$30M Raised to Redo the CPU (opens tendrils.co)
Tendrils announces a $30M raise on its own blog to rethink the CPU.
From The Wall Street Journal: An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more — Ciena CEO Gary Smith is ‘suitably paranoid,’ but optimistic — The historic telecommunications crash of 2001 is burned indelibly …
Tendrils announces a $30M raise on its own blog to rethink the CPU.
Ten Zen 6 server CPUs in two groups; Tom's Hardware's benchmarks say a dual 9996 is up to 93% faster than a dual Zen 5 9965.
Optical interconnects for chiplets; Singapore's Openspace Capital led the pre-seed.
The AI buildout runs on debt. The fix isn't more GPUs. It's getting more AI out of the ones that already exist.
Sources: Goldman Sachs and Apollo are in talks with investors to sell portions of SpaceX's ~$40B chip financing, asking some for up to $500M before syndication — Goldman Sachs Group Inc. and Apollo Global Management Inc. are in talks with Wall Street investors to start selling portions …
With smartphone sales tanking by around 20 percent compared to 2025, Qualcomm is looking to data centers to help boost its bottom line. During its Q4 2026 earnings call, the company laid out its plans to make a splash in the AI data center business, through partnerships with companies like Amazon…