Amazon invests $50 billion in OpenAI, comitting to 2 gigawatts of Trainium silicon — AWS to become exclusive cloud distributor for Frontier enterprise platform

The investment is part of a $110 billion funding round that values OpenAI at $730 billion pre-money, with Nvidia and SoftBank each contributing $30 billion.
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Claude won’t be allowed to engage in mass surveillance or power fully autonomous weapons — Anthropic refuses to lower AI guardrails for the Pentagon

Anthropic CEO has pushed back strongly against the Pentagon’s requests to remove AI guardrails from Claude. Anthropic takes a concrete stance against mass surveillance and autonomous killing machines, arguing that the form…

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ISSCC 2026: AMD discloses how the Instinct MI355X doubled per-CU throughput despite lower compute unit count — ‘We are actually matching the performance of the more expensive and complex GB200’

Taking to the stage at ISSCC, AMD’s Ramasamy Adaikkalavan talked through how AMD managed to fit nearly double the compute throughput into the same die area as its predecessor,
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Rapidus secures $1.7 billion from Japan’s government and private investors for 2nm chip production — company says it is in active discussions with more than 60 potential customers

Under the arrangement, the government will initially hold roughly 10% of Rapidus’s voting shares and the majority of its stake in non-voting stock.
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Imec’s new post-exposure bake method speeds up EUV chipmaking tools, boosting production for the most advanced chips — 20% gain in photoresist improvement from increased oxygen concentration

Increased oxygen concentration during the EUV lithography post-exposure bake step can increase photoresist performance by 15% – 20%, according to Imec’s findings.
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Finance techie says they cloned Bloomberg’s $30k-a-year Terminal with Perplexity’s Computer — project draws both praise and sizable skepticism

Finance techie tries cloning Bloomberg’s $30k-a-year Terminal with AI

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Intel Foundry boss leaves for Qualcomm — Naga Chandrasekaran takes charge of the unit

Naga Chandrasekaran promoted to Chief Technology and Operations Officer as well as the general manager of Intel Foundry responsible for development of advanced process technologies and day-to-day operations.
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Researchers discover massive Wi-Fi vulnerability affecting multiple access points — AirSnitch lets attackers on the same network intercept data and launch machine-in-the-middle attacks

A team of researchers discovered that they can break cryptographic client isolation on a number of wireless routers by taking advantage of how Wi-Fi networks work.
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Chipmakers still suffering from rare earth shortages, says report — US-China trade truce apparently still hasn’t eased pressures despite agreement taking place in October last year

Sources told Reuters that some U.S. chipmaking firms are running low on scandium — a crucial rare earth material for making 5G chips — as they suffer delays from acquiring export licenses from Beijing.
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Trump orders Big Tech to generate its own power for AI data centers — reveals new ‘ratepayer protection pledge’ to curb rising electricity prices in the US

Building upon his Social Truth post from last month, President Trump has formally asked the big tech players to build their own power plants. Data centers have been eating at the national grid, causing electricity prices t…

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