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Wed, Jun 24
40 stories
MARKET Micron hits record 84.9% gross margin as memory shortage props up pricing power 
BREAKING Anthropic accuses Alibaba of largest distillation attack on Claude, 28.8M model queries via 25K fake accounts 
MARKET Micron posts $41.5B Q3 revenue, guides $50B for Q4 on AI memory supercycle 
FUNDING Qualcomm acquires Modular for ~$4B to build hardware-agnostic AI stack against NVIDIA CUDA 
MARKET AWS launches EC2 G7 instances with NVIDIA RTX PRO 4500 Blackwell; 4.6x inference gains 
RESEARCH FFASR Benchmark Exposes Far-Field Speech Recognition Gap 
CHIPS Qualcomm unveils Dragonfly C1000 data-center CPU; Meta commits to 2028 production volumes 
CHIPS OpenAI unveils Jalapeño inference chip with Broadcom, targets late-2026 deployment 
INDUSTRY Daikin Turns Data Pipeline Rules Into Workspace Skills 
BREAKING Huang tells shareholders black-market data centers from smuggled chips are a "dead end" 
RESEARCH Google integrates computer use natively into Gemini 3.5 Flash for agentic automation 
RESEARCH Google OpenRL: Self-hosted Kubernetes API for LLM post-training; decouples RL from infrastructure 
MARKET Micron Q3 earnings beat on record DRAM margins; HBM supply fully allocated through 2026 
POLICY US secures Netherlands for Pax Silica chip alliance; ASML tensions persist over MATCH Act export restrictions 
CHIPS OpenAI & Broadcom unveil Jalapeño: Custom LLM inference chip targets gigawatt-scale deployment by end of 2026 INDUSTRY China's LineShine Tops TOP500 but Lags on AI Training 
BREAKING Gemini 3.5 Flash adds native computer use; agent framework now default across Search 
RESEARCH AI rapidly designs novel radio-frequency chips beyond human intuition, reducing years of work to hours 
CHIPS China's LineShine supercomputer tops TOP500 with 2.198 exaflops CPU-only, ending US El Capitan's reign 
MARKET Cerebras stock plummets 17% after margin-guidance miss as CEO says warning was 'misunderstood' 
INDUSTRY NeMo AutoModel cuts MoE training time by 3.7× on single swap 
MARKET Sunrun, Tesla, Renew Home form 16GW virtual power plant for AI data centers; RUN +31% INDUSTRY xCures raises $46M to build data-structuring layer for clinical AI 
BREAKING Amazon Zoox unveils redesigned robotaxi, planning paid service launch in late 2026 
FUNDING XCures closes $46M Series B round at $127M post-money valuation 
FUNDING Qualcomm acquires Modular for ~$4B to bolster AI software stack and data center play 
CHIPS OpenAI & Broadcom unveil Jalapeño, custom LLM inference chip with 9-month design cycle 
CHIPS SK Hynix ships HBM4E memory samples: 16Gbps, 48GB per stack, 20% power gain 
FUNDING Qualcomm in talks to acquire Tenstorrent for $8–10B, expanding RISC-V AI chip portfolio 
CHIPS TSMC hikes advanced node prices 5–10% across 7nm and newer nodes 
CHIPS OpenAI unveils Jalapeño custom inference chip with Broadcom 
CHIPS OpenAI-Broadcom custom chip project stalls; Broadcom demands Microsoft purchase guarantee before funding 
MARKET Cerebras Q1 profit beats but warns gross margins compress to 36–38% in Q2 
FUNDING SK hynix files for $29.4B Nasdaq listing to fund AI memory fabs and EUV tools 
BREAKING Microsoft AKS on bare metal reaches public preview; adds Ray and Fleet Manager for edge-to-cloud AI 
RESEARCH GPT-5 solves 3-year T cell mystery in minutes; suggests deoxyglucose-IL-2 mechanism, enables wet-lab validation 
POLICY EU proposes Chips Act 2.0 to strengthen semiconductor capacity, reduce strategic dependencies 
MARKET SK Hynix plans $29B Nasdaq ADR listing on July 10, eyes HBM supply dominance 
CHIPS ASE raises 2026 capex to record $8.5B on AI packaging demand; LEAP revenue up 118% YoY 
FUNDING ByteDance seeks $20B offshore loan to fund $70-100B annual AI capex race Load more stories Loading…