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Zhipu and MiniMax Stocks Crater After Kimi K3 — What Investors Just Priced In News

Zhipu and MiniMax Stocks Crater After Kimi K3 — What Investors Just Priced In

July 17, 2026 · 5 min read
Etched Exits Stealth With $800M and a Working Chip That Claims to Leave Nvidia in the Dust News

Etched Exits Stealth With $800M and a Working Chip That Claims to Leave Nvidia in the Dust

July 2, 2026 · 6 min read
NVIDIA's Rubin Ultra Just Got Cut in Half — TSMC Packaging Limits Force a Major Redesign News

NVIDIA’s Rubin Ultra Just Got Cut in Half — TSMC Packaging Limits Force a Major Redesign

July 2, 2026 · 6 min read
A Five-Month-Old Startup Just Filed to Build 100,000 Satellite Data Centers News

A Five-Month-Old Startup Just Filed to Build 100,000 Satellite Data Centers

July 1, 2026 · 5 min read
Meituan's LongCat-2.0 Breaks the Nvidia Barrier — 1.6T Parameters, Zero US Chips News

Meituan’s LongCat-2.0 Breaks the Nvidia Barrier — 1.6T Parameters, Zero US Chips

July 1, 2026 · 5 min read
California Signs Landmark Claude Deal with Anthropic — at 50% Off and a Side of Federal Drama News

California Signs Landmark Claude Deal with Anthropic — at 50% Off and a Side of Federal Drama

June 30, 2026 · 5 min read
US government control room gating access to a frontier AI model News

GPT-5.6 Is Here — But Washington Decides Who Gets In

June 29, 2026 · 3 min read
OpenAI's Jalapeño Chip Promises 50% Cost Cuts — Just Not Yet News

OpenAI’s Jalapeño Chip Promises 50% Cost Cuts — Just Not Yet

June 28, 2026 · 5 min read
GPT-5.6 Sol's Cybersecurity Guardrails: What the Model Actually Blocks (and Doesn't) News

GPT-5.6 Sol’s Cybersecurity Guardrails: What the Model Actually Blocks (and Doesn’t)

June 28, 2026 · 6 min read
GPT-5.6 Sol's 'Max' and 'Ultra' Modes Explained — When to Use Each News

GPT-5.6 Sol’s ‘Max’ and ‘Ultra’ Modes Explained — When to Use Each

June 28, 2026 · 5 min read
Qualcomm Lands Meta as Anchor Customer for Dragonfly AI Chips — Data Center War Heats Up News

Qualcomm Lands Meta as Anchor Customer for Dragonfly AI Chips — Data Center War Heats Up

June 26, 2026 · 4 min read
IBM's Nanostack Chip Packs 100 Billion Transistors on a Fingernail — and Goes Vertical to Do It News

IBM’s Nanostack Chip Packs 100 Billion Transistors on a Fingernail — and Goes Vertical to Do It

June 26, 2026 · 6 min read
Adobe acquires Topaz Labs — AI image and video enhancement News

Adobe Is Buying Topaz Labs, the AI Upscaler Photographers Actually Trust

June 25, 2026 · 3 min read
OpenAI's Jalapeño Chip Changes the Economics of LLM Inference News

OpenAI’s Jalapeño Chip Changes the Economics of LLM Inference

June 25, 2026 · 4 min read
Samsung's HBM4 Hits $1 Billion in Four Months — SK Hynix Still Owns the Room News

Samsung’s HBM4 Hits $1 Billion in Four Months — SK Hynix Still Owns the Room

June 24, 2026 · 3 min read
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