Executives from Nvidia to AMD are getting grilled on earnings calls about a potential AI bubble. The phrase appeared 42 times last quarter, a massive spike driven by trillion-dollar spending plans and investor anxiety. Analysts say only real financial results will end the debate.
Anthropic CEO Dario Amodei is bullish on AI but warns some rivals are taking unwise, “YOLO” risks with infrastructure spending. He revealed the company’s revenue exploded from $0 to an estimated $8-10 billion in just three years, but cautions the future is uncertain.
The Shai-Hulud software supply chain worm is escalating. It’s moving beyond stealing GitHub tokens and is now impacting government networks and operational technology. The potential target? Critical infrastructure like utilities and manufacturing.
A new report claims Microsoft has lowered internal AI sales targets, signaling customers are slow to adopt new tools. The news sent the stock down and raises questions about the timeline for AI’s financial payoff.
The trio won for “Dynamic Targeting,” a system that allows a satellite to autonomously choose where to point its sensors in under 90 seconds. The tech was tested on Open Cosmos’s Hammer satellite, which uses Ubotica’s AI processor.
Intel’s CFO is expressing new confidence in the company’s foundry business. He says yields on the critical 18A node are improving predictably and that advanced packaging is attracting strategic customer conversations.
A key portion of the Rust programming language’s core library has been certified for safety-critical industrial use. This IEC 61508 SIL 2 certification, achieved by Ferrous Systems for its Ferrocene toolchain, is a major step for Rust in embedded and regulated environments. It allows developers to b
Frankfurt-based Rail-Flow has raised €12.5 million to expand its AI-driven rail freight platform. The deal is part of a larger trend, with two other German RailTech firms raising nearly €10 million combined in 2025. It signals strong investor confidence in modernizing European logistics.
America’s cyber defense agency has issued a stark mandate: update vulnerable Samsung and Pixel phones by December 23 or discontinue use. The order follows warnings of critical vulnerabilities that may already be under targeted attack.
The open-source firmware ecosystem is seeing significant movement on two fronts. 9elements is now maintaining support for Intel’s older Xeon Scalable processors in Coreboot, and 3mdeb has ported its Dasharo firmware to a modern ASRock Rack motherboard.
