CXMT says it plans to launch a 4F² design DRAM chip for data center servers before the end of 2026, achieving a breakthrough that rivals have pursued for years (Bloomberg)
IDC: China's Q3 smartphone shipments fell 15.4% YoY to 57.9M units, the sixth straight quarter of decline; Huawei led with a 21% share and Apple had 17.8% (Reuters)
Singapore-based data center developer DayOne raises ~$3.67B, including a ~$2.4B offshore term loan facility, from seven banks to fund its Malaysia expansion (Jasmeen Ara Shaikh/Reuters)
A deep dive on Amazon's robotics efforts, resulting in 1M+ active warehouse robots; Amazon is still the world's 2nd-largest corporate employer with 1.5M workers (Jeremy Hsu/Ars Technica)
A look at China's bid to turn excess wind and solar energy into an AI edge via a $3.9T grid buildout through 2049, as ~9% of renewable output was wasted in 2026 (Bloomberg)
An interview with ex-DeepMind scientist David Silver on his startup Ineffable, building an AI "super learner" using RL as an alternative path to LLMs, and more (Madhumita Murgia/Financial Times)
PitchBook: robotics and physical AI companies have raised ~$48B YTD, as they gather training data from people completing tasks in factories, offices, and homes (Rafe Rosner-Uddin/Financial Times)