Meta Is Building an AI Pendant - Leveraging the Limitless Team
After acquiring Limitless in late 2025, Meta is reportedly working on its own AI pendant according to an internal memo. Testing is planned for next year.
Samsung Ships First HBM4E Chips - Closing the Gap on SK Hynix
Samsung has shipped the first samples of its HBM4E memory chips to customers worldwide. 48 GB capacity, 30 percent more than the previous generation - and a clear signal to the market leader.
Nvidia Pours $6.5 Billion Into Photonics — Light Instead of Copper for AI
Nvidia is making a massive bet on photonics technology. The thesis: copper cables are becoming AI's bottleneck, and light is the fix.
OpenAI Opens GPT-Rosalind for Biodefense — With Johns Hopkins and CEPI
OpenAI is making its biology model GPT-Rosalind available for pandemic defense. First partners: Johns Hopkins and vaccine initiative CEPI.
Visa Invests in Replit — So AI Agents Can Start Paying
Visa backs AI coding platform Replit. The goal: build the infrastructure for AI agents to handle secure payments.
Dell Stock Jumps 32 Percent in One Day — AI Server Revenue Up 757 Percent
Dell just had the best trading day in its history. The reason: $16.1 billion in AI server revenue and a $51 billion backlog. The AI infrastructure bet is paying off.
Gemini Spark: Google's 24/7 Agent Is Now Live in the US
Google just launched Gemini Spark for US users - an AI agent that works around the clock, even when your computer is off. For $99.99 a month.
Groq Raises $650 Million — and Goes All In on Inference
After Nvidia's $20 billion deal, AI chip startup Groq is raising fresh capital for its inference business. Its custom chips aim to be the future of fast AI thinking.