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Sources: TSMC is developing advanced AI chip packaging tech, internally called "EMIB-like", similar to Intel's Embedded Multi-die Interconnect Bridge technique (Qianer Liu/The Information)

Sources: TSMC is developing advanced AI chip packa...

1 week ago 13 Add to circle

London-based Nscale agrees to acquire Anyscale, a source says for ~$1.65B; Anyscale, which helps AI workloads run more efficiently, had a $1B+ valuation in 2022 (Brody Ford/Bloomberg)

London-based Nscale agrees to acquire Anyscale, a ...

1 week ago 9 Add to circle

Google-backed nuclear fusion company Commonwealth Fusion Systems raised $1B, after raising a $1.8B Series B in 2021 and $863M in 2025, and plans a 2030s launch (Zachary Skidmore/DatacenterDynamics)

Google-backed nuclear fusion company Commonwealth ...

1 week ago 7 Add to circle

Google integrates Nano Banana 2 into Google Earth via a new Create Image button, letting users prompt visual alterations of locations or infographics (David Gewirtz/ZDNET)

Google integrates Nano Banana 2 into Google Earth ...

1 week ago 7 Add to circle

Filing: Meta reports $279B in future lease agreements in Q2 related to AI data centers that are not reflected on its balance sheet, up 53% from the prior period (Shona Ghosh/Bloomberg)

Filing: Meta reports $279B in future lease agreeme...

1 week ago 7 Add to circle

Intercontinental Exchange agrees to acquire electronic fixed-income trading platform MarketAxess for ~$6B in cash, a 33% premium, set to close in H1 2027 (Katherine Hamilton/Wall Street Journal)

Intercontinental Exchange agrees to acquire electr...

1 week ago 8 Add to circle

Sources: Amazon staff find cases of "catastrophically expensive" AI costs due to a lack of controls, like $1.8M on Claude to match author details with listings (Rafe Rosner-Uddin/Financial Times)

Sources: Amazon staff find cases of "catastrophica...

1 week ago 5 Add to circle

LinkedIn says it will keep GPU investment, compute, and storage capacity flat during FY 2027 after doubling GPU efficiency in the past six months (Paresh Dave/Wired)

LinkedIn says it will keep GPU investment, compute...

1 week ago 6 Add to circle

Disney CEO Josh D'Amaro is leading a technological overhaul of Disney+ to close the gap with Netflix and YouTube, including new features like vertical videos (Bloomberg)

Disney CEO Josh D'Amaro is leading a technological...

1 week ago 8 Add to circle

An AI avatar of Brazil's jailed ex-president Jair ...

1 week ago 7 Add to circle

How compute could become over 10x costlier as AI capabilities and monetization outpace supply, and a look at the implications if Anthropic hits $1T in revenue (Dwarkesh Patel/Dwarkesh Podcast)

How compute could become over 10x costlier as AI c...

1 week ago 6 Add to circle

ExploitGym creator and Berkeley researcher Jingxuan He says other AI models have tried to cheat but OpenAI's "was at a much larger scale than we'd encountered" (Bloomberg)

ExploitGym creator and Berkeley researcher Jingxua...

1 week ago 9 Add to circle

The EU formally launches a bidding process to develop AI Gigafactories, expecting to unlock ~€30B of investment, closing on November 12 with awards in July 2027 (Edith Hancock/Wall Street Journal)

The EU formally launches a bidding process to deve...

1 week ago 8 Add to circle

OpenAI says using its Responses API harness with GPT-5.6 Sol tripled its ARC-AGI-3 score and used fewer tokens, after Sol with the official harness scored 7.8% (OpenAI)

OpenAI says using its Responses API harness with G...

1 week ago 6 Add to circle

Innolight, China's leading maker of optical transceivers, closes 2% below its Hong Kong IPO price after raising ~$6.8B, the city's biggest listing since 2019 (Bloomberg)

Innolight, China's leading maker of optical transc...

1 week ago 10 Add to circle

Sources: ex-OpenAI executive Leopold Aschenbrenner's Situational Awareness hedge fund has sought to raise capital after heavy losses during the recent AI rout (Financial Times)

Sources: ex-OpenAI executive Leopold Aschenbrenner...

1 week ago 8 Add to circle

China's AI hubs, including CXMT's home Hefei, are driving the country's GDP growth, but even in these boomtowns, little of the windfall is reaching households (Bloomberg)

China's AI hubs, including CXMT's home Hefei, are ...

1 week ago 7 Add to circle

Tens of millions of South Korean retail investors, the market's biggest buyers in 2026, were caught in this week's selloff, as Samsung and SK Hynix tumble (Song Jung-a/Financial Times)

Tens of millions of South Korean retail investors,...

1 week ago 5 Add to circle