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Automakers vs China’s rare-earth choke point: this isn’t a procurement problem, it’s an engineering one

October 21, 2025 Gavin Bonshor 0

Everyone in the auto industry has known for years that China dominates rare-earth processing and magnet making. They shrugged and kept shipping permanent-magnet motors because […]

Texas Instruments Q3: what analog demand says now

October 21, 2025 Gavin Bonshor 0

Texas Instruments opens semi earnings season today. If there’s real demand outside AI glamour projects, it shows up here first—in power stages, converters, isolation and […]

AWS outage fallout — scrutiny, root cause signals, and what teams should do now

October 21, 2025 Gavin Bonshor 0

Monday’s AWS meltdown is over, but the blowback isn’t. Investigators, regulators, and customers want to know why one region can brick so much of the […]

IonQ claims 99.99% two-qubit gate fidelity—record set, questions remain

October 21, 2025 Gavin Bonshor 0

IonQ says it has crossed the “four-nines” line—99.99% two-qubit fidelity—using its Electronic Qubit Control (EQC) approach. That edges past 2024’s 99.97% mark and, on paper, […]

CXMT targets $42B Shanghai IPO to power China’s DRAM push

October 21, 2025 Gavin Bonshor 0

China’s leading DRAM maker CXMT is preparing a Shanghai listing that could value it at up to $42B as early as Q1 2026. The raise […]

Anthropic’s Claude Code rolls out on the web (and mobile)

October 20, 2025 Gavin Bonshor 0

Anthropic is taking Claude Code beyond the command line. A new web interface—and mobile access—lets developers kick off parallel coding tasks, manage repos, and orchestrate […]

Google Cloud expands NVIDIA GPU lineup with G4 VMs (RTX 6000 Blackwell)Google Cloud expands NVIDIA GPU lineup with G4 VMs (RTX 6000 Blackwell)

October 20, 2025 Gavin Bonshor 0

Google Cloud has taken its next step on GPU breadth with new G4 VMs powered by NVIDIA RTX 6000 Blackwell. The pitch: accessible, scalable GPUs for […]

Andrej Karpathy: true AI agents are a decade away

October 20, 2025 Gavin Bonshor 0

In a new interview, OpenAI cofounder Andrej Karpathy argues truly reliable “agents” are roughly a decade away—thanks to brittle tool-use, long-horizon planning errors, and data […]

Adobe AI Foundry launches: custom Firefly models for enterprise

October 20, 2025 Gavin Bonshor 0

Adobe has a new enterprise service—AI Foundry—that produces brand-specific generative models built atop Firefly, trained on licensed data plus your own IP, with usage-based pricing […]

AWS outage today: US-East-1 failure knocks major apps offline

October 20, 2025 Gavin Bonshor 0

A failure radiating out of AWS’s US-EAST-1 region on Oct 20 knocked over everything from Fortnite and Snapchat to banks, HMRC and smart-home gear. Recovery […]

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Amazon revamps Luna for Prime: GameNight phone play, 50+ games, and a rebrand to Luna PremiumOctober 23, 2025Gavin Bonshor
Best Motherboards 2025: AM5 & Intel Picks with Strong VRM, PCIe Mapping, and USB4October 16, 2025Gavin Bonshor
The Best DDR5 RAM for AM5 & Intel (2025): 6000 CL30 and beyondOctober 16, 2025Gavin Bonshor

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