Anniek Bao / CNBC:
SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture  —  NVIDIA's next marquee product — the Kyber rack-scale architecture designed to house its 2027 Rubin Ultra chips …

Ann Cao / South China Morning Post:
Shanghai-based AI chipmaker Biren raises ~$892.5M in a new share sale to boost GPU production; Biren's stock is up 150%+ since its January Hong Kong IPO  —  Chinese artificial intelligence chipmaking champion Shanghai Biren Technology is raising HK$7 billion (US$892.5 million) …

Bill Toulas / BleepingComputer:
Researchers document JadePuffer, the first known “agentic ransomware”, which adapts in real time and retries steps to execute an end-to-end extortion operation  —  Researchers identified what they believe is the first documented case of a ransomware operation, JadePuffer …

The last year of something, before something else.

Kate O'Keeffe / Bloomberg:
A US federal judge orders the DOD to shield Alibaba from a law that led lobbyists to drop it as a client while she weighs the measure's constitutionality  —  A federal judge ordered the Pentagon to give Alibaba Group Holding Ltd. a reprieve from a law that caused all of its lobbyists to drop …