GCS Holdings says InP export controls remain top supply risk despite capacity and sourcing moves

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BYD is struggling to meet demand for new fast-charging EVs as orders reach 100K, 60KElectrek
BYD is struggling to meet demand for new fast-charging EVs as orders reach 100K, 60K 129
SpaceX S-1 reveals Tesla’s Terafab deal is far from doneElectrek
SpaceX S-1 reveals Tesla’s Terafab deal is far from done 126
Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AIDigitimes
Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI 126
Jensen Huang says he’s found a ‘brand new’ $200B market for NvidiaTechCrunch
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AMD prices its Ryzen AI Halo PC at $3,999, unveils Ryzen AI Max 400 chipsEngadget
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'This reveals a broader security problem': Experts warn a key Microsoft legacy tool is still being abused to launch malware campaignsTechRadar
'This reveals a broader security problem': Experts warn a key Microsoft legacy tool is still being abused to launch malware campaigns 117
From US$10m to US$2.2bn in 17 months: Starcloud bets on orbital fix for AI's energy crisisDigitimes
From US$10m to US$2.2bn in 17 months: Starcloud bets on orbital fix for AI's energy crisis 115
Google to unify AI coding tools under AntigravityInfoWorld
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