AI Beats
OpenAI VP of Worldwide Sales Role Goes to SpaceX's Brian McCarthy
OpenAI VP of Worldwide Sales role goes to SpaceX's Brian McCarthy, as the company targets roughly half of revenue from enterprise accounts.
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Palantir Ammunition Tracking Contract: Army's $48M Bet on One Platform
The Palantir ammunition tracking contract gives the US Army one low-code platform, retiring nine legacy systems over six years.
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Trump Family AI Defense Deals Draw $620M Pentagon Loan and Rising Scrutiny
Trump family AI defense deals drew a $620M Pentagon loan, a Marine Corps robotics contract and rising scrutiny from Congress over conflicts.
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Nscale IPO: A $103B Backlog Against a $1.02B Half-Year Loss
The Nscale IPO filing pairs a $103.4B contract backlog with $140.6M half-year revenue and a $1.02B loss, showing the gap between deals and cash.
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Microchip Hailo Acquisition Closes With a Hardware Promise and a Software Gap
Microchip Hailo acquisition closes as the chipmaker pledges hardware longevity for Hailo silicon but stays silent on the Dataflow compiler and licensing.
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SoftBank Physical AI Stack Grows as Hyundai Robotics Institute Changes Hands
SoftBank physical AI gets a research layer as the group buys Hyundai's Robotics and AI Institute, pending CFIUS, after ABB robotics and DigitalBridge.
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Google's Nuclear Uprate Tariff Puts AI's Power Bill on Georgia's Rates
Google will subscribe to a new nuclear uprate tariff from Georgia Power, backing 96 MW at Vogtle and Hatch and about $900M in projected customer benefits.
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EU AI Liability Rules Would Put Frontier Models on the Hook
EU AI liability rules could turn frontier model safety into an insurance and indemnity problem for enterprise buyers as Brussels weighs a damages regime.
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Fastenal Rampp Acquisition Puts Agentic AI Inside Industrial Distribution
The Fastenal Rampp acquisition adds agentic AI to ordering and inventory, with Rampp founder Ajay Agrawal leading AI business transformation.
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Naive AI Valuation Hits $1.42B on a Bet Against Training From Scratch
Naive AI valuation reaches $1.42B after a $400M raise across three rounds, betting on mid-training and RL instead of pre-training a model from scratch.
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CXMT G5 DRAM Mass Production Reshapes Commodity Memory, Not AI Supply
CXMT G5 DRAM mass production brings 11.95nm cells, 50% more dies per wafer and 24Gb LPDDR5X, while AI-grade HBM stays a three-supplier market.
AI Beats
Commercial Satellite Tracking Becomes a Permanent Space Force Mission
The Space Force has made commercial satellite tracking of GPS jamming a standing global operation, with fusion software and on-demand inspection next.
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EnduroSat Funding Round Lands $205M to Build Satellites at Drone Volume and Cut Space Data to $1 per Gigabyte
EnduroSat funding round: $205M to scale drone-volume satellite lines in the US and EU and push space data toward roughly $1 per gigabyte.
AI Beats
ABB's Infinitus DC Power Portfolio Targets Power, the Real Limit on AI Capacity
ABB's Infinitus DC power portfolio targets GPU-dense AI data centers, cutting conversion stages and copper as power availability limits new capacity.
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Voyager Technologies' Space Force Award Is a Bet on Satellite-to-Satellite Links
Voyager Technologies won a US Space Force contract to build satellite-to-satellite links, with a cross-orbit waveform and an in-space demo to follow.