How Pathway, a startup developing an alternative to the transformer, aims to use its Dragon Hatchling architecture to create a new class of adaptive AI systems
Steven Rosenbush / Wall Street Journal :
Inside Particle6's creation of AI actress Tilly Norwood, which included 2,000 iterations; Particle6 says it has signed ~60 NDAs for projects involving Tilly
Ellen Gamerman / Wall Street Journal :
A look at Fermi, a startup co-founded by ex-US Energy Secretary Rick Perry that aims to build one of the world's largest data center campuses by 2038, in Texas
Jennifer Hiller / Wall Street Journal :
A look at Intel's $28B Ohio chip factory, the largest economic development project in Ohio's history, initially set for a 2025 opening but now delayed till 2030
Kris Maher / Wall Street Journal : Bluesky: @computing and @scottlincicome Bluesky: Dennis Lam / @computing : i am long INTC on the grounds that as a natural security matter, it will be forced to suc...
How Hangzhou, home to DeepSeek and Alibaba, became China's AI hub as the local government built a Silicon Valley-inspired innovation corridor in the city's west
or Hangzhou at all. Waiting for the next Deepseek “surreal” trauma moment, only to repress it soon afterwards... Time to reckon with the new world and rethink our place in it. S.L. Kanthan / @kanthan2...
Sources: Baidu plans to test its Apollo Go robotaxi service in Switzerland by the end of 2025, its first expansion in Europe, and also launch it in Turkey
Wall Street Journal :
Nvidia starts making its Blackwell chips at TSMC's Phoenix plant and says it aims to make up to $500B of AI infrastructure in the US in the next four years
Nvidia opens first US factories Reuters : Nvidia to produce AI servers worth up to $500 billion in US over four years Taiwan News : Nvidia to invest NT$16 trillion in US AI infrastructure with Taiwane...
How militaries and startups like North.io use AI to analyze data and deploy autonomous underwater vehicles to safeguard deep-sea pipelines and cables
William Boston / Wall Street Journal :
SoftBank commits $3B annually for itself and its subsidiaries to use OpenAI's tech, and launches SB OpenAI Japan to market OpenAI's enterprise tech in Japan
Welcome to Cautious Optimism, a newsletter on tech, business, and power. SoftBank Group Corp. : OpenAI and SoftBank Group Partner to Develop and Market Advanced Enterprise AI The Asahi Shimbun : SoftB...
The UK CMA opens a formal probe into Google's Anthropic partnership, sets a December 19 deadline; Google planned to invest $2B in 2023 and signed a cloud deal
Introducing SAIF Tom Jowitt / Silicon UK : CMA Begins Probe Into Alphabet Partnership With Anthropic Associated Press : Google's partnership with AI startup Anthropic faces a UK competition investigat...