The support or use of AI (artificial intelligence) in electronics, including ML (machine learning), whether in software (supervised, unsupervised or reinforcement learning tools) or hardware (accelerators, GPUs, etc).
Silicon Valley has ambitious plans to populate an already crowded low-Earth orbit with satellite datacentres, reports Paul Dempsey. While we digest plans by ‘big tech’ (multi-national technology companies) to build tens of GW of AI datacentres on Earth, some of its leaders are floating the idea of putting a similar amount in orbit. Proponents include Elon Musk, Jeff Bezos and ...
Sony has developed a technology which can tell if AI-generated music uses, or was trained on, music previously generated by others, reports the Nikkei. It can also measure the amount of the contribution made by previously composed music used in a piece of music which it analyses. This allows the technology to decide on the share of royalties to which ...
Meta is planning to add facial recognition technology to its smart glasses which would identify people and provide their biographical details, reports the New York Times. The company is anticipating criticism. “We will launch during a dynamic political environment where many civil society groups that we would expect to attack us would have their resources focused on other concerns,” according ...
Faced with big losses, OpenAI is looking to monetise its ChatGPT product. Advertising on ChatGPT is one way this will be done and another way, starting in the current quarter, is to add adult content. The feature, called “Adult Mode”, will permit NSFW text like erotica and frank discussions on sensitive topics and customisable AI personalities. OpenAI vp Ryan Beiermeister, ...
Datacentre capex will hit $1.7 trillion in 2030, says Dell’Oro. Hyperscale and neo cloud service providers, along with sovereign AI initiatives, are entering a new phase of infrastructure expansion. “The Top 4 US hyperscale cloud service providers—Amazon, Google, Meta, and Microsoft—entered 2026 with strong momentum, raising combined data center capital expenditures to nearly $600 billion,” says Dell’Oro’s Baron Fung, “despite ...
AI and ML startups accounted for more than a third of all of the combined value of VC-backed exits last year, says a report from BestBrokers. The data can be accessed on Google Drive via this link. Venture capital exit value reached $549.2 billion in 2025, with AI startups generating $189.6 billion of that total, or 34.5% of all exits, ...
The Data Centre Physical Infrastructure (DCPI) market is projected to grow at a mid-teens CAGR from 2025 to 2030 to reach more than $80bn, says Dell’Oro. While demand signals remain exceptionally strong, power scarcity has become an increasingly binding constraint on near-term expansion, with on-site generation evolving from a contingency option to a practical necessity for large AI campuses. “The ...
Simile, a startup which predicts human behaviour, has raised $100 million. It aims, for instance, to predict a person’s purchasing decisions, what questions an analyst might ask on an earnings call or what the reaction will be to a corporate announcement or a product launch. Investors were Index Ventures, Bain Capital Ventures, A*, Hanabi Capital, Fei-Fei Li and Andrej Karpathy. ...
Google has raised $31.5bn in bond sales to help fund its $185bn 2026 capex budget targeted at datacentre construction. The aim is to take a clear lead over its AI rivals. Google raised $11.5bn in GBP and Swiss Franc bonds and $20bn in $ bonds. Last year Google had revenue of $400bn. Google’s capex was $31.5bn in 2022, $32.3bn in ...
Cadence has launched the ChipStack AI Super Agent – agentic AI for front-end silicon design and verification. The Cadence ChipStack AI Super Agent claims to provide up to 10X productivity improvements for coding designs and testbenches, creating test plans, orchestrating regression testing, debugging and automatically fixing issues. “ChipStack represents a major leap in our design-for-AI and AI-for-design strategy, applying agentic ...
