Reading List

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

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

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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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)

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

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

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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)

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

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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)

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In an all-hands meeting, Fidji Simo described plans to shift OpenAI's strategy around coding and business users, urging staff to avoid "side quests" (Berber Jin/Wall Street Journal)

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RoboForce, which is developing robotics systems to perform physically demanding industrial work, raised $52M led by YZi Labs, bringing its total funding to $67M (Duncan Riley/SiliconANGLE)

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Nvidia announces the Nemotron Coalition, which includes Thinking Machines Lab, Cursor, and Mistral, to develop an open model trained on Nvidia DGX Cloud (Sebastian Moss/DatacenterDynamics)

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Nscale acquires American Intelligence & Power, which owns a 2,250-acre data center campus in West Virginia, where it plans to build up to 8GW of compute by 2031 (Robbie Whelan/Wall Street Journal)

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Austin-based Ironlight, which is building a regulated marketplace for tokenized securities, raised a $21M Series A; its platform received FINRA approval in 2025 (Ryan Lawler/Axios)

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