Rapidus × Cadence: Japan industrializes agent-chip-design
Nikkei reports on July 17 a partnership between Rapidus and Cadence on AI agent tools for chip design - Japanese sovereignty targets EDA.
5 h ago 5 7
Coatue leads $3B into Databricks: the data layer of AI remains the safest bet in a jittery market
Coatue brings a down round of $3 billion on Databricks. The message is clear: in a cycle where the model is commoditized, data remains the moat.
18 h ago 8 8
**OIT: Generative AI to impact 80 million workers in ASEAN, no mass layoffs expected**
Exposure is not elimination: the report distinguishes between transformed jobs and those that disappear.
Jul 15, 2026 at 10:14 7 8
Korea: "big money" exits Samsung/SK Hynix - HBM peak signal?
ETNews reports net institutional outflows from Samsung Electronics and SK Hynix, presented as a signal of a peak in the AI memory cycle. To be contrasted with TSMC's +68%.
Jul 13, 2026 at 17:27 8 7
State of MCP Security 2026: the attack surface of agents becomes a standalone topic
The first dedicated report on MCP security catalogs a debt that is growing faster than the ecosystem itself.
Jul 13, 2026 at 02:18 12 8