The Raw Logs

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Every daily briefing, newest first. Open a log to read all 5 takes.
#0212026-09-08Samsung and ASML Expand Deal for High-NA Chip Manufacturing
#0192026-09-06Figure AI Plans $3.5B Supercomputer for Humanoid Robots
#0182026-09-05Nvidia to Acquire Hugging Face for $12.9 Billion
#0172026-09-04SEMICON Taiwan Showcases micro-LED co-packaged optics for 10-meter datacenter links.
#0152026-09-02FuelCell Energy signs a 75 MW on‑site power agreement for an AI datacenter.
#0132026-08-29a16z launches a $1.1 billion Machine Age fund to support physical AI infrastructure.
#0102026-08-26Infineon buys C2i for software-defined AI server power
#0092026-08-25OpenAI releases benchmark data for Jalapeño custom inference silicon.
#0082026-08-24Outbound Proxy Rules for Containing Autonomous AI Agents.
#0072026-08-23Autonomous AI cyber attacks and new AI safety policies focus on computing power.
#0062026-08-22Intel Fab 52 begins volume production with backside power delivery.
#0052026-08-21Neural quantum chemistry now does the work that used to need supercomputers.
#0032026-08-20OpenAI RL Project Scaling Reality
#0012026-08-18Agent Security Incidents & Network Limits
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