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Reuters: Three AI themes likely to shape 2026
Reuters’ Artificial Intelligencer highlights three macro forces: (1) capital staying concentrated in a handful of AI leaders, (2) infrastructure constraints shifting from GPUs to power, memory, labor, and construction, and (3) rising pressure to prove real business returns as pilots turn into production.
White House calls 25% semiconductor tariffs a “phase one” action
A White House official described the U.S. Commerce Department’s 25% national-security tariff on certain high-end semiconductors as an initial move, hinting that further steps could follow depending on negotiations with countries and companies.
Nvidia H200 sales to China draw criticism from lawmakers and former officials
Reuters reports backlash after the U.S. approved sales of Nvidia’s H200 AI chips to China with conditions, with critics arguing the move could weaken the U.S. AI edge. The report describes guardrails like third-party certification and limits tied to overall exports.
The Verge: The RAM shortage is pushing price hikes across devices
The Verge reports that the global memory squeeze is already showing up in price increases and warnings across PCs, parts, and consumer devices—and may linger depending on how much capacity gets allocated to AI data centers.
Framework hikes desktop PC prices as RAM costs keep rising
Framework raised prices for its desktop lineup, citing the cost of LPDDR5x memory amid the broader shortage. The Verge notes larger jumps on higher-RAM configurations, highlighting how component pricing is directly reshaping consumer SKUs.
CES 2026: the best tech so far (and the pattern behind it)
The Verge’s CES roundup highlights a wave of new devices—from smart-home and audio to laptops and experimental concepts—while the big pattern stays consistent: AI features are being embedded into everything, with more on-device intelligence and automation.
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