| Reuters: |
Sources: Meta plans sweeping layoffs that could affect 20% or more of the company, amid mounting AI infrastructure costs; it had ~79,000 employees as of Dec. 31 — Meta (META.O) is planning sweeping layoffs that could affect 20% or more of the company, three sources familiar with the matter told Reuters … | SemiAnalysis: |
TSMC's N3 logic wafer capacity has become one of the AI industry's biggest constraints, which could push customers to explore greater foundry diversification — TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner — Ivan Chiam, Myron Xie, Ray Wang, and 3 others| Dwarkesh Patel / Dwarkesh Podcast: |
An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks in scaling AI compute, Nvidia securing TSMC N3 allocation early, and more — Plus, why an H100 is worth more today than 3 years ago — Dylan Patel, founder of SemiAnalysis, provides a deep dive … | Gautam Mukunda / Bloomberg: |
A survey of 1,000 hiring managers: 59% say they stress AI's role in layoffs or hiring freezes “because it plays better”; only 9% say AI has fully replaced roles — Whatever you think about whether artificial intelligence is coming for your job, it has already mastered one corporate skill: hogging the credit.| The Information: |
Sources: ByteDance suspended the global launch of Seedance 2.0 amid copyright disputes with Hollywood studios and streamers; it was launched in China last month — ByteDance has put on hold the global launch of its latest video-generation model, Seedance 2., due to a string of copyright disputes … | Ines Ferré / Yahoo Finance: |
Drones caused a Qatari Helium-producing energy hub to shutter; crucial in chipmaking, Bloomberg says the closed hub makes up ~33% of global Helium production — It's not just oil. — The near-standstill in the Strait of Hormuz is raising fears of a price surge for commodities used … | Caroline Haskins / Wired: |
Palantir software demos and DOD records show how the military may be using AI chatbots, including the kinds of queries and the data used to generate responses — Software demos and Pentagon records detail how chatbots like Anthropic's Claude could help the Pentagon analyze intelligence and suggest next steps.| Katrina Manson / Bloomberg: |
An excerpt from the upcoming book Project Maven details how the Pentagon enlisted Silicon Valley to build AI-powered tools of war, now being used in Iran — An excerpt from the coming book Project Maven shows how the US enlisted Silicon Valley in its vision for AI warfare, now playing out in Iran.| Vicky Ge Huang / Wall Street Journal: |
Kaiko: cumulative trading volume on crypto exchange Hyperliquid's perpetual oil futures surged to ~$7.3B on March 12 from $339M on February 28 amid the Iran war — A new generation of investors doesn't want to wait for the traditional market open — While traditional energy investors spent … | Wall Street Journal: |
Sources: the Trump administration is set to receive a ~$10B fee from investors in TikTok's US business for the government's role in brokering the TikTok US deal — Investors in social-media platform's U.S. business, including Oracle and Silver Lake, agreed to give the government several multibillion-dollar payments, sources say| American Medical Association: |
A survey of 1,692 US physicians: over 80% use AI professionally and the most common use cases are medical research summarization and clinical care documentation — CHICAGO — New research from the American Medical Association's Center for Digital Health and AI shows that physicians' adoption … | Timmy Shen / The Block: |
Singapore-based MetaComp, which bridges traditional fiat payment rails and stablecoin settlement infrastructure, raised $35M across two pre-Series A rounds — Quick Take — MetaComp, a digital finance infrastructure provider, said it has raised a total of $35 million across two Pre-A funding rounds completed within three months.| Anastasia Stognei / Financial Times: |
Mobile internet blackouts hit Moscow as the Kremlin tightens control; Roskomnadzor data shows average daily traffic is down ~20% in March compared to February — Outages mark new phase in government campaign against internet freedom — Moscow is experiencing mass mobile internet blackouts … | Karen Freifeld / Reuters: |
A US government website shows the Commerce Department withdrew a planned rule tightening AI chip exports; a draft was sent to agencies for feedback in February — The U.S. Department of Commerce on Friday withdrew a planned rule on AI chip exports, according to a government website.| The Information: |
xAI hires senior Cursor leaders Andrew Milich and Jason Ginsberg; Elon Musk said he expects xAI to “catch up and exceed our competitors” in coding by mid-2026 — Elon Musk's xAI is hiring two senior Cursor leaders as part of an effort to catch up with AI rivals in coding … | Financial Times: |
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