Reading List

The most recent articles from a list of feeds I subscribe to.

Anthropic accuses Alibaba of running the largest distillation campaign yet against Claude


Anthropic has accused Alibaba of waging the largest distillation campaign yet against a US AI company, telling senators and White House officials that operators linked to Alibaba’s Qwen AI lab used nearly 25,000 fraudulent accounts to extract Claude’s capabilities between April and June. The letter, a copy of which was seen by Bloomberg, described nearly […]



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Micron’s revenue quadrupled as AI memory demand pushes gross margins above 81 percent


Micron Technology posted fiscal third-quarter revenue of nearly $42bn, quadrupling from just over $9bn a year earlier and beating Wall Street estimates by a wide margin. The results, reported on Tuesday, confirm that the company riding the AI memory boom hardest is the one whose stock has already climbed roughly 700 percent over the past […]



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Qualcomm lands Meta as first named customer for its Dragonfly data centre chips


Qualcomm has signed Meta as the first named customer for its new Dragonfly C1000 data centre processor, the strongest signal yet that the mobile chipmaker is serious about competing in the AI infrastructure market. The company announced the deal at its investor day in New York on Wednesday, alongside a new AI300 accelerator chip and […]



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Nvidia CEO Jensen Huang says smuggled data centres are a dead end and national security comes first


Nvidia CEO Jensen Huang told shareholders on Wednesday that if a commercial opportunity conflicts with US national security, the company would prioritise American interests. “National security comes first,” Huang said in a session shortly after the company’s annual stockholder meeting concluded. Huang addressed the chip smuggling problem directly, arguing that anyone trying to build AI […]



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Gemini 3.5 Flash can now see and control your screen, and Google wants enterprises to trust it


Google has made computer use a built-in tool inside Gemini 3.5 Flash, the model it launched at I/O 2026 as its fastest agentic AI model. The capability, which lets AI agents see screens, click, type, and scroll across browsers, mobile devices, and desktops, previously required a separate standalone model and is now available as a […]



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