The wire
518 headlines collected and scored. Last update 2d ago.
According to Bloomberg data, just 10 states account for over 70% of the US data center IT power capacity pipeline, and several have governors up for election. To put the scale into perspective, this is the broader announced data center…
Most people on this sub are severely confused when it comes to who benefits and when. For example, every time a Chinese lab releases a frontier model, people will scream "NO MOAT" and "AI bubble popping soon". Stop. Chinese open weight…
The tech giant reports strong sales but admits "constraints" are affecting supplies of the iPhone Duo.
Article URL: https://javahippie.net/programming/llm/2026/03/05/the-lisp-curse-coming-to-your-ecosystem.html Comments URL: https://news.ycombinator.com/item?id=50349667 Points: 150 # Comments: 91
We’ve got stocks like wingstop, cava, Starbucks trading at premium valuations of up to 34-100+ pe. Meanwhile the biggest companies in the world are building out AI compute data centers that are servicing unprecedented demand trading…
There have been a series of papers published recently that showed that large language models have their own biases when making investment recommendations.
Blackstone President Jon Gray says AI infrastructure needs more equity as debt investors face concentration risks amid massive spending plans.
I saw HackerTube (https://news.ycombinator.com/item?id=50319510) a few days ago, the YouTube videos HN keeps recommending, pulled from 19 years of comments. It made me want to flip through them instead of picking, so I built a TV for it. I have Algo fatigue. Each topic area is a channel (DEVTV, SOLDER, RETRO, ORBIT, ...), plus HN Prime (the top 400), a music channel, and Late Night on ch 99…
The Smithsonian's National Air and Space Museum has all of its "space" back open.
Plus invisible tattoos, medieval skeleton gets an ID, trapping a single antimatter particle, and more.
The threat is still considered to be low, but the virus continues to spread.
The definitive answers to how much the CA wealth tax would raise, read it before you vote! A great, transparent and useful use of AI-based policy analysis, you can choose your own assumptions and crosswalk the competing estimates from Fernando Hoces de la Guardia.
These are some of the stocks posting the largest moves midday.
A big study with very little beyond negative results still gets published.
Article URL: https://mofu-dev.com/en/blog/fluid-foundation/ Comments URL: https://news.ycombinator.com/item?id=50341576 Points: 157 # Comments: 22
Apple robot backed by CEO John Ternus may have hefty price tag and limited uses.
Proton customers say they are canceling subscriptions after reports of pressure to adopt AI coding, as the privacy company scraps employee re-interviews but defends its broader shift toward automated development.
The tsunami of imitators is way bigger than any one model maker can stem.
1. Why is it now so common to be asked about your food allergies? (GPT Pro answer) 2. Training for alignment, applies principal-agent theory. 3. Do people offload empathy when they think AI can give it instead? 4. The Wallace line. 5. AI can draw blueprints now. 6. Ed Glaeser review of the new book […] The post Monday assorted links appeared first on Marginal REVOLUTION.
The plan does not include a mission similar to Apollo 8 or Artemis II.
The OpenAI CEO said it's "quite terrible" for DRAM to sit largely idle in personal computers while AI data centers face a supply crunch.
Article URL: https://blog.nns.ee/2026/11/02/renault-hack/ Comments URL: https://news.ycombinator.com/item?id=50339288 Points: 903 # Comments: 340
Marvell Technology on Monday said it will buy optical components maker Lumentum to address growing connectivity demands from the artificial intelligence infrastructure buildout. Since the tie-up is a fixed ratio deal with no cash, the…
Article URL: https://arstechnica.com/gadgets/2026/10/fujifilm-to-boost-tape-production-5x-as-ai-fuels-archiving-demand/ Comments URL: https://news.ycombinator.com/item?id=50336918 Points: 519 # Comments: 221
On today's Talk Your Book we speak with Brian Griggs from Nuveen about how they help financial advisors build better portfolios, dealing with AI-related volatility, when to rebalance, the opportunity in bonds, private markets and more. The post Talk Your Book: Diversifying the AI Trade appeared first on A Wealth of Common Sense. ...
Key Takeaways for Investors: Massive AI & Chip Investments: Total spending rises 12.8% YoY. 21.3T won ($16B) allocated for semiconductors, physical AI, and AI data centers; nearly double 2026 levels. 4.7T won ($3.5B) dedicated to…
The 2027 budget will rise 12.8% to 820.9 trillion won, and will include a 21.3 trillion won investment into semiconductors, physical AI and AI data centers.
Article URL: https://spoon-tamago.com/japan-jimi-mundane-halloween-costumes-2026/ Comments URL: https://news.ycombinator.com/item?id=50333131 Points: 231 # Comments: 34
Invictus here. During Friday’s sell-off, I wanted to review the major economic factors to see whether the market is foreshadowing a slowdown or worse. The TL:DR: The United States is still growing, but at a slower pace. Compared with the 1990s, growth has become increasingly dependent on a narrower range of economic activity,… Read More The post An Overly AI-Dependant Economy? appeared first on…