新科技/风口

Apple's R&D spending hit 10.3% of revenue in Q2, up from 7.6% in Q1 and 9% in Q2 2025, amid the AI boom; Q2 revenue rose 17% YoY, while R&D jumped 34% YoY (www.cnbc.com)
21 days ago AI Apple

Nvidia is investing $500M in Corning as part of its partnership to expand US manufacturing of fiber optics for AI infrastructure; GLW jumps 20%+ pre-market (www.wsj.com)
21 days ago AI Manufacturing Nvidia

A profile of David Sacks, appointed as White House AI adviser in December 2024, who has a ruthless devotion to self-interest and helped pass the GENIUS Act (www.theatlantic.com)
21 days ago AI

Wired for War: Silicon Valley's military AI Ukrainian testing ground (www.rt.com)
21 days ago AI Ukraine

Document: SpaceX proposes a $55B investment to build a Terafab chip facility in Grimes County, Texas, with potential total capital expenditures reaching $119B (www.bloomberg.com)
21 days ago SpaceX Texas

Finnish AI lab QuTwo, led by ex-AMD Silo AI CEO Peter Sarlin, raised a €25M angel round at a €325M valuation, and secures $23M in committed partnership revenue (techcrunch.com)
21 days ago AI Finland AMD

Meta plans advanced ‘agentic' AI assistant for consumers (www.ft.com)
21 days ago AI

A medical student reverse-engineered AI tools used by medical colleges on suspicion they were filtering his applications, highlighting AI-driven hiring concerns (www.wired.com)
21 days ago AI

Study: using weaker AI models to supervise a more capable model could prevent the stronger model from deliberately underperforming on benchmarks and evaluations (x.com)
21 days ago AI

Sources: the Big Fund, China's biggest state-backed chip investment fund, is seeking to lead an investment in DeepSeek that could value the AI company at ~$45B (www.ft.com)
21 days ago China AI

Infineon expects data center revenue to grow from €1.5B in FY2026 to €2.5B in FY2027, as it and EU peers STMicro and NXP benefit from AI infrastructure demand (www.bloomberg.com)
21 days ago AI

Security camera companies are embracing AI to give customers detailed descriptions of surveillance footage that are often spot on but can also be wildly wrong (www.wsj.com)
21 days ago AI

Sources: Blue Origin outlines a new employee stock plan to quell staff unrest and make its incentives more competitive with SpaceX (www.ft.com)
22 days ago SpaceX

Germany-based eleQtron, which develops trapped-ion quantum computing processors using proprietary tech, raised a €57M Series A led by Schwarz Digits (tech.eu)
22 days ago Germany Quantum

Google has quietly shut down Project Mariner, its Chrome-browsing AI agent for completing tasks on users' behalf, after highlighting it onstage at I/O 2025 (x.com)
22 days ago Google AI Chrome Google I/O

Source: Alphabet is in talks with Blackstone, KKR, and EQT to give their portfolio companies AI model access, after OpenAI's and Anthropic's JVs with PE firms (www.theinformation.com)
22 days ago AI Alphabet

Nace.AI, which lets companies build specialized AI models tailored to their business' mission and language, raised a $21.5M seed led by Walden Catalyst (www.axios.com)
22 days ago AI

CRM software company Freshworks said it plans to cut 11% of its workforce, or ~500 jobs, as it deals with AI's impact; FRSH has dropped ~26% in 2026 (www.reuters.com)
22 days ago AI CRM

Abundant electricity isn't enough: China's overbuilt AI computing power is underused (www.aspistrategist.org.au)
22 days ago China AI

US labor experts and economists warn US unemployment benefits are unlikely to protect against AI job losses, and the GOP-led Congress is doing little to prepare (www.nytimes.com)
22 days ago AI Unemployment Republican

Samsung reaches a $1T valuation, making it only the second Asian company after TSMC to hit the mark, after its stock rose 4x+ over the past year on the AI boom (www.bloomberg.com)
22 days ago Samsung AI

Sources: the WH is mulling EOs to address security risks from advanced AI, including barring companies from “interfering” with the government's use of models (www.politico.com)
22 days ago AI EOS

Apple Agrees To Pay iPhone Owners $250 Million For Not Delivering AI Siri (yro.slashdot.org)
22 days ago iPhone AI Apple

Australian Defence AI policy risks writing modern EW out of the force (www.aspistrategist.org.au)
22 days ago Australia AI

Coinbase Lays Off Nearly 700 Workers In 'AI-Native' Restructuring (slashdot.org)
22 days ago AI Coinbase

Ukrainian drone strike kills 5 civilians in Crimea – governor (www.rt.com)
22 days ago Drone Ukraine

Palantir touts record expansion and ‘battlefield' AI value (www.rt.com)
22 days ago AI

Google DeepMind Workers Vote To Unionize Over Military AI Deals (tech.slashdot.org)
22 days ago Google AI

AMD reports Q1 revenue up 38% YoY to $10.25B, Data Center revenue up 57% to $5.8B, and forecasts Q2 revenue above estimates, as AI chip demand stays strong (www.reuters.com)
22 days ago AI AMD

Musk v. Altman: Greg Brockman testified about tense negotiations with Musk in 2017, saying “he knows rockets, he knows electric cars” but “does not know AI” (www.bloomberg.com)
22 days ago AI

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