SemiAnalysis:
A technical deep dive into Amazon's Trainium3 accelerator, including its server SKUs' specifications, silicon design, power budget, and bill of materials — Step-Function Software & System Improvements, “Amazon Basics” GB200 NVL36x2, NL72x2/NL32x2 Scale Up Rack Architecture, Optimized Perf per TCO, Trainium4
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Saturday, December 6, 2025
A technical deep dive into Amazon's Trainium3 accelerator, including its server SKUs' specifications, silicon design, power budget, and bill of materials (SemiAnalysis)
Sources: Apple's chip chief Johny Srouji told Tim Cook that he is seriously considering leaving soon; some execs floated elevating him to the CTO role (Mark Gurman/Bloomberg)
Mark Gurman / Bloomberg:
Sources: Apple's chip chief Johny Srouji told Tim Cook that he is seriously considering leaving soon; some execs floated elevating him to the CTO role — Apple Inc., long the model of stability in Silicon Valley, is suddenly undergoing its biggest personnel shake-up in decades …
Some Reddit moderators say a surge of AI slop on the site is eroding its authenticity and could lead to a feedback loop of AI models training on AI content (Kat Tenbarge/Wired)
Kat Tenbarge / Wired:
Some Reddit moderators say a surge of AI slop on the site is eroding its authenticity and could lead to a feedback loop of AI models training on AI content — Reddit is considered one of the most human spaces left on the internet, but mods and users are overwhelmed with slop posts in the most popular subreddits.
A look at Phreeli, a privacy-focused phone carrier that lets users sign up with only a ZIP code and uses an encryption system based on "zero-knowledge proofs" (Andy Greenberg/Wired)
Andy Greenberg / Wired:
A look at Phreeli, a privacy-focused phone carrier that lets users sign up with only a ZIP code and uses an encryption system based on “zero-knowledge proofs” — Privacy stalwart Nicholas Merrill spent a decade fighting an FBI surveillance order.
Friday, December 5, 2025
The EU fines X €120M for breaching online content rules, the first fine under the DSA, citing issues including the deceptive design of its blue checkmarks (Foo Yun Chee/Reuters)
Foo Yun Chee / Reuters:
The EU fines X €120M for breaching online content rules, the first fine under the DSA, citing issues including the deceptive design of its blue checkmarks — Elon Musk's social media company X was fined 120 million euros ($140 million) by EU tech regulators on Friday …
Japan faces bottlenecks in data center construction due to labor shortages and more; DC Byte says Japan's capacity has tripled to 6.8 GW in the past five years (Tsubasa Suruga/Nikkei Asia)
Tsubasa Suruga / Nikkei Asia:
Japan faces bottlenecks in data center construction due to labor shortages and more; DC Byte says Japan's capacity has tripled to 6.8 GW in the past five years — TOKYO — Since relocating his Tokyo office in August to accommodate a growing team, veteran construction consultant Takehiko Yuge …
Thursday, December 4, 2025
DealBook Summit: Palantir CEO Alex Karp says "the more constitutional you want to make" the US' Caribbean boat strikes "the more you're going to need" Palantir (Ece Yildirim/Gizmodo)
Ece Yildirim / Gizmodo:
DealBook Summit: Palantir CEO Alex Karp says “the more constitutional you want to make” the US' Caribbean boat strikes “the more you're going to need” Palantir — Alex Karp vows to use his “whole influence” on immigration and defense policy. — Read Later Read Later
Jimmy Wales says Wikimedia is working with Big Tech on AI deals similar to Google and reader donations are "not to subsidize OpenAI costing us a ton of money" (Reuters)
Reuters:
Jimmy Wales says Wikimedia is working with Big Tech on AI deals similar to Google and reader donations are “not to subsidize OpenAI costing us a ton of money” — Wikipedia is working with Big Tech on deals similar to its arrangement with Google, the online encyclopedia's co-founder …
Sources: Beijing-based Cambricon plans to more than triple its AI chip production to 500K units in 2026, including 300K of its advanced Siyuan 590 and 690 chips (Yuan Gao/Bloomberg)
