Section
Latest reporting from Tech.
01
Silver's April 2025 paper with Richard Sutton called the LLM era a ceiling. Sequoia and Lightspeed priced that argument at $5.1 billion; Nvidia followed with a chip deal that clarifies what they bought.
By Signal Desk
02
Application US18/903,427, published April 2, describes an inference chip designed for 20 HBM stacks where Nvidia's current data center GPU ships 8. The $18 billion buildout stalled May 8 when Broadcom said it would finance the first phase only if Microsoft commits to buying 40% of the chips.
By Signal Desk
03
OpenAI's system card said deployed safeguards would 'sufficiently minimize' risk. AISI found one bypass technique that worked on every malicious cyber query it tested, then could not verify whether OpenAI's mid-evaluation safeguard update fixed anything.
By Signal Desk
04
Menlo Research open-sourced full hardware blueprints for its Asimov v1 humanoid on April 27, targeting a unit price under $30,000. Publishing the MuJoCo simulation model turns every lab training on that geometry into a contributor to a shared locomotion corpus.
By Signal Desk
05
Starlink crossed 10 million subscribers in 2025 on revenue per user that fell 18% to $81 a month, a decline SpaceX expects to continue. Hardware replacement at $400,000 per satellite runs $80.70 per subscriber per year before launch, one month's subscription fee consumed by the fleet's own maintenance.
By Signal Desk
06
The Space Force chose a $398 million prototype over a $2 billion competition it canceled before a winner was named. Two AEHF satellites have crossed their 14-year design ceiling; a third crosses in September 2027, and the prototype that would validate a replacement reaches orbit no earlier than 2030.
By Signal Desk
07
Schaeffler committed to between 1,000 and 2,000 humanoid robots from a startup funded entirely by its founder, then signed itself as that startup's preferred actuator supplier.
By Signal Desk
08
Ocado's cube-grid sheds projected up to $100 million per module in annual revenue at Monroe's seven-module flagship. American online grocery, at roughly 10 percent of household spending, never generated the order density that math required.
By Signal Desk
09
Fervo Energy's May 13 IPO priced the company at $10 billion on a cost-reduction thesis that Cape Station's 100-megawatt Phase 1 has not yet confirmed.
By Signal Desk
10
Helion started building its commercial fusion plant in July 2025 before its prototype demonstrated net electricity, a milestone first promised in 2024. Two years from the Microsoft deadline, the plant's operations director and engineering director are still recruiting.
By Signal Desk
11
Aurora's Q1 filing confirms driverless loads priced below the human-carrier cost floor. The path to gross-margin breakeven requires 200 trucks by December; Roush is starting from 25.
By Signal Desk
12
Google's March 30 whitepaper cut the qubit estimate to break Bitcoin's secp256k1 cryptography by an order of magnitude, to roughly 500,000 physical qubits. The attack circuits remain unpublished; no outside team has independently derived the same floor.
By Signal Desk
13
Tsinghua's October 2025 Nature paper reached 604 Wh/kg, against 255 Wh/kg for leading commercial packs. The 500-plus cycle figure comes from coin cells; at this density tier, no group has published pouch endurance past 100 cycles.
By Signal Desk
14
A White House official's statement to the Wall Street Journal, not any formal directive, froze Anthropic's Mythos partner list at 50. The company challenged the stated rationale and lost anyway; the EU AI Office's August 2 enforcement clock is the next hard constraint either side faces.
By Signal Desk
15
Google disclosed 16 billion API tokens per minute in Q1 and said capacity, not pricing, was the binding constraint on Cloud revenue. At those throughput volumes, $0.10 per million tokens does not need to be a loss leader.
By Signal Desk
16
OpenAI marketed GPT-5.5 Instant as a hallucination fix for law, medicine, and finance. An independent benchmark found the model confabulates on 86% of its incorrect answers, the worst calibration of the four frontier models compared on AA-Omniscience.
By Signal Desk
17
A Chinese research consortium's self-evolving harness claims 77% on Terminal-Bench 2. Its nearest rival hits 76.4% and is absent from the comparison table.
By Signal Desk
18
Governor Morrisey called the Putnam County campus multibillion-dollar; Google hasn't confirmed a cost or a start date. The tariff that would power it has sat 16 months without PSC approval.
By Signal Desk
19
El Paso Electric is constructing a dedicated 366-megawatt natural gas plant for Meta's data center, with Meta paying all costs for five years. After that window closes, the $473 million McCloud facility enters the rate base for 460,000 customers at roughly $7 a month each.
By Signal Desk
20
Hanna Hajishirzi's last arXiv submission came seven days before she joined Microsoft Superintelligence. OLMo's model flow expertise now runs inside a closed lab; AI2 has said it cannot afford frontier-scale open model work anymore.
By Signal Desk