Intel guides to $16.8B in Q3: AI demand finally seen in revenue
An atypical high guidance for Intel - a sign that AI PC + Gaudi + foundry demand is starting to take off, but the rebound on margins remains to be confirmed.
1 h ago 7 9
US threatens sanctions on Chinese AI models over IP theft - the frontier-access debate turns geopolitical
Washington threatens sanctions against Chinese models for intellectual property theft. The question of controlling access to frontier technologies shifts from technical to diplomatic.
yesterday 12 9
ASML continues to rise: AI compute absorbs lithography, High-NA enters commercial production
Second 2026 ASML Uplift Driven by AI Demand, Intel Panther Lake Enters HVM: The Compute Bottleneck Shifts from Packaging to Lithography
Jul 15, 2026 at 12:34 31 8
Sugon Dawn 8000 - China assembles its first 100,000-card cluster
Sugon announces Dawn 8000, a cluster of 100,000 "ultra-intelligent" accelerator cards. Symbolic + industrial: Beijing catches up with the threshold of Western megaclusters, with domestic chips.
Jul 11, 2026 at 17:15 6 7
Alibaba Cloud deploys Qwen3.8 on Zhenwu chip: silicon substitution becomes operational
A state-of-the-art Qwen model served on domestic silicon - the message is more strategic than technical.
1 h ago 5 5
Japan: "Are foreign Claude/GPTs not enough?" - the domestic AI argument refines
Rhetorical question in appearance, but now structuring the Japanese corporate debate - data sovereignty, language, governance.
1 h ago 5 9
Thailand: +37% of investment requests in H1, driven by the AI wave
The Thai BOI rakes in a record first half - the country becomes a credible landing spot for AI/datacenter projects on the sidelines of the US-China duel.
1 h ago 4 3
Ropedia raises $22M: the missing "data layer" for robots to understand the world
The foundation embodied models are not lacking algorithms - they are lacking data. Ropedia bets on this layer, between sensor and model.
1 h ago 6 6
Sequoia leads $300M into Etched: the ASIC transformer is back in the spotlight
Etched is making a narrow bet - a dedicated ASIC for Transformers - as Nvidia's roadmap hardens on pricing. Sequoia is putting $300M to validate the thesis.
1 h ago 5 7
Blackstone: +26% in Q2, driven by AI bets - patient capital comes into play
The private equity giant is saying what the VC scene has been asserting for 18 months - AI is no longer a theme, it's an asset class.
1 h ago 9 10
Seoul: human hackers vs AI agents competition - offense meets offense
Competition, a real-world test of human/agent offensive parity - no surprise on the outcome, but the first truly calibrated signal.
1 h ago 6 5
Black Forest Labs releases FLUX 3: a multimodal flow model that spills over into robotics
BFL claims a state-of-the-art shift against Seedance 2.0, Gemini Omni, and Grok Imagine - and in turn pushes a "video-action" derivative for robotics.
1 h ago 5 5