Three Articles Beat 4,240 Pending Days
Q2 logged 5,893 confirmed claims against 1,142 rumors; Q3 through July 26 held almost the same 5:1 ratio. Eight claims from December 2014 remain unresolved after 4,239 or 4,240 days.
CXMT’s $9.8B Bet Meets Nvidia’s 70% Allocation
CXMT raised $9.8 billion in Shanghai to expand domestic DRAM. Nvidia reportedly allocated roughly 70% of its 2026 HBM4 demand to SK Hynix, tying AI-memory rents to qualification and CoWoS capacity.
Elio's $21M Bet on the Camera's New Job
Elio’s $21M Series A lands six years after Sony publicized sensors with built-in AI, as robotics and image provenance pull computation and trust toward capture.
Anthropic’s 2GW Bet Moves the Moat Downstack
Investor materials put inference costs above half of revenue at Anthropic and OpenAI. Anthropic has committed to buy up to 2GW of AMD MI450 capacity from 2027 and sought memory from SK Hynix.
IBM Faces a 20,000× Quantum Integration Test
IBM’s Starling roadmap targets 20,000× today’s quantum compute by 2029. Its planned HRL acquisition, AMD control work and 2030 Cisco network proof map the stack around the processor.
Applied Digital’s $10M Renewal Gap
Four US platforms lifted combined 2024 capex 63% to $246B while Applied Digital’s quarterly revenue missed estimates by $10M after lease renewals slipped. The gap separates capacity demand from financeable customer commitments.
Sources: OpenAI and Anthropic quietly lobby Washington regulators to restrict open-source AI models, even as Sam Altman publicly says he supports open source AI
Anthropic and OpenAI are clashing with the rest of the tech industry over whether “open-source” models from China should be freely available or restricted.
Trump says the US will initiate a probe into the EU's practice of “robbing” US tech giants with fines, threatening the bloc with “substantial” tariffs
President Donald Trump on Friday said his administration will launch a trade probe into the European Union …
As student protests spread across India, Narendra Modi turns to Reels, swapping his trademark cinematic videos for self-recorded messages aimed at Gen Z
As student protests spread across India, Prime Minister Narendra Modi has turned to Meta Platforms Inc.'s Instagram Reels …
Sources: Apple may have delayed AI glasses launch partly over privacy concerns that Meta's glasses created for the category, as it works to address the issues
Company debated whether glasses will be able to record video. — Apple's upcoming smart glasses have a major challenge in front of them …
Samsung announces a $200B+ contract to make chips for Broadcom through 2030, focusing on its 2nm and below process technologies for Broadcom's products
Samsung Electronics Co. won a contract worth more than $200 billion to make chips for Broadcom Inc., as the companies race to win a larger share of the AI infrastructure market.
Meta updates Meta AI with Muse Spark 1.1-powered agentic capabilities, connecting to Gmail and Google Calendar to perform tasks like creating daily updates
Meta is giving its AI assistant new agent-like capabilities powered by Muse Spark 1.1, its latest model.
