Reading List

The most recent articles from a list of feeds I subscribe to.

Sources: strong AI demand in China nearly doubles prices for Nvidia's B300 servers to ~$1M each, as a crackdown on chip smuggling dries up black market supply (Reuters)

Techmeme

Samsung says the memory shortage will worsen in 2027 as customers are already placing orders for that year, leading to a projected supply gap larger than 2026 (Kim Jaewon/Nikkei Asia)

Techmeme

How Kosovo's tech industry, driven by local companies like business outsource provider SPEEEX, is helping cut youth unemployment and changing Pristina's skyline (Bloomberg)

Techmeme

Sony confirms that some digital PS4 and PS5 games require a one-time online license check "to confirm the game's license", likely to combat refund scams (Gabe Gurwin/GameSpot)

Techmeme

European software companies, including SAP, Capgemini, Nemetschek, Hexagon, and Dassault, report better-than-expected earnings despite AI fears and the Iran war (Chloe Meley/Bloomberg)

Techmeme

Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1, and it is set to reach $725B in 2026, up 77% from $410B in 2025 (Financial Times)

Techmeme

Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1 and is projected to reach $725B in 2026, up 77% from $410B in 2025 (Financial Times)

Techmeme

GoTo reports net income of ~$15M for Q1 2026, its first ever, after job cuts and unit disposals helped Indonesia's largest internet company reduce costs (Olivia Poh/Bloomberg)

Techmeme

GoTo reports net income of ~$15M for Q1 2026, its first ever, after job cuts and unit disposals helped Indonesia's largest internet company reduce costs (Olivia Poh/Bloomberg)

Techmeme

A look at Eka, which trains its robotic claw on a "vision-force-action model" incorporating realistic joints, motors, and physics principles into its simulation (Will Knight/Wired)

Techmeme

A look at Eka, which trains its robotic claw on a "vision-force-action model" incorporating realistic joints, motors, and physics principles into its simulation (Will Knight/Wired)

Techmeme

Apple shipped 71.6% of all smartphones with satellite connectivity in 2025; smartphones with satellite connectivity to reach 46% of global shipments by 2030 (Counterpoint Research)

Techmeme

Apple shipped 71.6% of all smartphones with satellite connectivity in 2025; smartphones with satellite connectivity to reach 46% of global shipments by 2030 (Counterpoint Research)

Techmeme

Anthropic unveils BioMysteryBench to test Claude's bioinformatics skills against human experts, and says Mythos solved ~30% of 23 questions that stumped experts (Anthropic)

Techmeme

Anthropic unveils BioMysteryBench to test Claude's bioinformatics skills against human experts, and says Mythos solved ~30% of 23 questions that stumped experts (Anthropic)

Techmeme

Hyundai unveils Pleos Connect, a next-generation infotainment system with Gleo AI voice assistant, debuting in May on the new Grandeur sedan in South Korea (Hyonhee Shin/Bloomberg)

Techmeme

Hyundai unveils Pleos Connect, a next-generation infotainment system with Gleo AI voice assistant, debuting in May on the new Grandeur sedan in South Korea (Hyonhee Shin/Bloomberg)

Techmeme

Leaked audio: San Francisco and Austin first responders told the NHTSA that Waymo robotaxis are "backsliding" and committing more traffic violations than before (Aarian Marshall/Wired)

Techmeme

Leaked audio: San Francisco and Austin first responders told the NHTSA that Waymo robotaxis are "backsliding" and committing more traffic violations than before (Aarian Marshall/Wired)

Techmeme

OpenAI says it has signed contracts for 10GW of US AI compute capacity, with 3GW+ added in the past 90 days, hitting a goal it once aimed to reach by 2029 (Dina Bass/Bloomberg)

Techmeme