Micron Technology has raised its planned US fab and technology investment to more than $250 billion through 2035, citing surging demand for memory driven by AI. The increase supports the company's long-term goal of producing 40% of its DRAM output domestically as its New York fab breaks ground ahead of schedule.
Micron cites surging AI-driven memory demand for the commitment.
https://x.com/MicronTech/status/2075204159796883664
New York fab construction has broken ground ahead of schedule.
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Marvell Technology raised its fiscal 2028 revenue outlook to approximately $20 billion and set a fiscal 2031 target of $70-90 billion. The increases reflect expected growth in AI networking and optical connectivity demand.
Anthropic released Claude Haiku 5.5, its cheapest and fastest small model, at $0.10 per million input tokens and $0.50 per million output tokens for prompts up to 100,000 tokens. Anthropic says it costs around 75% less to run than Haiku 4.5 on average and scores far higher on its benchmarks.
OpenAI released 722 mathematical manuscripts, grouped into 372 result families, produced by an unreleased internal model. The papers are on GitHub, with Lean formalizations for many but not all of them, and OpenAI warns some unformalized results could have issues.
Meta and Microsoft are cutting employee use of Anthropic’s Claude AI and directing staff toward their own coding tools, The Information reported. The changes reflect tighter internal AI budgets while customer access to Claude through Microsoft platforms continues to expand.
Microsoft has introduced a local edition of MAI-Code-1.1-Flash that runs on Windows PCs without server access. The model requires substantial memory and is coming to GitHub Copilot in experimental preview by the end of October, starting with Nvidia RTX Spark PCs.
