Upwind first to report malicious Keyv release that threatened thousands of JavaScript projects
Upwind first to report malicious Keyv release that threatened thousands of JavaScript projects

For years, software supply chain attacks focused on compromising widely used applications after they had already been deployed. Increasingly, however, attackers are shifting their attention further upstream, targeting the open-source packages developer…

The AI boom runs on metal. A two-year-old startup just raised $310m to mine it, autonomously, on US soil.
The AI boom runs on metal. A two-year-old startup just raised $310m to mine it, autonomously, on US soil.

People tell the AI boom as a story about chips and models. Underneath it is metal. Every data centre, chip, power line and robot starts with copper and a handful of other minerals. The United States has quietly lost control of where they come from. A t…

A DeepMind exec finally said what the trillion-dollar AI spend is for: machines that improve themselves.
A DeepMind exec finally said what the trillion-dollar AI spend is for: machines that improve themselves.

Everyone has been asking what the trillion-dollar AI buildout is actually for. A senior Google DeepMind executive has now given an unusually blunt answer. The spending, he says, is a bet on machines that improve themselves. Jasjeet Sekhon, DeepMind’s c…

CXMT is nearing LPDDR6 production. The company that just IPO’d at 470% could give Samsung and SK Hynix a competitor in next-gen phone memory.
CXMT is nearing LPDDR6 production. The company that just IPO’d at 470% could give Samsung and SK Hynix a competitor in next-gen phone memory.

ChangXin Memory Technologies has nearly completed R&D verification for LPDDR6 smartphone memory at speeds of up to 12.8Gbps, China Business News reported. This is one of the final technical stages before trial production. CXMT could begin mass prod…

A startup says the AI bottleneck isn’t compute. It’s memory, and it ditched the GPU to prove it.
A startup says the AI bottleneck isn’t compute. It’s memory, and it ditched the GPU to prove it.

The AI hardware conversation is stuck on one word: compute. A startup out of Tel Aviv wants to change the word to memory. Majestic Labs, founded in 2023 by former Google and Meta engineers, has unveiled a server it says can do the work of a rack of Nvi…

Sequoia leads $1 billion round for Valar Atomics as the nuclear startup triples its valuation to $6 billion
Sequoia leads $1 billion round for Valar Atomics as the nuclear startup triples its valuation to $6 billion

Sequoia Capital led a $1 billion Series B for Valar Atomics, valuing the nuclear startup at $6 billion. That is three times the $2 billion valuation from its earlier round just months ago. Atreides Management, Point72, and Snowpoint Ventures also parti…

Nvidia’s real moat was never the chips. AI has started rewriting it.
Nvidia’s real moat was never the chips. AI has started rewriting it.

The usual story about Nvidia is a hardware story: the fastest chips, in the shortest supply, at the highest price. The more important part is software. For two decades the company’s real moat has been CUDA. It is the layer that turns its silicon into s…

A two-year-old battery startup just hit $13bn by turning American homes into grid capacity.
A two-year-old battery startup just hit $13bn by turning American homes into grid capacity.

A home-battery company that did not exist three years ago is now worth $13bn. Base Power has raised $1bn in a Series D and launched its own battery, Base Core. The bet behind the number is blunt: the grid cannot keep up with America’s power demand, and…

A Korean chip startup just quadrupled to $2.2bn, betting AI’s next money is outside the data centre.
A Korean chip startup just quadrupled to $2.2bn, betting AI’s next money is outside the data centre.

A South Korean chip designer few outside the industry have heard of just became a $2.2bn company. DeepX has signed the first tranche of a Series D round that values it at roughly four times its previous mark. And it is not finished raising. The first s…

Fusion’s best-funded bet raised another $1bn, and hired the banker who took Moderna public
Fusion’s best-funded bet raised another $1bn, and hired the banker who took Moderna public

The AI boom needs colossal amounts of electricity. That has turned fusion, forever mocked as “30 years away,” into one of the hottest bets in tech. The best-funded player just raised another $1 billion. Commonwealth Fusion Systems, based in Massachuset…