Goldman Sachs backs Nvidia in AI compute ecosystem; cost-curve analysis highlights TPU parity
January 25, 2026, 4:40 AM EST. Goldman Sachs reaffirmed its preference for Broadcom and NVIDIA in the AI compute ecosystem, using an 'investment cost curve' to compare chipmakers' economics and future competitiveness. The note addresses the GPU-versus-ASIC debate and finds Google's/Broadcom's TPU narrowing the cost-per-token gap with Nvidia. TPU v7 is estimated to cut cost by about 70% versus TPU v6, bringing it on par with or slightly better than Nvidia's GB200 NVL72 on absolute cost. Goldman says Nvidia retains advantages in time-to-market and software, anchored by the CUDA ecosystem as a strong moat. In contrast, Amazon's Trainium and AMD deliver roughly 30% cost reductions and lag on absolute cost. The firm underscores Nvidia's data-center, autonomous-vehicle and cloud strengths while acknowledging some AI stocks may offer greater upside with less downside risk.
Australia, Japan Launch Four-Year Quantum-HPC Collaboration to Advance Practical Quantum Computing
January 25, 2026, 4:34 AM EST. Australia and Japan launched a four-year quantum-HPC collaboration between Pawsey and Japan's AIST, formalised through AIST's Global Research and Development Center for Business by Quantum-AI technology (G-QuAT). The pact runs until March 4, 2027, aligning with the 50th anniversary of a bilateral treaty. The aim: translate quantum computing from theory into practical applications by integrating quantum with HPC to create a national computational fabric spanning HPC, AI, and quantum. Pawsey CEO Mark Stickells says the effort will accelerate fields from drug discovery to national security. G-QuAT Director Kazuya Masu notes the ABCI-Q platform will pair with Pawsey's HPC expertise to move hybrid computing toward real-world deployment through joint projects and knowledge exchange.
SpaceX seeks upper C-band carve-out for D2D as FCC auction looms
January 25, 2026, 4:32 AM EST. SpaceX, following pacts with EchoStar, asks the FCC to reserve part of the upper C-band for flexible-use, next-gen D2D services. The agency is preparing an auction of at least 100 MHz in the 3.98 GHz-4.2 GHz band, with potential up to 180 MHz, for 5G and 6G. SpaceX argues that satellite traffic should be part of the discussion and warns against spectrum warehousing, noting its StarlinkLEO service and a planned enhanced D2D offering in 2027 after a T-Mobile deal. Incumbents, cable groups, broadcasters, mobile operators and airlines weigh in. NAB urges limiting the auction to 100 MHz; SES Americom says repacking could free 100 MHz in ~30 months with incentives, and up to 60 additional MHz later, but would require new Ku-band satellites. The Commission aims to finalize rules under the One Big Beautiful Bill Act.
SpaceX launches 25 Starlink satellites from Vandenberg
January 25, 2026, 4:30 AM EST. SpaceX launched 25 Starlink satellites from Vandenberg Space Force Base early Thursday, lifting off a Falcon 9 rocket at 12:47 a.m. EST. The booster, Booster 1093, marked its 13th flight and landed on the Pacific droneship 'Of Course I Still Love You'. The Starlink payload reached a preliminary orbit about nine minutes after liftoff, with deployment confirmed roughly an hour later by SpaceX on social media. The batch brings the constellation to about 9,500 active satellites. SpaceX says the network serves underserved regions and can provide internet to airlines and emergency cell-to-satellite links. Thursday's launch was SpaceX's ninth this year and its 592nd since 2010.
