Yue Wang / Forbes:
A look at Huawei-backed Yuanjie, a maker of photonic chips used in AI data center optical interconnects, whose stock has surged 780% over the past year  —  Huawei-backed Yuanjie Semiconductor Technology makes photonic chips used in optical interconnects in AI data centers.

Ryan Weeks / Bloomberg:
A profile of Chinese bitcoin mining company Bitmain, now allied with Eric Trump's American Bitcoin and previously the target of a DHS espionage-risk probe  —  Bitmain has been dogged for years by questions about the security of its mining rigs.  But that hasn't stopped it from going into business with a key member of the First Family.

Not Boring by Packy McCormick:
An essay on the history, theory, progress, and potential of world models, a prominent theme at Nvidia GTC 2026, co-written by General Intuition CEO Pim de Witte  —  Welcome to the 458 newly Not Boring people who have joined us since our last essay!  Join 260,170 smart, curious folks by subscribing here:

Bloomberg:
Elon Musk announces Terafab, an Austin-based project run by Tesla and SpaceX to manufacture robotics, AI, and space data center chips for Tesla, xAI, and SpaceX  —  Elon Musk said his Terafab project — a grand plan to eventually manufacture his own chips for robotics, artificial intelligence …

Bloomberg:
Speaking at a Beijing forum, Tim Cook praised Apple's partners and developers in China, a week after Chinese state media labeled the App Store “monopolistic”  —  Apple Inc. Chief Executive Officer Tim Cook commended Chinese developers and the company's partners in the country …