News

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… Read More »A technical deep dive into Amazon’s Trainium3 accelerator, including its server SKUs’ specifications, silicon design, power budget, and bill of materials (SemiAnalysis)

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,… Read More »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)

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… Read More »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)

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… Read More »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)

Sam Kriss / New York Times: A look at various quirks in AI-generated prose, mainly influenced by “overfitting” in AI models, as humans increasingly mimic AI language in writing and speech  —  If only they were robotic!  Instead, chatbots have… Read More »A look at various quirks in AI-generated prose, mainly influenced by “overfitting” in AI models, as humans increasingly mimic AI language in writing and speech (Sam Kriss/New York Times)

Bloomberg: Short seller Grizzly shorts London-listed Trustpilot, alleging the review site pressures businesses to pay for subscriptions; Trustpilot refutes the claims  —  Shares in Trustpilot Group Plc had their steepest ever one-day drop after Grizzly Research said it holds a… Read More »Short seller Grizzly shorts London-listed Trustpilot, alleging the review site pressures businesses to pay for subscriptions; Trustpilot refutes the claims (Bloomberg)

Tyler Kingkade / NBC News: Parents are pressuring LA Unified, the second-largest US school district, to reduce mandatory student screen time on school-issued iPads and Chromebooks  —  A growing contingent of public school parents say school-mandated iPads, particularly in elementary… Read More »Parents are pressuring LA Unified, the second-largest US school district, to reduce mandatory student screen time on school-issued iPads and Chromebooks (Tyler Kingkade/NBC News)

Abram Brown / The Information: Source: Microsoft is in talks to design future custom chips with Broadcom, which would involve Microsoft switching its business from Marvell  —  Microsoft is in talks to design future custom chips with Broadcom, which would… Read More »Source: Microsoft is in talks to design future custom chips with Broadcom, which would involve Microsoft switching its business from Marvell (Abram Brown/The Information)

Jyoti Mann / Business Insider: Leaked memos: Meta is delaying the release of its MR glasses codenamed “Phoenix” from H2 2026 to H1 2027 for “more breathing room to get the details right”  —  – Meta delays the release of… Read More »Leaked memos: Meta is delaying the release of its MR glasses codenamed “Phoenix” from H2 2026 to H1 2027 for “more breathing room to get the details right” (Jyoti Mann/Business Insider)

OpenRouter: An analysis of 100T+ tokens from the past year shows reasoning models now represent over half of all usage, open-weight model use has grown steadily, and more  —  An Empirical 100 Trillion Token Study with OpenRouter  —  Malika Aubakirova*Alex… Read More »An analysis of 100T+ tokens from the past year shows reasoning models now represent over half of all usage, open-weight model use has grown steadily, and more (OpenRouter)