Wall Street can’t seem to make up its mind about whether the current AI wave is a bubble. Some analysts are firmly in the bubble camp. Bridgewater Associates founder Ray Dalio warned Monday that the AI boom is “now in the early stages of a bubble,” estimating it’s at about 80% of the euphoria that…
Nvidia just fired the starting gun on U.S. production of cutting-edge AI chips
The R&D story of Nvidia in the past went something like this: Designed in California, made in Taiwan. Buried in its Q3 earnings call was the real news: Nvidia and TSMC produced the first Blackwell wafers on American soil. “We remain focused on building resiliency and redundancy in our global supply chain. Last month, in…
Atomic lift-off yields 10‑nm membranes for cooling‑free infrared detection
Scientists at Rensselaer Polytechnic Institute, working with MIT and a multi-university team, have demonstrated a nanomanufacturing method that peels off 10-nanometer-thick crystalline membranes for highly sensitive infrared detection without cryogenic cooling. The approach, called atomic lift-off (ALO), eliminates the buffer “release” layers common in prior techniques and achieved a record pyroelectric response in ultrathin films,…
U.S. Semiconductor industry faces uncertainty as calls to repeal CHIPS Act emerge
President Donald Trump’s recent push to repeal the CHIPS and Science Act, signed into law in August 2022, has raised concerns about the future of U.S. semiconductor manufacturing. The act allocates $39 billion in subsidies and up to $75 billion in government-backed loans to strengthen domestic chip production. Proponents credit the measure with prompting high-profile…
R&D Market Pulse: NVIDIA hits $37.5B in revenue while UK regulators tap brakes on AI startup investment oversight
In a move signaling a more relaxed regulatory approach to the booming AI sector, UK regulators announced they would not investigate Google’s $2 billion investment in AI startup Anthropic. The move mirrors a similar decision regarding Amazon’s earlier $4 billion stake. This green light comes as Amazon doubles, bringing its total investment in Anthropic to…
OpenAI unveils SearchGPT test version; Tesla’s humanoid robot to debut in 2025
OpenAI, San Francisco, announced last week that it is launching a test version of their long-awaited search engine. SearchGPT will cite news sources such as News Corp. (publisher of the Wall Street Journal) and the Atlantic magazine (published by the Emerson Collective/publisher is Laurene Jobs — Steve Jobs’s widow). OpenAI has also struck partnerships with…