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Thu Dec 11
Jensen Huang says he isn't concerned about a billionaires tax under consideration in California and plans to remain in the state; Nvidia is based in Santa Clara (Bloomberg)
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xAI raised a $20B Series E, exceeding its $15B targeted round size, with participation from Valor, Nvidia, and others, and says Grok 5 is currently in training (xAI)
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Sandisk's stock jumped 25%+ after Jensen Huang highlighted the need for memory and storage at CES; SNDK is up 40%+ in the first three trading sessions of 2026 (Felice Maranz/Bloomberg)
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Nvidia brings its G-Sync Pulsar tech to four monitors, which reduces motion blur by using a "rolling scan" scheme that briefly pulses the monitors' backlight (Kyle Orland/Ars Technica)
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Buyout firm Hg agrees to acquire financial software maker OneStream for ~$6.4B in cash, a 31% premium on its January 5 stock price, set to close in H1 2026 (Bloomberg)
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Amazon raised AWS' EC2 Capacity Blocks for ML prices by ~15% on January 3, saying the adjustment "reflects the supply/demand patterns we expect this quarter" (Corey Quinn/The Register)
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Asus redesigns the Zenbook Duo with a new "hideaway" hinge that shrinks the gap between the laptop's two 3K 144Hz Lumina Pro OLED displays to just 8.28 mm (Sam Rutherford/Engadget)
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Meta names C.J. Mahoney, former Microsoft legal executive and deputy US Trade Representative during Trump's first term, as its chief legal officer (Sara Fischer/Axios)
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Chinese robot vacuum maker Roborock unveils the Saros Rover, a concept robot vacuum cleaner with two wheel-legs for climbing stairs, as robotics dominates CES (Dana Wollman/Bloomberg)
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Commonwealth Fusion Systems teams up with Nvidia and Siemens to build an AI digital twin of its SPARC fusion reactor, accelerating its push to commercial fusion (Zachary Skidmore/DatacenterDynamics)
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UMG announces a partnership with Nvidia "to pioneer responsible AI for music discovery, creation, and engagement", centered on Nvidia's Music Flamingo model (Dan Rys/Billboard)
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Marvell says it will acquire networking equipment provider XConn for ~$540M to expand its networking portfolio; the deal is expected to close in early 2026 (Arsheeya Bajwa/Reuters)
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Vancouver-based quantum computing startup Photonic raised CA$180M led by Planet First Partners, bringing its total funding to CA$375M (Madison McLauchlan/BetaKit)
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Meta unveils teleprompter and EMG handwriting features for Meta Ray-Ban Display and expands Pedestrian Navigation for the glasses to four new US cities (Stevie Bonifield/The Verge)
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LMArena, which runs leaderboards that rank AI models based on their performance, raised a $150M Series A led by Felicis and UC Investments at a $1.7B valuation (The Information)
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Razer plans to invest $600M in AI over "the next couple of years", as the gaming peripherals maker unveils new AI products like headphones with built-in cameras (Dana Wollman/Bloomberg)
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Ring revamps its home sensors, including door, window, and break glass sensors built on the Amazon Sidewalk protocol, and expands the protocol internationally (Daniel Cooper/Engadget)
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American Airlines partners with AT&T to add free, high-speed satellite-based Wi-Fi across its entire fleet, with a target spring 2026 completion date (Andrew J. Hawkins/The Verge)
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Accenture agrees to acquire UK AI startup Faculty, which works with the UK government, for an undisclosed sum; Faculty CEO Marc Warner will become Accenture CTO (Mark Bergen/Bloomberg)
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Meta and Garmin show an early demo of using Meta's wrist-based neural band inside of a car to control an infotainment system, as part of Garmin's Unified Cabin (Karissa Bell/Engadget)
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Meta says it is pausing the release of its Ray-Ban Display glasses to the UK, France, Italy, and Canada due to "unprecedented demand and limited inventory" (Steve Dent/Engadget)
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German car parts supplier Bosch plans to invest €2.5B+ in AI by the end of 2027 and unveils AI-based driver-assist systems with features like automatic parking (Dominic Chopping/Wall Street Journal)
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HP unveils the Eliteboard G1a, a compact desktop PC in the form of a keyboard, powered by an AMD Ryzen AI 300-series chip, set for March launch; pricing is TBC (Antonio G. Di Benedetto/The Verge)
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Intel unveils the Arc B390 integrated GPU, offering improved gaming performance, and says it will power gaming handhelds built by MSI, Acer, Microsoft, and more (Madeline Ricchiuto/IGN)
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Singapore-based data center operator DayOne raised a $2B Series C led by Coatue to build hyperscale campuses in Lahti and Kouvola, Finland, and elsewhere (Reuters)
