Tech & BusinessAnalysis
OpenAI Says Its Own Models Helped Tape Out Jalapeño in Nine Months
AI-generated kernels beat OpenAI expert-written versions by up to 1.8x, as Jalapeño posts its first InferenceX benchmark results.
Seung Jung·
4mTech & Business
Apple Puts Its First 2nm Chip in a Mac mini Built for Local AI
Apple debuts the 2nm M6 in Mac mini and a quad-die M5 Ultra in Mac Studio, pitching both as machines for running LLMs locally.
Seung Jung·
4m
Stability AI Raises $76M From the Music Industry That Once Feared It
Stability AI raised $76 million from Universal, Sony, Warner, EA and AMD Ventures, lifting total funding to $232 million as label deals turn into equity.
Seung Jung·
3m
Perplexity's New Agent Runs on Your Own GPU and Bills You Nothing to Do It
Perplexity and Nvidia shipped Portable Computer, an agent running Qwen or PPLX 27B on local RTX hardware with no metered tokens until the user allows a cloud step.
Seung Jung·
4m
Nvidia Puts Its $20 Billion Groq Bet Into Full Production
Nvidia's Groq 3 LPX rack is in full production, commercializing its largest-ever acquisition and targeting the decode latency that slows AI agents.
Seung Jung·
3m
Starcloud Raised $250M for Orbital AI Compute. Its Hardest Problem Is Booking a Rocket.
The Series A extension doubles Starcloud to a $2.3B valuation, but Falcon 9 winds down in 2028 and Starship has yet to prove rapid reuse.
Seung Jung·
4m
Google Hands Publishers a Button to Claw Back AI-Era Search Traffic
Google now lets publishers embed a Preferred Sources button on their own sites, letting readers pin them across Search, Discover, and News in one tap.
Seung Jung·
3m
Feds Warn AI-Written Exploits Are Already Hitting Critical Infrastructure Controllers
Five US agencies say attackers are using AI coding assistants and the open source snap7 library to build tools that read and write Siemens S7 controller memory.
Seung Jung·
4m
Google Signs Marvell for Custom AI Silicon, Ending Broadcom's Clean Run
An SEC filing shows Google tapped Marvell for TPU-adjacent custom silicon with a $12.2 billion warrant, ending Broadcom's sole-supplier position.
Seung Jung·
3m
Stripe's $7.5B OpenRouter Deal Is a Bet on AI Spending, Not the Singularity
Stripe is buying AI gateway OpenRouter for a reported $7.5 billion, moving from collecting revenue into metering what companies spend on model tokens.
Seung Jung·
3m
Etched Raises $700M at a $21B Valuation, Doubling Its Price in One Month
Etched raised $700M at a $21B valuation led by Jane Street, doubling its July price. The startup splits inference into prefill and decode with separate silicon.
Seung Jung·
3m
Nvidia Trims Its OpenAI Data Center Backstop to Under $120B From $250B
Nvidia will initially guarantee under $120B of a proposed Ohio OpenAI data center, down from $250B, backstopping only phase one after investor pushback.
Seung Jung·
3m