Timeline
US gave Micron $6.1 billion in CHIPS Act subsidies
Off-balance-sheet debt tied to AI infrastructure leases reaches $1.65 trillion across five tech giants, an eightfold increase in four years.
Reportedly considering deal with PrismML for on-device AI
Micron signed multi-year memory supply deal with Anthropic
HBM4 revenue exceeded $1 billion for the first time, signaling strong market adoption.
Micron posted a 15-fold profit surge with Q2 net income hitting $4.2 billion and gross margin near 85%.
Micron invested in Anthropic's Series H
Apple previewed new Siri in camera with visual intelligence feature
AFM Core Advanced announced as sparse multimodal on-device model for iPhone 17 Pro, M3+ Mac, M4+ iPad
Apple blames EU DMA for blocking Siri AI launch in Europe, no timeline for resolution