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Techmeme
June 29, 2026, 4:10 AM
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Top News

Hassan Mujtaba / Wccftech:
Jefferies: memory prices are expected to rise 40%-50% in Q3 2026 and 30%-40% in Q4, as Chinese memory makers are unlikely to provide meaningful near-term relief  —  Memory prices are all set to rise further in the coming quarters of 2026 as persistent shortages continue to grip the market.
Ming-Chi Kuo:
Kuo: the memory supply-demand gap will widen through 2027, with an estimated 15%-20% of 2026 consumer electronics capacity shifting to data centers in 2027  —  ▌Start with my latest industry checks: The pressure on Apple has shifted from soaring memory costs to a widening supply gap.
More: Benzinga, Wccftech, and DigiTimes.  X: @mingchikuo
Ben Jiang / South China Morning Post:
DeepSeek details DSpark, a speculative decoding framework for its V4 models, saying it speeds up AI inference by up to 85% and was tested on Gemma and Qwen  —  Chinese artificial intelligence start-up DeepSeek has rolled out a major upgrade to its flagship V4 model aimed …
New York Times:
Google's Earthquake Alerts system reached 11.4M+ Android users ahead of Venezuela's June 24 earthquakes, providing seconds or up to two minutes of prior notice  —  Jose Flores was driving with his family to see “Toy Story 5” on Wednesday in Caracas, Venezuela, when a loud earthquake alert went off on his wife's Google Android phone.
Mark Maurer / Wall Street Journal:
AI is forcing consulting firms to shift from hourly billing to fixed-fee or outcome-based pricing, a transition proving slow and difficult for the industry  —  As AI threatens to make the billable hour obsolete, professional-services firms wrestle with reinventing how they charge clients
Marton Eder / Bloomberg:
Letter: Austria is pushing the EU to consider hosting Anthropic within its borders, highlighting EU efforts to boost bloc independence from US and Chinese tech  —  Austria is pushing the European Union to consider hosting Anthropic PBC within its borders to counter US efforts to block foreigners …
David Keohane / Financial Times:
Dealogic: Japan saw 18 IPOs in H1 2026, the lowest since 2011, despite stock market surges, partly due to Japan's lack of AI, data center, and chip startups  —  Tokyo's surging stocks fail to jump-start lacklustre listings market in first half of this year  —  The number of initial public offerings …

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About This Page

This is a Techmeme archive page. It shows how the site appeared at 4:10 AM ET, June 29, 2026.

The most current version of the site as always is available at our home page. To view an earlier snapshot click here and then modify the date indicated.

From Mediagazer

New York Times:
Sources: CNN CEO Mark Thompson told Paramount he would not share oversight of CNN with another exec, as David Ellison weighs whether to put Bari Weiss in charge

The Intercept:
The KIDS Act, set for a US House vote as early as next week, could eliminate online anonymity, raising the risk for journalists, dissidents, and whistleblowers

Emily Dreyfuss / The San Francisco Standard:
An interview with Brian Stelter about the Murdoch family's moves to boost their political influence in California, including the launch of the California Post

More News

Jackson Chen / Engadget:
Australia says it plans to double the maximum penalty for any social media company breaking its minimum age law to AU$99M and grant more powers to enforcers
Bloomberg:
Australia-based Firmus partners with Nvidia to build its first data center in Batam, Indonesia; the 360 MW Nvidia DSX AI factory campus is developed with DayOne

Earlier Picks

Sebastian Herrera / Fortune:
A profile of Jacob Andreou, the 33-year-old former Snap exec leading Microsoft's consolidated Copilot team efforts to catch up with OpenAI and Anthropic
Wall Street Journal:
Researchers say Z.ai's GLM-5.2 matches latest US models at finding security bugs, as critics question the US' lax approach in restricting Chinese open models
Financial Times:
Sources: Google told Meta around March it couldn't offer all the Gemini capacity Meta wanted to buy, disrupting and delaying some of Meta's internal AI projects
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