Product and silicon moves: who shipped what, and why it signals a turn.
88 pieces
Product leaders from five electronic design automation and AI chip-design tool vendors sai…
OpenAI's enterprise announcement on September 9 recast this model from "the smartest model…
A document signed by CFO Sarah Friar gives the first numbers for Jalapeño, OpenAI's first …
Meta introduced Muse on September 8: it runs on a cloud virtual machine dedicated to each …
Arm released the next generation of its mobile compute platform, CSS for Mobile 2. CSS is …
AWS's official weekly roundup of September 7 says Anthropic has designated Fable 5.1 as a …
According to the relay, consumer graphics-card prices are rising again because memory is t…
The only new posts from product companies in the past 48 hours are the two used in items 2…
Product companies published nothing new in the past 48 hours, and we will not build an ite…
93 company and personal blog posts went onto last night's reading list and not one of them…
The reason is worth stating. Product companies published 76 new posts in the past 48 hours…
The 45 company and personal blog posts that reached the reading list last night went unrea…
The Daybreak for Frontline Defenders announcement of September 3 commits $1 billion to sub…
Broadcom designs custom AI accelerators and networking silicon, and it is the main design …
The biggest enterprise obstacle to agentic coding tools has always been whether source cod…
Today it costs $0.75 per million input tokens and $3.75 per million output tokens, and the…
imec, in Belgium, is the shared advanced-process R&D center for the industry. The major fo…
The single usable item today rested on three numbers, all of them company-reported "mosts"…
MediaTek and Nvidia announced an expanded collaboration on August 31: MediaTek will adopt …
Our August 31 issue covered the Oxford paper: high-bandwidth flash holds 16 times the capa…
All seven come out of the same VMware Explore event, and they run on a single theme: the l…
A research team at the University of Oxford published a paper: at comparable bandwidth, hi…
Georgia Tech and the electronic design software vendor Synopsys published a paper on the 6…
No AI company's official blog carries a publication date inside the past 48 hours; the mos…
The quarterly filing behind item 1 of the main line carries a second reading, and it centr…
On the table of customers accounting for more than 10% of net revenue, a single distributo…
when growth in the custom AI silicon supply chain is your basis for an investment or a pur…
The product-company side published nothing new in the past 48 hours, and we will not pad t…
Our August 28 issue noted in the "Also happened" section that AWS committed to deploying a…
AWS has been building Trainium, its own AI training chip, for years, and the market has re…
Last night's sweep turned up five new pieces on the product-company side, and the only one…
NVIDIA's latest quarter came in at US$96.2B of revenue, up 106% year over year, with US$89…
concentration and dispersion now have evidence pointing both ways from a single statutory …
The only qualifying change overnight was Cursor dropping the requirement to connect GitHub…
NVIDIA announced yesterday that it is extending NVLink Fusion to a new memory technology c…
Salesforce announced an expanded strategic partnership with Anthropic yesterday, under the…
Google Cloud yesterday introduced a set of billing and cost-control features built for age…
OpenAI's in-house inference chip Jalapeño posted its first results — measured on the same …
OpenAI's entire latest model family lands inside Kiro, AWS's software development agent — …
NVIDIA posted alongside the Hot Chips conference yesterday, claiming its next-generation V…
Something new did land overnight — one lab pushed a new model into a cloud vendor's develo…
Dan Nystedt is an Asian semiconductor supply-chain reporter and analyst at TriOrient, and …
On Alibaba's Q2 2026 earnings call, chief executive Eddie Wu told analysts the company wil…
the report does not carry the date of the call, so we can confirm only the date of publica…
Nobody has to step into every lap any more. The code editor company Cursor shipped an upda…
Patrick Moorhead founded the semiconductor analysis firm Moor Insights & Strategy. On Augu…
The project management software vendor Asana used OpenAI's Codex to remove Enzyme, an unma…
The queue that feeds that column has run dry, and we would rather leave it empty than repl…
The AI code editor vendor Cursor announced Origin on August 17 — its own code hosting serv…
The chip thread is today's lead item, and the other chip material is at rumour level and s…
Simon Willison (see Named commentary) tested Alibaba's newly released Qwen 3.8 27B — Apach…
The archive queue has run dry.
Advanced packaging is the back-end step that bonds GPU dies to high-bandwidth memory, and …
Evidence on AMD's software ecosystem used to cluster around large inference frameworks; th…
On August 13, Google CEO Sundar Pichai launched Gemini 3.7 Flash himself, three weeks afte…
On August 13, David Ha — co-founder and CEO of the Japanese AI company Sakana AI, previous…
A supply-chain report on August 11, relaying Chinese media, states that CXMT — the country…
On August 11 the French model company announced a set of moves: regional endpoints are now…
OpenAI updated its advertising page on August 11 to announce that "ChatGPT Ads has now lau…
All on August 3: the Chinese brokerage Guohai Securities, in a research note following the…
The official description: instead of re-explaining yourself in another session, you can te…
On July 27, Beijing-based Moonshot AI put the full weights of Kimi K3 — a 2.8-trillion-par…
Reuters reported on August 4 that the Trump administration is drafting rules to bar Chines…
Alibaba's official Qwen account announced Qwen3.8-Max on August 3, publishing official API…
Our July 25 issue covered the semiconductor research firm SemiAnalysis's change of heart o…
The most structurally valuable post in this Teortaxes batch. On the software side, Chinese…
The same commentator argues the real story in Chinese advanced process is diffusion — not …
Starting from a proof of concept he himself calls toy-grade, Teortaxes offers a structural…
In late April, Gooaye aired a piece of information that cut against the host's own holding…
Microsoft unveiled its next-generation in-house AI chip, Maia 200, this January; the same …
The same batch also records: memory contract prices are up "roughly 70–80% or more," and e…
OpenAI president Greg Brockman announced round two of the ChatGPT Work push: ChatGPT Enter…
Amjad Masad, CEO of the online coding platform Replit, revisited last year's Lemkin incide…
AMD's next flagship AI chip, the MI455X, is the first datacenter chip on TSMC's 2nm proces…
AI cloud provider CoreWeave announced liquid-cooled switching for Nvidia's next-generation…
Anthropic — the developer of the Claude models — released its next-generation Claude Opus …
Salesforce announced a $1.6B, three-year contract from the VA to deploy its government clo…
Two January episodes of Gooaye, the Taiwanese retail-investing podcast hosted by Hsieh Men…
Cursor, the AI code-editor company, self-reports that a group of agents, given only the 83…
Microsoft will deploy next-generation AMD Instinct accelerators and EPYC processors, as th…
NVIDIA: pharmaceutical major Bristol Myers Squibb will build the life-science industry's "…
The argument in the official blog post of July 17: in the agent era, models are not finish…
Yesterday it was the model marketplace OpenRouter (our July 17 issue, story 4: Meta's Muse…
The coding tool's July 17 update: when you invoke it in Slack, it first replies with a wor…
That phrasing is verbatim from Google CEO Sundar Pichai's post (X / @sundarpichai, 07-16);…
Google Cloud announced on 07-16 a partnership with Parallel Web Systems — a startup that b…
LangChain CEO Chase announced the same day that the collaborative knowledge-base tool Open…
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