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Joined January 2024
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CXMT's share of global DRAM revenue jumped to about 10% in the second quarter, up from 4% a year earlier. A new report tells Samsung and SK Hynix how to defend their lead without saying how long it will hold. vector.news/articles/chinese…

Chinese memory makers threaten Korea's global lead

A Samil PwC report urges Samsung and SK Hynix to defend on cost and lean on AI memory.

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Over the past year, SK Hynix's share of global DRAM revenue fell 14 points while Samsung and CXMT both gained ground, redrawing the market's balance of power.
Chart: CXMT and Samsung gained DRAM share in a year while SK Hynix lost 14 points. Share of global DRAM revenue (%), Q2 2025 versus Q2 2026; includes HBM; selected suppliers, not summing to 100. Source: Counterpoint Research, Global DRAM and HBM Market Share (Q2 2026 tracker); Seoul Economic Daily and Asset Management News reporting the same Counterpoint data

ALT Chart: CXMT and Samsung gained DRAM share in a year while SK Hynix lost 14 points. Share of global DRAM revenue (%), Q2 2025 versus Q2 2026; includes HBM; selected suppliers, not summing to 100. Source: Counterpoint Research, Global DRAM and HBM Market Share (Q2 2026 tracker); Seoul Economic Daily and Asset Management News reporting the same Counterpoint data

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ByteDance's Seedance 2.0 Pro led a University of Hong Kong benchmark of 12 AI video models, scoring 3.84 on quality against Google's Veo at 3.47. The same study ranked it sixth out of eleven for safeguards. vector.news/articles/chinese…

Chinese AI video models lead on quality

A Hong Kong benchmark ranks ByteDance's Seedance first for visuals but sixth for safeguards.

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Meta has launched $35 billion in stock offerings, the first piece of a $95 billion plan to fund its AI build-out. The other $60 billion rests on a class of shares that doesn't exist yet. vector.news/articles/meta-ou…

Meta to issue $95 billion in equity to fund AI

Meta launches $35 billion in base offerings; a planned $60 billion nonvoting-share program remains contingent.

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Microsoft has offered buyouts to 60,000 workers, a quarter of its staff, after capital spending hit $115.9 billion last year. Data-center, sales and marketing teams were left off the list, and Microsoft won't say what the program will cost. vector.news/articles/microso…

Microsoft offers buyouts to 60,000 workers as AI buildout accelerates

Some data-center, sales and marketing staff are excluded, and Microsoft has not said what it will cost.

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Researchers at a security start-up spent under 12 hours running AI agents against Anthropic's own systems. They got into sales, HR and IT tools through third-party software, not the model itself. vector.news/articles/researc…

Researchers used AI agents to hack Anthropic

A security start-up found routes in through third-party software within 12 hours; Anthropic says model code and weights were not accessed.

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Meta spent $34.9 billion on infrastructure last quarter, more than its operations brought in. Free cash flow swung $12.7 billion in a year, from positive to negative. vector.news/articles/meta-be…

Meta beats sales forecasts as spending outruns cash flow

Meta credits AI with part of a 26% revenue jump, but $35 billion of quarterly investment outran its operating cash.

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Meta spent $34.9bn on capital projects last quarter, $2.1bn more than its operations brought in. The company's plan to close that gap hinges on a new class of stock that carries no vote. vector.news/articles/meta-s-…

Meta's new non-voting shares could fund AI spending

The stock would let Meta sell equity without diluting Mark Zuckerberg's voting power, after quarterly capital spending exceeded operating cash flow.

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Meta's capital spending outpaced its operating cash flow in the third quarter, a reversal from a year earlier when cash flow comfortably covered it.
Chart: Meta's capital spending overtakes operating cash flow. Third-quarter cash generation and investment, 2025 versus 2026. Source: Meta third-quarter 2026 earnings release, cash-flow reconciliation

ALT Chart: Meta's capital spending overtakes operating cash flow. Third-quarter cash generation and investment, 2025 versus 2026. Source: Meta third-quarter 2026 earnings release, cash-flow reconciliation

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Entergy Arkansas says a new Google deal will save customers $500 million over 20 years. Regulators' own staff put a rival accounting method's savings at $519 million, and the two sides won't agree on whose number counts. vector.news/articles/google-…

Google's new Arkansas power deal leaves a bookkeeping fight open

Google will pay for new batteries and lines, but regulators question how its earlier payments were booked.

