Jim Keller’s Tenstorrent is downgrading Blackhole p150 cards from 140 to 120 tensor cores via firmware update — will ship cards with 120 tensor cores going forward, company claims existing users should expect 1-2% performance drop

Tenstorrent downgrades existing and new Blackhole p150 cards from 140 to 120 tensor cores

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Tesla’s robotics ambitions rest on the knife-edge of US-China trade relations due to its supply chain — the majority of critical materials and suppliers are located in China

For Tesla to reach its goal of producing a million Optimus robots a year, it will need mountains of critical materials and deep supply chain cooperation. The majority of that “Optimus Chain” is found in China, highlighting…

$40 million worth of crypto stolen from Step Finance — hackers compromise executives’ devices to gain illicit access

DeFi platform Step Finance has been hit with a $40 million breach stemming from compromised devices used by its executive team.
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Intel is co-developing new Z-Angle Memory to compete with HBM used in AI data centers — vertically-stacked memory touts 2 to 3x more capacity, greater bandwidth, and half the power consumption

Intel and SoftBank subsidiary, Saimemory, have signed a new collaborative agreement to advance the development and manufacture of a new type of vertical-stacked memory known as Z-Angle Memory, or ZAM.
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SpaceX acquires xAI in a bid to make orbiting data centers a reality — Musk plans to launch a million tons of satellites annually, targets 1TW/year of space-based compute capacity

Elon Musk merges SpaceX and xAI to help achieve his dreams of putting AI data centers in orbit, with a goal of hitting 100 gigawatts of compute in space.
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Photonics and high-speed data movement is the next big AI bottleneck — following copper, power, DRAM, and NAND

Generative AI is pushing demand in all areas of the industry, and data interconnects, such as Silicon Photonics, may well be the next big bottleneck that hyperscalers need to be paying attention to.
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Notepad++ update server hijacked in targeted attacks — outfit claims Chinese state-sponsored hackers may be to blame

The Notepad++ project yesterday disclosed that its update server was covertly hijacked in a targeted supply chain attack that began in June 2025,
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Apple concedes it is constrained by TSMC’s supply of advanced chips; storage and memory are also in short supply — firm isn’t projecting supply conditions beyond the second quarter

As Nvidia is ramping up production of the Rubin platform, other 3nm-class process suffer

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Samsung, SK Hynix, and Micron team up to block memory hoarding — prices might rise faster, but it could help encourage increased supply long term

Samsung, SK Hynix, and Micron are teaming up to block memory hoarding.

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Trump administration plans $12bn critical minerals stockpile to offset China supply risk — initiative to create 60-day reserve of rare earths for electronics manufacturing

The Trump administration will soon launch a $12 billion critical minerals stockpile designed to insulate U.S. manufacturing from supply disruptions tied to China’s dominance of mining and refining.
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