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JPMorgan: TSMC Q1 Margins Beat on AI 3nm Crunch

JPMorgan predicts TSMC's 2026 Q1 gross margins to exceed expectations due to tight 3nm capacity, high utilization, and surging AI demand. Price target raised to 2400 NTD amid capex hikes.

IT之家 · 185d ago

Anthropic Buys $400M Tiny Biotech AI Startup

Anthropic acquired stealth biotech AI startup Coefficient Bio in an all-stock deal valued at over $400 million. The startup, founded just eight months ago, has fewer than 10 employees, mostly former Genentech computational biology researchers.

The Next Web (TNW) · 185d ago

SetupAIResearch

Research

Differentiable Clustering with Search

Blog post introduces experimental differentiable clustering method blending mutual info, semantic proximity, and constraints like forced co-clustering. Enables catalog search via clusters.

Reddit r/MachineLearning · 185d ago

Memory Costs Hit 30% Data Center CapEx by 2026

SemiAnalysis forecasts memory comprising 30% of hyperscale data center capex in 2026, up from 8%. DRAM prices to double by 2026 with HBM shortages persisting to 2027.

IT之家 · 185d ago

10 Startup Lessons from Convoy Co-Founder

Dan Lewis, Convoy co-founder and Microsoft Corporate VP, shared 10 lessons from building the trucking unicorn. He spoke at the Seattle AI Startup Summit.

GeekWire · 185d ago

Moonbounce Raises $12M for AI Moderation Engine

Moonbounce, founded by a Facebook insider, has raised $12 million in funding. The capital will fuel growth of its AI control engine.

TechCrunch AI · 185d ago

Gemma 4 2B Beats Qwen3.5 Real-World

Gemma 4 2B outperforms Qwen3.5 2B on old RTX 2060 6GB: faster, lower memory, more agentic with better charts and outputs. Feels equivalent to Qwen3.5 9B in practice.

Reddit r/LocalLLaMA · 185d ago

Beijing Mandates AI Ethics Committees

Chinese companies in AI must establish internal AI ethics review committees under new Beijing rules effective immediately. The mandate from 10 government bodies, including MIIT, ensures 'healthy' and 'controllable' AI progress amid rapid adoption by consumers and enterprises.

SCMP Technology · 185d ago

Gemma 4 KV Cache Bloats VRAM Even at 2K Context

User reports inability to fit Unsloth Gemma-4-31B-it-UD-Q8 (35GB) on 40GB VRAM at 2K context without Q4 KV quantization. Compares unfavorably to Qwen3.5-27B which fits full context unquantized.

Reddit r/LocalLLaMA · 185d ago

2025 Foundry Hits $320B on AI Surge

Counterpoint Research predicts 2025 global chip foundry revenue at $320 billion, up 16% YoY, driven by AI accelerator demand. Report introduces 'Foundry 2.0' for complex industry dynamics.

cnBeta (Full RSS) · 185d ago

AI Fails Actor's Real-World Dating Test

Actor Rhik Samadder let AI craft his dating profile, messages, and prompts. Initial success faded as chatbot confidence collapsed in real dating.

Digital Trends · 185d ago

Perplexity Computer Launches US Tax Tools

Perplexity Computer adds tax module for US federal filings on IRS forms. Users can draft returns, audit pro-prepared docs, and create dashboards for complex taxes.

cnBeta (Full RSS) · 185d ago

Research

Mamba-3 Hits 0.9975 F1 on HDFS Logs

A new Mamba-3 based log anomaly detector achieved 0.9975 F1 on the HDFS benchmark, surpassing LogRobust's 0.996. Key innovations include template-based tokenization reducing vocabulary to ~50 and a tiny 4.9M parameter model that trains in 36 minutes on RTX 4090.

Reddit r/MachineLearning · 185d ago

Samsung Displays Face China Market Crisis

Samsung has long dominated mid-to-high-end PC monitors with advanced panels and QD-OLED tech, becoming a favorite among enthusiasts. However, the company now faces a massive crisis that could force it to exit the China mainland market.

cnBeta (Full RSS) · 185d ago

IREX Updates FireTrack for Smarter Fire AI Detection

IREX announced a major update to its FireTrack smoke and fire detection module, making it smarter and faster without requiring additional hardware. The upgrade expands applicability to critical infrastructure like energy sectors.

The Next Web (TNW) · 185d ago

Hongguo Delists AI Face-Stealing Drama

Hongguo Short Drama issued a statement removing 'Taohuazan' after complaints of AI 'face stealing'. The producer failed to provide compliance evidence in 72 hours.

cnBeta (Full RSS) · 185d ago

Qianli Tech 2025 Revenue Up 42% on AI+Auto

Qianli Technology reported 2025 annual revenue of 99.99 billion yuan, up 42.13%, with net profit rising 111% to 0.84 billion yuan. The growth was driven by AI+car commercialization breakthroughs, with auto business revenue surging 52.71% to 64.40 billion yuan.

36氪 · 185d ago

Gemma 4 31B Runs 256K Context on Single RTX 5090

Benchmark shows Gemma-4-31B achieving full 256K context on a single RTX 5090 using TurboQuant KV cache compression. Speeds range from 3,362 t/s at 4K to 899 t/s at 256K, with 61.5 t/s generation.

Reddit r/LocalLLaMA · 185d ago

Gemma 4 Aces Multilingual Tool Calling

Gemma 4 is the first LLM to hit 100% success in user's multilingual tool calling tests across English, German, and Japanese. Used in N8N voice assistant on 68GB VRAM setup with MoE models like Gemma4 26BA4B.

Reddit r/LocalLLaMA · 185d ago

Research

UK AI Institute Mandated Major Changes

The UK's leading AI research institute, the Alan Turing Institute, has been directed by its primary taxpayer funder to implement significant changes, including a better strategy and improved value for money. This follows a whistleblower complaint that led the charity watchdog to remind the board of its legal duties, as revealed by The Guardian last week.

The Guardian Technology · 185d ago

Inspur Launches Enterprise OpenClaw 'Qian Xia'

Inspur Information live-released the industry's first enterprise-level OpenClaw solution named 'Qian Xia'. It enables scalable management and control of enterprise-grade Agents.

量子位 · 185d ago

Alibaba's Versatile Model Hits Qwen App

Alibaba's Qwen APP debuts a new 'all-round acting' AI model, positioned as a counter to OpenAI's Sora. This launch delivers epic enhancements for AI content creation within the app.

量子位 · 185d ago

SetupAIInfrastructure

Intel Arc Pro B70 In Stock $949

Intel Arc Pro B70 32GB graphics card is now in stock at Newegg for $949, with delivery in less than a week. Shared in r/LocalLLaMA for local LLM users.

Reddit r/LocalLLaMA · 185d ago

ZhiJi LS8 Pre-Sales Hit 10K; Liu Xiang Endorsed

ZhiJi Auto announced Olympic champion Liu Xiang as its brand ambassador on April 3. The LS8 achieved over 10,000 small orders in 45 minutes since pre-sales started on March 26.

36氪 · 185d ago

Qiangyi Q1 Profit Surges 655% on AI Demand

Qiangyi Shares forecasts Q1 2026 net profit at 1.06-1.21 billion yuan, up 655%-762% YoY. Growth stems from exploding AI computing power demand, surging orders for mature products, revenue confirmation from prior shipments, and optimized customer structure.

36氪 · 185d ago

AI Driving Up Insurance Claim Denials

Insurance companies increasingly use AI to approve or deny claims, with denial rates rising sharply. Doctors' professional opinions are losing influence in the process.

Digital Trends · 185d ago