Pipes Feed Preview: Kagi News - Technology

Chipmakers outline AI memory roadmaps at Hot Chips

Sun, 23 Aug 2026 22:14:59 -0000

<p>Memory suppliers and accelerator developers used Hot Chips 2026 to present new approaches to the AI “memory wall,” the gap between fast-growing accelerator compute and slower memory bandwidth gains. Micron said AI accelerator TFLOPS are rising about 3x every two years, while bandwidth for 2.5D-attached memory such as HBM is increasing at under 2x over the same period, making memory a limiting factor for AI system performance. SK Hynix described advanced HBM packaging work that moves from hybrid bonding to Intel EMIB and eventually 3D integration, while Samsung presented a roadmap that shifts the HBM base die from a communication layer toward added functions and, later, zHBM that stacks DRAM directly on compute silicon. d-Matrix presented Raptor, a 3D-DRAM accelerator for generative inference that targets the combined capacity and bandwidth demands of large model weights and KV cache.</p><img src='https://kagiproxy.com/img/s2c3-oJLbSw9Ud17P_-qHBEqE4CVRwLpT2-fg8JCBadba151Ra8F3ni6XYgEmXf4-1vdfFWyJHk_vdLQD_Z_SlsQetTmiEboQF7LWTrzrbkCQXV201uJNotK7WYHalNsYunpNQSySHdenLLG_2z5' alt='Slide image from d-Matrix’s Raptor 3D-DRAM presentation at Hot Chips 2026.' /><br /><h3>Highlights:</h3><ul><li>SK Hynix: SK Hynix said HBM stacks can reach 16 slices, with GPU and HBM placed on a silicon interposer and connected through 1024 I/Os across 16 channels.</li><li>Samsung roadmap: Samsung's first phase replaces the HBM PHY with a D2D interface and offloads memory controllers to the base die, freeing 5–10% of xPU silicon area.</li><li>D-Matrix Raptor: d-Matrix said long-context inference can make KV cache enormous, citing roughly 935 GB of KV cache for 64 users at 1 million context length.</li><li>Reliability pressure: Micron said HBM failures accounted for 17% of Meta’s Llama 3 training interruptions, linking memory architecture to training reliability as well as throughput.</li></ul><h3>Perspectives:</h3><ul><li>Micron: Micron opened with the OpenAI compute-efficient frontier, arguing that model size, dataset size, and training compute must scale together, and memory is the resource that ties them together. (<a href='https://www.servethehome.com/micron-evolving-memory-architectures-for-ai-at-hot-chips-2026/'>ServeTheHome</a>)</li><li>SK Hynix: SK Hynix argued that HBM’s higher per-GB cost can be offset by savings in board space, power and operating costs when compared with wider GDDR6 configurations. (<a href='https://www.servethehome.com/sk-hynix-hbm-packaging-at-hot-chips-2026/'>ServeTheHome</a>)</li><li>Samsung: Samsung noted that the process node gap between the HBM base die and the compute die is shrinking, opening the door to true DRAM-logic co-design. (<a href='https://news.cnyes.com/news/id/6585085'>Cnyes</a>)</li><li>d-Matrix: d-Matrix presented 3D DRAM as a way to combine higher capacity than SRAM with much higher efficiency than conventional HBM approaches for generative inference. (<a href='https://wccftech.com/d-matrix-raptor-3d-dram-achieves-sram-class-bandwidth-at-1-10th-the-hbm-power/'>Wccftech</a>)</li></ul><h3>Sources:</h3><ul><li><a href='https://www.servethehome.com/d-matrix-raptor-3d-dram-accelerator-for-generative-inference-at-hot-chips-2026/'>d-Matrix Raptor 3D-DRAM Accelerator for Generative Inference at Hot Chips 2026</a> - servethehome.com</li><li><a