China’s AI just mapped its entire renewable energy grid. Here’s why the rest of the world should pay attention
Every major economy is staring at the same problem right now. Artificial intelligence is consuming electricity at a pace that grids were never designed to handle. In the US, capacity market prices in PJM, the country’s largest grid operator, have risen more than tenfold in two years, with data-centre growth identified as a primary driver. […]
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Musk and Zuckerberg convinced Trump to scrap AI executive order
The ceremony was scheduled. The CEOs were on the guest list. And then it wasn’t happening. On Thursday, US President Donald Trump scrapped a planned AI executive order, which had already been delayed multiple times, citing concerns that it might erode America’s competitive edge over China. “We’re leading China, we’re leading everybody, and I don’t […]
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Defenders fall behind, as AI rewrites the rules of a data breach
Nvidia’s Vera chip is the US$200 billion bet Jensen Huang doesn’t want you to overlook
The Nvidia Vera chip is rarely the headline when earnings beat estimates, but it should be. When Nvidia reported Q1 revenue of US$81.62 billion on Wednesday, beating analyst estimates of US$78.86 billion, and guided Q2 at US$91 billion–well above Wall Street’s US$86.84 billion forecast–the numbers did what Nvidia numbers always do: dominate the room. But […]
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Smashing Security podcast #468: High-speed train hacks and homicidal lawnmowers
Alibaba is designing AI chips around agents, and that changes what the race is actually about
Alibaba has unveiled a new AI processor built specifically for AI agents, pairing the chip announcement with a multi-year silicon roadmap and a new large language model, signalling that the company is building an integrated AI stack, not just filling a gap left by US export controls. The Zhenwu M890, developed by Alibaba’s semiconductor subsidiary […]
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The Nvidia H200 China deal survived the Trump-Xi summit–just not in the way anyone expected
President Trump flew to Beijing, brought Jensen Huang along at the last minute, and left two days later, telling reporters that “something could happen” on chip exports. Nothing did. Not a single Nvidia H200 has shipped to China since Trump first authorised the sales in December 2025, and US Trade Representative Jamieson Greer told Bloomberg that semiconductor controls were […]
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Amazon launches Alexa for Shopping as Rufus moves behind the scenes
Amazon has introduced Alexa for Shopping, combining its Rufus shopping chatbot with Alexa+ across its app, website, and Echo Show devices. The assistant can answer product questions, compare items, track prices, and support shopping reminders. It can also handle scheduled shopping actions and eligible automated purchases. The company said Alexa for Shopping combines Rufus’ product […]
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Physical AI moves closer to factory floors as companies test humanoid robots
British technology company Humanoid will deploy humanoid robots at factories operated by German industrial supplier Schaeffler, Reuters reported. The two companies’ agreement covers an estimated 1,000 to 2,000 robots in Schaeffler’s global manufacturing sites by 2032, according to a Humanoid spokesperson. The companies have not disclosed the contract value. The first deployment is scheduled between […]
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Bain sees US$100 billion SaaS market in agentic AI automation
Bain & Company has estimated a US$100 billion market in the US for SaaS companies using agentic AI. The firm said the market is tied to automating coordination work in enterprise systems. The estimate comes from the second report in Bain’s five-part series on the software industry in the age of AI. The report examines […]
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