SK Hynix and SanDisk want to put 512 GiB of flash next to your GPU and call it HBF

HBM proved the trick HBM has shown that stacking and co-packaging storage media close to the GPU can relieve the data-movement bottleneck in AI compute. Now SK Hynix and SanDisk are applying the same idea to NAND, using HBF to put large-capacity flash next to GPUs and other xPUs in order to relieve the inference … Read more

Delta Intelligence has raised close to $70m in six rounds in half a year, betting the humanoid race is won on 3D perception

Six rounds in half a year Delta Intelligence, a Chinese humanoid foundation-model company founded in January 2026, has closed an angel++ round worth close to 500m yuan, the sixth financing the company has raised in the six months since incorporation. Investors in this round include listed-company strategic backers and tier-one financial institutions. Proceeds will fund … Read more

AI has knocked down the wall around chip design, and RISC-V is walking through it

The pot of tea in Zeng Yi’s office was refilled several times, and the conversation unwound at that pace, in the manner typical of Guangdong hospitality. Nothing formal, nothing vague either. He speaks with the residue of a Chaoshan accent, unhurried, finishing his sentences with a smile that narrows his eyes and tips him slightly … Read more

Only five companies in China make money on ego data, says the founder of one of them

At most five companies in China are genuinely making money on ego data this year. The person making that call is Yuan Rizheng, an entrepreneur in embodied data. His name may be unfamiliar, but people in the field know the company: EgoScale. The obvious assumption is that the name rides on a trend, given that … Read more

Tesla, Hyundai and BMW are betting on humanoids, and disagreeing about what they are for

From Optimus to Atlas, and on to the humanoid pilot running inside BMW plants, carmakers have become one of the main forces pushing embodied intelligence towards industrialisation. Behind the different routes they have chosen, a contest over the future of manufacturing has already started. The past decade put the car industry through electrification, intelligence and … Read more

A Shenzhen firm has put six-axis touch under a robot’s foot

PaXini, the Shenzhen company that has spent the past few years trying to give machines a sense of touch, has launched PX-FOOTRIX, which it describes as the world’s first multi-dimensional tactile sensor for the sole of a robot foot. The product is built on a 6D Hall-effect tactile array that the company says is the … Read more

OpenAI rebuilt voice for six months, and the win is in the p95

In real-time voice interaction, latency is the only deadline. A text answer a few hundred milliseconds late leaves the user mildly unimpressed. One audible stutter and the sense of talking to something non-human destroys trust immediately. To fix that engineering problem, OpenAI spent six months rebuilding its entire voice system. OpenAI has now published an … Read more

Kimi K3, unpacked: 896 experts and the trade-offs behind them

Su Jianlin, a Kimi researcher and the author of rotary position embeddings, has published a short paper titled Notes on the MoE and Attention of K3. It concentrates on the trade-offs Moonshot made in expert architecture, training stability, load balancing and attention design. K3 carries 2.8 trillion total parameters and 896 routed experts. The model … Read more

ByteDance refuses the distillation shortcut, and pays for it in the rankings

The Information reported this week that at a Seed all-hands two weeks ago, Zhang Yiming spoke up in a way he rarely does and ruled out using distillation to catch the frontier large language models. His position was blunt: ByteDance should be willing to sacrifice some short-term interest for the sake of the long-term goal. … Read more