprise

Generalist AI unveils GEN-1 robot foundation model

Robot intelligence startup Generalist AI Inc. has unveiled GEN-1, a robot learning foundation model, SiliconANGLE reported on Sunday. The model follows GEN-0, released in October, and the company said it recorded a 99 percent success rate across many tasks and works about three times faster than leading models. The team focused on reliability, speed and improvisation, including multi-step tasks such as folding laundry and assembling items.

Crypto

Darknet selling deepfake tools to bypass KYC, threatening finance and crypto platforms

Fraud tools that use AI deepfakes and real-time voice alteration to bypass know-your-customer checks on financial platforms are being sold on the darknet, Cointelegraph reported. Dark Web Informer said a seller known as Jinkusu offers tools to deceive KYC systems at banks and crypto platforms. Vecert Analyzer said the tool uses real-time face swaps via InsightFace and voice changes to evade biometric authentication.