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Malaysia says it seized ~$12.11M worth of AI chips this month, as authorities close in on a syndicate suspected of smuggling through the country's main airport (Rozanna Latiff/Reuters)

Malaysia says it seized ~$12.11M worth of AI chips...

1 week ago 13 Add to circle

Research: professional analysts followed AI agents' randomly assigned "leans" on subjective analytical decisions 86% of the time; 77% used the agents' arguments (Anthropic)

Research: professional analysts followed AI agents...

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Lawsuit: the parents of a 31-year-old say OpenAI's GPT-4o guided her through an aggressive tapering plan off epilepsy meds, leading to her death in February (Teddy Rosenbluth/New York Times)

Lawsuit: the parents of a 31-year-old say OpenAI's...

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S-1: Anthropic had $112.4B in cash and $19.3B in short-term investments on June 30, surpassing every non-bank US company except Berkshire Hathaway and Alphabet (Leslie Picker/CNBC)

S-1: Anthropic had $112.4B in cash and $19.3B in s...

1 week ago 13 Add to circle

S-1: Anthropic had $112.4B in cash and $19.3B in short-term investments on June 30, surpassing every non-bank US company except Berkshire Hathaway and Alphabet (Leslie Picker/CNBC)

S-1: Anthropic had $112.4B in cash and $19.3B in s...

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How Silicon Valley billionaires raised $333M+ to try to defeat a 5% California wealth tax; Patrick Collison's $33M is his most serious campaign engagement yet (New York Times)

How Silicon Valley billionaires raised $333M+ to t...

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The CFTC files a legal challenge to block Utah's attempt to restrict prediction market betting, asserting it is the sole US regulator of prediction markets (Jesse Hamilton/CoinDesk)

The CFTC files a legal challenge to block Utah's a...

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SK Hynix expects memory shortages to persist through at least 2030; it has long-term deals with 14 major buyers for 50%+ of its output in 2027 and 2028 (Simon Sharwood/The Register)

SK Hynix expects memory shortages to persist throu...

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Sources: TPG is in talks to acquire UK-based Ark Data Centres, which operates 27 data centers in the UK and Belgium, from Elliott Management at a ~$5B valuation (Financial Times)

Sources: TPG is in talks to acquire UK-based Ark D...

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Industry insiders say PCBs and chip substrates are key supply constraints for consumer electronics makers as AI demand increasingly eats up production capacity (Nikkei Asia)

Industry insiders say PCBs and chip substrates are...

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Sources: CXMT plans to start HBM3E production despite yields of just 20% to 30%; its HBM3E performance is closer to that of SK Hynix's previous-gen HBM3 chips (Reuters)

Sources: CXMT plans to start HBM3E production desp...

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Jio Platforms, India's largest telecom and digital services company, rose 21.4% in its trading debut after raising ~$3.2B in the country's largest IPO (Priyanka Salve/CNBC)

Jio Platforms, India's largest telecom and digital...

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Sources: Fujifilm plans to increase magnetic tape production capacity fivefold to meet AI-driven storage demand, its biggest production expansion in ~20 years (Nikkei Asia)

Sources: Fujifilm plans to increase magnetic tape ...

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Anthropic's S-1 implies a $40T+ annual TAM based the economic value of knowledge work in 2025, topping SpaceX's $28.5T estimate, without explicitly naming it (Wall Street Journal)

Anthropic's S-1 implies a $40T+ annual TAM based t...

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Sources: HP, Asus, and Acer are shifting some PC production from Thailand and Vietnam back to China amid rising component costs; Dell is mulling a similar move (Nikkei Asia)

Sources: HP, Asus, and Acer are shifting some PC p...

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The US FCC approves Amazon Leo's $11.5B acquisition of Globalstar, giving Amazon access to Globalstar's 24 satellites and mobile satellite spectrum (David Shepardson/Reuters)

The US FCC approves Amazon Leo's $11.5B acquisitio...

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Sources: chipmaker Onsemi is in talks to acquire 16-year-old chip startup Ferric for ~$1B; PitchBook: Ferric last raised a $32.1M Series C in December 2024 (Valida Pau/The Information)

Sources: chipmaker Onsemi is in talks to acquire 1...

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Letter: two Democratic senators allege the Trump administration withheld a secret FISC ruling on search filters that let analysts access Americans' messages (Dell Cameron/Wired)

Letter: two Democratic senators allege the Trump a...

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