CATL bets on RoboParty: China's battery giant enters the humanoid race sideways
The world's largest battery maker takes a stake in a HIT-founded open-source humanoid startup. Not a VC move - an integration play.
Aug 3, 2026 at 13:23 11 12
Kioxia expects annual profit to multiply by 31: NAND enters the AI supercycle
Net profit Q1 up 4500%, annual projection 31x - Kioxia joins SK Hynix in the AI memory supercycle. The pinch spreads from HBM to enterprise NAND.
Jul 31, 2026 at 12:50 15 14
OpenAI Hits the Brakes - Right Before Its IPO Run
With a looming IPO, intense competition from Anthropic, and Chinese and open-weight rivals gaining ground, OpenAI had every reason to accelerate. Instead, it slowed down—voluntarily pausing reinforcement learning on its latest models for two weeks while tightening security and safeguards. The timing is the story.
12 min ago 8 8
SK Hynix's $28.6bn buyback: the memory supercycle now returns cash to shareholders
A South Korean memory maker announcing a buyback larger than most European tech companies' market caps is the clearest signal yet that HBM demand has shifted from cyclical to structural.
Aug 19, 2026 at 22:31 14 14
Amundi: AI remains a long-term bet despite the sell-off - what Europe's largest asset manager sees
Amundi, Europe's largest asset manager, is holding its AI thesis through the 2026 sell-off - but signals increasing selectivity between infrastructure and application-layer bets.
Aug 6, 2026 at 11:00 11 12
Orange and Morrison line up a $3.4B data center venture in France
Orange and the Morrison Fund are setting up a joint venture worth $3.4 billion for data centers in France. Europe wants sovereign compute - France is responding with a telco flavor + infrastructure fund.
Jul 28, 2026 at 21:00 8 10
Brussels imposes €890M on Google under the DMA: the sanction mechanism is in place
New record DMA fine - Washington retaliates by threatening commercial stability. Europe consolidates an ex ante antitrust regime; Google does the math.
Jul 24, 2026 at 09:33 8 8
Age verification EU: the "wallet" requires Android or iOS - a political rail disguised as a spec
The EU wallet age verification spec de facto requires an official mobile OS. Cryptographic security versus interoperability - but the European identity rail is being set in concrete with a foreign OS duopoly as a dependency.
Jul 14, 2026 at 15:44 31 8
"It works, don't touch it" - the most dangerous phrase in tech in 2026
A viral post is making waves among CTOs: the old wisdom "if it ain't broke, don't fix it" has become the best enemy of survival in the agentic era.
Jul 11, 2026 at 17:15 7 10