AI boom forces companies to rethink how they measure business value
AI boom forces companies to rethink how they measure business value

Artificial intelligence has quickly become a boardroom priority, inspiring significant investment across industries. Yet conversations about return on investment often remain tied to familiar software purchasing habits, where success is judged by login…

Samsung wants to float AI data centres in Texas. The state just froze the grid they need
Samsung wants to float AI data centres in Texas. The state just froze the grid they need

The floating data centre has moved from concept to contract. Samsung Heavy Industries and the Dallas firm Mousterian have signed an engineering deal to design one, The Register reported. The first project is bound for Texas. The pitch is a neat answer …

WindBorne’s AI beats the government’s weather forecasts. Making money from them is the harder problem
WindBorne’s AI beats the government’s weather forecasts. Making money from them is the harder problem

WindBorne Systems has raised $37 million to sell something it has already proven it can build: weather forecasts that beat the government’s. The Series B, reported by TechCrunch, was co-led by Khosla Ventures and Galvanize and values the company at $25…

Anthropic confirmed it is designing custom chips for Claude. It wants engineers who have “shipped silicon.”
Anthropic confirmed it is designing custom chips for Claude. It wants engineers who have “shipped silicon.”

Anthropic confirmed on Wednesday that it is building an in-house silicon team to design custom chips for Claude, the first time the company has publicly acknowledged the effort. A spokesperson told Business Insider the company would co-design hardware …

Upwind first to report malicious Keyv release that threatened thousands of JavaScript projects
Upwind first to report malicious Keyv release that threatened thousands of JavaScript projects

For years, software supply chain attacks focused on compromising widely used applications after they had already been deployed. Increasingly, however, attackers are shifting their attention further upstream, targeting the open-source packages developer…

The AI boom runs on metal. A two-year-old startup just raised $310m to mine it, autonomously, on US soil.
The AI boom runs on metal. A two-year-old startup just raised $310m to mine it, autonomously, on US soil.

People tell the AI boom as a story about chips and models. Underneath it is metal. Every data centre, chip, power line and robot starts with copper and a handful of other minerals. The United States has quietly lost control of where they come from. A t…

A DeepMind exec finally said what the trillion-dollar AI spend is for: machines that improve themselves.
A DeepMind exec finally said what the trillion-dollar AI spend is for: machines that improve themselves.

Everyone has been asking what the trillion-dollar AI buildout is actually for. A senior Google DeepMind executive has now given an unusually blunt answer. The spending, he says, is a bet on machines that improve themselves. Jasjeet Sekhon, DeepMind’s c…

CXMT is nearing LPDDR6 production. The company that just IPO’d at 470% could give Samsung and SK Hynix a competitor in next-gen phone memory.
CXMT is nearing LPDDR6 production. The company that just IPO’d at 470% could give Samsung and SK Hynix a competitor in next-gen phone memory.

ChangXin Memory Technologies has nearly completed R&D verification for LPDDR6 smartphone memory at speeds of up to 12.8Gbps, China Business News reported. This is one of the final technical stages before trial production. CXMT could begin mass prod…

A startup says the AI bottleneck isn’t compute. It’s memory, and it ditched the GPU to prove it.
A startup says the AI bottleneck isn’t compute. It’s memory, and it ditched the GPU to prove it.

The AI hardware conversation is stuck on one word: compute. A startup out of Tel Aviv wants to change the word to memory. Majestic Labs, founded in 2023 by former Google and Meta engineers, has unveiled a server it says can do the work of a rack of Nvi…

Sequoia leads $1 billion round for Valar Atomics as the nuclear startup triples its valuation to $6 billion
Sequoia leads $1 billion round for Valar Atomics as the nuclear startup triples its valuation to $6 billion

Sequoia Capital led a $1 billion Series B for Valar Atomics, valuing the nuclear startup at $6 billion. That is three times the $2 billion valuation from its earlier round just months ago. Atreides Management, Point72, and Snowpoint Ventures also parti…