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Large language model (LLM) training workloads increasingly run into GPU memory limits before compute is fully used. Model weights, gradients, optimizer states, communication buffers, and intermediate activations all compete for GPU high-bandwidth memory (HBM). As model size, sequ

RAM Fever The price of memory has roughly tripled in six months. Who ends up paying? Welcome to another edition of Generalist Intelligence, the weekly intelligence briefing that delivers situational awareness in 20 minutes or less. To unlock the full briefing, join as a member. T

Off the Wire Press Releases SEOUL, South Korea, July 10, 2026 — SK hynix Inc. today announced that it has listed its American Depositary Receipts (ADRs) on the NASDAQ stock market, entering the heart of the global AI industry and capital markets, and opening a new chapter to elev

President Donald Trump ousted the three remaining members of the Election Assistance Commission, with less than four months before midterm elections, the White House confirmed Friday. Democrats blasted Trump's gutting of the EAC, an independent federal agency that helps administe

Five top Senate Democrats on Friday renewed calls for hearings into President Donald Trump's cryptocurrency holdings, citing his new financial disclosure and questions about foreign and unidentified investors in his family's crypto business. The Democrats called on the Republican

A years-long lawsuit between the college-focused social app Fizz and rival Sidechat over unfair competition practices has taken an interesting turn. In a new filing, Fizz is accusing investor Jerry Lu, who is with venture capital firm Maveron, of meeting with Fizz under the guise

Meta Platform's AI efforts are looking like the recipe for a comeback after an almost year-long drought in shares of the $1.7 trillion market-cap company. Shares of Mark Zuckerberg's social media giant jumped more than 6% Friday to the highest level since April, extending gains t

Listen to this article in summarized format This followed a fresh calculation by the state-run lender that pegged the ECL impact at Rs 3,000-3,500 crore, lower than Rs 4,000-6,000 crore estimated previously, he said. "We will not need to raise capital as the ECL impact would be i

Fino Payments Bank announced its business update for June 2026 today, after-market hours, reporting steady growth in deposits and strong traction in its loan referral business. Average total deposits increased 11% year-on-year to ₹2,755 crore, reflecting sustained growth in its d

Iran wants to shut down a U.S. Navy-protected shipping lane through Oman's waters that has allowed oil and gas tankers in the Persian Gulf to exit the Strait of Hormuz without seeking Tehran's permission. The Islamic Republic tried to impose its control over Hormuz this week by a

Reed’s view The AI Futures Project last year issued a gloomy prediction of what will happen if AI progress continues unchecked: Humanity doesn’t make it. This year, the research group headed by former OpenAI researcher Daniel Kokotajlo is going one step further. In AI 2040: Plan

Wearable-makers want a smartphone-adoption moment. Chipmaker Qualcomm is working on up to 40 different kinds of devices with its customers, helping them design things like digital watches, rings, and glasses in a way that delivers consumer data back to the companies creating the

Meta this week rolled out two new AI models as it tries to catch up to competitors and assert itself as a top player in the AI race. Muse Image, true to its name, is an AI image-generation feature for advertisers, creators, and influencers with a feature that’s already causing co

Earnings season kicks off next week, and as usual, the big banks lead off. Here's what the tape is telling me going in: for the past four weeks, financials' relative rotation versus the broad market has been improving. Information technology — the market's leader for as long as a

The AI chip boom just produced its biggest Wall Street moment yet. SK Hynix, a South Korean memory chip giant, said Friday it has raised $26.5 billion (KRW 40 trillion) in its U.S. market debut. SK Hynix sold 177.9 million American depositary shares (ADRs) at $149 each, structure

A new app called HyperTexting is making it as easy to surf the web as it is to scroll through a social media feed, like Facebook or X. The app, newly available for iOS, also aims to make updating your own personal website as simple as sending a text message. This algorithm-free v

AWS Compute Blog Architecting for IOPS and throughput performance on AWS Outposts racks AWS Outposts extend AWS infrastructure, services, APIs, and tools to on-premises locations for workloads that require low latency, local data processing, or data residency. In this post, you l

Following strong gains in the previous session, precious metals turned volatile in Friday's trade (10 July), swinging between gains and losses before trading mostly lower and remaining on track to end the week in negative territory. Comex gold futures fell $59 per troy ounce to a