href='https://news.google.com/rss/articles/CBMirAFBVV95cUxPUmtveVVLQjctd3hxczRKSjcwek5ObEJxZmRSSzhKTmp4dkdKWGdiTDUyU0l1TEpLY3MweGtlUFBtUHAzRDBmVzIwLXZtYzNlT2ttb3dxdUphV0tkeXhtMTNiaE5VV1dENTBSTElDY1lxQTRORU8wYi1hX3QtNzJJYXBvZGpVeGw3aDlLSER3NUgycVJsbk9aWWtsWGtQNTBiOXM1Zl81d3ZRRmRf'>d-Matrix Raptor 3D-DRAM Accelerator for Generative Inference at Hot Chips 2026 - ServeTheHome</a> - google.com</li><li><a href='https://www.digitimes.com/news/a20260824PD224/hbm-packaging-sk-hynix-bandwidth-intel.html'>SK Hynix charts advanced HBM packaging path: hybrid bonding, Intel EMIB and 3D integration</a> - digitimes.com</li><li><a href='https://www.reddit.com/r/hardware/comments/1vwntyy/chips_and_cheese_hot_chips_2026_samsung_and_hbm/'>[Chips and Cheese] Hot Chips 2026: Samsung and HBM Base Die Opportunities</a> - reddit.com</li><li><a href='https://wccftech.com/samsung-leverages-advanced-logic-processes-to-advance-hbm-works-on-3d-stacked-zhbm/'>Samsung Leverages Advanced Logic Processes To Advance HBM As It Works On Its Next-Gen zHBM DRAM That 3D Stacks Memory On Compute</a> - wccftech.com</li><li><a href='https://news.cnyes.com/news/id/6585085'>三星拋出HBM三階段路線圖：從「騰空間」到3D zHBM消滅中介層終極架構將降功耗70%、頻寬飆230%</a> - cnyes.com</li></ul>
Twitch streamer sues Amazon over AI training data

Sun, 23 Aug 2026 19:48:26 -0000

<p>Connecticut-based Twitch creator Warren Pandiscia filed a proposed class action against Twitch and parent company Amazon in the Northern District of California, alleging the companies used streamers’ broadcasts and videos to train commercial AI products without permission, licenses or payment. The complaint says Twitch content became a dataset for Amazon AI products and accuses the companies of breach of contract and unlawful, unfair and fraudulent practices. The lawsuit follows an announcement from Twitch Support earlier in August about a setting that lets creators opt out of having channel content used to train generative AI models across Amazon. During Twitch’s Patch Notes stream, chief product officer Mike Minton said, "if it was opt-in, nobody would opt in," when asked why the AI-training setting was enabled by default rather than requiring creators to opt in.</p><img src='https://kagiproxy.com/img/6C30mjByb1XfMjdQ7wQxkPdghWhrmlhd5Om_OdQ47B2_ltlNoV_Fm6pcr16vGtGRiGIoZkwOLTDphvU0gLVyas2zFJGPJUZlXwS6Q6fE-0yLwLztnOsc748wqQsJqw0_GNCCwbHqQB7kXZ_gONOImp41ERP8y7bV5xfG0aj1SXg' alt='Twitch is facing a proposed class action over the alleged use of streamer content for Amazon AI training.' /><br /><h3>Highlights:</h3><ul><li>Named plaintiff: Pandiscia is described as a Connecticut streamer with about 1,000 Twitch followers, and PressFire identifies his channel as "ampdoffroad".</li><li>Creator concern: Kotaku reported concerns that creator clips shared by others could still be harvested and that material may have been used retroactively before the opt-out appeared.</li></ul><blockquote>Because Amazon AI products are commercialized, Amazon had an overwhelming incentive to acquire training data on an unprecedented scale - Warren Pandiscia</blockquote><h3>Sources:</h3><ul><li><a href='https://www.firstpost.com/tech/twitch-and-amazon-face-lawsuit-over-ai-training-using-streamers-content-14040253.html'>Twitch and Amazon face lawsuit over AI training using streamers’ content</a> - firstpost.com</li><li><a href='https://www.engadget.com/2242283/twitch-amazon-hit-with-lawsuit-for-training-ai-with-streamers-content/'>Twitch and Amazon hit with lawsuit for training AI with streamers' content</a> - engadget.com</li><li><a href='https://yro.slashdot.org/story/26/08/23/2127238/twitch-and-amazon-hit-with-lawsuit-for-training-ai-with-streamers-content'>Twitch