Category: Frontier Tech
Space, biotech, quantum, fusion, cleantech and other moonshots.
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Rocket Lab is protesting the $700 million Mars contract it lost to Blue Origin
Rocket Lab calls NASA’s review punitive, which is almost exactly the argument Blue Origin lost when it challenged SpaceX’s lunar lander five years ago.
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ASML and three of the biggest chipmakers agreed to fix a lithography tool that already shipped
The plan to double photomask size is meant to cut the throughput loss out of ASML’s newest machine, and it will not be finished…
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DeepMind put a score on every possible single-letter change to human DNA
The table is a petabyte and covers nine billion variants, and the single number it gives each one is the part its own users…
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Qualcomm gave Amazon warrants for 25 million shares to win its first big cloud customer
Stock handed over in exchange for a purchase commitment is fast becoming the standard way chip suppliers lock in a hyperscaler.
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$3bn of Blackwell servers reached China through a renamed California company
Aivres kept blacklisted Inspur’s offices, staff and business, but not the name, and that was enough to keep buying Nvidia’s best chips.
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Broadcom tripled its AI chip sales and the stock fell 6% anyway
A record quarter was not enough, because the next quarter’s forecast came in a fraction below what the market wanted.
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A loss-making Chinese AI chipmaker priced its IPO at 4,000 times demand
Enflame raised $911m for chips bought almost entirely by one customer, which is also its largest shareholder.
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South Korea is spending a chip windfall on more chips
The record budget is paid for by a semiconductor tax windfall, and it commits the country to that windfall continuing through 2027.
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Nvidia is putting $3.5 billion into MediaTek to stay in the deals its GPUs miss
The money buys convertible bonds and a place on NVLink Fusion, the interconnect Nvidia is pushing as its biggest customers design chips to need…
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An Nvidia-backed cloud firm borrowed $1 billion to buy more Nvidia chips
It is the third chip-backed financing Lambda has closed since May, and it lands while the company raises a $3 billion round ahead of…