Reading List

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

South Korea unveils plans for new AI data centers backed by ~$357.5B from SK Group, GS Group, and Naver, targeting 8.4GW initially and 18.4GW by 2035 (Yi Whan-woo/The Korea Times)

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Kuo: the memory supply-demand gap will widen through 2027, with an estimated 15%-20% of 2026 consumer electronics capacity shifting to data centers in 2027 (Ming-Chi Kuo)

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Dealogic: Japan saw 18 IPOs in H1 2026, the lowest since 2011, despite stock market surges, partly due to Japan's lack of AI, data center, and chip startups (David Keohane/Financial Times)

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Soaring memory costs are posing existential threats to small electronics makers, amid thin margins, low supply chain leverage, and little room for price hikes (Kif Leswing/CNBC)

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DeepSeek details DSpark, a speculative decoding framework for its V4 models, saying it speeds up AI inference by up to 85% and was tested on Gemma and Qwen (Ben Jiang/South China Morning Post)

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Shanghai-based Momenta, whose driver-assist tech is used by Toyota, Mercedes, and Audi in China, files for an IPO in Hong Kong, seeking to raise up to $751.1M (Reuters)

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Jefferies: memory prices are expected to rise 40%-50% in Q3 2026 and 30%-40% in Q4, as Chinese memory makers are unlikely to provide meaningful near-term relief (Hassan Mujtaba/Wccftech)

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Humanoid robot maker Apptronik raised ~$1B at a ~$5B valuation, including from Mercedes-Benz, which has a handful of Apptronik's Apollo robots in its factories (Joshua Brustein/Bloomberg)

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Google's Earthquake Alerts system reached 11.4M+ Android users ahead of Venezuela's June 24 earthquakes, providing seconds or up to two minutes of prior notice (New York Times)

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Letter: Austria is pushing the EU to consider hosting Anthropic within its borders, highlighting EU efforts to boost bloc independence from US and Chinese tech (Marton Eder/Bloomberg)

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GPT-5.6's system card indicates Sol is well below the level of the most worrisome Mythos use cases, suggesting all GPT-5.6 versions could launch without delay (Zvi Mowshowitz/Don't Worry About the Vase)

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Sources: Baidu's chip unit Kunlunxin Technology plans a Hong Kong IPO at a $50B target valuation, asking investors to buy chips worth 3-7x their IPO investment (Qianer Liu/The Information)

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Australia says it plans to double the maximum penalty for any social media company breaking its minimum age law to AU$99M and grant more powers to enforcers (Jackson Chen/Engadget)

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Australia-based Firmus partners with Nvidia to build its first data center in Batam, Indonesia; the 360 MW Nvidia DSX AI factory campus is developed with DayOne (Bloomberg)

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An analysis of US payroll data across 730+ occupations: employment among workers ages 22 to 25 in highly AI-exposed jobs is now shrinking by 3.8% per year (Nick Lichtenberg/Fortune)

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Brazil, which has struggled to standardize soccer talent scouting, is embracing AI-powered scouting apps that assess players by analyzing video clips and more (New York Times)

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A profile of Jacob Andreou, the 33-year-old former Snap exec leading Microsoft's consolidated Copilot team efforts to catch up with OpenAI and Anthropic (Sebastian Herrera/Fortune)

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Masayoshi Son questioned Musk's orbital AI data centers, noting electricity is just 7% of costs and the AI race will be won on Earth within a few years (Tim Higgins/Wall Street Journal)

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A look at a thriving underground economy for Claude access in China, including "transfer station" sites that buy API tokens abroad and distribute them to users (Wired)

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Apple's appeal to a London Court of Appeal ruling begins Monday at the UK Supreme Court; the ruling required it to pay $502M for using Optis' wireless patents (Alistair Gray/Financial Times)

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