Companies, products, and big moves
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The clearest signal on 2027 memory supply is not a wafer number — it is a cleaning contract for the glass plates that hold HBM wafers together while they are ground thin. Samsung Electronics is expected to more than double output of its HBM4 family next year — sixth-generation HBM4 and
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The managing partner of GSR Ventures says the industry has no bubble — but the model layer's story is running out of road. Zhu Xiaohu, managing partner at GSR Ventures, says 2026 may be the last year the foundation-model layer gets to be the story at all. In
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China's consumer-robot race just got its first real price tags. Qiyuan Robotics put two home robots on sale in Shanghai on Sunday, and the numbers — plus the agent stack behind them — are the interesting part. Qiyuan Robotics, the consumer brand of Shanghai-listed Swancor Advanced Materials, disclosed
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The leaked number everyone is quoting is the smaller one, and it got better. The Financial Times reported Friday that OpenAI expects negative free cash flow of $278 billion between 2026 and the end of 2030, according to a presentation the company prepared in July for a computing deal. The
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Two signals from the weekend, one about money and one about words: the AI spending forecast went up again, while the president of the United States ran a poll on what to call the technology. Gartner raised its forecast for worldwide AI spending in 2026 to $2.7 trillion, a
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SiliconFlow closed new money on Sunday, and the interesting part is who signed: the same state system that buys its tokens is now taking equity in the meter. SiliconFlow has completed a second tranche of its B+ round and a C round, bringing its 2026 equity funding to nearly 2.
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Huawei Cloud used its annual conference to put a date on taking enterprise agents global — and to argue that the open-source edition is doing the selling. Huawei Cloud will make AgentArts, its commercial enterprise agent platform, available in markets outside China on December 30, the company said at HUAWEI
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China's largest memory maker says its new process platform is now in volume production, and the first products built on it are already going into domestic flagship phones. ChangXin Memory Technologies said Sunday that its fifth-generation technology platform has entered mass production, and that 24-gigabit LPDDR5X
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Two stories about who owns the intelligence layer: a California venture studio that now builds startups its corporate backers can keep to themselves, and a Chinese agent stack being wired to domestic silicon. Vantora, the startup builder formerly called UP.Labs, raised more than $100 million from Silversmith Capital Partners
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Two competitive moves and one rule change: OpenAI's momentum now shows up in spending data, and India just put AI voice agents inside its anti-spam regime. Astra accounted for about 13 percent of enterprise AI spending tracked by the corporate expense platform Ramp, against roughly 8 percent
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The financing behind one of the biggest AI campuses in the US is showing cracks before a single rack is full. Roughly $18 billion of debt tied to Oracle's New Mexico data center slid into stressed territory, as investors grow wary of construction delays and the local pushback
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Two funding rounds and a policy fight today: an AI-native insurer takes on the small-group market, Europe's own AI firms tell Washington to stop pretending the slowdown is about safety, and the data-loss-prevention business gets rebuilt for agents. Angle Health raised $600 million led