Tech

Industry experts warn that slow US power grid expansion could stifle its AI boom and give China an edge, as China builds power infrastructure faster (www.ft.com)
2 days ago China AI

ITjuzi: Chinese embodied AI companies raised ~$13B across 322 deals in H1 2026, up 5x YoY, as robot makers shift focus from hardware to AI (www.reuters.com)
2 days ago China AI Robot

AMD projects ~$17B in Q4 2026 revenue, compared to Intel's $15B to $16B, potentially overtaking Intel as the largest x86 processor vendor for the first time (www.theregister.com)
2 days ago Intel 4Q AMD

Democratic gubernatorial wins in Texas, Georgia, Ohio and Pennsylvania could expose 50% of proposed US AI data center additions to greater scrutiny and pushback (www.bloomberg.com)
2 days ago AI Texas

India-based EloElo, whose Story TV microdrama app has 33M+ estimated active users, raised an $80M Series C from Hornbill Capital and NBCU at a $500M valuation (techcrunch.com)
2 days ago India

A Democratic sweep of US Congress pulls down Asian tech stocks, as investors rethink trades built around Trump's policy agenda for AI infrastructure and crypto (www.bloomberg.com)
2 days ago Trump AI

Sources: Alibaba, Tencent, ByteDance, and other Chinese AI companies ordered 6M Nvidia RTX Pro 5500 chips worth $70B, but expect only ~1% within four months (www.bloomberg.com)
2 days ago China Alibaba AI Tencent Nvidia

Sources: Oracle has scrapped a ~$7B, five-year deal to lease ~100K advanced AI chips to Tencent after yielding to pressure from the Trump administration (www.ft.com)
2 days ago Trump AI Tencent Oracle

Q&A with Simile CEO Joon Sung Park on claims that its digital twins predict human behavior with 85%+ accuracy, its goal of simulating all 8B people, and more (www.generalist.com)
2 days ago

Pharmaceutical leaders are skeptical of claims that AI could cure most diseases within a decade; the US FDA has yet to clear any AI-designed biotech drugs (www.wsj.com)
2 days ago AI Biotech

Meta raised $15B in a US dollar bond sale; sources: the offering drew as much as $58B in orders and is the biggest portion of a $20B+ cross-border bond offering (www.bloomberg.com)
2 days ago

Ukraine's Drone Strikes Spur Hasty Russian Plans For Underground Data Centers (tech.slashdot.org)
2 days ago Russia Drone Ukraine

California accepts $1.42B in federal broadband funding, but challenges the Trump administration's demand that it stop enforcing state net neutrality rules (arstechnica.com)
2 days ago Trump California

Q&A with NYC Mayor Zohran Mamdani on new municipal AI policy measures, like an AI ban for some students, support for a one-year data center pause, and more (www.wired.com)
2 days ago AI Ban

Following backlash against its education updates, Google says schools can choose to enable Gemini, Gemini Notebook, and Search individually (www.cnbc.com)
2 days ago Google Education

Cat Wu, product lead for Claude Code and Cowork, has left Anthropic; Thariq Shihipar, who worked on Claude Code, announced his departure last month (www.businessinsider.com)
2 days ago

How Nvidia uses soft power to influence customers and shape US chip policy; sources: OpenAI took no public stance on China chip exports to avoid angering Nvidia (www.theinformation.com)
2 days ago China Nvidia

Google says its education updates give schools “more choice, not less”; Gemini, Gemini Notebook, and Search are off by default and can be enabled individually (x.com)
2 days ago Google Education

iOS 27.3 Adds Vertical Tabs, Adaptive Dark Mode to Safari (tech.slashdot.org)
2 days ago IOS

Valve announces changes to Steam's review process, as a surge in game submissions pushes review times to “up to 12 business days”, instead of the usual 3-5 days (www.theverge.com)
2 days ago

EU Court Advisor Warns Google AI Chatbot May Breach Copyright Rules (yro.slashdot.org)
2 days ago Google AI chatbot

Canva says it is restructuring, which will impact 1,271 workers, or 22% of its workforce, as it merges its product, growth, and platform teams (www.theage.com.au)
2 days ago

Block reports Q3 revenue up 10% YoY to $6.7B, above est., Cash App gross profit up 27% to $2.07B, raises its full-year profit outlook; XYZ jumps 5%+ after hours (www.reuters.com)
2 days ago

Traversal, which provides AI agents for site reliability engineering, raised $120M co-led by Kleiner Perkins, Redpoint, and Khosla at a $1B valuation (www.forbes.com)
2 days ago AI

Hackers hijack cPGuard autoupdate to deploy backdoor, steal data (www.bleepingcomputer.com)
2 days ago

Bethesda Confirms The Elder Scrolls 6 Is Called 'Sentinel' (games.slashdot.org)
2 days ago

Revolut says it cut AI coding inference costs by ~90% in less than a year by making self-hosted GLM models its default over commercial tools like Claude Code (www.theregister.com)
2 days ago AI

WorkOS says attacker used ARTEX AI to breach internal sales app (www.bleepingcomputer.com)
2 days ago AI

Super Micro reports Q1 revenue up 298% YoY to $19.95B, vs. $16.39B est., and forecasts Q2 revenue above estimates; SMCI jumps 7%+ after hours (www.reuters.com)
2 days ago

AMD reports Q3 revenue up 45% YoY to $13.38B, vs. $13.09B est., Data Center revenue up 97% to $8.5B, forecasts Q4 revenue above est.; AMD jumps 7%+ after hours (www.cnbc.com)
2 days ago 4Q AMD

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