News
AI, at newsroom pace.
FUNDING
UK announces £1.1bn AI infrastructure investment, sovereign compute push
INDUSTRY
Developers Face 15-25% Code Rework Despite $30/Month AI Stack
MARKET
CrowdStrike CEO: AI security fears will drive revenue tailwind in coming quarters
CHIPS
Netrasemi brings A2000 AI chip to customer evaluation; enters accelerator phase
MARKET
Honeywell spins quantum division public in first dedicated quantum IPO
CHIPS
AMD clarifies FSR 4.1 roadmap for RDNA 3.5, denies exclusivity claims
MARKET
Quantinuum Stock Opens at $68 per Share in IPO Debut
COMPUTE
CoWoS Lead Times Hit 50 Weeks as TSMC Shortage Extends to 2027
CHIPS
8GB RAM returns on laptops as chipmakers face supply shortages and cut costs
MARKET
Perplexity plans IPO in 2028, independent of Anthropic or OpenAI timelines
MARKET
Asian stocks edge lower as AI rally momentum stalls; markets wrap
BREAKING
Senate invites Jensen Huang to hearing on Nvidia China AI chip sales restrictions
MARKET
Chip stock slump rekindles Wall Street buy-the-dip momentum
MARKET
Whale Rock backs Anthropic IPO narrative ahead of public debut; Sohn Montreal spotlights AI momentum
FUNDING
Ramp hits $44B valuation as enterprise spending software firms refocus on efficiency
MARKET
Blackstone-backed Liftoff IPO prices at $437M; gain 9.1% on first trade
MARKET
CNBC: CrowdStrike, Broadcom selloff defies market pessimism; sector resilience intact
CHIPS
TSMC warns demand will outpace supply for "long time"; holds prices stable