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Here's your afternoon, TNB Tech Minute. For Tuesday, June 2nd. I'm Julie Chang for the Wall Street Journal.

President Trump signed an executive order today, asking AI companies to give the administration

access to powerful models 30 days before public release. A previous version of the order had set a 90-day voluntary review

period, but was postponed last month. The order, which aims to strengthen federal oversight of the

tech, directs national security and cyber officials to collaborate with tech firms to address

vulnerabilities identified by models like Anthropics Methos.

The administration also approved Anthropics expansion of Mythos Access to roughly 150

organizations around the world to identify software bugs and patch vulnerabilities.

The White House previously opposed the move because of security concerns.

The AI buildout has sent memory prices soaring, creating a supply crunch that will only get

worse next year. That's according to Taiwan-based research firm Trendforce. The firm says the top

three major memory chipmakers, Samsung Electronics, S.K. Heinex, and Micron will likely

increase high bandwidth memory or HBM prices for 2027. Surging prices of standard memory

have temporarily made locked-in HBM contracts less profitable, pushing manufacturers to negotiate

higher rates for next-generation technology.

Trend 4 says continued appetite for AI infrastructure will keep HBM demand high.

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