Why I would skip Quantum Computing stock at a sky-high valuation
January 25, 2026, 4:28 AM EST. Quantum Computing, a pure-play stock nicknamed QCi, has rallied 591% over three years but still trades at a extreme premium. The company generated just $546,000 in revenue over the trailing 12 months, yet sports a market cap near $2.6 billion, translating to a P/S ratio well above 3,000. Despite a sizable cash pool-more than $1.5 billion-much of it has come from issuing new shares, expanding shares from about 60 million to 224 million in three years, a dilution risk for early holders. Its room-temperature, low-power photonic approach is promising but the best quantum path remains uncertain, and rivals such as D-Wave, IonQ and Rigetti, plus tech giants, compete fiercely. I'm not convinced QCi can win a winner-takes-all race.
OpenAI vs Anthropic: Which Nvidia-backed AI IPO is poised to lead 2026
January 25, 2026, 4:26 AM EST. Nvidia-backed AI start-ups OpenAI and Anthropic are expected to pursue IPOs in 2026. Nvidia's GPUs underpin the AI surge, and its full-stack approach gives a durable edge. Investors gain indirect exposure to both via Nvidia, but a direct listing could arrive sooner. OpenAI plans to deploy at least 10 gigawatts of Nvidia-powered data centers and has discussed a funding round that could value the firm at about $750 billion; it reported roughly $13 billion in revenue for 2025 and targets near $100 billion in 2028, with profits and positive free cash flow not before 2030. By comparison, Nvidia trades at around 24.6x sales. Anthropic, founded in 2021 and known for Claude, also eyes an IPO. The analysis suggests OpenAI appears more attractive on valuation grounds despite both benefiting from Nvidia's ecosystem.
A $1,000 Nvidia stake post-DeepSeek crash would be worth about $1,580 now
January 25, 2026, 4:24 AM EST. Investors who bought Nvidia shares after the DeepSeek crash on Jan 27, 2025, would see notable gains. A $1,000 position at $118 per share bought about 8.47 shares; by Jan 23, 2026, Nvidia at $184 would be worth roughly $1,580, a $580 profit and 58% return. The DeepSeek sell-off followed AI-model releases from the Chinese startup, prompting concerns about U.S. leadership and hardware demand. Nvidia fell nearly 17% in one session, wiping out about $600 billion in market value-the largest one-day loss in Wall Street history. The stock then recovered. Data center revenue and partnerships with major U.S. tech firms supported a steady rise, while DeepSeek's impact waned amid incremental updates and export controls. Western firms leaned toward OpenAI and Google ecosystems, diminishing DeepSeek's appeal.
Samsung updates Galaxy S25 Plus fire case to external force; liability and compensation outlined
January 25, 2026, 4:20 AM EST. Samsung has updated its position on the Galaxy S25 Plus fire in Indiana, saying external force caused the blaze, a statement linked by Android Authority. The amended note follows an earlier report that the device overheated during overnight charging, triggering a confirmed thermal runaway and damaging the home. The family inhaled smoke and sought urgent care; charging accessories were official Samsung hardware, according to receipts and fire department findings. Samsung has accepted liability and will reimburse the phone, cover related medical costs, and pay cleaning and restoration. Samsung Fire and Marine Insurance also offered $500 per person for pain and suffering for two adults and one child. Android Authority reviewed the fire department report and written compensation offers. Samsung faces additional incidents elsewhere, with no public warning issued as of now.
Apple iPhone 18 Pro Display to get biggest design change in years, leak claims
January 25, 2026, 4:18 AM EST. New report says the Dynamic Island on the upcoming iPhone 18 Pro and iPhone 18 Pro Max will undergo a major redesign. The current lozenge-shaped cutout has persisted since the iPhone 14 Pro. The leak claims the Dynamic Island width will shrink from 20.76 mm to 13.49 mm, about a 35% reduction. A smaller cutout could hide the flood illuminator, the Face ID component, or allow it to sit under the display. Earlier chatter about a leftward shift of the camera-in-display was likely a translation error. The changes are not expected for the iPhone 18 or iPhone Air 2, though the Air 2's launch window remains uncertain. The reporter will update as more details leak.
