The name is the button.

An agent writes the code now, and a human thumb hovers over Accept all a hundred times a day. The honest question of this decade is what, exactly, you just accepted. So I read the diff.

Eight years as a backend engineer in Stockholm, back in Tokyo since 2023, and I still ship something small most nights, usually badly. My one rule: the only real review of a model is the thing you built with it. That is why there is no leaderboard on this site.

Around two hundred sources come through — the labs' own posts, the papers, the tools, the runtimes and languages nobody is watching yet, the chip under the demo, and the newsletters people actually forward. What is moving gets counted so the week reads at a glance, and every few days I explain one mechanism in plain words.

A story here is a headline, a short excerpt, one image and the link to whoever wrote it. We never reproduce the post; the images belong to their authors. A post written in Japanese appears in Japanese, exactly as it was published, and the link goes to the original.

— Yuki Halvorsen, Tokyo

← Accept All Archive

Bloomberg TechnologyValley

AI Selloff Exposes Data Center Boom Risks

11.06

The selloff in AI stocks is adding new uncertainty to the massive buildout of data centers across the US.

Chips & compute

Read at Bloomberg Technology ↗

One letter a week, starting soon.

Latest

AI Selloff Exposes Data Center Boom Risks

Related

SiliconSpeed Up Image Generation with FLUX 3 Image Klein on NVIDIA Blackwell GPUs NVIDIA Technical Blog

SiliconSix Pallets of NVIDIA Hardware Worth $11.4 Million Stolen on the Way to Texas TechPowerUp

ValleyAll the latest updates on AI data centers The Verge AI

SiliconNVIDIA RTX 5070 Ti Climbs $160 in Eight Days, Now 79% Over MSRP TechPowerUp

SiliconCosmic at SEMICON Europa 2026: Advancing High-Complexity Semiconductor Test Solutions EE Times

LabsSageMaker Inference now supports Multi-Instance GPU to maximize GPU utilization for model endpoints AWS Machine Learning