And Amazon Hit With Lawsuit for Training AI With Streamers' Content</a> - slashdot.org</li><li><a href='https://www.eurogamer.net/twitch-amazon-generative-ai-training-lawsuit-streamers'>Twitch faces a class action lawsuit over using streamers' content to train Amazon's AI</a> - eurogamer.net</li><li><a href='https://playtech.ro/2026/amazon-si-twitch-dati-in-judecata-pentru-ca-ar-fi-folosit-streamurile-creatorilor-la-antrenarea-ai/'>Amazon și Twitch, dați în judecată pentru că ar fi folosit streamurile creatorilor la antrenarea AI</a> - playtech.ro</li><li><a href='https://www.heise.de/news/Twitch-Streamer-verklagt-Amazon-wegen-KI-Training-mit-seinen-Streams-11423133.html'>Twitch: Streamer verklagt Amazon wegen KI-Training mit seinen Streams</a> - heise.de</li><li><a href='https://kotaku.com/streamer-files-class-action-lawsuit-against-twitch-over-ai-training-2000727274'>Streamer Files Class Action Lawsuit Against Twitch Over AI Training</a> - kotaku.com</li><li><a href='https://www.pressfire.no/artikkel/saksoker-twitch-og-amazon-for-ai-trening-av-strommeklipp'>Saksøker Twitch og Amazon for AI-trening</a> - pressfire.no</li></ul>
Chinese workers adapt as AI reshapes job market

Mon, 24 Aug 2026 06:53:10 -0000

<p>Computer programmer Fei Zhaojun said his boss asked whether artificial intelligence could soon replace humans in coding jobs; two weeks later, Fei and about 160 colleagues lost their Beijing jobs, the Associated Press reported. AP reported that rapid AI adoption in China, backed by government policies, is affecting work in computer programming, script writing and physical tasks, while some economists say the shift could eventually weaken the world’s second-largest economy. China has encouraged people and businesses to use AI applications and robotics across daily life and work, putting employees such as Fei under pressure to adapt. Fei told AP he had doubted AI could perform programming work perfectly, even as his bosses believed it was close enough; he is now making vlog-style short videos during a career break, though he is not making a living from them.</p><img src='https://kagiproxy.com/img/5yGqLlHXci0GtTD9OS3FPXDYFDEAC3WP3dwrgwPxK81IqkAziPfkyJ4yOa_DYoIa9ZNsZ1eYO0Aye3UsAE05mxGM-fh30vEFEjyd8aH0QBNimcAxVui8gPumF5HhJ1lL4QXGdJCT0U9V7DFoPKaOrcvDNMBSYCf_7qxJUWET8w' alt='A man walks by as workers rest near a board promoting artificial intelligence at the China International Supply Chain Expo in Beijing on June 25, 2026.' /><br /><h3>Highlights:</h3><ul><li>Workplace sentiment: Shujing He of Plenum said China appears to have less anti-AI sentiment than elsewhere, with most people positive, neutral or mildly interested in AI.</li><li>Adaptation path: He said people worried about replacement and those already outside traditional workplaces often experiment with AI-enabled businesses and independent ventures.</li><li>Coding impact: Fei said mid-level coding jobs are essentially replaceable in most cases as AI tools move beyond entry-level software tasks.</li></ul><blockquote>Even if it is a disaster that leads to replacing all humans, at this stage, you just have to use it as everyone else is using it. - Fei Zhaojun</blockquote><h3>Sources:</h3><ul><li><a href='https://techxplore.com/news/2026-08-workers-china-impact-ai-jobs.html'>Workers in China worry over being replaced as they adapt to the growing impact of AI on jobs</a> - techxplore.com</li><li><a href='https://www.wral.com/news/ap/a44bf-workers-in-china-worry-over-being-replaced-as-they-adapt-to-the-growing-impact-of-ai-on-jobs/'>Workers