Beta on Friday said it wrapped up the first test flights in the U.S. government's sweeping electric vertical takeoff and landing pilot program aimed at making the vision of flying taxis a reality. The aerospace company, which is backed by Amazon, said the flights transported manu

Beta on Friday said it wrapped up the first test flights in the U.S. government's sweeping electric vertical takeoff and landing pilot program aimed at making the vision of flying taxis a reality. The aerospace company, which is backed by Amazon, said the flights transported manu

Last quarter, I visited the ASUS server thermal testing lab in Taiwan. This is where the company does its thermal testing for customers, validation, and even longer-term reliability testing. Inside the lab, there are a number of facilities, each with a different focus area. One o

Listen to this article in summarized format The South Korean chipmaker is the latest to ride a frenzy of investor interest in firms perceived as reaping big gains from the AI revolution that has spawned hundreds of billions of dollars in capital spending. Chip stocks have lost so

Contributing to U.K. financial sector resilience as a critical third party Jeanette Manfra VP, Head of Risk and Compliance, Google Cloud Tara Brady President, Google Cloud EMEA At Google Cloud, we take our role in the financial ecosystem very seriously. We firmly believe that ope

Welcome back to This Week in Stratechery! As a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone. Additionally, you have complete control over what we send to you. If you don’t want to

SK hynix and TetraMem collaborate on experimental chip to bolster energy efficiency for edge AI devices — memristor-based in-memory SoC research leaves performance questions up in the air Can their approach deliver solid performance? SK hynix, TetraMem, and researchers from the U

About a month ago, Valve announced that it would expand its long-standing Steam Deck Verified program to the now-shipping Steam Machine, offering a separate rating of Steam games’ compatibility and playability for the fresh living room-focused hardware. Now that those ratings sta

China’s state-owned space company successfully launched a Long March orbital rocket and landed the booster on a seagoing recovery vessel, making it the second country to achieve the feat. The demonstration on Friday shows that China’s Aerospace Science and Technology Corporation

Speed is Elon Musk’s superpower, but his abilities clearly have limits. Cursor and SpaceXAI announced Wednesday that they collaboratively released a new model, Grok 4.5, designed to work within Cursor. The announcement came with all the usual comparisons to the big foundation mod

Off the Wire Press Releases July 10, 2026 — Quantum computing promises to solve computational problems that are beyond the reach of classical systems. This call for proposals focuses on the immediate frontier of quantum computing: the early fault-tolerant era. It seeks to identif

GENEVA — Call it a self-flying camera. Call it a flying car. Just don’t call it a drone. Executives from three Chinese companies that make autonomous aviation tech told Semafor they don’t want to be associated with the term “drone,” which has become more linked to death and secur

Anthropic says it can read Claude's 'thoughts,' as detailed in new research paper — models observed to have a global workspace, revealing more of what makes LLMs tick The internal "J-Space" opens up opportunities for greater training, oversight, and understanding how LLM's work.

"While our primary focus remains on organic growth, we will continue to pursue inorganic opportunities that enhance scale, capabilities or customer reach, as evidenced by our recent acquisition of Deutsche Bank’s retail portfolio," Vaswani said in his message to shareholders. Las

There are many ways to optimize code for GPUs. In this post, you’ll learn how kernel fusion can improve memory bandwidth and reduce kernel launch overhead, along with multiple ways to apply it in NVIDIA CUDA code. A common bottleneck when writing GPU code is that GPU compute is s

A firmware update is behind recent reports that some Hue Bridge Pro smart hubs are no longer working, Ars Technica has confirmed. In late June, there were reports of some Hue Bridge Pro devices not working properly after installing a firmware update. Philips released firmware ver

AI performance comes down to three dimensions: - Accuracy: How well the model reasons and produces outputs - Throughput: How many tokens per second a datacenter can generate - Interactivity: How responsive the model feels to a user, dominated by latency Deployments must balance a

Disney+ is considering making some of its streaming library available to watch for free, according to a report from Business Insider. Disney’s chief product and technology officer Adam Smith discussed the possibility of offering free-tier content during a town hall on Thursday, t