新科技/风口

Sources: Apple cut some engineers' daily AI spending cap to $200 from $300 and plans cuts to as little as $100, as cost cutting stokes staff fears of layoffs (www.bloomberg.com)
2 days ago AI Apple Layoffs

Filing: AMD will pay ~$2.9B in cash and stock for AI chip startup Taalas, with $1.4B dependent on unspecified conditions; the deal was announced in August (www.theglobeandmail.com)
2 days ago Startup AI AMD

Meta acquires Conductor, which lets developers run multiple AI coding agents in parallel; CEO Charlie Holtz says the team will join Meta Superintelligence Labs (www.axios.com)
2 days ago AI

Shares of US tech giants jump after Democrats' midterm sweep as investors bet that a Democrat-controlled Congress will slow AI capex that's draining cash flow (www.bloomberg.com)
3 days ago AI Democrat

Pangram releases Pangram Image 1.0, which it says is state-of-the-art in AI image detection, and Image Flash 1.0, which powers its AI video detection (www.pangram.com)
3 days ago AI

Democrats' sweep of Congress raises the likelihood of strong frontier AI legislation passing in early 2027, including mandatory testing and developer liability (www.transformernews.ai)
3 days ago AI Democrat

Crypto and AI super PACs spent $250M in 2026 midterms, but lost 9/12 competitive races called so far, spending $74.7M on losing candidates and $28.3M on winners (www.citationneeded.news)
3 days ago AI

UK AI Minister Kanishka Narayan says AI is set to add £55B to £140B to the economy by 2030, below a £400B estimate from a Google-led report touted by officials (www.wired.com)
3 days ago Google AI

Qualcomm signs a multiyear SpaceX deal to supply Dragonwing hardware and network software for “tens of thousands of cell sites” for a US-wide network in 2027 (www.bloomberg.com)
3 days ago SpaceX

Sentra, which helps restrict and monitor data access for AI agents, raised a $150M Series C led by Capital One Ventures, taking its total funding to $250M+ (siliconangle.com)
3 days ago AI

AI sales automation startup Nooks secures a $500M commitment from General Catalyst's CVF, which will take a share of the returns generated by the capital (www.reuters.com)
3 days ago Startup AI

Democrats running on AI regulation and anti-data center platforms won key races, including Sherrod Brown in Ohio, as leadership signals aggressive AI oversight (www.politico.com)
3 days ago AI Democrat

Democrats' US midterms victory is a win for hyperscalers and AI labs, a mixed bag for Nvidia, an advantage to China, and may make space data centers attractive (stratechery.com)
3 days ago China AI Democrat Nvidia

Analysis: SpaceX revises its 2027 data center capacity target up to a record ~13GW, roughly equivalent to all of Google's capacity from 1999-2026 in 1.5 years (newsletter.semianalysis.com)
3 days ago Google SpaceX

Google says it expanded voluntary exit buyouts in June to employees across Canada, France, Germany, Japan, and Switzerland to manage costs amid huge AI spending (www.reuters.com)
3 days ago Germany France Japan Google AI Switzerland Canada

Tencent releases its Hy4 open-weight foundation model, which it says joins the top tier of Chinese open-weight AI for the first time, and plans a Flash version (www.bloomberg.com)
3 days ago China AI Tencent

Texas elects Democrats for governor and the US Senate for the first time in decades, creating uncertainty for its booming AI data center sector and Elon Musk (www.theinformation.com)
3 days ago AI Elon Musk Democrat Senate Texas

NBC exit poll: 56% said AI and data centers had been a “crucial or a major factor” in casting their votes for Congress, as candidates pledge to halt development (www.ft.com)
3 days ago AI

Legal shifts in Texas and Delaware leave Elon Musk's SpaceX-Tesla merger and Meta's new non-voting share plan better prepared to fend off shareholder lawsuits (www.ft.com)
3 days ago Tesla Elon Musk SpaceX Texas

A software engineer details how he went from merging eight to 20 pull requests per month to 200+ after joining AI-native creator startup Tano eight months ago (newsletter.pragmaticengineer.com)
3 days ago Startup AI

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)
3 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)
3 days ago China AI Robot

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)
3 days ago AI Texas

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)
3 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)
3 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)
3 days ago Trump AI Tencent Oracle

A quick look at the cheap ways to shoot down strike drones (www.aspistrategist.org.au)
3 days ago Drone

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)
3 days ago AI Biotech

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

Record Ukrainian drone attack hits Russian oil refinery (www.rt.com)
3 days ago Russia Drone Ukraine

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