in China worry over being replaced as they adapt to the growing impact of AI on jobs</a> - wral.com</li><li><a href='https://www.independent.co.uk/asia/china/china-automation-artificial-intelligence-ai-jobs-b3037954.html'>Workers in China worry over being replaced with AI: ‘Everyone else is using it’</a> - independent.co.uk</li><li><a href='https://www.deccanchronicle.com/world/workers-in-china-worry-over-being-replaced-as-they-adapt-to-growing-impact-of-ai-on-jobs-1981719'>Workers In China Fear Being Replaced Amid Rising AI Impact On Jobs</a> - deccanchronicle.com</li><li><a href='https://abcnews.com/International/wireStory/workers-china-worry-replaced-adapt-growing-impact-ai-135894220'>Chinese workers worry over being replaced as they adapt to the growing impact of AI</a> - abcnews.com</li></ul>
Alibaba prices $10.2 billion share sale for AI

Sun, 23 Aug 2026 08:59:01 -0000

<p>Alibaba Group priced a Hong Kong placement of 710 million new shares at HK$112.70 each, raising HK$80 billion, or about $10.2 billion, for artificial intelligence development and infrastructure. The company said all net proceeds would go toward its “full-stack” AI capabilities, including infrastructure, chips and the development and deployment of AI models. The sale is the largest primary follow-on offering by a Hong Kong-listed company and the third-largest such offering globally this year, behind Alphabet and Intel. The pricing represented an 8.4% discount to Alibaba’s Friday closing price in Hong Kong and a 3.6% discount to its New York-listed shares, according to a company filing cited by the South China Morning Post. Alibaba’s Hong Kong shares fell after the deal; several reports put the early decline at about 8% to 10%. The placement followed quarterly results in which Alibaba’s net profit fell about 75% from a year earlier as AI-related capital expenditure rose sharply, while the company said demand for AI services shortened its expected payback period on those investments to about 2.5 years.</p><img src='https://kagiproxy.com/img/J1FUaLYOClBd0u1sNOLEr8gHPNgCH1RVMypSrf6pgU3UuN5YjiBT_yTI0VWiTuAysr9dHwTuAr4wKL3BbEj8JH1OWLOXb-IAbtAIRTV5sU6XGM3cN4Q' alt='People visit an Alibaba booth during the World Artificial Intelligence Conference in Shanghai, China.' /><br /><h3>Highlights:</h3><ul><li>Investor demand: The placement was about three times oversubscribed, with sources saying orders exceeded HK$200 billion and sovereign and long-term funds received more than 40% of the final allocation.</li><li>Spending scale: Alibaba’s capital expenditure rose 75% year on year to 67.68 billion yuan in the April-to-June quarter, and the company said it had already spent nearly half of its three-year capex plan.</li><li>Cloud growth: Cloud and AI revenue rose 45% to 48.44 billion yuan, while AI model services exceeded 16 billion yuan in annual recurring revenue.</li><li>Deal timing: TechNode reported that the transaction is expected to close on Aug. 26, two days after Alibaba announced the final pricing.</li></ul><h3>Perspectives:</h3><ul><li>Alibaba management said on the earnings call that AI spending was a high-certainty investment, with CEO Eddie Wu saying AI-related capex could break even in about three years at current margins and sooner if proprietary chip use rises. Wu said older accelerators remain heavily used and inference demand has turned compute from a cost center into a revenue driver. (<a href='https://www.tmtpost.com/8114144.html'>TMTPost</a>)</li><li>People familiar with the transaction told Reuters that demand included