
Micron's Blowout Quarter Is Either Great News for AI Hardware or a Warning Sign, Depending on Who You Ask
By Sarah Williams · 26 Jun · 5 min read
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Foundation models, vision-language-action systems, and the algorithms inside the next generation of robots.

By Sarah Williams · 26 Jun · 5 min read
In AI Models
AI ModelsThe original Creator Studio was shut down in 2023. Now it's back, rebuilt around an AI assistant that promises to grow your audience and reply to comments in your voice.
Sarah Williams · 26 Jun · 5 min
AI ModelsAt its annual Config conference, Figma announced coding layers, AI-generated motion graphics, and a reimagined canvas that blurs the line between design and full-stack development.
Sarah Williams · 26 Jun · 5 min
AI ModelsEveryone talks about chips and models. The memory bottleneck is the part of the AI buildout that keeps getting underestimated, and Micron's latest earnings make that case hard to ignore.
Aisha Patel · 25 Jun · 8 min
The Korean memory giant wants to list on a US exchange and pull in $29.4 billion to feed AI chip demand. It's a massive bet, and the timing raises some questions.
Mark Kowalski · 25 Jun · 5 min
Big numbers are flying around digital credit markets. Before we accept the $3 trillion figure at face value, it's worth asking who's making that claim and what assumptions it rests on.
Aisha Patel · 24 Jun · 7 min
The layoff headlines are real, but new hiring data suggests engineers are holding their ground better than almost anyone else in tech.
Robert "Bob" Macintosh · 24 Jun · 4 min
Memory chips aren't glamorous, but they're suddenly one of the most watched corners of the market — and what Micron says next could tell us a lot about where AI spending actually goes from here.
Sarah Williams · 24 Jun · 4 min
A $1.5 billion raise for AI infrastructure and OpenAI's first custom silicon in the same week. If you've watched tech long enough, you know exactly where this is heading.
Mark Kowalski · 24 Jun · 6 min
MGX's monster fund is one of the biggest dedicated AI investment vehicles ever assembled. Whether it's smart money or sovereign FOMO is a genuinely open question.
Mark Kowalski · 24 Jun · 7 min
OpenAI just unveiled its first in-house AI chip, built with Broadcom. For a company that's been entirely dependent on Nvidia, this changes things.
Sarah Williams · 24 Jun · 7 min
WeChat's new AI assistant isn't really about AI. It's about ecosystem lock-in, and I've seen this movie before.
Mark Kowalski · 24 Jun · 6 min
We were handed three ZDNet TV discount roundups and asked to write a robotics story. That's not how this works.
James Chen · 23 Jun · 2 min
Meta is investing $900 million into Indian fintech Cred and handing WhatsApp's leadership to its founder. That's a lot riding on one cold email.
James Chen · 23 Jun · 3 min
SpaceX's debut bond sale attracted nearly $90 billion in demand, but the debt market's enthusiasm comes with a catch: the company is expected to burn serious cash for years.
Sarah Williams · 23 Jun · 4 min
Anthropic just dropped Claude Tag, an always-on AI presence inside Slack. The pitch is productivity. The real play is something bigger, and older.
Mark Kowalski · 23 Jun · 6 min
SoftBank's founder dismissed Elon Musk's orbital compute vision this week. The physics and economics mostly back him up, but the debate obscures what actually determines AI leadership.
Aisha Patel · 23 Jun · 7 min
Oracle's workforce dropped by 21,000 in 12 months, with the company citing AI as a factor. Bob Macintosh has seen this story before, and he's got questions.
Robert "Bob" Macintosh · 23 Jun · 3 min
Nvidia says its Rubin liquid-cooling design has 'eliminated massive amounts of power usage and pretty much all water usage.' That's a real achievement. It's also only part of the story.
Sarah Williams · 22 Jun · 7 min
OpenAI is deploying GPT-5.5-Cyber and a new initiative called Patch the Planet to automatically find and fix vulnerabilities in open-source software. The ambition is real. The execution questions are bigger.
James Chen · 22 Jun · 3 min
Amazon pulled Prime Day forward into June this year, and analysts are projecting record online spending of $26.3 billion. Whether that's confidence or desperation depends on who you ask.
Mark Kowalski · 22 Jun · 5 min
Fresh off a record-breaking public offering, SpaceX is tapping the high-grade debt market for the first time to bankroll its AI push.
James Chen · 22 Jun · 4 min
The Trump administration blocked foreign access to Anthropic's top models last week. That's worth understanding in context of what Anthropic says it's actually building toward.
Aisha Patel · 21 Jun · 8 min
Paris hosted a parade of AI heavyweights last week. Some of it was interesting. Some of it was the usual conference fog.
Robert "Bob" Macintosh · 20 Jun · 4 min