Technology
Britain Names Iran and China Behind Majority of Critical Cyberattacks as Hormuz Ceasefire Expires
NCSC designates dual adversaries responsible for nation-state attacks hitting UK infrastructure four times weekly, as regulatory overhaul accelerates and geopolitical tensions converge.
SpaceX Begins Three-Day Analyst Roadshow, Targeting $1.75 Trillion Valuation in June IPO
Closed-door meetings at Texas launch facility signal accelerated timeline for what would be the largest public offering in history, with Starlink revenue now accounting for 79% of total business.
California Unseals Evidence of Amazon Price-Fixing Scheme Across Walmart, Target
Newly public court filings reveal explicit vendor communications showing Amazon coerced Levi's, Hanes, and others to raise competitor prices—providing empirical blueprint for state and federal antitrust cases.
Korean Memory Chip Rally Defies Geopolitical Risk as AI Demand Rewrites Market Logic
Samsung and SK Hynix surged 26% and 41% respectively in two weeks, demonstrating how AI infrastructure buildout now overrides traditional risk premia in semiconductor equities.
UK Government Weighs Exit From £330M Palantir NHS Contract
Break clause next spring could end US defense contractor's role in national health data platform amid vendor lock-in concerns and fractured delivery record.
7.4 Magnitude Japan Earthquake Tests Decade of Semiconductor Supply Chain Hardening
Tsunami warning and fab evacuations across Iwate Prefecture expose persistent fragility in global chip production as automakers and AI hardware suppliers await damage assessments.
TSMC’s $165 Billion U.S. Expansion Rewrites the Geopolitics of Chip Manufacturing
As advanced semiconductor production moves to Arizona, Taiwan trades its 'Silicon Shield' for explicit U.S. alliance—a gamble that could reshape cross-strait security calculus.
Hyperbridge Exploit Exposes Cross-Chain Security Illusion: $1.2B Minted, $2.5M Lost
A single validation flaw triggered cascading failures across bridge infrastructure, proving shallow liquidity masks systemic vulnerabilities threatening institutional DeFi confidence.
DRAM Shortage to Constrain AI Infrastructure Through 2028 as Hyperscalers Hit Memory Wall
Three manufacturers control 95% of global supply while demand outpaces capacity by 40%, creating a structural bottleneck that threatens hyperscaler buildout plans until at least 2028.
OpenAI’s $20 Billion Cerebras Bet Signals AI Industry’s Compute Supply Chain War
The deal, granting OpenAI up to 10% equity in Cerebras, marks a strategic pivot toward wafer-scale computing and away from NVIDIA dependency as inference dominates the AI hardware battleground.
SpaceX Accelerates Employee Vesting Ahead of $2 Trillion IPO Target
The rocket company moved up equity vesting schedules to lock in talent before June's planned public offering, which would be the largest in history.
Power Bottleneck: Half of US AI Data Centres Face Delays as Grid Constraints Reshape Global Competition
Supply chain friction and electrical infrastructure limits are stalling 30-50% of 2026 projects, pushing hyperscalers toward Middle East expansion and edge computing alternatives.