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Running the wire
Funding SpaceX acquires Cursor for record $60B, largest startup acquisition ever; US M&A on pace for record year Funding Alan raises €480M Series G at €5.5B valuation; profitable health tech expands globally Chips IBM unveils world's first sub-1nm chips; 100B transistors on fingernail-sized die Breaking Langdock co-CEO hire signals European AI governance: Judith Dada joins Berlin startup Market Micron stock surges 16% on blockbuster earnings; revenue 4.4x YoY amid AI memory boom Chips IBM and Lam Research team up on sub-1nm logic with High-NA EUV for 2030s production Chips Qualcomm reveals HBC near-memory AI architecture with 6x bandwidth per watt vs HBM Chips Qualcomm targets $15B in data center chip revenue by 2029; announces Meta, hyperscaler deals Market Qualcomm projects $15B data center revenue by 2029, $5B coming in fiscal 2027; raises FY29 non-handset target to $40B Breaking Visionaries GP Judith Dada joins Langdock as co-CEO; AI model platform hits $40M ARR, eyes 2026 fundraise Market Anthropic aggressively expands Asia-Pacific data centers: hiring 13 compute roles in Australia, Japan amid infrastructure strain Chips OpenAI, Broadcom unveil Jalapeño: custom LLM inference chip designed in 9 months Funding British Business Bank commits £90M to 10 first-time UK VCs backing deeptech, defence, climate at pre-seed/seed Funding SK Hynix files for record $29.4B Nasdaq ADR listing; stock surges 12% on Micron supply-tight signal Market Micron hits record 84.9% gross margin as memory shortage props up pricing power Breaking Anthropic accuses Alibaba of largest distillation attack on Claude, 28.8M model queries via 25K fake accounts Market Micron posts $41.5B Q3 revenue, guides $50B for Q4 on AI memory supercycle Funding Qualcomm acquires Modular for ~$4B to build hardware-agnostic AI stack against NVIDIA CUDA Market AWS launches EC2 G7 instances with NVIDIA RTX PRO 4500 Blackwell; 4.6x inference gains Chips Qualcomm unveils Dragonfly C1000 data-center CPU; Meta commits to 2028 production volumes Funding SpaceX acquires Cursor for record $60B, largest startup acquisition ever; US M&A on pace for record year Funding Alan raises €480M Series G at €5.5B valuation; profitable health tech expands globally Chips IBM unveils world's first sub-1nm chips; 100B transistors on fingernail-sized die Breaking Langdock co-CEO hire signals European AI governance: Judith Dada joins Berlin startup Market Micron stock surges 16% on blockbuster earnings; revenue 4.4x YoY amid AI memory boom Chips IBM and Lam Research team up on sub-1nm logic with High-NA EUV for 2030s production Chips Qualcomm reveals HBC near-memory AI architecture with 6x bandwidth per watt vs HBM Chips Qualcomm targets $15B in data center chip revenue by 2029; announces Meta, hyperscaler deals Market Qualcomm projects $15B data center revenue by 2029, $5B coming in fiscal 2027; raises FY29 non-handset target to $40B Breaking Visionaries GP Judith Dada joins Langdock as co-CEO; AI model platform hits $40M ARR, eyes 2026 fundraise Market Anthropic aggressively expands Asia-Pacific data centers: hiring 13 compute roles in Australia, Japan amid infrastructure strain Chips OpenAI, Broadcom unveil Jalapeño: custom LLM inference chip designed in 9 months Funding British Business Bank commits £90M to 10 first-time UK VCs backing deeptech, defence, climate at pre-seed/seed Funding SK Hynix files for record $29.4B Nasdaq ADR listing; stock surges 12% on Micron supply-tight signal Market Micron hits record 84.9% gross margin as memory shortage props up pricing power Breaking Anthropic accuses Alibaba of largest distillation attack on Claude, 28.8M model queries via 25K fake accounts Market Micron posts $41.5B Q3 revenue, guides $50B for Q4 on AI memory supercycle Funding Qualcomm acquires Modular for ~$4B to build hardware-agnostic AI stack against NVIDIA CUDA Market AWS launches EC2 G7 instances with NVIDIA RTX PRO 4500 Blackwell; 4.6x inference gains Chips Qualcomm unveils Dragonfly C1000 data-center CPU; Meta commits to 2028 production volumes
Chips

IBM unveils world's first sub-1nm chips; 100B transistors on fingernail-sized die

IBM unveiled the world's first sub-1 nanometer (0.7-nm) chip technology, featuring a revolutionary nanostack 3D transistor architecture that packs nearly 100 billion transistors onto a chip the size of a fingernail—nearly twice the density of IBM's 2nm chip unveiled in 2021.

Published technical results project the new chip to offer up to 50% more performance or 70% greater energy efficiency than IBM's 2nm node chips, supercharging compute for applications ranging from generative AI and cloud infrastructure to next-generation electronic devices. IBM's VP of global semiconductor R&D said the nanostack platform can enable future scaling for another decade with production targeted within five years.

IBM researchers demonstrated that the nanostack architecture provides 40% scaling improvement in SRAM—a critical unlock for AI chips that must handle bandwidth-intensive workloads while reducing latency and power consumption. IBM estimates AI accelerators using 7 angstrom (sub-1nm) technology could deliver approximately 7,000 TOPS (trillions of operations per second), compared to today's ~1,500 TOPS from current leading accelerators.

The advancement matters for architects because it extends Moore's Law into the atomic-scale regime and addresses the memory wall limiting AI inference efficiency—a cornerstone problem as capex scales.

Sources