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Sources: CXMT and Tencent sign a ~$3B, three-year DRAM supply agreement for servers ahead of CXMT's IPO; CXMT is in talks with other major Chinese companies (Reuters)

Sources: CXMT and Tencent sign a ~$3B, three-year ...

1 month ago 10 Add to circle

An interview with Axon CEO Rick Smith, who transformed the Taser maker into a policing software company, as its revenue from AI policing tools rises 700%+ YoY (Victoria Albert/Wall Street Journal)

An interview with Axon CEO Rick Smith, who transfo...

1 month ago 11 Add to circle

Academic papers and conference materials offer a deep dive into China's all-CPU LineShine, which pairs custom 304-core Arm CPUs with HBM to top the Top500 (Timothy Prickett Morgan/The Next Platform)

Academic papers and conference materials offer a d...

1 month ago 9 Add to circle

Sources: disconnected US military databases may have led to the February 28 strike on an Iranian school; some see AI as a fix, others fear it amplifies errors (Katrina Manson/Los Angeles Times)

Sources: disconnected US military databases may ha...

1 month ago 10 Add to circle

A look at security flaws, police misuse, and other concerns over the 100K+ AI-enabled automated license plate readers installed across the US, mostly from Flock (Max Miller/Engadget)

A look at security flaws, police misuse, and other...

1 month ago 22 Add to circle

AI is forcing consulting firms to shift from hourly billing to fixed-fee or outcome-based pricing, a transition proving slow and difficult for the industry (Mark Maurer/Wall Street Journal)

AI is forcing consulting firms to shift from hourl...

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The South Korean government, Samsung, and SK hynix plan to invest ~$590B for a new chip complex, including four chipmaking plants and a chip packaging cluster (Song Jung-a/Financial Times)

The South Korean government, Samsung, and SK hynix...

1 month ago 9 Add to circle

South Korea unveils plans for new AI data centers backed by ~$357.5B from SK Group, GS Group, and Naver, targeting 8.4GW initially and 18.4GW by 2035 (Yi Whan-woo/The Korea Times)

South Korea unveils plans for new AI data centers ...

1 month ago 10 Add to circle

Kuo: the memory supply-demand gap will widen through 2027, with an estimated 15%-20% of 2026 consumer electronics capacity shifting to data centers in 2027 (Ming-Chi Kuo)

Kuo: the memory supply-demand gap will widen throu...

1 month ago 24 Add to circle

Dealogic: Japan saw 18 IPOs in H1 2026, the lowest since 2011, despite stock market surges, partly due to Japan's lack of AI, data center, and chip startups (David Keohane/Financial Times)

Dealogic: Japan saw 18 IPOs in H1 2026, the lowest...

1 month ago 10 Add to circle

Soaring memory costs are posing existential threats to small electronics makers, amid thin margins, low supply chain leverage, and little room for price hikes (Kif Leswing/CNBC)

Soaring memory costs are posing existential threat...

1 month ago 11 Add to circle

DeepSeek details DSpark, a speculative decoding framework for its V4 models, saying it speeds up AI inference by up to 85% and was tested on Gemma and Qwen (Ben Jiang/South China Morning Post)

DeepSeek details DSpark, a speculative decoding fr...

1 month ago 13 Add to circle

Shanghai-based Momenta, whose driver-assist tech is used by Toyota, Mercedes, and Audi in China, files for an IPO in Hong Kong, seeking to raise up to $751.1M (Reuters)

Shanghai-based Momenta, whose driver-assist tech i...

1 month ago 12 Add to circle

Jefferies: memory prices are expected to rise 40-50% in Q3 2026 and 30-40% in Q4, as Chinese memory makers are unlikely to provide meaningful near-term relief (Hassan Mujtaba/Wccftech)

Jefferies: memory prices are expected to rise 40-5...

1 month ago 9 Add to circle

Humanoid robot maker Apptronik raised ~$1B at a ~$5B valuation, including from Mercedes-Benz, which has a handful of Apptronik's Apollo robots in its factories (Joshua Brustein/Bloomberg)

Humanoid robot maker Apptronik raised ~$1B at a ~$...

1 month ago 13 Add to circle

Google's Earthquake Alerts system reached 11.4M+ people in Venezuela, giving them seconds or up to two minutes notice before two powerful earthquakes struck (New York Times)

Google's Earthquake Alerts system reached 11.4M+ p...

1 month ago 14 Add to circle

Letter: Austria is pushing the EU to consider hosting Anthropic within its borders, highlighting EU efforts to boost bloc independence from US and Chinese tech (Marton Eder/Bloomberg)

Letter: Austria is pushing the EU to consider host...

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GPT-5.6 system card indicates Sol is well below the level of most worrisome Mythos use cases, suggesting all GPT-5.6 versions could be released without delay (Zvi Mowshowitz/Don't Worry About the Vase)

GPT-5.6 system card indicates Sol is well below th...

1 month ago 13 Add to circle