Chinese memory maker CXMT jumped 471-500% on its Shanghai listing and - for a moment - its market cap surpassed Intel's. The market's message: HBM/DRAM is where the AI dollars land next.
Jul 27, 2026 at 10:16 6 6
Rest of World investigates the national AIs launched by several countries in the Global South. The finding is stark: nothing competitive has emerged, and the sovereignty argument masks a repetition of the telecom errors of the 1990s.
Jul 24, 2026 at 21:02 8 12
A Nikkei Asia investigation, relayed by Futurism (22 July), aggregates the off-balance-sheet AI commitments of Alphabet, Microsoft, Amazon, Meta and Oracle: ~$1.65 trillion combined, versus $1.35T in reported debt. Meta alone accounts for ~$420B.
Jul 23, 2026 at 18:40 8 8
The investigation shifts supply-chain tension from equipment to human capital - the most difficult constraint to protect.
Jul 20, 2026 at 16:42 13 17
The Philippines publicly denounce a Chinese state media AI-generated video as racist. Generative video moves from marketing to diplomacy.
Jul 19, 2026 at 00:37 8 8
OpenAI has built GPT-Red, a purpose-built model to probe prompt injection vulnerabilities, per Tech in Asia. Two things happen when you name your red-team model: you signal a discipline, and you create a market.
Jul 16, 2026 at 08:48 23 9
The term is on the rise, the Pragmatic Engineer investigation concludes to a mix of triggers, cron jobs, and LLM slop. A real underlying question remains: who possesses the robustness of an observe-decide-act loop powered by LLM?
Jul 15, 2026 at 12:34 27 7
A scathing post from the creator of Zed calls out Anthropic on its agent promises. The language: "Anthropic blows smoke." The 2026 hype fatigue is hitting founders we didn't expect to see on this battlefield.
Jul 13, 2026 at 17:27 12 9
Separate what models actually do from what is attributed to them. Discipline is lacking more than compute power.
Jul 13, 2026 at 02:20 33 8
A Singapore-based startup is replacing expensive focus-group panels with AI-generated personas that "respond" like segmented buyer archetypes. It's fast, it's cheap - and it's about to trigger a real methodology fight in market research.
Jul 11, 2026 at 11:41 4 7
Several startups announce AI in low Earth orbit. IEEE Spectrum did the math - it's marketing, not infrastructure.
Jul 11, 2026 at 10:44 9 8
