Chris Patrick, Senior Vice President and General Manager of Mobile Handsets at Qualcomm, said in an interview with the press that "Qualcomm maintains close partnerships not only with TSMC but also with Samsung Foundry, and we are doing quite a lot of in depth work related to Samsung's 2nm process technology." He added, "We are currently at the stage of understanding and evaluating how Samsung's 2nm technology could be applied to our future products," and said that "Samsung Foundry has long been a key partner for Qualcomm and will remain an important partner going forward." $QCOM

If this data is accurate, it’s incredibly bullish for AI as a whole. “Two-thirds of early Meta One users had never used an LLM before.” Meta is bringing Instagram users who know nothing about AI into the AI market.

An industry source in Korea’s glass substrate sector said, “In Korea, companies are taking a long time to build production lines because they want to validate each process—from glass cleaning in the pretreatment stage to machining, metallization, and CMP—before committing to investment. China, meanwhile, is installing equipment first, making products, and submitting them to customers for evaluation. In terms of commercialization speed alone, China is ahead of Korea.” The source added, “Korea and China are currently at roughly the same technological level in glass substrates. While Korea focuses on perfecting individual processes, China is producing actual products and accumulating mass-production experience.” The source continued, “Securing yield and reliability in mass production is critical for glass substrates, so experience with customer qualification is key to advancing the technology.” The Elec: China Moving Faster Than Korea Toward Glass Substrate Mass Production

Project Jupiter remains on our planned schedule. We are fully committed to New Mexico and confident in our path forward. Oracle has made significant economic, community, and philanthropic investments in the state. This includes reimagining Project Jupiter’s power plan as part of our long-term commitment to be a good neighbor to the residents of Doña Ana County. STACK Infrastructure has been a tremendous partner. Together, we are building New Mexico’s workforce for the long term. More than 3,600 construction workers are helping build the campus, including more than 1,000 New Mexico residents. More than 900 workers joined the team in August alone, reflecting the project’s continued growth. Collectively, they have logged more than 2.8 million hours worked. We are excited about the more than $4.7 billion in economic benefit Project Jupiter is expected to bring to New Mexico.

@DratchCap I think the power issue in 2028 will get solved by ripping out liquid cooled B200/300 Trn2/3 TPU6/7 and replacing with Feynmann equivilant. Token/w overtake priority from Token/$ in power scarce world. Anyone who depends on long depreciation will get hurt.

The Information: DeepSeek’s ARR has reached $1 billion. DeepSeek allocates 70% of its compute capacity to training and 30% to inference. DeepSeek is using NVIDIA gaming GPUs to run inference on smaller models, freeing up compute resources for training to help ease the shortage.

Honestly, Muse went viral out of nowhere, kind of like when everyone was using GPT Image to copy the Ghibli style. Why do you think Muse became such a sensation? My hypothesis is that Meta owns the distribution Sama has always felt he was missing. OAI doesn't have its own platform to make things go viral. Meta does. That's why OAI built Sora, and it failed. I have a feeling that even if OAI or Ant put out their own Muse, Muse will survive. It's also interesting why the Grok bot never made the kind of splash Muse did. All the researchers and KOLs with any real voice in AI are on X, but that still doesn't come close to the reach of Meta's distribution. We can't just sell agents to the nerds who live and breathe AI. We have to sell them to regular people too. I hope Muse helps build some positive sentiment toward AI along the way.

Korean media reports that Nvidia has asked substrate makers in South Korea, Japan, and Taiwan to complete glass substrate development within two years, potentially before 2028.

Korean media reports that Samsung is considering expanding its 4nm capacity and investing in a new 2nm production line to meet surging demand for HBM4 base dies and prepare for HBM5. Amid strong demand, Samsung has reportedly recently raised prices for new 4nm foundry orders, as well as for HBM4 base dies. Samsung also expects its Q3 HBM4 revenue to more than triple quarter over quarter, with HBM4 accounting for well over 60% of its total HBM revenue in the second half.

have two questions. Even if Anthropic or OpenAI launches its own version of Muse, will existing Muse users stick with Muse? And why weren’t Anthropic and OpenAI able to take the lead this time? Why couldn’t they be the first to launch a next-generation product like Muse?