Texas AI Law TRAIGA Moves Forward, Targeting Manipulation by AI
January 25, 2026, 3:40 AM EST. Texas is moving ahead with TRAIGA, the Texas Responsible AI Governance Act, enacted last year and now entering full effect in 2026. The measure restricts how AI systems influence human behavior, with authorities signaling strict oversight of deceptive design, dark patterns, and targeted manipulation. The piece evaluates whether the law goes far enough, noting disclosed gaps and potential loopholes that could limit enforcement or leave risky uses unprosecuted. Journalistic context includes ongoing coverage of AI in mental health and the broader risks of generative AI, with attention to safeguards, disclosures, and accountability. Experts caution that despite safeguards, misuse can occur in consumer apps, therapy tools, and automated guidance. The analysis, anchored in regulatory developments and real-world cases, asks whether TRAIGA can curb harm without stifling innovation.
Five small-cap chip stocks could rally in 2026, led by Credo Technology Group
January 25, 2026, 3:28 AM EST. Bank of America analyst Vivek Arya highlights five small- and mid-cap chip names that may outperform as AI infrastructure spending persists. Credo Technology Group leads with about 75% market share in active electrical cables, a niche expected to grow to over $7 billion by 2030 from $1.2 billion this year. Long-term revenue could reach $4-$5 billion, with earnings power above $10 and 44% upside to a $200 target. MKS Instruments benefits from a wafer fabrication equipment upcycle and advanced packaging, with Q4 revenue guidance at $1.03 billion and EBITDA of $248 million; the target rose to $255 amid 8% revenue and 15% EPS growth through 2027. Advanced Energy Industries sees 11% revenue and 19% EPS growth to 2027, with margins near 40% and a higher price objective to $300. TER is cited for testing the limits of AI chip complexity.
AI designs genome, creates new life in Stanford lab, fueling post-Darwinian debate
January 25, 2026, 3:26 AM EST. Scientists at Stanford used artificial intelligence to design a complete genome for a brand-new biological organism, producing a virus that attacked E. coli in a petri dish. Researchers say the virus, codenamed Evo-Φ2147, demonstrated that AI can draft full genetic blueprints and that a new DNA construction method can translate those blueprints into working sequences with far greater accuracy. The advance, published in September, is described as a turning point in synthetic biology and could shift evolution from slow, incremental change toward deliberate design of new life forms. Critics warn of safety and ethical risks. Adviser Adrian Woolfson, who founded Genyro, calls this a move toward a post-Darwinian landscape, where life can be authored rather than inherited.
Broadcom could outpace Nvidia in 2026 as AI ASICs gain traction
January 25, 2026, 3:24 AM EST. Broadcom's AI-focused ASICs are gaining traction in data centers as operators seek energy efficiency, even as Nvidia's GPUs remain dominant. In the fourth quarter, Broadcom reported AI semiconductor revenue up 74% year over year to $6.5 billion, with total revenue of $18 billion and adjusted EPS of $1.95. Management called for more AI semiconductor growth in the first quarter, guiding above 100% to $8.2 billion. Ark Invest founder Cathie Wood says ASICs will take share from Nvidia as hyperscalers pursue cost-effective compute. The narrative signals a shift in AI infrastructure away from GPUs toward configurable ASICs, potentially reshaping the data center landscape through 2026 and beyond.
Artemis II: SLS and Orion reach launch pad for Moon-loop mission
January 25, 2026, 2:58 AM EST. NASA's Artemis II mission marked a major milestone as the Space Launch System (SLS) rocket and the Orion spacecraft rolled from the Vehicle Assembly Building to Launch Pad 39B at Kennedy Space Center. The Crawler-Transporter, upgraded for Artemis, moved the towering stack at a maximum speed of 0.82 mph, completing the nearly 12-hour rollout by 6:42 p.m. EST. Artemis II will launch four crewmembers-NASA's Reid Wiseman, Victor Glover, and Christina Koch-and CSA astronaut Jeremy Hansen on a roughly 10-day loop around the Moon before returning to Earth. The mission tests life support, flight, and ground systems ahead of crewed lunar operations and a sustained presence on the Moon.
