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Thu, May 21
40 stories
MARKET Anthropic, Microsoft in talks for AI chip partnership after $5B investment 
CHIPS NVIDIA GTC Taipei at COMPUTEX 2026 delivers new AI platform roadmap 
POLICY Trump postpones AI executive order signing; says didn't like 'certain aspects' 
CHIPS AMD plans $10B Taiwan investment to boost AI infrastructure 
FUNDING Earlybird raises €500M defense tech fund with French investor AVP 
INDUSTRY Vera Rubin memory costs surge to $2 million per rack 
CHIPS NVIDIA memory costs jump 485%; AI systems now cost $7.8M to build 
RESEARCH DelTA Framework Improves Reasoning by Fixing Token-Level Credit Assignment 
MARKET Spotify stock pops on guidance at first investor day since 2022 
CHIPS EU exempts banned Chinese chipmaker after auto industry warns of supply crisis 
CHIPS Samsung distributes $26.6B in AI-driven chip bonuses after union deal 
MARKET SpaceX heavily reliant on Starlink for growth and profit as it marches toward Nasdaq listing 
FUNDING KKR backs UK's newest unicorn in $80M funding round 
FUNDING Blockchain.com files confidential IPO with US SEC 
RESEARCH Future of Physical AI Isn't Smarter Robots—It's Smarter Interfaces 
CHIPS Taiwan Raids 12 Sites in First Formal Crackdown on NVIDIA AI Chip Smuggling 
MARKET Bloom Energy surges on $2.6B Nebius partnership; AI cooling infrastructure move 
CHIPS Custom AI ASIC state of play: Broadcom, Google TPU, Meta MTIA compete for margin 
CHIPS AMD starts EPYC Venice 256-core production on TSMC 2nm; claims 70% perf leap 
FUNDING European fintech wave accelerates beyond payment rails; cross-border venture activity picks up 
RESEARCH Equilibrium Reasoners lift Sudoku accuracy from 2.6% to 99% via test-time scaling 
CHIPS Intel's Crescent Island GPU bypasses HBM shortage with 160GB LPDDR5X memory 
MARKET U.S. quantum initiative sparks rally; stocks surge on $2B 'award' and equity stakes 
FUNDING Drone Startup Stark Targets Blockbuster Funding Round 
CHIPS ASML CEO Confirms Direct Talks With Elon Musk on $119B TeraFab Semiconductor Facility 
CHIPS China's LX 7G100 gaming GPU underperforms vs Nvidia RTX 4060 despite $485 price 
POLICY European telecoms CEO warns of U.S. dominance in satellite and AI sectors 
CHIPS NVIDIA ends separate graphics-sales reporting as Q1 profit hits $81.6B 
RESEARCH NVIDIA's CARV cuts 3D distillation compute by 2–3× 
MARKET AMD to invest $10 billion in Taiwan's AI chip industry 
RESEARCH Grab scales multi-agent customer-support system, balancing cost and latency at enterprise scope 
RESEARCH Will robotics have its ChatGPT moment? IEEE Spectrum explores foundation models for robots 
POLICY Europe faces quantum brain drain as US giants poised to acquire startups, warns Sifted 
CHIPS Scaling next-generation multi-die chip systems as AI accelerators demand density 
MARKET European AI stocks surge +100% YTD as continent eyes sovereign alternatives 
RESEARCH One hyperparameter rule captures most of µP's gains 
RESEARCH RELEX reconstructs RLVR checkpoints from 15% training data 
RESEARCH Peking researchers release DeepWeb-Bench, exposing derivation failures in frontier AI 
COMPUTE Agent JIT compilation cuts latency 10.4× over Browser-Use 
RESEARCH OpenAI model solves discrete geometry conjecture, advancing mathematical AI reasoning Load more stories Loading…