AI News

A visit to Samsung’s massive new semiconductor hub

Generative AI models run on powerful chips known as GPUs, which depend on stacks of specialized memory chips packaged with the processor. To meet growing demand for memory, Samsung is building a massive new semiconductor manufacturing complex in Pyeongtaek, South Korea. Three fabs already operate around the clock, and a fourth is coming online. Construction…

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AI adoption by industry shows what other sectors can learn

The current narrative around artificial intelligence in the workplace is largely driven by Silicon Valley. But treating the tech sector as an island misses the actual trends in technology adoption–tech is just the first industry in line. As generative AI and automation tools mature, the shifts currently reshaping software engineering and product management will inevitably…

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How To Build A Billion-Dollar Company Without Venture Capital

Founders can build billion-dollar businesses without venture capital by prioritizing customer revenue, pricing for quality, hiring exceptional talent and automating processes to scale efficiently, argues Nacho De Marco, who draws on his experience bootstrapping BairesDev, to emphasize financial discipline and a lasting commitment to solving customer problems as the foundations of sustainable growth.

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The FDE Bubble: Silicon Valley’s Most Expensive Game Of Pretend

Enterprise AI companies relying on armies of forward deployed engineers are disguising labor-intensive services as scalable software, inflating recurring revenue and valuations while falling short of autonomy claims, argues Anurag Gurtu, co-founder and CEO of Airrived. In this guest commentary he urges buyers and investors to examine deployment costs and gross margins to distinguish sustainable software businesses from expensive staffing operations.

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Democrats think cracking down on AI could give them an edge

Democrats could win back control of Congress this November, and if they do, they’ll need to decide how to approach one of the country’s newest and thorniest political issues: AI. Polls predict Democrats will flip at least one chamber of Congress in the midterm elections, which would put committee leadership back in their hands. That […]

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A hacker broke into John Deere and SharkNinja with an army of AI agents

A hacker broke into more than 100 websites using an army of AI agents that mostly operated on their own, according to findings from the AI security firm Norforge. Though Norforge doesn’t name the targets, Reuters reports that the victims included companies like John Deere, SharkNinja, and Cummins. Concerns over AI-powered cybersecurity breaches have grown […]

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CoreWeave’s debt is becoming the whole AI industry’s problem

CoreWeave had a bad week last week. Its bonds slipped into distressed territory by a common definition – when investors demand 1,000 basis points more in yield than they’d get from government bonds. Last Tuesady Chamath “SPAC King” Palihapitiya noticed the distressed debt, and also asked whether the AI buildout was a private credit bubble. […]

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The fossil fuel comeback is here

The US is building more fossil fuel infrastructure than it has in a decade while renewable energy growth slows down, a new report shows. Electricity demand is also climbing faster than it has in more than a decade with more data centers, factories, and electric vehicles plugging into the grid. Despite those growing demands, the […]

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