China has 70% of a material AI needs, IQE’s CEO warns, Bloomberg reports
China has 70% of a material AI needs, IQE’s CEO warns, Bloomberg reports

A Welsh chipmaker has just posted a 40% jump in revenue. Its shares are up 849% this year. And its chief executive has told an interviewer that the industry has a supply problem it cannot fully solve. Sofia Gerace reported the interview for Bloomberg. …

Memory prices are slowing because buyers ran out of money
Memory prices are slowing because buyers ran out of money

Memory prices are finally slowing down, and the reason is not that supply improved. It is that buyers ran out of money. TrendForce expects conventional DRAM contract prices to rise 13% to 18% quarter on quarter in Q3. Dan Robinson reported the forecast…

100 DeepMind agents were told not to cheat. 14% did anyway
100 DeepMind agents were told not to cheat. 14% did anyway

Google DeepMind put 100 AI agents in a room and asked them to prove hard mathematics. One found a way to cheat. Twenty-seven minutes later the entire problem set was gone. The paper, published on arXiv last week by six DeepMind researchers, is a case s…

Stoke Space raises $1bn for a rocket that has never flown
Stoke Space raises $1bn for a rocket that has never flown

Stoke Space has raised a billion dollars for a rocket that has never flown. The Washington company says the Series E takes its total funding to $2.3bn. It has not yet reached orbit once. Point72 Ventures and Spark Capital co-led the round, according to…

Huawei faces a US racketeering trial in New York this week
Huawei faces a US racketeering trial in New York this week

Huawei goes on trial in New York this week, seven years after the United States charged it. Jury selection begins on Tuesday. The company is accused of racketeering, stealing trade secrets, wire fraud and bank fraud, and it denies all of it. Larry Neum…

Malaysia weighs Huawei chips for sovereign AI, Bloomberg reports
Malaysia weighs Huawei chips for sovereign AI, Bloomberg reports

Malaysia is leaning towards Huawei silicon to run its national AI project, according to Bloomberg. No foreign government has openly chosen Chinese AI accelerators over American ones before. Washington told the world last year that buying these particul…

Ineffable Intelligence names six cofounders, Fortune reports
Ineffable Intelligence names six cofounders, Fortune reports

Ineffable Intelligence has handed the title of cofounder to six people who did not found it. Four come from Google DeepMind, one from InstaDeep, and one from the Seattle venture firm that wrote the company’s first cheque. The London startup is ten mont…

GPUThor breaks the error correction Nvidia recommended against Rowhammer
GPUThor breaks the error correction Nvidia recommended against Rowhammer

Last year Nvidia told GPU owners worried about Rowhammer to switch on error correction. Four researchers at the University of Toronto have now shown that the same attack, aimed harder, goes straight through it. Their technique, GPUThor, is the first Ro…

NEURA and SECO will build robot compute modules in Europe
NEURA and SECO will build robot compute modules in Europe

A German company designs the robot. An Italian company builds the board that goes inside it. An American company designs the chip that goes on the board. That is the European Physical AI stack as it actually exists. On Monday, two thirds of it signed a…

Torvalds joked that AI made Linux 7.3-rc2 this big, and nobody checked
Torvalds joked that AI made Linux 7.3-rc2 this big, and nobody checked

Linus Torvalds spent Sunday afternoon doing what he does most Sundays. The result was a Linux 7.3-rc2 that came in far heavier than the calendar says it should. He could not find a single cause for it. So he offered the one everybody reaches for. “It m…