Reading List
The most recent articles from a list of feeds I subscribe to.
IDC expects shipments of PCs could shrink by up to 9% YoY in 2026 due to global memory shortages, as demand from AI data centers continues to outstrip supply (Zak Killian/Tom's Hardware)
Zak Killian / Tom's Hardware:
IDC expects shipments of PCs could shrink by up to 9% YoY in 2026 due to global memory shortages, as demand from AI data centers continues to outstrip supply — Memory shortages are expected to have a serious impact on the PC and smartphone market. … The International Data Corporation …
Two ex-staffers of cybersecurity incident response companies Sygnia and DigitalMint plead guilty to targeting US companies in 2023's BlackCat ransomware attacks (Sergiu Gatlan/BleepingComputer)
Sergiu Gatlan / BleepingComputer:
Two ex-staffers of cybersecurity incident response companies Sygnia and DigitalMint plead guilty to targeting US companies in 2023's BlackCat ransomware attacks — Two former employees of cybersecurity incident response companies Sygnia and DigitalMint have pleaded guilty to targeting U.S. companies …
Sources: Nvidia is in advanced talks to acquire Tel Aviv-based AI21, which is building its own LLMs, for $2B to $3B; the deal would resemble an acquihire (CTech)
CTech:
Sources: Nvidia is in advanced talks to acquire Tel Aviv-based AI21, which is building its own LLMs, for $2B to $3B; the deal would resemble an acquihire — EXCLUSIVE: The move would mark Nvidia's fourth major Israeli purchase and signal the limits of Israel's LLM ambitions.
Zhipu AI launches a share sale to raise ~$560M in a Hong Kong IPO at a valuation of ~$6.6B, which would make it the first LLM developer listed in Hong Kong (Themis Qi/South China Morning Post)
Themis Qi / South China Morning Post:
Zhipu AI launches a share sale to raise ~$560M in a Hong Kong IPO at a valuation of ~$6.6B, which would make it the first LLM developer listed in Hong Kong — The company, marketed overseas as Z.ai, eyes US$6.6 billion valuation with Hong Kong's first large language model listing
Meta just bought into the enterprise market with its Manus deal, which may eventually help it expand into cloud offerings like those of its Big Tech peers (M.G. Siegler/Spyglass)
M.G. Siegler / Spyglass:
Meta just bought into the enterprise market with its Manus deal, which may eventually help it expand into cloud offerings like those of its Big Tech peers — Between Apple and Meta, I think it was a pretty close call in terms of which Big Tech company had the worse 2025 when it came to AI.