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Live Intelligence Stream

CollectingCollected today 263Published total 300Last collected 7 minutes ago
Policy
Microsoft restricts Claude Fable for employees over data retention concerns
Anthropic × Microsoft· theverge.com· 5 days ago
United StatesSemiconductor Supply ChainCybersecurity AI
Policy
German court holds Google liable for false AI Overview answers
Sundar Pichai· engadget.com· 5 days ago
Other
Gemma-4-31B at 256K context on a $1,400 AMD GPU – measured, with patches
AMD· github.com· 5 days ago
United States
Product
AMD fires back at Nvidia, claiming 256-core Zen 6 'Venice' CPU beats Vera by 3.3x in rack-level performance — company shares first estimated EPYC Venice benchmarks
AMD × NVIDIA· tomshardware.com· 5 days ago
United States
Investment
Humanoid robotics company raises up to $1.4 billion from Nvidia, Amazon and others
Amazon / AWS × NVIDIA· cnbc.com· 5 days ago
United StatesPhysical AI
Supply Chain
Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration
Intel × SK hynix· tomshardware.com· 5 days ago
South KoreaHBM/Memory
Data Center
Samsung Heavy Industries recruits Greek shipowner and Supermicro to bring 50MW floating AI data centers to market — can be powered by solid oxide fuel cells running on liquefied natural gas
Samsung Electronics × Supermicro· tomshardware.com· 5 days ago
JapanAI Data CenterMarket
Investment
Amazon secures $17.5 billion loan facility amid AI-driven capex ramp
Amazon / AWS· reuters.com· 6 days ago
United StatesAI Infrastructure
Infrastructure
Why two SpaceX alumni are betting on solar and batteries to power the AI craze
Spacex· techcrunch.com· 6 days ago
United StatesAI Factory
Investment
Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks
TSMC· tomshardware.com· 6 days ago
China TaiwanSemiconductor Supply Chain
Investment
South Korea's SK Hynix eyes US listing as soon as August
SK hynix· reuters.com· 6 days ago
South KoreaHBM/MemorySemiconductor Supply Chain
Data Center
Meta signs first AI data center deal in India with Reliance
Meta· techcrunch.com· 6 days ago
United StatesAI InfrastructureAI Data Center
Investment
Samsung Elec considers building chip packaging plant, Economic Daily says
Samsung Electronics· news.google.com· 6 days ago
South Korea
Statement
Microsoft AI boss no longer believes that AI will replace human workers
Microsoft· neowin.net· 6 days ago
United States
Market
ASML's Surge to Record High Masks Lowball Valuation Versus Peers
ASML· bloomberg.com· 6 days ago
Netherlands
Partnership
NVIDIA Confidential Computing to Help Expand Apple’s Private Cloud Compute
NVIDIA· blogs.nvidia.com· 6 days ago
United StatesAI Data CenterFrontier Model
Infrastructure
SpaceX aims to launch orbital AI computing tests by end of next year
Spacex· reuters.com· 6 days ago
United StatesAI InfrastructureMarket
Other
Qantas, Jetstar to launch services from new Western Sydney Airport
Arm Holdings· reuters.com· 6 days ago
United KingdomSovereign AI
Product
Apple’s new Siri AI is more than just a smarter assistant — it's a new enterprise app layer
Microsoft· venturebeat.com· 6 days ago
United StatesFrontier Model
Statement
Microsoft AI head calls out Anthropic for acting like Claude is conscious
Anthropic × Microsoft· theverge.com· 6 days ago
United States