Utah weighs bill to name Android the state mobile operating system
January 25, 2026, 2:56 AM EST. Utah State Senator Kirk Cullimore introduced S.B. 138 to designate Android as the state's official mobile operating system. The measure would add Android to Utah's list of symbols, alongside items such as a mushroom and a mineral. Backers say the designation reflects technology choices, but there is no clear support to move forward; Cullimore noted his family uses Apple. The bill has drawn mixed reactions and may not reach passage. If enacted, Utah could become the first state to name a formal smartphone platform. Reuters will monitor the bill's progress.
Tesla stock in 2026: robotaxi rollout could decide buy, hold, or sell
January 25, 2026, 2:54 AM EST. Tesla's path to profitability hinges on a robotaxi rollout that remains the defining risk and opportunity for 2026. Investors are divided: the potential is large, but skeptics question timing, regulatory hurdles, and cash implications. Management's guidance has been a sore point, with underpromising cited as a way to manage expectations and avoid criticism when targets slip. As of January 2026, Tesla's robotaxis operate with safety monitors in Austin and the San Francisco Bay Area. Musk has described a push for Cybercab production and mass rollout, noting that regulatory approvals will influence the pace, and that early output could be slow before rapid acceleration. The market will weigh robotaxi timelines, regulatory approvals, and capital allocation when valuing TSLA, with debate on whether the long-run payoff justifies the near-term costs.
Memristive cellular neural networks enable fast in-pixel computing
January 25, 2026, 2:44 AM EST. Researchers report memristor-based cellular neural networks tailored for fast, in-pixel analogue computing. The work links retina-inspired cellular networks with hardware built from multilevel non-volatile memristor synapses and a transistor-based core, enabling parallel processing for image and video tasks. A Python-based digital twin provides circuit-level simulations and a GUI to control the fabricated platform. Simulations show the network solving partial differential equations and performing image operations, while the hardware demonstrates practical tasks such as edge detection and horizontal line detection. The team also describes a workflow from tape-out to board integration, underscoring challenges in scalable neuromorphic hardware but delivering a path to embedded, low-power vision processing. The study blends modelling, fabrication, and real-world testing to push in-pixel computing closer to deployment.
EVs face range hit as winter storm brings bone-chilling temperatures
January 25, 2026, 2:42 AM EST. As a massive winter storm rolls across the United States, EVs face a colder truth: temperatures suppress battery chemistry and reduce driving range. In subzero Chicago-area incidents, some owners reported depleted batteries; officials note EVs must draw heat from their batteries, not a combustion engine, to warm cabins. Consumer Reports road tests show at 16 degrees Fahrenheit, range falls about 25% when driving at 70 mph versus mid-60s conditions. Newer EVs incorporate heat pumps and stronger battery enclosures to mitigate losses, with brands like Kia highlighting advanced heat pumps and models such as Acura ZDX and Volvo EX40 adopting them per Recurrent. Practical tips persist: preconditioning the battery while plugged in, parking indoors, minimizing power drain, and adapting driving to colder days, a lifestyle practiced in Norway, where EVs dominate.
Blue Origin preps 6-terabit TeraWave enterprise satellite constellation
January 25, 2026, 2:22 AM EST. Blue Origin aims to build TeraWave, a constellation of 5,408 satellites (5,280 LEO and 128 MEO) delivering about 6 terabits per second with symmetrical speeds. Inter-satellite links run in the Q/V-band, offering up to 144 Gbit/s on LEO paths and up to 6 Tbit/s across the MEO layer via optical links; gateway downlink/uplink uses E-band. The network targets tens of thousands of enterprise, data-center and government users, with a focus on aviation and defense. Blue Origin says TeraWave is its own project and does not plan overlap with Amazon Leo. Deployment is not expected before Q4 2027, per company statements and industry reporting (including Satellite Today).
