Category
OpenAI is testing with early customers a Zero Data Retention (ZDR) compliant method that examines related conversations while keeping raw content on customer-controlled infrastructure and returning only limited safety signals. The company plans a phased rollout and a technical white paper in September.
China's semiconductor equipment makers are growing sales, but their reported profit increases of over 400% mix in fair-value gains and swings from losses to profits. This article examines, through their financial results, what it would take to turn the current global equipment shortage into a lasting market share gain.
Google has begun rolling out Advanced Flow for unverified Android apps. A 24-hour wait and developer identity verification are reshaping the default path for sideloading, with the September rollout in four countries and full global deployment by 2027 determining how effective the measure will be.
China is moving forward with limited imports of NVIDIA H200 chips, with roughly 10,000 units each arriving at ByteDance and Tencent. A large gap remains between the 400,000-plus approved units and actual supply, since both US and Chinese approval are required.
While grid interconnection queues for AI data centers now stretch up to eight years, Amazon and Meta are securing generation capacity outright through nuclear PPAs and self-funded gas turbine investments, bypassing the wait entirely. That cost is increasingly being passed on to household electricity bills through PJM's capacity auctions and Japan's transmission tariffs.
A Pew Research Center survey found that 55% of Americans aged 18-29 said their concerns about AI outweigh their excitement. 73% predicted that AI will reduce the number of jobs in the U.S. over the next 20 years, with high usage rates and skeptical views coexisting.
Windows 11's Task Manager can now display per-app NPU utilization, execution engine, and memory usage. Standard tools make it easier to pinpoint where AI processing runs and what's driving the load.
The US critical and emerging technologies list has been reorganized from 18 domains to 14. While explicit references to data centers and battery storage have disappeared, federal R&D funding allocation is now tied to basic research and national security applications.
A ground-up explainer on HBM (High Bandwidth Memory), the technology shaping AI semiconductor performance. Covers the mechanics of stacking DRAM and connecting it via TSVs, the differences from GDDR, the three-way competition and base die logic shift in the HBM4 generation, the market's rapid expansion toward roughly $60 billion, the resulting DRAM price surge, and the business opportunities for Japanese companies.
Reuters reports that new SF4 orders from Samsung rose 10-15% in the US and China, and 5-10% in Taiwan. While demand from China exceeds supply capacity, prioritization of US customers and capacity reserved for in-house use are constraining the production allocation.