China's market regulator says it had fined and confiscated ~$770M from Trip.com for abusing its dominant position in the domestic online hotel-booking market
China's market regulator said on Saturday it had fined and confiscated a total of 5.2 billion yuan ($770 million) from Trip.com Group …
Crypto exchanges like tradeXYZ are giving global investors exposure to Chinese AI-linked stocks like CXMT, bypassing Beijing's control on foreign capital access
Perpetual futures let investors circumvent restrictions on foreign access to China's equity market
Sources: DeepSeek told investors it is suspending its second funding round after remarks attributed to Liang Wenfeng on US-China AI competition went viral
DeepSeek has told prospective investors in its second fundraising round that it's suspending the deal for now, people familiar with the matter said …
Once hailed as an AI visionary, Satya Nadella faces pressure as a compute crunch forces Microsoft to prioritize its own AI products over Azure cloud customers
Microsoft went all in on AI. Is its North Star now a noose? — Three years ago, Satya Nadella catapulted Microsoft to the front …
CXMT, which raised $9.8B in a hugely oversubscribed Shanghai IPO, is poised for a debut pop that could lift its market cap several times above its initial ~$85B
Investor excitement over the memory chip trade is setting outsize expectations for the Shanghai debut of CXMT Corp. …
Sources including AI lab staff say users have been persuading chatbots to accurately answer prompts about planning mass-casualty attacks and making bio-weapons
AI companies play a cat-and-mouse game, trying to boost the capabilities of their creations while scrambling to block answers to dangerous queries
Shein's IPO prospectus shows Q1 revenue of $9.05B, up 1% YoY, as it swings from $395M profit in Q1 2025 to $99M loss partly due to US' “de minimis” rule removal
Shein swung to a $99 million net loss in the first quarter of this year, the draft Hong Kong listing prospectus …
Elio, which is developing a new type of image sensor designed for AI rather than human vision, raised a $21M Series A led by Innovation Endeavors and Xora
Elio's founders, Nadav Grossinger and Nitay Romano, spent seven years developing physical sensing systems at Meta.
India eases foreign investment rules for e-commerce companies, a win for Amazon, which lobbied to buy goods directly from Indian sellers and sell them overseas
India's government on Thursday eased foreign investment rules to allow e-commerce companies to buy products directly from Indian sellers …
A profile of Hangzhou-based Unitree, which shipped 5,500 humanoid robots in 2025, accounting for 25%+ of the global market, as it prepares for a Shanghai IPO
Spectators typically leave a UFC fight with ringing ears and a sheepish resolve to get back to the gym. Wang Xingxing went straight to his laboratory.
Several universities including Yale, Johns Hopkins, and the University of Waterloo have restricted or disabled their use of AI detectors over accuracy concerns
Some institutions are overhauling assessment and trying to move away from the emphasis on surveillance
A look at China's bid to build an alternative global order in AI by making open models widely available and training people in developing countries to use them
Beijing makes most ambitious offer yet to build alternative global order — China's President Xi Jinping has set …
How AI companies are targeting the education market, including making free or cut-price tailored learning tools in partnership with schools and edtech startups
Anthropic and OpenAI are among groups providing free and cut-price tailored solutions for educators and students
Candid Health, which develops tech and AI agents to automate medical billing and claims processing workflows, raised a $120M Series D led by Sixth Street Growth
A profile of Yang Zhilin, founder of Moonshot AI, which faced early doubts over revenue and model capabilities before its Kimi K3 delivered a “DeepSeek moment”
Known as ‘Yang the genius’ by classmates, his new K3 model has closed the gap with leading US rivals
Meshy, whose AI-powered tech lets users generate 3D assets from text and image prompts, raised a ~$400M Series B at a $1.5B valuation
SK Group Chair Chey Tae Won says Anthropic has asked SK Hynix for supplies to make its own chips, calling it remarkable that an AI developer has chip ambitions
AI developer Anthropic PBC has asked SK Hynix Inc., one of the world's biggest manufacturers of memory chips …
Verizon CEO Dan Schulman says Verizon will provide dark-fiber connectivity for Google's data centers in a $1B+ deal, with more such deals in the pipeline
Progress Software agrees to acquire Domo's AI and data platform business for $400M; Domo will remain publicly listed and change its name after the deal closes
Analysis: US tech companies have cut ~140K jobs YTD, or more than 33% of announced US layoffs in 2026, with ~50K cuts from Amazon, Oracle, Meta, and Microsoft
Neocloud Fluidstack, which has partnered with Anthropic, announces that it raised an $830M Series A led by Situational Awareness at a $7.5B valuation in January
Sources: CXMT expelled Huawei-linked SiCarrier staff from its R&D zone amid a pricing dispute, as Chinese memory makers flex their newfound clout to hike prices
new modules enter the market, but prices still track the big threeFinancial Times:Top Democrat says Trump administration is worsening chip shortageRo Khanna /Select Committee on the CCP - Democrats:Th...