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.
1 h ago 9 12
After the Hugging Face incident, OpenAI's CEO reframes closed AI as a risk vector - spread the capabilities, and the safety bar rises with them.
Jul 29, 2026 at 12:46 9 11
TSMC reports a 68% year-over-year increase in June 2026 revenue. The message is clear: AI compute demand is neither satisfied nor capped in the short term.
Jul 13, 2026 at 17:27 3 10
A sparse attention kernel that makes long-context training finally affordable - if the benchmarks hold up outside the lab.
Jul 13, 2026 at 02:20 3 11
Samsung brings forward by one year the opening of the first module of its Yongin complex (Korea Times, July 12). The signal is clear: pressure on leading-edge capacity is forcing foundries to cut their schedules.
Jul 12, 2026 at 11:17 12 6
