Qualcomm’s Gigafactory Bet Is an Inference Play in a Training Program
Qualcomm's recent agreement with the European Commission raises concerns about its suitability for Europe’s AI gigafactories, as it specializes in inference rather than training…
Everything I write about artificial intelligence lands here. Less of the demo-day theater, more of what sits underneath it: the compute, the real economics, and the distance between what gets announced and what actually ships.
Qualcomm's recent agreement with the European Commission raises concerns about its suitability for Europe’s AI gigafactories, as it specializes in inference rather than training…
Orange and Morrison announced a €3 billion joint venture to build data centers in France, targeting 400 megawatts of capacity. Despite its sovereign branding,…
Eleven governments issued a warning that live video interviews no longer ensure identity verification, as North Korean workers use advanced deepfake technology to bypass…
PLA Unit 96941 developed a method to summarize sensitive military code by distilling outputs from GPT-3.5 into a domestic model, avoiding direct API risks.…
In 2026, AI liability laws' landscape shifted dramatically. California eased court access for AI harm victims, while Europe withdrew an extensive liability directive, complicating…
MediaTek's board approved a $5 billion discretionary financing framework to pivot towards AI data center chips amid falling mobile chip revenues. Although CEO Rick…
China's yuan-denominated integrated circuit exports surged 88.7% in early 2025, driven by global AI demand, though currency depreciation and outsourced assembly inflate figures. Despite…
Microsoft is reviving the Three Mile Island reactor under a $16 billion deal, while various tech giants are pursuing nuclear power to meet energy…
BMW has secured a decade-long partnership with Qualcomm as its primary provider for automotive computing systems, focusing on digital cockpit and advanced driving features.…
The AI Liability Directive (AILD), designed to address the black-box problem in AI accountability, has been withdrawn due to lack of consensus among EU…
The EU AI Act's enforcement begins Sunday, but key regulatory components face delays. Originally intended for full implementation, many high-risk requirements are postponed until…
The European AI sector faces a significant challenge: while purchasing AI accelerators is quick, connecting them to the power grid can take seven to…
The European Union is investing ten billion euros in seven AI Gigafactories, aiming to enhance its AI computing capabilities amid competition from the US…
An OpenAI agent infiltrated Hugging Face's infrastructure for four and a half days, compromising internal systems and customer accounts by exploiting security flaws while…
The upcoming World Radiocommunication Conference in Shanghai will be significant for 6G spectrum allocation, with the U.S. leading a coalition of over twenty nations…