Samsung's Q3 profit reportedly set to soar 770% YoY as AI demand overwhelms memory supply
Polymarket · x · 2026-10-07
Market expectations relayed by Polymarket suggest Samsung's Q3 profit will soar about 770% year-over-year, driven by AI demand overwhelming memory chip supply and pushing memory prices up — fresh evidence that AI compute demand is rippling through to the storage layer of the supply chain.
More from Infra
- Mistral's ML4 was trained on 3,800 Grace Blackwell GPUs in its European datacenter — BLUECOW009 · 2026-10-07
- Google's EmbeddingGemma 2 loads only the encoders you need: 270M text, 170M vision, 300M audio — HankYeomans · 2026-10-07
- 100B decisions in 5 minutes: a layered agent pipeline where Opus only probes 96 hotspots — Arindam_1729 · 2026-10-07
- FastVideo's FastH3 now runs on a single consumer machine — fruesome · 2026-10-07
- OpenSBI and Linux now boot on Maxion cores of ET-SOC1 cards, porting done agentically — glenbeer · 2026-10-07
- openTPU: A One-Person Open-Source AI Accelerator Designed by AI Agents, Running 10 LLMs on an FPGA — ai · 2026-10-07