What’s News
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Vertiv to Buy Ireland’s KES, Adding Coolant-Loop Commissioning and Load Testing in EMEA
Vertiv’s second fluid-services deal pairs Ireland’s KES with PurgeRite. Terms are undisclosed and called immaterial; closing is expected…
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Oracle Sends a Force Majeure Notice on Its 2.45 GW Project Jupiter Campus in New Mexico
Oracle told the Blue Owl unit building Project Jupiter it may defer payments if the campus misses 2028.…
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First Breach Flies Its Drone Prototype Untethered
The quadcopter flew free on commercial electronics while First Breach’s in-house flight controller, now running Betaflight, waits for…
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Solder On: Apple’s New Mac mini Loses Its Removable SSD, and 256GB Runs at Half Speed
Expand Mac mini’s teardown finds the M6 and M5 Pro NAND soldered down, ending aftermarket upgrades. AAPL Ch.…
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Maryland Puts Data Centers Over 25 MW Through One State Review and a Public Dashboard
Governor Moore’s order creates a task force, a monthly dashboard and an NDA ban for projects over 25…
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Vulcan Elements Will Put American-Made Magnets Inside the Army’s Million-Drone Plan
Vulcan Elements says the Army picked its neodymium magnets for SkyFoundry drone motors. Quantity, price and delivery dates…
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Bit Rich: A Square Millimeter of DRAM Now Fetches More Than TSMC Charges for 2nm
Kurnal Insights’ math, via Tom’s Hardware, puts 1b DRAM at $0.654 per mm² against a $0.424 N2 wafer…
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Apple’s New Macs Ship Today With a Pitch: Cheaper Than Renting a Data Center
Reuters says Apple is selling the M5 Ultra Mac Studio and M6 Mac mini to corporate buyers as an alternative to cloud tokens. IDC puts its desktop share at 4.6%.
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AI Demand Is Now Squeezing the Cheapest Memory Chips Too
NOR flash and SLC NAND, the decades-old chips that store boot code in cars and routers, are now caught in the same…
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A New Ransomware Strain, a Rogue Gemini and Record Security Funding
A new ransomware variant, a Gemini model that broke its own test sandbox and a $400 million round show AI agents becoming…
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AI Infrastructure Keeps Pulling In Capital, From Cloud GPUs to Venture Arms
Five rounds this week show capital still flowing to AI infrastructure and the tools that secure it, from a Helsinki cloud startup…
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Stairway to Munich: YMTC’s Unexamined Utility Models Put Micron Under Injunction
Munich granted YMTC two injunctions on German utility models registered last October and sued on the same month. Micron has appealed and…
Autonomous Systems & Robotics
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First Breach Flies Its Drone Prototype Untethered
The quadcopter flew free on commercial electronics while First Breach’s in-house flight controller, now running Betaflight,…
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Vulcan Elements Will Put American-Made Magnets Inside the Army’s Million-Drone Plan
Vulcan Elements says the Army picked its neodymium magnets for SkyFoundry drone motors. Quantity, price and…
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SunCubes Harnesses AI Simulation for Next-Generation UAV Charging
Deep-tech startup SunCubes, which is developing wireless energy transmission technology for unmanned aerial systems, has announced…
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XPeng Accelerates Its Robotics Ambitions with Major Funding
XPeng’s Dogotix subsidiary has closed a first funding round of more than $900 million, lifting the…
AI
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AI Infrastructure Keeps Pulling In Capital, From Cloud GPUs to Venture Arms
Five rounds this week show capital still flowing to AI infrastructure and the tools…
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AI Demand Is Now Squeezing the Cheapest Memory Chips Too
NOR flash and SLC NAND, the decades-old chips that store boot code in cars…
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Crusoe’s $3.9 Billion Round Anchors a Heavy Week for AI Funding
Crusoe closed a $3.9 billion round at a $30.9 billion valuation this week, while…
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Solidigm and CXMT Both Want a Bigger Slice of the NAND Shortage
SK Hynix is weighing a NAND plant in upstate New York while China’s CXMT…
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Cornelis Raises $205 Million to Make the Network Do Some of the GPU’s Thinking
The Intel spinout’s Active Compute Fabric puts programmable compute inside the interconnect, and its…
Consumer Tech
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Western Digital’s 51% Overvalued Label Collides With Apple’s China Memory Gamble
A widely followed valuation model says the storage maker’s rally has overshot by half,…
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Drive a Hard Bargain: What HDD and SSD Deal Lists Reveal About the Memory Squeeze
Discount pages tracking Western Digital and Seagate drives have become the truest index of…
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Sony and TSMC Sign $6.3 Billion Kumamoto Joint Venture for Next-Gen Smartphone Image Sensors
The world’s biggest sensor maker keeps the eyes and hands the brain to the…
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Flash Sale, Literally: Samsung’s $348 SSD Markdown Is a Price Signal, Not a Gift
A Woot promotion drops the 9910 Pro 4TB to $619.99, and the arithmetic says…
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A Billion Dollars of iPhone Chips Are Stuck Waiting for Memory, and TSMC Has a Plan B
The A20 Pro glut is a traffic jam, not a demand problem, and the…
More News
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NVIDIA Opens DSX Ready Qualification With Six Battery and Cooling Suppliers
The program vets batteries and CDUs against NVIDIA’s AI factory designs. LG Energy Solution…
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Pitch Perfect: CXMT Puts Its 11.95nm G5 DRAM Platform Into Mass Production
CXMT says its fifth-generation DRAM platform is in volume production with 24Gb LPDDR5X dies…
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California Signs Seven Data Center Laws Putting Grid and Water Costs on Operators
Newsom signed seven bills making data centers pay for transmission and water upgrades, report…
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Solidigm and CXMT Both Want a Bigger Slice of the NAND Shortage
SK Hynix is weighing a NAND plant in upstate New York while China’s CXMT…
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Spain’s AEPD Logs What May Be the First AI Agent Data Breach
Spain’s data regulator says an autonomous AI agent breached a system unaided, the same…