News

General Compute closes $400M debt on inference chips; first deal with SambaNova ASICs as collateral

Jensen Huang debuts on X with open-weight AI letter, backing models against Washington restriction

Intel Foundry Q2: $5.8B revenue, external customer mix still 5% of total

Moonshot AI halts Kimi K3 subscriptions as demand hits infrastructure limits amid U.S. chip export curbs

Anthropic releases Claude Opus 5: matches Fable on benchmarks, 50% cheaper, praised for coding

NVIDIA locks down SK Hynix HBM supply with $500B AI infrastructure deal

Etched raises $300M Series C at $10.3B valuation, values inference chips above general training

Glow emerges from stealth at $1.2B; AI-native endpoint security for enterprise devices

Samsung launches RX robotics division; Korea pledges 312T won to Yeongnam AI hub

Big Tech's hidden AI debt hits $1.65T; off-balance-sheet commitments dwarf reported figures

Context Curation Solves AI Root Cause Analysis, Not Model Reasoning

Samsung locks $200B with Broadcom: HBM4 + 2nm foundry through 2030 for AI chips

Paper raises $34M Series A from Accel, ICONIQ for AI-native design platform

Cathedral: DOGE alumni raise $160M for stealth AI military cybersecurity startup at $1.4B valuation

Poolside releases Laguna S 2.1, 118B open-weight model beating DeepSeek V4 Flash on agentic tasks

SpaceX Starship Flight 13 deploys 20 Starlink V3 satellites post-IPO, stock down 43% from peak

Sila raises $300M for silicon anode expansion; pivots beyond EV to AI, defense, robotics

Fortinet becomes Intel Foundry's first named external customer on Intel 4