Reading List

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

Amsterdam-based Nebius plans to raise ~$3.75B in convertible debt to fund its data center expansion and to purchase customized AI chips, after its Meta deal (Mark Bergen/Bloomberg)

Techmeme

Q&A with Jensen Huang on Nvidia's CUDA core, reasoning and coding, CPUs' role in accelerated computing, Groq, China and the doomers, Nvidia's nature, and more (Ben Thompson/Stratechery)

Techmeme

Amazon begins three-hour deliveries in ~2K US cities and towns and one-hour deliveries in hundreds of those areas, after 2025 pilots; 90K+ products are eligible (Annie Palmer/CNBC)

Techmeme

Sources: Google is in talks with Envicool and other Chinese companies about buying liquid cooling equipment for data centers, amid a tight supply of such parts (Reuters)

Techmeme

Gecko Robotics secures a $71M US Navy contract to use robots to slash repair time for dated ships, as the US races to reindustrialize its aging defense systems (Samantha Subin/CNBC)

Techmeme

Sources: KKR, Blackstone, and other investors have turned down some data center debt because of insufficient insurance against risks like natural disasters (Financial Times)

Techmeme

SK Group Chair Chey Tae-won says memory chip makers are expanding capacity but are unlikely to match demand until around 2030; basic wafer supply lags by 20%+ (Yoolim Lee/Bloomberg)

Techmeme

Q&A with Ted Sarandos on his visit to Brussels, Netflix's European investments, EU regulation, YouTube, TikTok, WBD, Trump's Susan Rice criticism, AI, and more (Carrie Budoff Brown/Politico)

Techmeme

The UK plans to spend £1B+ on quantum computing research over four years, including funding companies in pharmaceuticals, financial services, and energy (Mia Dawkins/Bloomberg)

Techmeme

EU countries introduce sanctions on hacking groups, including Iran's Emennet Pasargad, which hacked magazine Charlie Hebdo in 2023, and two Chinese companies (Sam Clark/Politico)

Techmeme

Berlin-based Upvest, which builds trading APIs for neobanks and retail lenders, raised $90M in equity, sources say at a $735M valuation, up from ~$413M in 2024 (Arno Schütze/Bloomberg)

Techmeme

Samsung says it is winding down sales of its $2,899 Galaxy Z TriFold in South Korea and the US once it clears inventory, after just three months on the market (Bloomberg)

Techmeme

Q&A with CEO Jim Lanzone on Yahoo being "very profitable", its new AI search engine, focusing on sports content, including original video and podcasts, and more (Nilay Patel/The Verge)

Techmeme

Open models will largely lose if they keep chasing closed frontier AI models; instead, open models should serve as complementary tools to closed agents (Nathan Lambert/Interconnects AI)

Techmeme

Nvidia says game developers have full "artistic control over DLSS 5's effects", following backlash alleging that the AI rendering tech altered source material (Tyler Wilde/PC Gamer)

Techmeme

Alibaba launches Wukong, an enterprise AI platform that coordinates multiple AI agents to handle complex tasks like document editing, currently in beta (Reuters)

Techmeme

Mistral releases Small 4, its first model to unify reasoning, multimodal, and coding capabilities of its flagship Magistral, Pixtral, and Devstral models (Mistral AI)

Techmeme

A reporter details harassment and death threats from gamblers who stand to win a Polymarket bet if he would change his report on a missile impact in Israel (Emanuel Fabian/The Times of Israel)

Techmeme

Fuse, which offers AI-powered loan origination software to credit unions and other financial institutions, raised a $25M Series A (Marina Temkin/TechCrunch)

Techmeme

How Disney Imagineering built an Olaf robot, set to arrive at Disneyland Paris this month, and taught it to move via reinforcement learning and simulation (Jacob Krol/TechRadar)

Techmeme