Today's trail

Nvidia's $10 billion bet on Anthropic IPO, and the chip guarantees behind the AI industry's borrowing

Jensen Huang's exit as Nvidia's chief executive, a week before Anthropic is due to begin trading in what could be the biggest stock market listing on record, has put a spotlight on the chipmaker's $10 billion pledge to the artificial intelligence (AI ...

The AI Agents Can’t Find Anyone to Help Yet

AI agents were supposedly going to be game-changers for both sides of consumer transactions—agents would handle tasks like bookings, support, and services 24/7, freeing humans for other work. Turns out businesses don't like dealing with AI agents, and consumers don't want them handling their business.

World's first compute-in-memory AI chip for headphones lands in Japan with Soundcore Space 2 Pro

Soundcore Space 2 Pro launches in Japan carrying the world's first Compute-in-Memory AI chip in a consumer wearable. Anker's Thus chip eliminates the Von Neumann energy bottleneck, enabling eight-microphone Adaptive ANC 3.

a16z Introduces "B2A Economy" Thesis: AI Agents Are Replacing Humans as the Internet's Primary Users

Andreessen Horowitz (a16z) published an article titled "Welcome to the B2A Economy," arguing that AI agents are becoming the internet's primary users…

At a major Silicon Valley AI conference, VCs and CEOs grapple with a future without Jensen Huang

At the Cerebral Valley AI Summit, founders and investors weighed what Jensen Huang's exit means for Nvidia's chips, startup investments, and rivals.

Surging AI chip revenue and Microsoft deal boost Cerebras Systems's stock by 17%

Artificial intelligence chipmaker Cerebras Systems Inc. delivered third-quarter revenue that comfortably beat expectations in its latest financial report today while announcing a new deal with Microsoft Corp., sending its stock up almost 18% in late trading.

Speaker Johnson says Congress developing consensus on limiting chip exports to China

US House Speaker Mike Johnson said on Thursday there was a growing consensus ‌in Congress on limiting exports of semiconductor chips to ‌China after a scandal forced

Liquid AI Releases LiquidCodec, a 74M-Parameter Streaming Audio Codec

China is using AI to map potential targets inside the global chip industry

Leaked documents suggest China is using AI to profile overseas chip talent and map relationships, though recruitment or espionage has yet to be established.

NFON Adds AI Agent Studio to Its AI portfolio

New AI Agent Studio simplifies development of bespoke AI agents and intelligent process automation NFON continues to develop its AI business consistently towards a solutions- and platform-based model European partner network supports marketing