Market slumps as OpenAI reportedly misses internal targets for active users and revenue — Nvidia, Oracle, AMD, and CoreWeave shares all tremble on the news

Nvidia, Oracle, SoftBank, and CoreWeave saw their stock prices go down because of news that OpenAI has been missing its internal targets. SoftBank stock lost 9.9% of its value on the Tokyo Stock Exchange. Nvidia, AMD, Orac…

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China announces CPU-only exascale supercomputer with 47,000 homemade processors, record 2 Exaflops of performance without GPUs — Lingshen super said to use Huawei Kunpeng servers and no foreign-made components

The system would pack 47,000 processors into 92 compute cabinets, making it the first exascale machine designed to reach that performance tier without GPU accelerators.
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OpenAI and Microsoft’s alliance fractures as cloud exclusivity deal ends — Azure’s single-provider monopoly for ChatGPT is officially over

Microsoft and OpenAI have announced a restructuring of their relationship. No longer will Microsoft pay OpenAI a revenue share, but it will continue to flow the other way. Microsoft will also retain model access and a firs…

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Scientists create electronic devices that function reliably at extreme temperatures from 500 degrees Celcuis to absolute zero — advanced semiconductor material unlocks new possibilities in space tech and quantum computing

Scientists have demonstrated a new semiconductor material that can operate at extreme temperatures, from 500°C and down to -271.1°C.
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Vendor slaps extra ‘memory fee’ on each tech purchase amid global chip crunch — the more you buy, the more you pay

Ubiquiti Inc. has started charging customers a ‘Memory Surcharge’ of up to 5.8% on some of the products sold in its online store.
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News site linked to OpenAI super PAC sent bots posing as journalists to interview real people — site has published nearly 100 articles with real quotes gathered by fake writers

The site has published 94 articles since late December using a fully automated pipeline that drafts stories, reviews them, and deploys bots to solicit quotes from real people under fake bylines.
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Inside Google’s TPU V8 strategy, delivering two chips for two crucial tasks at incredible scale — network scales up to 1 million TPUs per cluster, an advantage over Nvidia AI accelerators

Google announced its eighth-gen TPUs at Cloud Next, shipping two distinct chip designs for the first time in the TPU program’s decade-long history.
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Microsoft and OpenAI end exclusivity agreement, opening up potential partnerships with Amazon and Google — Microsoft will continue to receive revenue share through 2030

Microsoft and OpenAI are ending their long-standing exclusivity agreement, allowing OpenAI to leverage cloud providers like Amazon and Google.
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Complex that supplies 70% of global critical PCB base targeted in Iranian strike — attack could fracture the already disrupted electronics supply chain

War-related disruptions in the Middle East are hitting global electronics supply chains, triggering shortages in critical PCB and chipmaking materials that could drive up prices of gadgets
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Claude-powered AI coding agent deletes entire company database in 9 seconds — backups zapped, after Cursor tool powered by Anthropic’s Claude goes rogue

After the company database was wiped in just 9 seconds, the founder of PocketOS penned a social media post to warn others about the ‘systemic failures’ of flagship AI and digital services providers.
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