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The OpenAI logo and the word OpenAI appear beside the dome of the United States Capitol building, partially lit with an American flag visible—hinting at the growing influence of the AI industry. The background is dark.

Trump’s AI team rules out OpenAI bailout – what that really means for the industry

November 6, 2025 Gavin Bonshor 0

US policy around artificial intelligence has moved fast in 2025, but the latest signal from Washington is unusually blunt: the Trump administration’s AI team is […]

A white, empty plate sits on a light gray surface with soft shadows and curved lines above, suggesting motion or emphasis—like the elegant flow of a wearable or smart ring in action.

Sandbar Stream AI smart ring at $249+ – serious wearable, or just another niche gadget?

November 6, 2025 Gavin Bonshor 0

What this guide is (and isn’t) – Z890 for LGA1851 / Core Ultra (Series 2) looks simple on a datasheet, but real builds succeed or […]

Microsoft logo on the left and a connected nodes network icon on the right, set against a light grid background with soft, abstract elements—symbolizing Microsoft's AI strategy and innovative collaborations like OpenAI.

Microsoft outlines a post OpenAI AI strategy, but the partnership still matters

November 6, 2025 Gavin Bonshor 0

The Wall Street Journal reports that Microsoft has started to spell out a long term AI strategy that does not depend on OpenAI at the […]

Illustration showing a grid of servers with the text No government backstop. AI capex stays private on the left, and a simplified government building icon on the right, separated by a faint boundary.

OpenAI CFO Sarah Friar rejects government backstop as AI capex expectations explode

November 6, 2025 Gavin Bonshor 0

OpenAI’s chief financial officer Sarah Friar has tried to shut down one of the most politically sensitive ideas around frontier AI – that the company […]

A demonstration setup shows a laptop running speech recognition software by Applied Brain Research, a microchip image on screen, an electronic testing device, and a connected circuit board labeled “TSP1 In Action: Full Vocab ASR @ 35mW.”.

Applied Brain Research shows first dedicated state space model silicon

November 6, 2025 Gavin Bonshor 0

Applied Brain Research has demonstrated what it describes as the first dedicated silicon designed around state space models, rather than treating them as a sidecar […]

A smartphone screen displays fraudulent ads marked with a warning symbol, next to a chart showing increasing ad revenue with dollar signs, all set against a blue gradient background.

Meta and fraudulent ads: how incentives, automation and enforcement gaps collide

November 6, 2025 Gavin Bonshor 0

Reuters reports that internal documents show Meta earning very significant revenue from fraudulent ads running on Facebook and Instagram. That is not a surprise to […]

A green outlined computer chip and a red rectangular device with a grid of small squares, possibly symbolizing Nvidia or a Huawei affiliate, are connected by curved lines against a blue background dotted with small white stars.

US committee targets Nvidia over Chinese campus ties and Huawei affiliate presence

November 6, 2025 Gavin Bonshor 0

A US congressional committee has criticised Nvidia for operating on a shared campus in China with a Huawei affiliated company that is under US restrictions. […]

A financial summary graphic for Arm’s Q2 FYE26 results displays $1.14B total revenue, $620M royalty revenue, $515M licensing and other revenue, $467M non-GAAP operating income, and $163M GAAP operating income, with related icons.

Arm Q2 FYE26: third straight billion-dollar quarter, CSS momentum, and Neoverse’s cloud AI land grab

November 5, 2025 Gavin Bonshor 0

Arm’s second quarter of fiscal 2026 was not just another AI themed earnings beat. Revenue reached 1.14 billion dollars, up 34 percent year on year […]

A smartphone with colorful graph lines on its screen sends data to a circular gauge displaying a multicolored arc, resembling a Gemini-powered Siri speedometer or indicator, on a blue background with small white dots.

Apple’s Gemini-powered Siri: 1.2T parameters, $1 billion a year, and a temporary admission of AI weakness

November 5, 2025 Gavin Bonshor 0

Apple is preparing to plug a custom 1.2 trillion parameter version of Google’s Gemini into a rebuilt Siri, in a deal worth around $1 billion […]

A man in a suit speaks in front of a large screen displaying the SoftBank Vision Fund logo and company logos like ARM, NVIDIA, OYO, Slack, and WeWork, highlighting SoftBank's impact on tech valuation and AI stocks.

SoftBank’s AI bet meets reality: why valuation jitters are finally hitting AI stocks

November 5, 2025 Gavin Bonshor 0

CNBC is reporting that shares of SoftBank and several AI exposed names have come under pressure on renewed concerns that valuations have run ahead of […]

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AI Is Eating All The DRAM: Why Memory Prices Are Out Of ControlAI Is Eating All The DRAM: Why Memory Prices Are Out Of ControlNovember 17, 2025Gavin Bonshor
Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishIntel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishNovember 12, 2025Gavin Bonshor
AI PC Reality Check: NPU, CPU, GPUAI PC Reality Check: NPU, CPU, GPUNovember 12, 2025Gavin Bonshor
Entry-Level GPUs Are In Trouble As DRAM Prices Go NuclearEntry-Level GPUs Are In Trouble As DRAM Prices Go NuclearNovember 19, 2025Gavin Bonshor
Valve Steam Machine Deep Dive: Specs, Strategy, And Who It Is ForValve Steam Machine Deep Dive: Specs, Strategy, And Who It Is ForNovember 13, 2025Gavin Bonshor
Intel Kills Mainstream Diamond Rapids Platform: What It Means For Xeon And AMDIntel Kills Mainstream Diamond Rapids Platform: What It Means For Xeon And AMDNovember 16, 2025Gavin Bonshor
Why Intel Still Trails AMD on Power EfficiencyWhy Intel Still Trails AMD on Power EfficiencyNovember 16, 2025Gavin Bonshor

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