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
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
A state-of-the-art Qwen model served on domestic silicon - the message is more strategic than technical.
1 h ago 5 5
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
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
The agreement seals Korea's integration into the "Nvidia stack" - researchers, engineers, HBM wafers and inference fleet.
1 h ago 2 4
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.
16 h ago 8 8
The White House accusation that Moonshot built Kimi K3 by distilling Anthropic's Fable doesn't hold technically. Fable shipped July 1; K3 mid-July. Two weeks is too short - even for Moonshot. Braden Hancock (Laude Institute) and Nathan Lambert (AI2) explain why.
16 h ago 7 8
Nikkei Asia reports US threats of sanctions against Chinese AI startups after the Moonshot release - access control becomes primary sanction.
yesterday 11 11
Technical breakthrough recognized, but commercialization and ecosystem not yet there - the question of Kimi K3's "DeepSeek moment" hinges less on benchmarks and more on traction.
yesterday 7 9
The true design of the deal: a special-purpose vehicle that buys chips designed by Google and Broadcom and leases them to Anthropic - AI debt is structured as in-house GPU leasing.
yesterday 8 10
According to TechNode, Oppo and Vivo reportedly declined Samsung Electronics' price offer for Q3 2026 - the memory capex race is spilling over into client-to-client negotiations.
yesterday 9 9
