Google is building a four-partner chip supply chain to challenge Nvidia in AI inference
Google is building a four-partner chip supply chain to challenge Nvidia in AI inference

Summary: Google is building the AI industry’s most diversified custom chip supply chain, with four design partners (Broadcom, MediaTek, Marvell, Intel) and a roadmap stretching from the Ironwood TPU now shipping in the millions to TPU v8 chips at TSMC …

Musk fails to appear before Paris prosecutors investigating Grok’s generation of child sexual images
Musk fails to appear before Paris prosecutors investigating Grok’s generation of child sexual images

Summary: Elon Musk failed to appear for a voluntary interview with Paris prosecutors investigating Grok’s generation of an estimated 23,000 sexualised images of children and 3 million sexualised images overall over an 11-day period, as the US DOJ refus…

AirTrunk acquires Lumina CloudInfra to enter India with 600MW of planned capacity
AirTrunk acquires Lumina CloudInfra to enter India with 600MW of planned capacity

The deal is an internal Blackstone consolidation, both AirTrunk (acquired for A$24 billion in 2024) and Lumina CloudInfra (launched by Blackstone in 2022) sit within the same portfolio. By folding Lumina into AirTrunk, Blackstone gives its Asia-Pacific…

A humanoid robot passed an eight-hour factory shift at Siemens’ Erlangen plant
A humanoid robot passed an eight-hour factory shift at Siemens’ Erlangen plant

Siemens, Nvidia, and UK robotics startup Humanoid have successfully deployed an AI-powered wheeled humanoid robot in live logistics operations at a Siemens electronics factory in Germany. The HMND 01 Alpha completed over eight hours of autonomous tote-…

The question AI providers hope VPs of Engineering never ask
The question AI providers hope VPs of Engineering never ask

AI coding adoption is exploding. But most engineering leaders are still measuring usage instead of outcomes. That creates a costly blind spot. There is a question that nobody in the AI industry wants you to ask. Not OpenAI. Not Anthropic. Not Google. N…

ASIC joins global regulators monitoring Anthropic’s Mythos AI for banking system risks
ASIC joins global regulators monitoring Anthropic’s Mythos AI for banking system risks

Australia’s markets regulator has publicly confirmed it is watching the development of Anthropic’s Mythos model alongside peer regulators worldwide, adding to a rapidly expanding international regulatory response that began with the Bank of England, th…

Australia’s NEXTDC launches A$2.2 billion capital plan
Australia’s NEXTDC launches A$2.2 billion capital plan

The ASX-listed data centre operator is raising A$1.5 billion in a fully underwritten equity offering and expanding its hybrid securities programme by A$700 million, with La Caisse de dépôt et placement du Québec now committed to a total of A$1.7 billio…

Revolut’s IPO is two years away and it’ll be in the US
Revolut’s IPO is two years away and it’ll be in the US

The CEO of Europe’s most valuable startup gave his clearest IPO timeline yet in a Bloomberg interview, narrowing his December ‘two to three years’ estimate to ‘two years.’ It came as Revolut marked the biggest regulatory milestone in its history and fi…

Google is in talks with Marvell to build custom AI inference chips as it diversifies beyond Broadcom
Google is in talks with Marvell to build custom AI inference chips as it diversifies beyond Broadcom

Summary: Google is in talks with Marvell Technology to develop two new AI chips – a memory processing unit and an inference-optimised TPU – adding a third design partner alongside Broadcom and MediaTek in its custom silicon supply chain. The discussion…

Stanford’s AI Index finds China has nearly closed the performance gap with the US despite spending 23 times less
Stanford’s AI Index finds China has nearly closed the performance gap with the US despite spending 23 times less

In short: Stanford’s 2026 AI Index Report finds the performance gap between the best American and Chinese AI models has collapsed to 2.7%, down from 17.5-31.6 percentage points in May 2023, despite the US spending 23 times more on private AI investment…