Reading List

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

TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027 (Christopher Mims/Wall Street Journal)

Christopher Mims / Wall Street Journal:
TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027  —  AI companies' need for a type of once-affordable microchip threatens to drive up prices of all electronics—and limit data-center ambitions

Filing: Elon Musk seeks $79B-$134B damages from OpenAI and Microsoft, alleging OpenAI defrauded him by abandoning nonprofit roots and partnering with Microsoft (Robert Burnson/Bloomberg)

Robert Burnson / Bloomberg:
Filing: Elon Musk seeks $79B-$134B damages from OpenAI and Microsoft, alleging OpenAI defrauded him by abandoning nonprofit roots and partnering with Microsoft  —  Elon Musk wants OpenAI Inc. and Microsoft to pay him damages in the range of $79 billion to $134 billion over his claims …

Appfigures: Sora 2 had ~6M iOS downloads as of December 2025; the Android version, available since early November 2025, had ~3.1M, as growth begins to slow (Sherwood News)

Sherwood News:
Appfigures: Sora 2 had ~6M iOS downloads as of December 2025; the Android version, available since early November 2025, had ~3.1M, as growth begins to slow  —  The app racked up 1 million downloads in its first five days, despite being iOS-only and requiring an invite.

Adobe's stock has slumped more than 45% since the end of 2023, reflecting analyst concerns over the threat of AI-driven disruption to SaaS companies (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg:
Adobe's stock has slumped more than 45% since the end of 2023, reflecting analyst concerns over the threat of AI-driven disruption to SaaS companies  —  Concern that Adobe Inc. will struggle in the artificial-intelligence era has driven Wall Street analysts' view on the maker of software …

Sources: the EU's cybersecurity proposal, to be presented on Jan. 20, is expected to phase out vendors such as Huawei from the bloc's critical infrastructure (Barbara Moens/Financial Times)

Barbara Moens / Financial Times:
Sources: the EU's cybersecurity proposal, to be presented on Jan. 20, is expected to phase out vendors such as Huawei from the bloc's critical infrastructure  —  Proposed Cybersecurity Act would phase out groups such as Huawei and ZTE from telecom networks and solar energy systems