sovereign wealth funds, and Reuters reported that Alibaba increased the offering size after the deal was oversubscribed. (<a href='https://arynews.tv/alibaba-launches-10-billion-hong-kong-share-placement-to-fund-ai-spending'>ARY News</a>)</li><li>Michael Burry: The investor said he did not back the placement, had exited Alibaba and shifted into JD.com, and would reconsider Alibaba only if its share price fell by half. (<a href='https://www.i-cable.com/%e8%b2%a1%e7%b6%93%e8%b3%87%e8%a8%8a/497310/%E9%98%BF%E9%87%8C%E9%85%8D%E8%82%A1%E7%B1%8C800%E5%84%84%E5%85%A8%E6%95%B8-%E6%8A%BC%E6%B3%A8-ai-%E6%B6%88%E6%81%AF-%E5%B7%B2%E8%B6%85%E8%B3%BC%E8%BF%913%E5%80%8D'>i-CABLE News</a>)</li><li>Wong Wai-ho: The family-office executive argued that Alibaba’s cash holdings of more than 470 billion yuan at the end of June meant the placement did not reflect a funding shortage. (<a href='https://www.i-cable.com/%e8%b2%a1%e7%b6%93%e8%b3%87%e8%a8%8a/497310/%E9%98%BF%E9%87%8C%E9%85%8D%E8%82%A1%E7%B1%8C800%E5%84%84%E5%85%A8%E6%95%B8-%E6%8A%BC%E6%B3%A8-ai-%E6%B6%88%E6%81%AF-%E5%B7%B2%E8%B6%85%E8%B3%BC%E8%BF%913%E5%80%8D'>i-CABLE News</a>)</li></ul><h3>Sources:</h3><ul><li><a href='https://thenextweb.com/news/alibaba-10-2bn-share-placement-ai-infrastructure'>Alibaba is raising $10.2bn and spending all of it on AI</a> - thenextweb.com</li><li><a href='https://www.scmp.com/tech/big-tech/article/3365003/alibaba-sets-price-us102-billion-new-share-offer-fuel-ai-expansion'>Alibaba’s US$10 billion share sale three times oversubscribed in Hong Kong</a> - scmp.com</li><li><a href='https://www.techmeme.com/260823/p7#a260823p7'>Alibaba plans to raise ~$10B in a follow-on share offering to fund AI investments; sources: it plans to offer 710M shares at a 3.6% discount to Friday's close (Reuters)</a> - techmeme.com</li><li><a href='https://www.techinasia.com/news/alibaba-shares-drop-10-102b-share-placement'>Alibaba shares drop 10% after $10.2b share placement</a> - techinasia.com</li><li><a href='https://technode.com/2026/08/24/alibaba-raises-hk80-billion-through-a-share-placement-to-fund-ai-infrastructure/'>Alibaba raises HK$80 billion through a share placement to fund AI infrastructure</a> - technode.com</li><li><a href='https://www.digitimes.com/news/a20260824PR200/alibaba-technology-competition-worldwide-cloud-ai.html'>Alibaba plans HKD80 billion share placement to fund AI expansion</a> - digitimes.com</li><li><a href='https://beijingtimes.com/business/technology/2026/08/23/alibaba-10-billion-share-issue-ai-push/'>Alibaba to Raise $10 Billion in New Shares for AI Buildout</a> - beijingtimes.com</li><li><a href='https://www.brecorder.com/news/40436247/alibaba-launches-usd10bn-hk-share-placement-to-fund-ai-spending'>Alibaba launches USD10bn HK share placement to fund AI spending</a> - brecorder.com</li><li><a href='https://www.deccanchronicle.com/artificial-intelligence/alibaba-seeks-10-billion-from-share-sale-for-ai-expansion-1981550'>Alibaba Seeks $10 Billion From Share Sale for AI Expansion</a> - deccanchronicle.com</li><li><a href='https://arynews.tv/alibaba-launches-10-billion-hong-kong-share-placement-to-fund-ai-spending'>Alibaba launches $10 billion Hong Kong share placement to fund AI spending</a> - arynews.tv</li><li><a href='https://www.manilatimes.net/2026/08/24/business/foreign-business/alibaba-plans-10b-hong-kong-share-placement/2410512'>Alibaba plans $10B Hong Kong share placement</a> - manilatimes.net</li><li><a href='https://valor.globo.com/empresas/noticia/2026/08/24/alibaba-captar-us-10-bilhes-com-novas-aes-em-hong-kong-para-financiar-ia.ghtml'>Alibaba