A supercomputer in Shenzhen just topped the world rankings for the first time since 2017. The headline is the speed. The real story is the silicon: it runs without a single chip from Nvidia, AMD or Intel. China has taken back the supercomputing crown. …
Cerebras nearly doubled its revenue and guided 2026 sales above Wall Street’s estimates. Its stock still fell about 10%. The reason was a margin squeeze, caused not by a shortage of chips but by a shortage of buildings. Cerebras just learned the price …
OpenAI just showed off Jalapeño, its first home-grown AI chip, built with Broadcom. It is designed for inference, not training. And it is the clearest sign yet that the company most dependent on Nvidia wants a way out. OpenAI has a chip now. On Wednesd…
ByteDance unveiled Seedance 2.5 on Tuesday at its Volcano Engine FORCE conference in Beijing, a video generation model that produces 30-second clips at native 4K resolution from a single prompt. The company skipped four intermediate versions entirely, …
Stark Defence, the Berlin-based strike drone startup founded in 2024, has raised €500 million in a round led by Sequoia Capital and Peter Thiel’s Founders Fund, Bloomberg reported on Monday. The deal values the company at more than three and a half bil…
Reflection AI will pay SpaceX $150mn a month for Nvidia chips at Colossus 2, a deal worth roughly $6.3bn by 2029. The SpaceX Reflection AI deal puts Nvidia on both sides of the trade. SpaceX has signed another giant compute tenant. This time it is Refl…
Bristol fusion startup Astral Systems has raised £23mn to scale the medical isotopes that cancer scans depend on. The Astral Systems £23M round backs a rare fusion company that already runs reactors and earns revenue. Most fusion companies promise clea…
Nearfield Instruments, a Rotterdam firm that inspects chips at the atomic scale, has raised $380mn at a $1.6bn valuation. It is the largest deep-tech round in Dutch history, and sovereign funds are paying close attention. Everyone knows the headline na…
Robot.com, the San Francisco startup formerly known as Kiwibot, is expanding from campus delivery robots into workplace humanoids. The company told Business Insider it will launch R-noid, a humanoid on wheels designed to package orders, load and unload…
The AI-driven memory shortage has now reached the oldest DRAM standard still in production. DDR2 contract prices rose 55 to 60 percent in the second quarter of 2026, according to Taiwanese market intelligence firm TrendForce, with a further 35 to 40 pe…