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8 October 2026
AI’s center of gravity is still silicon: Samsung says AI-driven memory demand from data centers has pushed its quarterly operating profit for the three months to the end of September to an estimated 107.4 trillion won (about $80 billion), a nine-fold jump year over year. The news lands alongside Nvidia and Samsung support for Nous Research’s Hermes AI agent—backed by a $90 million Series B—and it’s a reminder that the “agent” era runs on fewer magic tricks and more bandwidth, memory, and power draw.
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