TMtechmemeQ&A with SemiAnalysis founder Dylan Patel on Anthropic and OpenAI controlling global compute, $11T of AI capex between 2024 and 2029, China's compute, and more (Dwarkesh Patel/Dwarkesh Podcast)industry29 days ago▲ 24Read story→
TMtechmemeInvestigation: Meta explored slashing many teams by ~60% to become "AI native", but pulled back after staff revolted and data showed AI agents were ineffective (Katie Paul/Reuters)industry29 days ago▲ 24Read story→
TMtechmemeShanghai-based MiniMax reports H1 2026 revenue up 283% YoY to ~$116.6M, above 2025's 159% YoY growth, as its M3 model lags behind rivals like Z.ai's GLM-5.2 (Bloomberg)industry29 days ago▲ 24Read story→
TMtechmemeSources and documents: Huawei proposes exporting its high-end Ascend 950-series chips to build Egyptian government AI data centers, testing US tech diplomacy (Mackenzie Hawkins/Bloomberg)industry29 days ago▲ 24Read story→
TMtechmemeA profile of Leopold Aschenbrenner, who worked for SBF and OpenAI before launching Situational Awareness; Aschenbrenner married Dario Amodei's chief of staff (Wall Street Journal)industry29 days ago▲ 24Read story→
TMtechmemeSources: Moonshot AI is in early talks over revenue-sharing agreements with Microsoft, Amazon, and Google to host Kimi K3, and is seeking up to a 30% share (Reuters)industry29 days ago▲ 24Read story→
TMtechmemeBill Gates says his Jeffrey Epstein association was a "huge mistake" driven by a desire to raise funds, and hopes the ties will not undermine his AI arguments (Ina Fried/Axios)industry29 days ago▲ 24Read story→
TMtechmemeZ.ai confirms Ox Alpha is a new iteration of its GLM series and says it will release the weights for it tonight; Ox Alpha topped OpenRouter's leaderboard (Luz Ding/Bloomberg)industry29 days ago▲ 24Read story→
TMtechmemeBill Gates says tech executives are privately "very worried" about AI disruption but publicly downplay the risks to protect fundraising and planned IPOs (Karen Weise/New York Times)industry29 days ago▲ 24Read story→
TMtechmemeBill Gates says "the AI era will be one of the most turbulent times in human history" and "we are not preparing adequately", calling for a regulatory framework (Bill Gates/GatesNotes)industry29 days ago▲ 24Read story→
TMtechmemeRevolut rolls out its euro-pegged stablecoin EURR, initially to eligible customers in Denmark, Poland, and Portugal; Stripe-owned Bridge issues the stablecoin (Charlie Wells/Bloomberg)industry29 days ago▲ 24Read story→
TMtechmemeNavitas Semiconductor agrees to buy Claros, which develops data center power management hardware and software, for ~$232.8M; Claros raised a $30M seed in March (Nate Doughty/Washington ...)industry29 days ago▲ 24Read story→
TMtechmemeSources: DeepSeek generated $70.7M in revenue and posted a $106M net loss in the first seven months of 2026, ~10x its full-year 2025 revenue on a $139M net loss (The Information)industry29 days ago▲ 24Read story→
TMtechmemeThe US AI data center buildout is posing complex challenges to major lenders as they stretch themselves to finance, insure, and underwrite a novel asset class (Financial Times)industry29 days ago▲ 24Read story→
TMtechmemeSurvey: 28% of Americans use AI chatbots to get health information quickly, 25% to figure out symptom causes, and 22% to get health information at no cost (Pew Research Center)industry29 days ago▲ 24Read story→
TMtechmemeA look at China's push to automate manufacturing, which employs 120 million people, amid a shrinking population and aging workforce, raising job loss concerns (Laura Bicker/BBC)industry29 days ago▲ 24Read story→
TMtechmemeSource: Transport for London's delay in producing robotaxi guidance has frustrated some prospective operators, who play down the chances of starting this year (Financial Times)industry29 days ago▲ 24Read story→
TMtechmemeIntel reveals that Xeon 7, aimed at HPC and debuting in 2027, will support up to 256 cores and 22 chiplets, with 16 built on its bleeding-edge 18A-P process (Tobias Mann/The Register)industry29 days ago▲ 24Read story→
TMtechmemeHP signs a multi-year global agreement with Huawei to license certain standard essential Wi-Fi patents, a sign of adoption of Huawei's technology outside China (Evelyn Cheng/CNBC)industry29 days ago▲ 24Read story→
TMtechmemeIndian AI infrastructure company AM Intelligence orders 9,000 Nvidia Vera Rubin systems and plans to offer 1GW of computing capacity as part of an $8B project (Saritha Rai/Bloomberg)industry29 days ago▲ 24Read story→