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Fri, Jun 26
6 stories
MARKET Micron Q3 blowout: 84.9% gross margin, HBM4 ramp locks in pricing power through 2027 
RESEARCH Single Researcher Places 2nd in ICRA Robot-Folding Challenge 
FUNDING Apple supplier Lingyi iTech prices $1.06B Hong Kong IPO; allocates $1.71B to AI server and robotics hardware 
MARKET SoftBank plunges 12% as AI infrastructure costs fuel Asian tech selloff 
CHIPS Tenstorrent BlackHole Galaxy reaches production; 10 customers, 96-unit order 
BREAKING Cloudflare releases open-source agent skills for Zero Trust deployment and migration Thu, Jun 25
34 stories
INDUSTRY AVL Cuts Test Data Analysis Time From Days to Minutes With Databricks Lakehouse 
INDUSTRY Meta Replaces LLM Calls with Deterministic Rules to Cut Costs 
FUNDING Salesforce acquires Fin (formerly Intercom) for $3.6B to bolster Agentforce customer service AI 
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 Load more stories Loading…