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Everything the newsroom published, in chronological order. Each item carries origin, sources and reading time.
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Thu, Jun 25
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MARKET OpenAI CFO Sarah Friar pushes IPO delay to 2027, cites $600B spending risk, revenue shortfalls 
FUNDING On Semiconductor acquires Synaptics for $7B in largest-ever deal, pushes physical AI 
MARKET Memory supply crunch forces Apple, Microsoft to raise Mac/iPad/Xbox prices 17-25% amid AI hyperscaler competition 
INDUSTRY One Command Spins Up Private vLLM Endpoints at $1.50/Hour 
FUNDING Groq raises $650M for AI inference cloud after Nvidia's $20B licensing deal 
CHIPS Applied Materials launches chipmaking systems for HBM, 3D stacking; addresses AI's memory bottleneck 
MARKET Microsoft hikes Xbox prices 20–27% as memory costs surge 2.5x due to AI demand 
CHIPS AMD's Ryzen 7 5800X3D 10th Anniversary Edition Faces Scalper Surge, Inventory Constraints 
MARKET Micron Crushes Q3 Guidance, Posts $41.5B Revenue; Q4 Guide at $50B Shocks Wall Street 
MARKET Micron surges 15% after Q3 forecast crushes estimates; $33.5B revenue, 81% gross margin 
MARKET Micron surges 17% on blowout Q3 earnings; projects $50B Q4 revenue, $22B in AI datacenter commitments 
MARKET Micron blowout Q3 earnings beat, raises FY2026 guidance on HBM demand surge 
BREAKING AI token spend spiraling out of control; Accenture calls for guardrails 
CHIPS ASUS rolls out beta BIOS for Ryzen 9000, restores TSME memory encryption ahead of AMD's July timeline INDUSTRY Cloudflare Cuts Saga Boilerplate from Agent Workflows 
BREAKING Anthropic accuses Alibaba of illicitly distilling Claude via 25,000 fake accounts 
RESEARCH Models Shed Learned Rules During Training 
MARKET N26 digital bank hits profitability for first time in 2025 after founder exit and regulatory overhaul 
CHIPS Qualcomm plans Dragonfly data center chips for China, targeting export-compliant AI accelerators 
MARKET Apple raises MacBook and iPad prices due to AI-driven memory crunch; CEO warns of more to come 
FUNDING Qualcomm acquires Modular for $3.9B to expand AI software stack across edge-to-cloud 
CHIPS Micron inks $100B memory supply agreements; CEO: no line of sight to end of RAM crisis 
FUNDING SpaceX acquires Cursor for record $60B, largest startup acquisition ever; US M&A on pace for record year 
FUNDING Alan raises €480M Series G at €5.5B valuation; profitable health tech expands globally 
CHIPS IBM unveils world's first sub-1nm chips; 100B transistors on fingernail-sized die 
BREAKING Langdock co-CEO hire signals European AI governance: Judith Dada joins Berlin startup 
MARKET Micron stock surges 16% on blockbuster earnings; revenue 4.4x YoY amid AI memory boom 
CHIPS IBM and Lam Research team up on sub-1nm logic with High-NA EUV for 2030s production 
CHIPS Qualcomm reveals HBC near-memory AI architecture with 6x bandwidth per watt vs HBM 
RESEARCH Free Scoring Signal Emerges from Standard RL Post-Training Runs 
CHIPS Qualcomm targets $15B in data center chip revenue by 2029; announces Meta, hyperscaler deals 
MARKET Qualcomm projects $15B data center revenue by 2029, $5B coming in fiscal 2027; raises FY29 non-handset target to $40B 
RESEARCH DeepMind Forensic Protocol Diagnoses Confused vs. Misaligned AI 
RESEARCH Multimodal Models Flip Answers When Evidence Order Changes 
BREAKING Visionaries GP Judith Dada joins Langdock as co-CEO; AI model platform hits $40M ARR, eyes 2026 fundraise 
MARKET Anthropic aggressively expands Asia-Pacific data centers: hiring 13 compute roles in Australia, Japan amid infrastructure strain 
CHIPS OpenAI, Broadcom unveil Jalapeño: custom LLM inference chip designed in 9 months 
RESEARCH Production Voice AIs Ignore Emotion, Approving Fraud and Ending Care Calls 
RESEARCH Qwen's 397B Model Simulates Agent Environments Better Than GPT-5.4 
FUNDING British Business Bank commits £90M to 10 first-time UK VCs backing deeptech, defence, climate at pre-seed/seed Load more stories Loading…