Reports
AI-generated structured vendor updates
AMD
Other
2026-06-18
AMD MEXT Acquisition Turns NAND Flash into DRAM-Class Memory, Halving AI Inference Cost
AMD acquires MEXT, whose technology makes cheap NAND flash behave like expensive DRAM, doubling to quadrupling usable memory capacity while halving costs. This targets inference and agentic AI memory bottlenecks. AMD also signs a 30MW AI compute deployment deal with Rackspace, rolling out from 2026 to 2028.
Google Cloud
Other
2026-06-17
Google Cloud Embeds Legal Verifiability into AI Agents via SPIFFE and Kakunin
Google Cloud introduces SPIFFE-based Agent Identity for Gemini Enterprise and Vertex AI, then overlays Kakunin's compliance layer to map internal SPIFFE identifiers to X.509 certificates generated in AWS KMS, with all state changes committed to WORM audit logs. This converts secure cloud workloads into legally auditable market participants to meet EU AI Act and MiCA accountability mandates.