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News
China's AI industry is moving from models to agents, a state report says
18+ hour, 5+ min ago (87+ words) A China Telecom report says inference will be 80% of the country's compute market by 2029. Europe's gigafactories are due online in mid-2028....
BNP says AI borrowing will end the credit bull market, and it is lending to AI too
2+ day, 11+ hour ago (80+ words) BNP Paribas expects hyperscalers to sell $400B of bonds next year and euro spreads to widen. It was also one of seven banks that lent Mistral $830M....
Skild AI hit $100M in run-rate revenue selling robots a brain that learns from one video
2+ day, 13+ hour ago (102+ words) Skild AI reports $100M in run-rate revenue ten months after launch. Its S1 model learns tasks it was never trained on, which Europe regulates from 2027....
Celero raises $275m to wire AI chips together with light
2+ day, 16+ hour ago (477+ words) Celero raised $275m at over $3bn for chips that send AI data down fibre. It has a 2nm chip validated, but no production or customers yet....
Nvidia and Palantir are selling a sovereign AI stack, starting with Nvidia’s own supply chain
2+ day, 18+ hour ago (279+ words) Nvidia and Palantir have launched a sovereign AI stack for supply chains, combining Foundry, Ontology and Nemotron models, with Nvidia as the first customer across its own 1.3 million-part racks....
The Boring Company raises $3bn at a $23bn valuation, led by the UAE
2+ day, 19+ hour ago (397+ words) The Boring Company has raised $3bn at a $23bn valuation led by the UAE, publishing tunnelling and passenger figures but not the clause requiring investors to supply job candidates....
Nvidia signs eight Australian data centre partners for up to 2GW of AI capacity by 2027
2+ day, 20+ hour ago (669+ words) Nvidia has signed eight Australian data centre and cloud companies to build what it calls AI factory capacity, in an arrangement the chipmaker says could support up to two gigawatts of AI compute in Australia by 2027. The partners named in…...
Is Abu Dhabi's $100bn AI capital held or deployed?
3+ day, 10+ hour ago (333+ words) ADGM reports more than $100bn in AI capital. Its own release says both deployed and held, and half the figure is one fund....
Amkor's Arizona chip packaging campus hits $12bn
3+ day, 13+ hour ago (645+ words) Amkor is adding 60,000 sqm of cleanroom in Peoria, taking its Arizona campus to $12bn. Europe's only tier-one packaging plant does car chips....
A Japanese AI chip startup now works for three militaries
3+ day, 14+ hour ago (677+ words) Kawasaki will put EdgeCortix chips in aerial defence systems. The startup also flies with the US Air Force and takes Japanese state money....