Xiaomi SU7 outsells Tesla Model 3 in China, signaling a shift in EV leadership
January 25, 2026, 2:18 AM EST. Xiaomi's SU7 has emerged as China's top premium EV sedan, outselling Tesla's Model 3 by a wide margin last year, according to the China Passenger Car Association (CPCA). The CPCA data show SU7 deliveries reached 258,164, compared with 200,361 for the Model 3. Since its 2019 launch, the Model 3 led the segment from Tesla's Shanghai Gigafactory, but domestic rivals including Xiaomi, Nio, Xpeng and IM Motors have narrowed the gap with competitive tech and lower prices. Analysts say the shift underscores China's ability to scale EV production and lower costs. Tesla's Shanghai plant also builds the Model Y, which topped SUV sales in 2025.
Argentina touts Artemis II small satellite as proof of efficient science spending; researchers push back
January 25, 2026, 1:50 AM EST. Argentina will join NASA's Artemis II, launching Atenea, a small Argentine CubeSat, aboard the ride to the Moon. Artemis II is a 10-day mission that carries four astronauts around the Moon but does not land. Atenea, a 30 cm by 20 cm by 20 cm satellite, will measure radiation and relay data during a 12-hour window, with ground teams scrambling to track its signal every 15 seconds. President Javier Milei hailed the project as evidence of efficient resource use in science, arguing for cuts to 'unnecessary' social spending. Scientists counter that CONAE, the state space agency, has faced cuts and that a robust science budget supports space activities and broader research. CONAE executives defend the collaboration with NASA while acknowledging data transmission challenges and mission complexity.
AI headlines converge on ethics, health and jobs
January 25, 2026, 1:46 AM EST. AI dominates a wide range of tech headlines, from memes based on AI-generated characters to AI-driven news summaries and policy debates. A British AI-generated schoolgirl meme is subverted online, highlighting how AI can be repurposed and weaponized. Copilot's AI-written summaries raise questions about media bias and accuracy. Studies flag overreliance on YouTube for health queries, and concerns about the Google AI Overviews framing public health. Disinformation and bot networks, described as AI-driven threats, loom over elections and social media. Analysts warn job losses as automation accelerates, and officials discuss winners and losers in the economy. Regulators weigh safeguards as datacenters, satellites and other AI tools reshape media, politics and daily life.
DJI's see-through robot vacuum could gain Matter compatibility
January 25, 2026, 1:26 AM EST. DJI's see-through Romo robot vacuum could gain Matter compatibility, a cross-platform smart-home standard meant to unify devices across ecosystems. If added, the vacuum would work with major ecosystems such as Apple Home, Google Home and Amazon Alexa, giving users more flexible control beyond the DJI app. The move would broaden the Romo line's reach and simplify setup for homes that mix platforms. DJI has not provided a timeline for when or if the feature will arrive. Reported by Jennifer Pattison Tuohy in Smart Home coverage.
SpaceX targets Sunday liftoff from Vandenberg to deploy 25 Starlink satellites
January 25, 2026, 1:22 AM EST.SpaceX is targeting a Sunday, Jan. 25 liftoff of a Falcon 9 rocket from Vandenberg Space Force Base in California to deploy 25 Starlink satellites into low-Earth orbit. The two-stage rocket will lift from Space Launch Complex 4E with a four-hour launch window opening at 7:17 a.m. PT. A backup opportunity is listed for the next day if weather or technical issues delay the mission. Public viewing at Vandenberg does not take place on the base, but several Santa Barbara County sites offer vantage points, weather permitting, including 13th Street and Arguello Boulevard; Floradale Avenue and West Ocean Avenue (viewing site for SLC-6); Renwick Avenue and West Ocean Avenue; Santa Lucia Canyon Road and Victory Road; and spots in Lompoc such as Ocean Park. As always, launches are subject to change due to weather and operational conditions.
