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AI & Enterprise

Gemini co-lead Noam Shazeer leaves Google to join OpenAI

Noam Shazeer (노암 샤지어), co-lead of Google’s flagship AI model Gemini, is leaving the company to join OpenAI. CNBC reported he announced the move in a post on X. Shazeer, an engineering vice president, helped lead Gemini’s development and said he looks forward to working with OpenAI’s team. The move comes less than two years after Google brought him back into DeepMind. The shift highlights intensifying competition for key AI researchers and engineers.

Industry

Retail SSD market is almost over, Silicon Motion executive says, as AI shifts supply

The retail solid-state drive market has effectively shrunk sharply in the first half of this year, an industry assessment showed. Silicon Motion Vice President Nelson Duan said the retail SSD market has almost disappeared, as end demand for the company’s SSD controllers shifts from retail products to OEM products for PC makers. He linked the change to NAND flash suppliers allocating more output to data-centre products amid the AI boom.

AI & Enterprise

Non-x86 server revenue surges 107 percent in a year, x86 share falls to around half

Server revenue using AMD and Intel x86 chips has fallen to just over half of total server sales, The Register reported on June 16, citing IDC. IDC data for the first quarter of 2026 showed non-x86 server revenue jumped 107 percent from a year earlier to $58.7 billion, accounting for 47.9 percent of the market. Total server revenue rose 30.4 percent to $122.6 billion, while x86 revenue slipped 2.9 percent to $63.9 billion.