ASML is building a hybrid bonding tool! The company has not announced anything yet, but its patent filings, a news report and ...

Subscription plans are still the primary way consumers and small businesses pay for AI. These plans are highly subsidized—as we previously explained in June—but can still make economic sense as ...

Engram extends standard token embeddings with learned multi-token lookups. Recurring local patterns retrieve vectors directly, reducing the need to reconstruct them through attention and feed-forward ...

The past two months have been a breakout period for open source AI. Yes, there was the “DeepSeek moment” back in January 2025, but no one actually used R1 to do any economically valuable work. In ...

Earlier this year, we explained why residents of the PJM area, America’s largest electricity market, have seen their power bills rise by ~20%. We argued that the main culprit was PJM’s auction design ...

Elon Musk shocked the world, once again, when he announced on SpaceX’s first earnings his Gigawatt ambitions for next year. He “conservatively” aims to build & deliver an incremental 6-8GW in 2027 ...

Demis Hassabis, DeepMind co-founder and former CEO, is no longer involved in day-to-day operations. Jeff Dean, former Google Chief Scientist and Gemini co-lead is leaving to start a neolab called ...

When we published our first AMD software article, we gave AMD a 0% chance of closing the gap with Nvidia in AI accelerators. Software was broken, progress was unexciting, and we were the top bug ...

Meta’s capacity under construction just keeps accelerating. We show below Meta’s two largest campuses – these two pictures represent 2.5GW of capacity under construction! By the way, if you believed ...

Update June 1: The day after we published, Anthropic released Opus 4.8 and “ultracode” mode in Claude Code. Our preliminary experiments indicate that together these are significantly better at ...

Tokens and burgers are not two ideas you often see paired in the same title. If you’re wondering what they could possibly have in common, stick with us for this short piece, because today we’re ...

R1 got an update as DeepSeek continued to scale RL after release. This resulted in the model improving in many domains, particularly coding. This continuous development and improvement is a hallmark ...