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A continuously-updating read on what the AI industry is doing, shipping, buying, and saying.
appeal 8.0Western Digital Forecasts AI Storage Surge
AI infrastructure spending drives Western Digital's revenue forecast above estimates, signalling sustained demand for high-capacity storage. Data centre architects and procurement teams face continued pricing pressure for essential components, as AI inference workloads require massive data volumes, enabling suppliers to generate strong free cash flow.
The AI landscape is a whirlwind of surging storage demand, secure agent transactions, and escalating cybersecurity threats. Simultaneously, major tech firms navigate investor scrutiny over AI spend, while new models and…
The stream
- PRICINGWestern Digital Western Digital forecasts AI storage surge8.0
- PRODUCTStripe Stripe Launches AI Agent Wallet8.0
- SECURITYPyTorch Lightning Shai-Hulud Malware Infects PyTorch Lightning Package9.0
- PRODUCTSamsung Samsung chip profit surges amid shortage9.0
- PRODUCTSoftBank Forms Roze AI for data centers9.0
- PRODUCTMicrosoft Copilot Microsoft Copilot Exceeds 20 Million Paid Users9.0
- INVESTMENTBig Tech Big Tech beats earnings amid AI spend scrutiny8.0
- RELEASEMistral AI Mistral AI releases Medium 3.5 model7.0
- PRODUCTKhan Academy Launches low-cost AI degree9.0
- OPENSOURCEtrycua trycua Open-Sources CUA Agent Framework8.0
- SECURITYClaude AI AI agent deletes production database9.0
- PRODUCTWaymo Waymo integrates AI foundation models into driver system9.0
- + more stories in the last 24 hoursAll stories →
Subjects
- 01OpenAIMusk, Altman Head to Court Over Mission10.0
- 02CohereCohere acquires Aleph Alpha, secures Schwarz investment10.0
- 03AnthropicAnthropic valuation hits $800 billion10.0
- 04CoreWeaveCoreWeave raises prices amid GPU shortage10.0
- 05PyTorch LightningShai-Hulud Malware Infects PyTorch Lightning Package9.0
The AI landscape is a whirlwind of surging storage demand, secure agent transactions, and escalating cybersecurity threats.
A weekly synthesis of the most material AI-industry moves — what shipped, what was bought, what regulators said, and how the pattern is shifting.
Capital availability is no longer the primary constraint — return justification is.
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Shai-Hulud Malware Infects PyTorch Lightning
A supply chain attack compromised PyPI's 'lightning' package (v2.6.2, 2.6.3), injecting Shai-Hulud malware that steals credentials and poisons GitHub repos. This directly compromises AI development supply chain integrity, requiring immediate credential rotation for affected systems.
Stripe Launches AI Agent Wallet
Stripe's new Link wallet enables autonomous AI agents to make purchases securely. This reduces credential exposure risk for users and provides a pre-built, controlled payment mechanism for AI agent developers, streamlining agent-driven transactions with auditable controls.
Samsung Chip Profit Surges, Shortage Deepens
Samsung's chip division profit surged 49-fold, driving record quarterly earnings, but the company warns of a deepening memory chip shortage through 2027. This will increase procurement costs and extend lead times for AI infrastructure, impacting platform engineers and data centre architects.
SoftBank Forms Roze AI for Data Centers
SoftBank is forming Roze AI to automate data center construction in the U.S. using autonomous robots, targeting a $100 billion IPO by late 2026. This initiative aims to increase efficiency in data center construction, potentially reducing timelines and costs for data center operators, aligning with SoftBank's broader AI infrastructure strategy.
Microsoft Copilot Exceeds 20 Million Paid Users
Enterprise adoption of Microsoft Copilot is accelerating, with over 20 million paid users and engagement matching Outlook. This validates AI integration into core productivity workflows, offering procurement teams and platform architects reduced risk and increased flexibility through multi-model support and agentic capabilities.
Khan Launches Low-Cost AI Degree
Sal Khan's Khan TED Institute will offer a sub-$10,000 AI degree, backed by Google and Microsoft. This initiative expands access to industry-aligned AI education, creating a new talent pipeline for founders and platform engineers and challenging traditional university cost structures.
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