Qualcomm slumps as weak smartphone chip sales overshadow data-center momentum
Bearish
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475 headlines collected and scored. Last update 14h ago.
OpenAI pledges to pay for data center power after election highlights AI concerns
OpenAI pledged to solicit community input around AI data centers, publish construction plans and protect ratepayers.
Bearish
Maersk raises outlook again as AI buildout, port congestion keep freight rates high
Bullish
Baidu released ERNIE 5.5 Flash Base
Article URL: https://ernie.baidu.com/release/ernie-5-5-flash-base/ Comments URL: https://news.ycombinator.com/item?id=50377078 Points: 150 # Comments: 86
🔊 A Democratic wave swept the US as voters protested high diesel prices and data centers. In this Viewsroom debate, Breakingviews columnists examine how a weakened Donald Trump could help…
🔊 A Democratic wave swept the US as voters protested high diesel prices and data centers. In this Viewsroom debate, Breakingviews columnists examine how a weakened Donald Trump could help international allies and hit AI growth reut.rs/4sJZhoK
Bullish
Mercedes-AMG GT 4-Door Coupe first drive: Where tech and fun collide
The spirit of AMG is alive via three axial flux electric motors.
Tech barons cozied up to Trump. What will they do in newly blue America?
Democrats’ success was helped by popular anger over tech, AI and the super rich – life for billionaires could become much more difficult The photo of Silicon Valley centi-billionaires at Donald Trump’s inauguration – Musk, Bezos, and Zuckerberg, front row and side by side – now looks like a hitlist for a blue Congress hellbent on making life difficult for billionaires. The picture symbolized at…
Citrini just flipped to AI relative value; half their pairs are inaccessible Asian stocks WTF
They give market-neutral pairs: quality vs. hype in each layer of the supply chain. What jumped out is how much of it is Asia-related: Long Samsung / Short SK Hynix HBM4 lead, foundry wins, and a NAND oversupply short Robotics cut to a…
Neutral
China Blocks $5.4 Billion SoftBank Robot Deal, Flexing Control Over AI Tech
India flags Chinese-linked AI tools in hacking campaign against financial firms
PODCAST: US midterms may prick AI bubble and rattle oil
European shares advance to August highs on AI Momentum and midterm relief
Bullish
After an 11% tech sell-off, are AI valuations attractive again?
Bearish
Texas election rattles AI data centers: Is this cloud giant less exposed?
GPT-6 Astra covertly underperforms on safety research
Article URL: https://alignment.openai.com/misalignment-reports/covert-underperformance-on-safety-research-tasks/ Comments URL: https://news.ycombinator.com/item?id=50376313 Points: 157 # Comments: 71
Microsoft rejects multibillion-dollar AI deal with UK’s Nscale, FT reports
AI sharpens cat-and-mouse hacking battle as companies strengthen defences
AI sharpens cat-and-mouse hacking battle as companies strengthen defences
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UK found to be ‘dangerously’ reliant on China for critical minerals needed for defence and AI
Delivering net zero also at risk, say MPs as they call for centralised policy and funding for mines and diversification The UK is “dangerously” dependent on China for critical raw materials needed for the military, renewable energy infrastructure and AI, a parliamentary investigation has found. MPs on the business select committee called for an urgent centralised policy and the creation of a…
Bearish
Chinese AI copycat models have rattled American labs and investors. Their concern is understandable. But the true beneficiary of this imitation is not China: it is the consumers and America
A&O Shearman invests $1.1bn in AI
The ‘magic circle’ firm has told lawyers each practice area must commit at least 3% of billable time to creating AI tools
Nintendo’s designers strove for ‘elegance’ when remaking Ocarina of Time
The Ocarina of Time remake on the Switch 2 smashes together the past and present. The game retains much of the original N64 experience while updating it with modern graphics and gameplay that make it feel contemporary. But the mingling of time periods also extends to the development team. While Ocarina's remake was led by producers Eiji Aonuma (a director on the original game who is now the…
Lemmings CSS Animation
Article URL: https://markblah.github.io/lemmings/ Comments URL: https://news.ycombinator.com/item?id=50375354 Points: 153 # Comments: 33
Tencent shares jump 6% to three-week high after Hunyuan AI model launch
Bullish
Chipmakers lead Asian stocks lower on post-midterm AI fears
Concerns mount that Democratic control of Congress will slow data centre build-out
Bearish
The race is speeding up as America and China try to secure supplies of minerals critical to AI and other technologies. For the lucky few places with ready deposits, it’s payday
Asia stocks mixed as chip rout triggers KOSPI trading halt; China outperforms
Inside the chip talent war: Trade secrets and rising Chinese rivals
Growing competition for semiconductor talent is fueling a battle over trade secrets as Chinese chipmakers gain ground.
Bullish