Reading List

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

Investor fears that software companies face an AI-driven extinction event are exaggerated, but the belief that they might be facing one is damaging their stocks (Dan Gallagher/Wall Street Journal)

Dan Gallagher / Wall Street Journal:
Investor fears that software companies face an AI-driven extinction event are exaggerated, but the belief that they might be facing one is damaging their stocks  —  Fears that software companies are facing an extinction event are exaggerated, but other dangers are real

A look at Axiom, which is building AxiomProver, an "AI mathematician" it claims has solved at least four previously unsolved math problems (Will Knight/Wired)

Will Knight / Wired:
A look at Axiom, which is building AxiomProver, an “AI mathematician” it claims has solved at least four previously unsolved math problems  —  Axiom says its AI found solutions to several long-standing math problems, a sign of the technology's steadily advancing reasoning capabilities.

Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers; HP and Dell are currently qualifying DRAM products from CXMT (Nikkei Asia)

Nikkei Asia:
Sources: HP, Dell, Acer, and Asus are considering sourcing memory chips from Chinese chipmakers; HP and Dell are currently qualifying DRAM products from CXMT  —  TAIPEI — Leading PC makers HP, Dell, Acer and Asus are considering sourcing memory chips from Chinese chipmakers for the first time amid …

Cybersecurity company Varonis agrees to acquire AllTrue, which develops specialized tools for AI trust, risk, and security management, for $125M in cash (James Rundle/Wall Street Journal)

James Rundle / Wall Street Journal:
Cybersecurity company Varonis agrees to acquire AllTrue, which develops specialized tools for AI trust, risk, and security management, for $125M in cash  —  Cybersecurity company Varonis Systems said it would acquire artificial-intelligence specialist AllTrue, the latest in a series of deals …

TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027 (Bloomberg)

Bloomberg:
TSMC plans to produce 3nm chips at its second plant in Kumamoto, Japan; sources say that is an upgrade from an original plan to produce 7nm chips by late 2027  —  Taiwan Semiconductor Manufacturing Co. plans to make advanced 3-nanometer chips in Japan, stepping up its semiconductor manufacturing roadmap …