AI
Enterprise AI Agents Stall at Authorization, Not Intelligence
Enterprise AI agents keep failing in production - not on model quality but on authorization: who the agent is, what it may touch, and how the action gets audited.
Semiconductor
Hybrid-Bonded HBM: The Date SK Hynix Gave, and the One Samsung Hasn’t
SK Hynix put a name and a 2029-2030 date on hybrid-bonded HBM at Hot Chips 2026. Samsung's competing zHBM numbers still don't have one.
Robotics
Why Is a Century-Old Bearing Maker Betting Its Factories on Two Rival Humanoid Robots?
Schaeffler has a signed, dated rollout for a wheeled humanoid but only a training program for a bipedal one - the gap shows which robot form is actually ready.
Interests
Geely’s 500 Wh/kg Battery Claim Is Missing One Word
Geely says its 2027 battery hits 500 Wh/kg. CATL and the US DOE use that number for one cell. Geely's, as reported, is for the whole pack.
AI
Marvell’s $12.2 Billion Google Warrant Comes With No Minimum Order
A $12.2 billion warrant and a 40% efficiency claim moved AI-chip stocks this month. Neither number is a purchase order or a customer price.
Semiconductor
DRAM Capacity Timeline Shows No Relief Before Mid-2029
SK hynix approved $38 billion in new fabs, but the DRAM capacity timeline puts the first DRAM/HBM cleanroom at June 2029 - the shortage isn't over yet.
AI
The Small Town That Banned a Data Center – and Got Sued for $300 Million
A town banned a data center and got sued for $300 million - the real fight over who builds first is a permitting loophole, not the lawsuit.
Interests
Stoke Space Is Raising $1 Billion to Skip SpaceX’s Seven-Year Climb
Stoke Space and China's iSpace want reuse on their first flights. SpaceX needed six years and ten months to refly one, and the capital behind both bets is smaller than the headline numbers suggest.