Most Read – Nvidia PCs, Palantir NHS, Samsung Foundry

And there’s also the CEO of Arm being in line for an $800m payday and Nvidia’s big announcement at Computex…

As usual, let’s take them in reverse order as according to Google Analytics:

5. Cadence and Samsung Foundry enable 2nd gen 2nm
Cadence and Samsung Foundry have developed a portfolio of Memory and Interface IP, and expanded certification of Cadence’s agentic AI digital, custom, 3D‑IC and system design and analysis (SDA) flows for Samsung Foundry’s second-generation 2nm process. The collaboration delivers a signoff‑ready platform for next‑generation AI infrastructure and physical AI designs across data mcentre, edge and intelligent devices.

4. Government committee says Palantir NHS contract should be ditched
A report on UK digital services by the Science, Innovation and Technology Committee has recommended that the government trigger a break clause in the £330 million NHS contract awarded to Palantir. The government now has two months to come up with a response. The cross-party committee identifies Palantir as the most concerning example of the public sector’s growing reliance on a small number of major technology providers, including Microsoft and Amazon Web Services.

3. Shift to inference to boost DRAM market 300% this year
The shift in AI development from training to inference will drive 303% growth in the DRAM market and 280% growth in the NAND market this year, says TrendForce. It has increased its 2026 memory market estimate from $551.6bn to $889.3bn. This 2027 forecast has been revised upward from $842.7bn to more than $1.28tn, representing annual growth of approximately 44%.

2. Arm CEO in line for $800m payout
Rene Haas, the CEO of Arm, is in line for an $800m payday if Arm’s market cap hits $2tn by 2031. Arm’s market cap is currently $377bn. The award scheme has been filed under Nasdaq rules and awards Haas 425,000 shares over the next five years if targets are met. If Arm achieves a $1tn valuation by 2029, Haas will be awarded a quarter of the 425,000 shares worth $100m.

1. Nvidia enters PC market
This morning, at Computex, Nvidia entered the PC market with the Arm-based RTX Spark processor. Later this year ASUS, Dell, HP, Lenovo, Microsoft Surface and MSI will come out first with PCs based on the chip. Acer and GIGABYTE will follow. The 14mm thick laptops, weighing 3lb, will come in 14- to 16-inch sizes using OLED displays with Nvidia G-SYNC technology. Designed for AI, creating and gaming, RTX Spark combines CUDA, RTX, DLSS, FP4, Nvidia Tensor, Nvidia OptiX, Reflex and G-SYNC.