AI-generated British schoolgirl becomes far-right meme, spreading via X's Grok AI tool
January 25, 2026, 1:20 AM EST. An AI-generated British schoolgirl named Amelia has become a global far-right meme. The purple-haired figure, often brandishing a mini union flag, appears in clips on Facebook and X, railing against Muslims and migrants. The memes surged after users began using X's Grok AI tool to spin new scenes, from manga styles to imagined encounters with Father Ted or Harry Potter. The character's origins are ironic: she traces to a UK Home Office-funded counter-extremism game, Pathways: Navigating the Internet and Extremism, designed to steer teens away from extremism; some choices trigger referrals under the Prevent programme. Analysts say the memes subvert the game's intent, with thousands of posts in days and even a nascent Amelia cryptocurrency appearing online, per Logically's monitoring for the Guardian.
iPhone users begin receiving payouts from $95 million Siri privacy settlement
January 25, 2026, 1:04 AM EST. U.S. iPhone users are receiving payouts tied to a $95 million settlement over unlawful Siri recordings. The deal, announced last year, covers Siri-enabled devices bought between September 17, 2014, and December 31, 2024 that experienced an unintended activation. Individuals could claim up to five devices. The payout was expected to reach about $20 per device with a $100 ceiling, but final figures sit around $8.02 per device and roughly $40.10 max per participant. Direct deposits began yesterday; others may receive a prepaid card or check if chosen. The Guardian reported that Apple contractors overheard private Siri conversations during grading. Apple says recordings were used for quality assurance, not marketing, and that users opt in going forward.
US data centre groups plot lobbying blitz to counter AI energy backlash
January 25, 2026, 12:48 AM EST. Several of the largest US data centre operators – Digital Realty, QTS and NTT Data – plan a year-long lobbying blitz to blunt a public backlash over the energy footprint of AI projects. The group discusses boosting targeted advertising and community engagement alongside lawmakers. "We stand on the foundation that we're doing the right things in these communities," said Tag Greason, co-CEO of QTS. Opponents cite air pollution, water use and higher utility bills; MacroEdge tallies more than two dozen projects blocked or delayed in January, up from 22 in the prior six months. Microsoft and OpenAI have pledged to cover grid costs and local plans. Nvidia's Jensen Huang cites a "boom" in skilled trades, amid labour shortages pushing wages higher. Residential electricity up about 13% since Jan 2025 per EIA.
UCLA AI tool targets undiagnosed Alzheimer's across communities
January 25, 2026, 12:32 AM EST. UCLA researchers are using artificial intelligence to flag people at risk of Alzheimer's before symptoms emerge. The tool analyzes medical records, age and neurological indicators, and researchers say it identified about 80% of individuals who would otherwise remain undiagnosed, roughly double the accuracy of earlier models. The approach also targets fairness, aiming to reduce disparities in diagnosis by improving detection in underrepresented groups such as Black and Latino communities. Early diagnosis matters because new therapies exist and management can begin sooner. The work, led by Dr. Timothy Chang, underscores benefits for families and the health system, including caregiver planning and lifestyle changes that may slow progression.
Apple's John Ternus widens design role as CEO succession advances
January 25, 2026, 12:16 AM EST. Apple's hardware chief John Ternus has been steering design since late 2025 as Tim Cook positions him to step into the CEO role, Bloomberg reports. Cook placed Ternus in charge of the design teams in the final months of 2025, after former chief operating officer Jeff Williams retired. The design teams would report to Cook, but Bloomberg says Cook handed reins to Ternus, who now serves as the executive sponsor of all design on Cook's management team, handling communications with staff and representing design in executive gatherings. Internal discussions say Cook wants to expose Ternus to broader operations. While Federighi and Joswiak retain influence over the broader aesthetic, Ternus is viewed as the most likely future Apple CEO, at age 50, though some worry he is risk-averse, lacks geopolitical experience, and may lack charisma.
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