Three Fronts, 87 Days. The Squeeze on China Now Runs Through Silicon Valley.
U.S. strikes on Iran and Venezuela cut China's oil supply. $690B in AI capex depends on TSMC chips from Taiwan, where PLA drills are escalating.
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Karpathy Says AI Coding Agents Made Programming 'Unrecognizable' Since December
Karpathy claims December 2025 was when AI coding agents crossed from unreliable to functional. Bloomberg reports a productivity panic in tech.
SambaNova's second life. A $350 million bet that Intel can't build alone
SambaNova raised $350M after Intel acquisition talks collapsed. SN50 chip targets Nvidia with Intel co-selling deal.
AMD Is Giving Away 20% of Its Stock to Sell Chips. That's a Confession, Not a Win.
AMD offered warrants for 20% of its stock to Meta and OpenAI in four months. The AI chip market's circular financing raises serious questions.
Distillation Attacks on Claude Are Real. So Is the Lobbying Campaign.
Anthropic named DeepSeek, Moonshot, and MiniMax in a distillation report timed to the export control debate.
Pentagon software runs on code older than its recruits. Code Metal's $125 million fix.
Code Metal's AI translates aging Pentagon code into modern languages with formal verification. A $1.25B bet on defense's worst problem.
JFrog Lost 25% in One Day. AI-Native Startups Have More to Lose.
JFrog lost 25% after Anthropic launched Claude Code Security. The deeper threat targets AI-native startups building the middleware between code generation and production.
Phison CEO Says Memory Shortage Could Bankrupt Electronics Companies by End of 2026
Phison CEO Pua Khein-Seng warns consumer electronics companies could go bankrupt by end of 2026 as AI data centers consume the global memory supply.
After $1.2 billion in exits, Kana's founders take on the machines they built
Kana's founders sold Rapt to Microsoft and Krux to Salesforce for a combined $1.2B. Now they're back with $15M to build AI agents that compete against both.
Legora and the 260x question
Legora raised $600M in six months on $23M in revenue. At 260x ARR, its valuation reveals more about VC's legal disruption bet than any product.
DeepMind's David Silver Raises $1B for London AI Lab in Europe's Biggest Seed Round
AlphaGo creator David Silver is raising $1B for Ineffable Intelligence, a London AI lab. Sequoia leads at a $4B valuation.
India Expects $200 Billion in AI Investment, Tech Minister Says at New Delhi Summit
India expects $200 billion in AI investment over two years, anchored by Adani's $100 billion data center pledge and Anthropic's first India office.
Sitegeist Raises €4M to Automate Concrete Repair With Autonomous Robots
Sitegeist raised €4M to deploy autonomous concrete repair robots on German infrastructure. The machines work up to 10x faster than manual crews.