Bridgewater Associates more than doubled its Nvidia stake and added to Alphabet and Microsoft holdings in Q2, underscoring conviction that AI mega-caps will drive market gains. On August 14, Oracle and Alphabet’s Google Cloud announced a deal to offer Google’s Gemini generative AI models through Oracle Cloud and to integrate Vertex AI, letting Oracle customers…
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OpenAI released GPT-5 in August 2025, described as multiples more capable than the previous generation by Kunal Kothari of Aviva Investors. Anthropic unveiled Claude for Financial Services in mid-July 2025, setting context for the GPT-5 release. Apple plans a desk assistant robot by 2027 and an LLM-powered Siri on iPhones possibly in 2026, including a…
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Intel Lunar Lake Core Ultra 200V uses a disaggregated 3 nm TSMC N3B compute tile with 4 Lion Cove P-cores and 4 Skymont E-cores (8 cores total), SMT disabled to save ~15% die area and boost perf/W by ~5%. Intel also boosts single-thread IPC by ~14% versus Redwood Cove and widens caches to 2.5 MB…
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Wing became the first FAA-certified drone air carrier in 2019, and has completed more than 350,000 deliveries, mostly in Australia. Wing’s flagship delivery drone is a hybrid VTOL that carries about 2.5 pounds, with a larger 5-pound variant unveiled in January 2024. Wing drones cruise at up to 65 mph and operate within roughly a…
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GitHub Copilot Enterprise runs on OpenAI Codex and GPT-4, provides real-time code suggestions and can generate entire functions from natural language prompts, with a six‑month enterprise trial showing 94% of developers staying “in the flow” and 88% of Copilot’s suggestions kept in final code. Copilot Workspace is planned to enable multi‑step tasks and autonomous code…
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The June 2021 Samsung-UCSB demonstration achieved 6.2 Gbps real-time throughput at 140 GHz over 15 meters using 2 GHz of bandwidth and a 128-element phased-array. Samsung notes terahertz wideband channels could eventually support Tbps peak speeds and cut air latency to one-tenth of 5G’s. Samsung obtained FCC approval in late 2021 to trial 6G transmissions…
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Alkaline electrolyzers use a liquid potassium hydroxide (KOH) electrolyte, operate at about 60–80 °C, and have decades of industrial use in chlor-alkali and fertilizer plants. PEM electrolyzers use a solid polymer membrane and typically operate at 50–80 °C, delivering very high-purity hydrogen (>99.999%), with iridium catalysts at the anode and platinum at the cathode. SOEC…
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In August 2022, SpaceX and T-Mobile announced a partnership to add Direct-to-Cell texting via Starlink satellites, enabling roaming coverage for remote areas using SpaceX’s constellation. SpaceX launched the first Direct-to-Cell–equipped Starlink satellites in early 2024, and by mid-2025 there were about 400 such satellites in orbit. On January 8, 2024, SpaceX successfully sent a text…
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Apple is developing a home companion robot—a 7-inch iPad-like display on a movable arm—targeting a 2027 launch, internally dubbed the “Pixar Lamp,” with a more lifelike, conversational Siri. Pebble Time 2 features a 1.5-inch color e-paper display, heart-rate sensor, and about 30-day battery life, while Pebble 2 Duo uses a black-and-white display with no HR…
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Meta says its latest AI systems are beginning to improve themselves without human intervention, a step Mark Zuckerberg called toward artificial superintelligence, with a policy memo noting “glimpses” of self-improvement. Zhipu (Z AI) open-sourced GLM-4.5, a 355-billion-parameter model built on mixture-of-experts, ranking third globally on reasoning and coding benchmarks, as China reports over 1,500 domestically…
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