Topic: #technology
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Onsemi targets 12%-14% revenue CAGR through 2030 on AI data center power push
At its September 16 Investor/Analyst Day, onsemi raised its long-term revenue growth target to a 12%-14% CAGR through 2030, aiming for roughly $11 billion in revenue, Crypto Briefing reported.
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Pat Gelsinger says flat US energy capacity is now the main limit on AI data centers
Former Intel CEO Pat Gelsinger said on an a16z podcast that US energy capacity has been effectively flat for 15 years, calling power, not chips, the binding constraint on the AI data center buildout.
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Meta's Muse AI agent runs on AMD EPYC server CPUs, Crypto Briefing reports
Meta launched its Muse personal AI agent on September 8, 2026. Crypto Briefing reports that Muse runs in CPU-only environments on AMD EPYC chips, and that AMD, Intel and Arm shares rose in the weeks after the launch.
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Microsoft's Azure grew 43% in fiscal Q4 2026 as AI capex hit $41 billion
Microsoft's fiscal Q4 2026 results, released July 29, showed Azure growth speeding up to 43% while quarterly capital spending reached about $41 billion and Microsoft Cloud gross margin slipped to 65%.
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Nvidia revenue per employee hits about $7 million, Crypto Briefing estimates
Crypto Briefing estimates Nvidia now brings in roughly $7.2 million in revenue per employee, up from about $1 million three years ago, while profit per worker rose 11.6 times to about $4.6 million.
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Ethereum wallet holding 12,746 ETH moves after 10.2 years dormant, Whale Alert says
An Ethereum address holding 12,746 ETH moved for the first time in roughly 10.2 years, according to Whale Alert data reported by Crypto Briefing, though where the coins went hasn't been publicly reported.
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Solana activates 200ms slots on mainnet, halving block time ahead of Alpenglow
Solana activated 200-millisecond slots on mainnet on Oct. 9, doubling targeted block frequency and cutting epochs to about 24 hours, though per-second execution capacity is roughly unchanged.
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EU's Virkkunen says AI Act offers robust protection against rogue AI risks
EU Executive Vice-President Henna Virkkunen said on October 9 that the AI Act protects against rogue AI risks by covering models across their whole life cycle, Crypto Briefing reported. Some high-risk rules have been delayed to 2027 and 2028.
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Nvidia grants Nebius Exemplar Cloud validation for HGX B300 training racks
Nvidia signed off on Nebius's production HGX B300 racks for training workloads, per an October 8 announcement reported by Crypto Briefing. Nebius also reported the fastest single-node B300 times in MLPerf Training 6.0's closed division.
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Europol urges crypto industry to start quantum-resistant wallet upgrades now
Europol's Oct. 7 report urges crypto developers, wallet providers and users to start a phased move to quantum-resistant cryptography, warning that the migration could take years even though the threat doesn't exist yet.
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Vesta raises $30 million for AI agent mortgage origination software
Vesta, a San Francisco startup building an AI-native loan origination system for mortgage lenders, raised a $30 million round led by Conversion Capital, according to Crypto Briefing.
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B.Grimm Power plans 250 MW data center, lifts 2030 target to 500 MW
Thai power producer B.Grimm Power plans a 250 MW data center with an unnamed overseas partner, lifting its 2030 data center capacity target to 500 MW from 300 MW a month earlier, Crypto Briefing reported.
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Ethereum researcher Justin Drake warns AI could break crypto signatures before quantum
Ethereum Foundation researcher Justin Drake urged the industry to calmly plan for "bunker mode," moving funds to fresh addresses, saying AI might crack ECDSA signatures before quantum computers do.
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ChatGPT hits 664M mobile daily users as Meta's Muse nears 2 million
ChatGPT reached 664 million and Gemini 151 million mobile daily active users in September, per Sensor Tower data cited by Bank of America, while Meta's new Muse agent app hit 1.96 million.
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Microsoft shows Copilot upgrade with local file access and Windows-wide actions
Microsoft demoed a Copilot upgrade at its October 7 Windows and Surface event that lets the assistant reach local PC files and act across the OS, under a strategy it calls Hybrid Intelligence, Crypto Briefing reported.
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OpenAI's ChatGPT visual explanations cover 70+ math and science topics
OpenAI announced dynamic visual explanations for ChatGPT on March 10, 2026, per Crypto Briefing. The feature lets users manipulate 70+ math and science concepts and is available to all logged-in users.
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Microsoft's MXC SDK for containing AI agents remains in early preview at v0.8.0
Microsoft Execution Containers (MXC), a policy-driven SDK unveiled at Build 2026 to stop AI agents from reaching data they shouldn't, remains in early preview, with version 0.8.0 current as of September 2026.
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Apple study finds minimal coding agent matches or beats multi-agent ML systems
An Apple Machine Learning Research paper reports that a single coding agent with basic shell access matched or outperformed four multi-agent harnesses on ML engineering benchmarks, scoring 62.5% versus 47.1%.
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CoreWeave signs 240 MW AdaniConneX deal for its first India data center
CoreWeave agreed to use 240 MW of capacity at AdaniConneX's Taloja campus in Navi Mumbai, its first data center project in India, with an option to scale to 480 MW, Crypto Briefing reported.
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Unnamed coalition launches National Compute Grid to pool AI computing power
A coalition has launched the National Compute Grid to pool AI computing capacity and ease supply shortages, per an Axios report cited by Crypto Briefing. The group's name, members and capacity weren't disclosed.
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AMD ramps HBM4-based Helios rack production as memory supply stays tight, report says
AMD has increased production of its HBM4-based Helios AI rack systems, Crypto Briefing reported, with mass production under way since July 2026 and significant volume increases expected in Q4 2026 despite tight HBM4 supply.
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Robinhood $25M Bitcoin buy claim unsupported by filings, Crypto Briefing says
A viral post said Robinhood added $25 million in Bitcoin to its balance sheet. Crypto Briefing found no such purchase in its filings and says the claim misreads $25 billion Arkham labels as customer custody.
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AMD CEO Lisa Su returns to South Korea for HBM4 talks with Samsung chip chief
AMD CEO Lisa Su was scheduled to visit South Korea on October 6-7 to meet Samsung chip chief Jun Young-hyun, with HBM4 memory at the center of the talks, Crypto Briefing reported.
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Black Hills plans $1.8 billion in gas generation for Google's Cheyenne data center
Black Hills Corp. said it signed power service agreements with Google for a Cheyenne, Wyoming data center and plans to spend $1.8 billion on new natural gas generation between 2027 and 2029, Crypto Briefing reported.