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As memory shares fall, investors worry capacity expansion could lead to oversupply, while others believe AI demand will break the industry's boom-and-bust cycle (Financial Times)

As memory shares fall, investors worry capacity ex...

3 months ago 24 Add to circle

SK Group Chair Chey Tae-won says the memory shortage has prompted governments to intervene for domestic industries, and SK Hynix must expand capacity faster (Moon Joon-hyun/The Korea Herald)

SK Group Chair Chey Tae-won says the memory shorta...

3 months ago 19 Add to circle

Sources: the EU Parliament plans to launch EPGenAI Hub as early as September, giving MEPs and staff access to Meta, OpenAI, Anthropic, and Mistral models (Max Griera/Politico)

Sources: the EU Parliament plans to launch EPGenAI...

3 months ago 21 Add to circle

France's National Gambling Authority blocks access to Polymarket's website, citing concerns of exposing users to significant losses and manipulated trading (Sudip Kar-Gupta/Reuters)

France's National Gambling Authority blocks access...

3 months ago 22 Add to circle

TSMC CFO Wendell Huang says TSMC will use its new $100B US commitment, announced last week, to expand its Arizona capacity amid a "multi-year demand mega trend" (Jenny Lee/CNBC)

TSMC CFO Wendell Huang says TSMC will use its new ...

3 months ago 22 Add to circle

As companies stay private longer, VC firms, like Spark, Gigafund, and Greenoaks, are investing in companies later on and buying stakes without seeking influence (Wall Street Journal)

As companies stay private longer, VC firms, like S...

3 months ago 21 Add to circle

A look at the nonprofit Current AI, backed by $400M in commitments from many partners including $100M from France, that's funding open, public AI infrastructure (Kate Park/TechCrunch)

A look at the nonprofit Current AI, backed by $400...

3 months ago 26 Add to circle

Hugging Face says it used the open-weight GLM-5.2 hosted on its own compute for breach forensics, after US frontier model safety guardrails blocked the requests (Edward Targett/The Stack)

Hugging Face says it used the open-weight GLM-5.2 ...

3 months ago 25 Add to circle

Hugging Face says an agentic AI system hacked its data pipeline, accessing several internal clusters and credentials; its own AI-based triage caught the breach (Hugging Face)

Hugging Face says an agentic AI system hacked its ...

3 months ago 22 Add to circle

Moonshot AI pauses new subscriptions, saying that over the past two days Kimi K3 demand nearly passed the limit of its capacity, and also reworks its plan tiers (@kimi_moonshot)

Moonshot AI pauses new subscriptions, saying that ...

3 months ago 24 Add to circle

As many companies cut AI costs by using cheaper models, some, like Shopify, go all-in on frontier models, barring engineers from using anything else (Belle Lin/Wall Street Journal)

As many companies cut AI costs by using cheaper mo...

3 months ago 24 Add to circle

Kalshi and Polymarket bets on the FIFA World Cup final top $5.69B; Dune Analytics says total wagers on the platforms surpassed $50B for the first time in June (Lauren McCarthy/New York Times)

Kalshi and Polymarket bets on the FIFA World Cup f...

3 months ago 22 Add to circle

Thoughts on why Jony Ive, a close friend of Laurene Powell Jobs, isn't named in Apple's OpenAI suit; sources: Apple tests AI to record Genius Bar customer chats (Mark Gurman/Bloomberg)

Thoughts on why Jony Ive, a close friend of Lauren...

3 months ago 22 Add to circle

Alibaba launches preview of 2.4T parameter Qwen3.8 Max, says it's comparable to frontier AI models and second only to Fable 5, will make it "open-weight soon" (Bloomberg)

Alibaba launches preview of 2.4T parameter Qwen3.8...

3 months ago 34 Add to circle

AI is reshaping entry-level professional services jobs, as companies redesign hiring, training, and workplace culture rather than simply cut junior roles (Andrew Hill/Financial Times)

AI is reshaping entry-level professional services ...

3 months ago 22 Add to circle

Sources: Kimi developer Moonshot told investors it is preparing for a Hong Kong IPO in as early as six months; its ARR hit $300M in June, up from $200M in April (Bloomberg)

Sources: Kimi developer Moonshot told investors it...

3 months ago 23 Add to circle

Analysis: OpenAI and Anthropic employees are donating to campaigns more heavily and cohesively than Google, Meta, and Airbnb employees did post-IPO (Alexandra Lindsay/The San Francisco ...)

Analysis: OpenAI and Anthropic employees are donat...

3 months ago 24 Add to circle

A profile of businessman Sebastian Rucci, whose pa...

3 months ago 23 Add to circle