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Thu, May 14
25 stories
CHIPS China accelerates homegrown AI chip production as Nvidia export limits persist 
MARKET AMD captures 46% of server x86 CPU revenue amid datacenter demand surge 
MARKET Tech stocks rally as Cisco highlights ongoing AI infrastructure demand 
CHIPS Indian ferrite industry surges on EV demand, China supply fears 
CHIPS Power crisis looms: 49,000 Lake Tahoe residents could lose electricity to AI data centers 
BREAKING Jensen Huang China Trip Approved by Trump Administration 
RESEARCH VECA Cuts Vision Transformer Inference Cost to Linear Time 
INDUSTRY ToolCUA reaches 46.85% on OSWorld, beats frontier agents on efficiency 
RESEARCH MEME benchmark finds 97% failure on agent memory dependency tasks 
RESEARCH RuDE Predicts Fine-Tuning Success Without Training 
MARKET NVIDIA partner Hon Hai posts record profit; AI server sales fuel jump 
INDUSTRY Google Rebuilds Android Around Gemini Agent System 
RESEARCH Google's RubricEM trains research agents without ground truth 
BREAKING CZ: Crypto is "the most native payment layer" for AI agents 
INDUSTRY Isomorphic Labs Raises $2.1 Billion With No Drug Candidate Yet 
INDUSTRY Amazon Developers Gaming AI Usage Metrics to Hit Internal Targets 
INDUSTRY SAP and NVIDIA Close Enterprise Agent Governance Gap 
INDUSTRY Fifty percent of European VC goes to AI in early 2026 
POLICY LLM-assisted bug hunting makes 90-day disclosure window obsolete 
INDUSTRY Normalized schemas cut time-series storage 42 percent 
INDUSTRY Microsoft's $1 Billion Kenya Data Center Shelved Over Power Shortage 
RESEARCH Every Guardrail Classifier Tested Fails Formal Safety Verification 
RESEARCH Math Proof Shows Transformer Attention Stabilizes Predictably 
RESEARCH AI Agents Bypass Software Engineering, Risk Production Failure 
MARKET Blackstone launches $1.75B data-center REIT IPO; infrastructure bet intensifies Wed, May 13
15 stories
MARKET AI Bond Binge Overwhelms Wall Street, Pushing Alphabet Overseas 
MARKET Cerebras IPO Prices Above Range as AI Infrastructure Demand Surges 
CHIPS MRAM memory gets dedicated standards working group 
BREAKING Microsoft feared overdependence on OpenAI, trial testimony reveals 
MARKET Fervo Energy Soars 35% After $1.89B Geothermal IPO 
MARKET Cisco Surges 14% on AI Orders Boom; Cuts 4,000 Jobs 
MARKET Cerebras IPO prices at $185/share; AI chip company heads to public markets 
BREAKING Anthropic launches Claude Platform on AWS with enterprise AI services 
MARKET Anthropic eyeing $900B valuation in new funding round: Bloomberg 
COMPUTE Chip Scarcity Hits Critical Point in 2026: $660B Capex Walls, Helium Cuts, 50% Slippage 
BREAKING Palo Alto Networks Warns AI-Driven Cyberattacks Will Become 'New Norm' Within Months 
MARKET Ford Surges on Morgan Stanley Hyperscaler Tie-Up Thesis 
FUNDING Anduril Raises $5B at Unicorn Valuation; Defense Tech Funding Accelerates 
MARKET CNBC highlights unheralded AI stock QNITY amid AI rally 
MARKET Stocks climb on chipmaker enthusiasm as inflation concerns fade Load more stories Loading…