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
#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.
#0142026-08-30Nvidia speeds up AI model releases to every 4 to 6 weeks.
#0112026-08-27Alibaba releases Qwen3.8-Flash-Next, a 125B sparse mixture-of-experts model
#0102026-08-26Infineon buys C2i for software-defined AI server 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.
#0042026-08-20Mistral AI changes fixed database search to intelligent retrieval.
#0032026-08-20OpenAI RL Project Scaling Reality
#0012026-08-18Agent Security Incidents & Network Limits
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