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High-bandwidth memory is the part of an AI system that nobody photographs. It sits next to the processor and feeds it data, and if it is too slow the expensive chip waits. It is made by stacking ordinary DRAM, the same memory that goes into laptops and phones. That is why an AI buildout drains […]
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SK Hynix is spending $720bn as its shares fall by half Read More »
Almost every AI business sells a product. Someone builds a model or a tool, licenses it, and hopes the customer works out what to do with it. Thrive Holdings inverts that. It buys accounting firms and IT services companies outright, puts its own engineers inside them, and rebuilds how the work gets done. It now […]
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Josh Kushner raised $2bn to buy the companies AI is coming for Read More »
Code review is the step where somebody reads a change before it ships. A developer proposes an edit, opens what the trade calls a pull request, and a colleague checks it for bugs and security holes. It is slow and unglamorous work. Until recently it was also manageable, because roughly one human wrote each change […]
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CodeRabbit raised $143m to read the code AI wrote Read More »
Accel is a venture capital firm. It gives money to startups early, usually before anyone else has, and takes a stake in return. It has done this since 1983, and it wrote the first institutional cheque into Atlassian, CrowdStrike, Flipkart and Slack. On Tuesday it said it had raised $3.5bn for four new funds, Bloomberg […]
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Accel raised $3.5bn. Europe now gets the same fund as the US Read More »
Government software is usually bought by asking several companies to bid. A department writes down what it needs, suppliers compete, and the file records why the winner won. A memo drafted inside the US Defense Department on 4 August did something different. It named the supplier first. US Deputy Secretary of Defense Stephen Feinberg directed […]
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Renting an Nvidia H100 for an hour costs whatever your supplier says it costs. There is no published price. Two companies buying identical capacity can pay very different rates, and neither of them will know. That changes on 5 October. CME Group, the exchange that lists crude oil and corn, will start trading two futures […]
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AI compute becomes a tradable commodity on 5 October. The price goes public Read More »
The Intercept and the Freedom of the Press Foundation have sued President Donald Trump over a Trump Media service that sells paid early access to his Truth Social posts, arguing that a sitting president should not be allowed to put a price on his own official words. The service, called Truth API, gives paying subscribers […]
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Donald Trump is sued for putting a $100,000 paywall on his Truth Social posts Read More »
President Donald Trump has signed a National Security Presidential Memorandum authorising US federal law enforcement to conduct offensive cyber operations against transnational criminal organisations operating abroad. Washington, in short, is giving itself formal permission to hack the hackers, and it is roughly as consequential as that sounds. The memorandum takes aim at foreign criminal groups […]
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Sundar Pichai announced on Tuesday that the Gemini app had passed a billion monthly users. He called it “our fastest growing product ever” and the 14th Google product to hit the mark, alongside Search, Gmail, Android, Maps, Chrome, Play and YouTube. His post has been seen more than 1.5 million times. Google published the engagement […]
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Gemini has a billion monthly users. ChatGPT hit that in June and moved the goalposts Read More »
Nvidia released Nemotron 3.5 Lightning on Tuesday. It is a 30 billion parameter mixture-of-experts model with three billion active at any moment. The architecture is a hybrid of Mamba-2, MoE and attention layers, with a one million token context window. The weights are on Hugging Face and ModelScope. The licence is the part that matters. […]
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