- The AI Boom Is Broadening: Intel’s $100 Billion Book, CoreWeave’s 1.5 Gigawatts, and Gemini’s Billionth User
- Autodesk Opens Fusion to AI Agents as SendCutSend Banks $110 Million: The Design-to-Part Loop Is Now Machine-Readable
- Cloudflare Open-Sources Cloudflare OS: The Agent Workspace Is Free, the Network Underneath Is Not
- Marvell (MRVL) Turns Celestial AI Into Product, and the $5.5 Billion Earnout Clock Is Now Running
- Samsung Unveils zHBM and 400-Layer V10 BV-NAND at FMS 2026, and Wafer Bonding Is the Common Thread
- Kioxia GP1 Wins FMS Best of Show With 10 Million IOPS, Splitting From SanDisk and SK Hynix on HBF
- The Humanoid Robot Bottleneck Is the Battery: Why Two Kilowatt-Hours Caps the Whole Industry
- SK hynix HBF Standard Turns NAND Into a Memory Tier, and the Memory Trade Still Has Room to Run
- The Humanoid Trap: FCC Robot Import Ban Defends the Wrong Form Factor
- Kioxia Splits Its AI Roadmap Between On-Device Flash and Hyperscale E1.S SSDs
- Coursera Invests $100 Million in Its Chairman’s New Company: Venture Funding and Acquisitions Roundup
- Cameras Are Designed for Human Eyes, and AI Vision Pays the Cost
- Meshy Raised $400 Million at a $1.5 Billion Valuation and Announced It Two Different Ways
- Ropedia Raises $30 Million for Physical AI Training Data, But the Dataset Math Doesn’t Hold Up
- South Korea’s July Chip Exports Surge 180.6% as AI Supercycle Accelerates
- How CuspAI’s Inverse Design AI Turns Materials Discovery Into a Search Engine
- Etched in Talks to Raise Funds at $20 Billion Valuation, With a Separate $10 Billion Round Led by Sequoia
- Moonshot AI Unveils Kimi K3, Raising the Bar for Open AI Models
- Nvidia’s Open-Source Bet Is Really a Wager on Where AI Margin Settles
- TerraFirma Raises $100M Series A to Turn Heavy Construction Equipment Into Robots