Yuan Gao / Bloomberg:
Sources: Beijing-based Cambricon plans to more than triple its AI chip production to 500K units in 2026, including 300K of its advanced Siyuan 590 and 690 chips — Cambricon Technologies Corp. plans to more than triple its production of AI chips in 2026, aiming to wrest market share …
Wednesday, December 3, 2025
Donald Trump Jr. and Eric Trump's American Bitcoin closed down 38.8% on December 2, wiping out ~$1B in market value; TMTG is down nearly 70% in 2025 (George Steer/Financial Times)
George Steer / Financial Times:
Donald Trump Jr. and Eric Trump's American Bitcoin closed down 38.8% on December 2, wiping out ~$1B in market value; TMTG is down nearly 70% in 2025 — Company's shares plummet as investors cash out at end of lock-up period — Shares in a US cryptocurrency miner backed by Donald Trump Jr …
HBO Max's 4K Mad Men re-release had multiple errors, including lacking post-production edits in some scenes; a source says Lionsgate delivered the wrong 4K file (Tony Maglio/The Hollywood Reporter)
Tony Maglio / The Hollywood Reporter:
HBO Max's 4K Mad Men re-release had multiple errors, including lacking post-production edits in some scenes; a source says Lionsgate delivered the wrong 4K file — But the best one definitely did. … The 4K stream of the classic Lionsgate Television series for AMC Network came to HBO Max on Monday …
Tuesday, December 2, 2025
Polymarket's Ukraine war betting, based on ISW's map, generated $1M+ in volume for "Will Russia capture Myrnohrad?"; an "unauthorized" map edit resolved the bet (Matthew Gault/404 Media)
Matthew Gault / 404 Media:
Polymarket's Ukraine war betting, based on ISW's map, generated $1M+ in volume for “Will Russia capture Myrnohrad?”; an “unauthorized” map edit resolved the bet — A live map that tracks frontlines of the war in Ukraine was edited to show a fake Russian advance on the city of Myrnohrad on November 15.
Americans express fear and negativity toward AI, often relying on bad arguments like water usage, a stark contrast with Asia and Europe's relative positivity (Noah Smith/Noahpinion)
Noah Smith / Noahpinion:
Americans express fear and negativity toward AI, often relying on bad arguments like water usage, a stark contrast with Asia and Europe's relative positivity — Anti-AI sentiment might or might not be rational, but it certainly relies on a lot of bad arguments.
Monday, December 1, 2025
ByteDance launches an AI voice assistant powered by its Doubao LLM, available first on ZTE's Nubia M153 smartphone prototype; Doubao has an estimated 159M MAUs (Reuters)
Reuters:
ByteDance launches an AI voice assistant powered by its Doubao LLM, available first on ZTE's Nubia M153 smartphone prototype; Doubao has an estimated 159M MAUs — Chinese tech giant ByteDance said on Monday it is launching an artificial intelligence voice control tool that will debut …
Indian government order: India's telecom ministry privately asks phonemakers to preload state cybersecurity app Sanchar Saathi on all new devices within 90 days (Reuters)
Reuters:
Indian government order: India's telecom ministry privately asks phonemakers to preload state cybersecurity app Sanchar Saathi on all new devices within 90 days — India's telecoms ministry has privately asked smartphone makers to preload all new devices with a state-owned cyber security app …
Sam Altman says OpenAI will not pursue an IPO until it can make confident safety claims about its AI models, but waiting too long would be "bad for the world" (Hayden Field/The Verge)
Hayden Field / The Verge : Sam Altman says OpenAI will not pursue an IPO until it can make confident safety claims about its AI models, b...
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Amid government scrutiny over its various trade practices, the firm has been able to hold on to a set of consumers looking for cheaper goods...
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Robert Hackett / Fortune : Profile of Kathryn Haun, a former prosecutor who created US' first federal “digital currency task force” a...