The Naruto live-action movie from Lionsgate is pushing forward as the director announces worldwide casting for Naruto, Sasuke, and Sakura.

Gao Yuan / Bloomberg:
Interviews with employees and insiders reveal how CXMT is amassing tech, funding, and state support to challenge top memory chipmakers and build local suppliers  —  Founded by a US-trained entrepreneur, CXMT is racing to catch its rivals and using a largely domestic supplier network to shield itself from Washington.

SemiAnalysis:
A look at Meta Superintelligence Labs' growth in the past year, including a top-tier RL environment and compute ramp that could catch up to Anthropic and OpenAI  —  A top tier RL environment startup spawns out of thin air, the most aggressive compute ramp we've ever seen, 2000km+ scale-across, and some advice for Google DeepMind

Zijing Wu / Financial Times:
Sources: Manus investors and management are discussing unwinding Meta's $2B buyout at the same valuation, with Tencent in talks to become the largest investor  —  Chinese tech giant set to become largest shareholder in AI agent start-up after Beijing ordered reversal of US takeover

Financial Times:
Carlyle agrees to sell US data center power and infrastructure platform Copia to EQT; sources: the deal values Copia at $2.6B, a fivefold return for Carlyle  —  Deal underscores bright spot for private equity portfolio company sales amid strong demand for AI infrastructure