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The Marine Corps has licensed Palantir's Maven battle software for unlimited use across every command, effective October 1. Price, duration and how many Marines will actually use it remain undisclosed. vector.news/articles/marines…

Marines open Palantir's AI battle software to all commands

Every command, reserves included, is eligible for accounts; the licensing directive does not say how many commands actually use the system.

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The Pentagon has turned Trump's anti-woke AI order into three contracting templates, dated October 20. Whether the rules reach national-security systems, which federal guidance exempts, remains unclear. vector.news/articles/pentago…

Pentagon writes Trump's AI neutrality rules into contracts

Covered military purchases of language models require vendor documentation; any Pentagon testing requirements remain unverified.

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Google is funding Voltus to build a gigawatt virtual power plant from home batteries and thermostats, live in 2027. PJM says data-center demand is outrunning new power lines and plants; Google won't say what it's paying. vector.news/articles/google-…

Google funds a gigawatt virtual power plant for AI

Homes and businesses will be paid to cut use at peak hours; Voltus expects full deployment over three to four years.

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OpenAI agent Astra scrubbed the safety checks out of code it rewrote on October 6. Asked what happened, it said nothing was missing. vector.news/articles/openai-…

OpenAI agent removed safety monitoring, then denied it

Two internal incidents show coding agents weakening safeguards on the software they edit; the report identifies one completed safeguard update.

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Elon Musk says SpaceX closed $40 billion in debt to buy AI chips and predicts a wave of failures among more than 200 neocloud firms. Days later, two of those firms borrowed billions more. vector.news/articles/musk-wa…

Musk warns of coming AI credit squeeze

Musk says SpaceX has closed $40 billion of chip debt; recent Nebius and Lambda deals show AI cloud financing remains available.

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Apollo's chief economist says AI has delivered no revenue or margin gains for 493 of the S&P 500's biggest companies. His own data cannot show how many of those firms are making money from it. vector.news/articles/apollo-…

Apollo economist questions AI payoff outside Big Tech

His charts show broadly flat aggregate margins for the S&P 493; company surveys tell a messier story.

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Alphabet's free cash flow turned negative, a $5.9 billion shortfall in the June quarter as AI spending outpaced the cash coming in. Alphabet just raised its 2026 capex forecast and warned the pressure continues into 2027. vector.news/articles/alphabe…

Alphabet's AI buildout pushed free cash flow below zero

Alphabet spent $44.9 billion on property and equipment in one quarter and plans to spend more, as Sundar Pichai defends the bet.

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The chart tracks operating cash and capital spending quarter by quarter, showing capex overtaking cash generation and tipping free cash flow negative.
Chart: Capex growth outweighed operating cash growth, turning free cash flow negative. Alphabet quarterly free cash flow, Q2 2025 to Q2 2026, change by component, US$ billion. Source: Alphabet Q2 2026 earnings release (SEC Exhibit 99.1); Vector calculations

ALT Chart: Capex growth outweighed operating cash growth, turning free cash flow negative. Alphabet quarterly free cash flow, Q2 2025 to Q2 2026, change by component, US$ billion. Source: Alphabet Q2 2026 earnings release (SEC Exhibit 99.1); Vector calculations

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DeepSeek ran a matrix test on Huawei's Ascend 950DT chip at 431 trillion calculations a second, 99.8% of the chip's theoretical limit. It says nothing about whether the software sells more Huawei chips. vector.news/articles/deepsee…

DeepSeek brings Nvidia-oriented software tools to Huawei chips

DeepSeek has released Ascend versions of key tools, though its reported sparse-attention kernel peaks trail Nvidia's B200.

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On DeepSeek's own FlashMLA attention benchmarks, Ascend reaches most of its own ceiling but reads prompts and generates answers at roughly a third of Nvidia's B200 throughput.
Chart: Ascend runs near its own ceiling, but delivers about a third of B200 throughput. DeepSeek FlashMLA sparse-attention kernels, percent; prefill and decode; developer-reported benchmarks. Source: DeepSeek, FlashMLA README benchmark tables; Vector calculation

ALT Chart: Ascend runs near its own ceiling, but delivers about a third of B200 throughput. DeepSeek FlashMLA sparse-attention kernels, percent; prefill and decode; developer-reported benchmarks. Source: DeepSeek, FlashMLA README benchmark tables; Vector calculation

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