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.
Anthropic is establishing an in-house chip team while securing multiple partnerships, including a $10 billion deal with Volta. The company aims to reduce dependency…
TSMC is expanding its CoWoS outsourcing to OSAT partners due to overwhelming demand, particularly from Nvidia. Despite doubling capacity, TSMC will still fall short…
Alibaba's Qwen team launched the Qwen3.8-Max, a 2.4 trillion parameter model, outperforming competitors in key benchmarks. While it promises "open weights" soon, skepticism remains…
Qualcomm's push into data-center inference, Windows-on-ARM laptops, and car cockpits is an escape plan from a shrinking smartphone annuity. Where its power-efficiency edge actually…
In 2021, AXA implemented SecureGPT for controlled AI that safeguarded sensitive data. However, the subsequent adoption of Microsoft 365 Copilot bypasses these protections, raising…
Apple delayed its smart glasses for privacy reasons, Meta walked back a feature cap after backlash, and Samsung is selling durability instead of specs.…
Three ex-Meta researchers founded Mistral AI, aiming for European AI sovereignty. They raised over €1.1 billion and established a partnership with Microsoft. Their innovative…
Qualcomm's aggressive 2026 strategy aims to reinvent the company amid threats from Apple's in-house chip development. They face pressures in the mobile sector while…
DeepSeek's V4-Flash model is significantly cheaper than competitors like Anthropic's Claude Fable 5, sparking a divide in Silicon Valley over the use of affordable…
Infleqtion will deploy its Sqale neutral-atom quantum computer at the Illinois Quantum & Microelectronics Park by 2027. What 50 logical qubits actually means, why…
On August 1, OpenAI unveiled "Astra," a model that solved ten long-standing mathematical problems, including group theory's non-sofic groups. However, concerns arise over Astra's…
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.…
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