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Sources: AI cloud computing provider Lambda is selling a $917M leveraged loan to finance the purchase of GPUs as part of a contract with Nvidia (Bloomberg)

Sources: AI cloud computing provider Lambda is sel...

2 months ago 29 Add to circle

Tel Aviv- and San Francisco-based Corma, which develops AI models for defensive cybersecurity, emerges from stealth with a $60M seed led by Sequoia Capital (Emily Forlini/Fortune)

Tel Aviv- and San Francisco-based Corma, which dev...

2 months ago 46 Add to circle

As Waymo expands its fleet from 700 in 2025 to nearly 4,000 now, recalls and edge-case failures like flooded roadways and a San Francisco power outage mount (Emmy Martin/New York Times)

As Waymo expands its fleet from 700 in 2025 to nea...

2 months ago 27 Add to circle

AI agents are moving online course cheating beyond chatbot-written essays via commands like "log in and complete my quiz"; major chatbots did not refuse prompts (New York Times)

AI agents are moving online course cheating beyond...

2 months ago 17 Add to circle

Sources: Microsoft plans to unveil its next-gen Maia 300 AI chip this fall, potentially as soon as September, and is negotiating with TSMC to make 300K+ in 2027 (The Information)

Sources: Microsoft plans to unveil its next-gen Ma...

2 months ago 27 Add to circle

Analysis: the 256GB iPhone 18 Pro is set to have a bill of materials cost ~38% higher than the iPhone 17 Pro due to memory prices; memory's BOM share hits 34% (TrendForce)

Analysis: the 256GB iPhone 18 Pro is set to have a...

2 months ago 27 Add to circle

Anthropic, Macquarie, and Singapore's GIC form Theseus Infrastructure to develop AI computing sites; Anthropic will cover consumer electricity price hikes (Mark Bergen/Bloomberg)

Anthropic, Macquarie, and Singapore's GIC form The...

2 months ago 27 Add to circle

Google adds Venmo as a payment option on Google Play for games, apps, add-ons, subscriptions, and more in the US, adding to support for PayPal and Cash App (Ivan Mehta/TechCrunch)

Google adds Venmo as a payment option on Google Pl...

2 months ago 27 Add to circle

Intel announces a $15B common stock offering, with proceeds going to general corporate purposes like "maintaining a strong balance sheet"; INTC falls 3%+ (Sarah Frier/Bloomberg)

Intel announces a $15B common stock offering, with...

2 months ago 27 Add to circle

South Korea plans to launch a ~$3.5B chip fund for promising materials, parts, equipment, and fabless companies, and speed the development of domestic chip hubs (Reuters)

South Korea plans to launch a ~$3.5B chip fund for...

2 months ago 18 Add to circle

Sources: Palmer Luckey's Erebor, a lender that aims to fill the gap left by Silicon Valley Bank, is in advanced talks to raise ~$1.5B at an $8B valuation (Financial Times)

Sources: Palmer Luckey's Erebor, a lender that aim...

2 months ago 19 Add to circle

Sources: the AI-driven memory chip shortage kicks off a rush of DC lobbying; many US officials appear unsympathetic to Apple's desire to buy Chinese chips (New York Times)

Sources: the AI-driven memory chip shortage kicks ...

2 months ago 31 Add to circle

As AI salaries intensify competition in San Francisco's rental market, CoStar says average asking rent is up 18% in under two years to $3,728/month, passing NYC (Wall Street Journal)

As AI salaries intensify competition in San Franci...

2 months ago 26 Add to circle

Q&A with Kalshi CEO Tarek Mansour on his vision to "financialize everything", sports betting, Kalshi's "philosophical misalignment" with Polymarket, and more (Jordyn Holman/New York Times)

Q&A with Kalshi CEO Tarek Mansour on his vision to...

2 months ago 27 Add to circle

The UK's Report Remove service receives 420 reports from under-18s of explicit images digitally faked or manipulated to depict them in H1, exceeding 2025's 397 (Dan Milmo/The Guardian)

The UK's Report Remove service receives 420 report...

2 months ago 28 Add to circle

Meta says Muse Glimmer has 30B parameters and is "small enough" to need only one GPU; Meta plans a $1B fund to invest in US communities near its data centers (Vlad Savov/Bloomberg)

Meta says Muse Glimmer has 30B parameters and is "...

2 months ago 26 Add to circle

Mark Zuckerberg criticizes "closed" AI model makers, says AI labs are espousing a "discourse ... so filled with doom", and defends distillation as a principle (Jamie John/Financial Times)

Mark Zuckerberg criticizes "closed" AI model maker...

2 months ago 26 Add to circle

Meta releases Muse Glimmer, a new open-weight model, and will release an open-weight version of its most advanced model, Muse Spark 1.2, in the coming weeks (Meghan Bobrowsky/Wall Street Journal)

Meta releases Muse Glimmer, a new open-weight mode...

2 months ago 26 Add to circle