Nvidia + KAIST: $300M for an AI research center in Korea
The agreement seals Korea's integration into the "Nvidia stack" - researchers, engineers, HBM wafers and inference fleet.
Jul 24, 2026 at 09:33 6 8
Moonshot suspends new Kimi K3 subscriptions: launch-week demand outruns capacity
Days after Kimi K3 went live, Moonshot has paused new paid subscriptions - a rare public admission that a Chinese frontier lab hit its own inference ceiling on launch week.
Jul 19, 2026 at 23:50 14 13
Micron infiltrates the car with Qualcomm and Hyundai Mobis: AI memory wins the cockpit
Micron signs automotive chip deals with Qualcomm (Ride) and Hyundai Mobis. Diversification beyond HBM datacenter, and a strong signal for embedded inference.
Jul 17, 2026 at 09:19 20 9
Apple explores AI chip startup acquisitions: the vertical integration playbook turns to inference silicon
Apple is exploring acquisitions of AI chip startups, sources tell Tech in Asia. The reading: Apple is preparing an inference-silicon path that does not run through Nvidia.
Jul 16, 2026 at 08:48 17 8
South Korea: Daum's AI research summary runs on a 100% domestic stack
First "full-stack sovereign" commercialization: the Solar model from Upstage on FuriosaAI's RNGD NPUs, without Nvidia.
Jul 15, 2026 at 10:15 30 6
Three loops in a trench coat: the real anatomy of an agent
An agent isn't magic. It's an inference loop, a tool loop, and a human in the way. The profession is shifting: you no longer write the prompt, you write the loop.
Jul 14, 2026 at 22:30 8 8
Codex now encrypts prompts before inference
The OpenAI Codex coding tool has started to encrypt prompts and use the ciphertext directly for inference. The change raises questions about the reproducibility, observability, and privacy of developers' inputs.
Jul 14, 2026 at 15:44 6 8