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Even if AI could take over every job, humans will invent new work for themselves, because we value human effort and connection, not just output (Ben Thompson/Stratechery)
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Nvidia announces native apps for its GeForce NOW cloud gaming service for select Linux distributions and Amazon Fire TV sticks, available in early 2026 (Tom Warren/The Verge)
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AMD teases its next-generation CDNA 6-based MI500 AI chips built on a 2nm node, claiming 1,000x performance gains over predecessors, launching in 2027 (Reuters)
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AMD unveils Ryzen AI 400 Series chips for AI PCs, with up to 12 Zen 5 CPU cores and 16 RDNA 3.5 GPU cores, built with TSMC's N4X node, available in Q1 2026 (Jake Roach/Tom's Hardware)
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Nvidia rolls out DLSS 4.5 with new 6x Multi Frame Generation for the RTX 50 series, and a second-generation Super Resolution transformer model for all RTX GPUs (Tom Warren/The Verge)
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Analysts expect Samsung's Q4 operating profit to jump 160% YoY to ~$11.7B, driven by a severe global shortage of memory chips amid booming AI demand (Hyunjoo Jin/Reuters)
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Telegram bonds worth $500M are frozen in Russia under Western sanctions; filings: its H1 2025 revenue rose 65% YoY to $870M, driven by $300M from Toncoin deals (Financial Times)
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AMD unveils the 12-core Ryzen AI Max+ 392, and the 8-core AI Max+ 388 processors, both with 40 graphics compute units and offering 60 TFLOPS of GPU performance (Sean Hollister/The Verge)
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AMD unveils new AI PC processors for general use and gaming at CES (Rebecca Szkutak/TechCrunch)
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Jensen Huang says Nvidia's Vera Rubin chips are in "full production"; Nvidia says Rubin can train some LLMs with roughly one-fourth the chips Blackwell needs (Lauren Goode/Wired)
5d
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Xreal partners with Asus to unveil ROG Xreal R1 gaming glasses with 1080p micro-OLED displays and a 240Hz refresh rate, launching in H1 2026 (Cameron Faulkner/The Verge)
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Nvidia says it's seeing "strong" demand from China for its H200 chips but is awaiting approvals from both Washington and Beijing before sales could begin (Nikkei Asia)
5d
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Apple's macOS Tahoe adds icons to every menu item, resulting in menus that are hard to use and go against the long-standing Macintosh Human Interface Guidelines (Niki Tonsky/tonsky.me)
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A look at Nvidia's Level 2 driving system, set to roll out to more carmakers in 2026, after a ~40-minute drive around San Francisco in a Mercedes-Benz CLA sedan (Andrew J. Hawkins/The Verge)
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X faces fresh probes in Europe, India, and Malaysia after Grok generated explicit images of women and children; the UK says it has requested related info from X (Lora Kolodny/CNBC)
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Nvidia announces the Alpamayo family of AI models, tools, and datasets for AVs, and details a collaboration with Mercedes-Benz on its first full-stack AV effort (Larry Dignan/Constellation Research)
5d
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Boston Dynamics partners with Google DeepMind to integrate Gemini Robotics models into Atlas robots, boosting their object-manipulation capabilities and more (Will Knight/Wired)
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Intel details its 2nm 18A-process Panther Lake chips, showing major performance gains; laptops with Panther Lake Core Ultra Series 3 chips will debut on Jan. 27 (Michael Justin Allen Sexton/PCMag)
5d
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Dell brings back XPS branding with the new XPS 14 and 16 laptops, which address some complaints about the previous XPS design but lack dedicated GPU support (Rich Woods/XDA Developers)
6d
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Nvidia launches the Vera Rubin platform, saying it will offer dramatic reductions in inference and training costs compared to Blackwell, across six new chips (Stevie Bonifield/The Verge)
6d
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Boston Dynamics unveils a new iteration of its Atlas humanoid robot designed to work in Hyundai's plants starting in 2028, including at a factory in Georgia (Hyonhee Shin/Bloomberg)
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A live blog of Nvidia's keynote with CEO Jensen Huang at CES 2026, where the company is showcasing AI, robotics, simulation, gaming, and more (Katie Teague/Engadget)
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Lego unveils the Smart Play platform, with a brick powered by a custom chip that connects to compatible minifigures and tags for interactive lights and sounds (Jeremy White/Wired)
6d
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A viral Reddit post by a purported developer alleging that a "major food delivery app" exploits drivers appears AI-generated; Uber and DoorDash deny the claims (Elissa Welle/The Verge)
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Sources: Nvidia has struggled to monetize its Omniverse software and the company shuttered its Omniverse Cloud service in August 2025 due to a lack of demand (The Information)
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