captará US$ 10 bilhões com novas ações em Hong Kong para financiar IA</a> - globo.com</li><li><a href='https://www.malaymail.com/news/money/2026/08/23/alibaba-doubles-down-on-ai-with-hk80b-share-sale-plan/232425'>Alibaba doubles down on AI with HK$80b share sale plan</a> - malaymail.com</li><li><a href='https://asia.nikkei.com/business/technology/alibaba-shares-plunge-after-10bn-new-share-placement-to-fund-ai-spending'>Alibaba shares plunge after $10bn new share placement to fund AI spending</a> - nikkei.com</li><li><a href='https://businessmirror.com.ph/2026/08/24/alibaba-seeks-10b-from-sale-of-shares/'>Alibaba seeks $10B from sale of shares</a> - businessmirror.com.ph</li><li><a href='http://www.beijingbulletin.com/news/279259507/alibaba-plans-to-raise-10-billion-to-boost-ai-investments'>Alibaba plans to raise $10 billion to boost AI investments</a> - beijingbulletin.com</li><li><a href='https://www.firstpost.com/business/alibaba-shares-plunge-as-10-2-billion-ai-fundraise-comes-at-steep-discount-14040321.html'>Alibaba shares plunge as $10.2 billion AI fundraise comes at steep discount</a> - firstpost.com</li><li><a href='https://www.cnbc.com/2026/08/24/alibaba-share-placement-drop-ai-hong-kong.html'>Alibaba plunges after announcing $10.2 billion share placement to fund AI push</a> - cnbc.com</li><li><a href='https://www.bursa.ro/reuters-alibaba-lanseaza-o-oferta-de-10-2-miliarde-de-dolari-pentru-extinderea-investitiilor-in-inteligenta-artificiala-24279956'>Reuters: Alibaba lanseazďż˝ o ofertďż˝ de 10,2 miliarde de dolari pentru extinderea investiďż˝iilor ďż˝n inteligenďż˝a artificialďż˝</a> - bursa.ro</li><li><a href='https://www.ft.com/content/e4ab027e-ed41-48b7-89ac-8250d3054ae6'>China’s Alibaba plans $10.2bn share placement in AI push</a> - ft.com</li><li><a href='https://www.diariolibre.com/economia/negocios/2026/08/23/alibaba-emitira-us10000-millones-en-acciones-para-financiar-ia/3636872'>Alibaba emitirá US$10,000 millones en acciones para financiar IA</a> - diariolibre.com</li><li><a href='https://www.rfi.fr/tw/%E4%B8%AD%E5%9C%8B/20260824-%E9%98%BF%E9%87%8C%E5%B7%B4%E5%B7%B4%E5%9C%A8%E6%B8%AF%E4%BB%A5ipo%E9%9B%86%E8%B3%87800%E5%84%84-%E6%B8%AF%E8%82%A1%E5%8F%B2%E4%B8%8A%E6%9C%80%E5%A4%A7%E5%AE%97-%E8%A9%95%E8%AB%96%E6%96%99%E7%A7%91%E7%B6%B2%E5%B7%A8%E9%A0%AD%E6%9C%83%E4%BB%BF%E6%95%88'>阿里巴巴在港以IPO集資800億港股史上最大宗評論料科網巨頭會仿效</a> - rfi.fr</li><li><a href='https://finance.mingpao.com/fin/instantf/20260823/1787471448146/%e5%bd%ad%e5%8d%9a-%e9%98%bf%e9%87%8c%e5%b7%b4%e5%b7%b4%e6%8a%98%e8%ae%938-4-%e9%85%8d%e8%82%a1-%e9%85%8d%e5%94%ae%e5%83%b9112-7%e6%b8%af%e5%85%83" target="blank'>彭博：阿里巴巴折讓8.4%配股配售價112.7港元</a> - mingpao.com</li><li><a href='https://english.aawsat.com/node/5310094'>Alibaba Proposes Hong Kong Share Placement Worth $10 Billion</a> - aawsat.com</li><li><a href='https://openiazoch.zoznam.sk/technologie/alibaba-chysta-rekordne-navysenie-kapitalu-87-miliardy-eur-vlozi-do-umelej-inteligencie/'>Alibaba chystá rekordné navýšenie kapitálu: 8,7 miliardy eur vloží do umelej inteligencie</a> - zoznam.sk</li><li><a href='https://redir.folha.com.br/redir/online/emcimadahora/rss091/*https://www1.folha.uol.com.br/mercado/2026/08/alibaba-planeja-levantar-us-102-bi-em-meio-a-expansao-de-investimentos-em-ia-por-empresas-chinesas.shtml'>Alibaba planeja levantar US$ 10,2 bi em meio ï¿½ expansï¿½o de investimentos em IA por empresas chinesas</a> - folha.com.br</li><li><a href='https://www.vietnamplus.vn/co-phieu-alibaba-boc-hoi-8-sau-thuong-vu-huy-dong-10-ty-usd-cho-tham-vong-ai-post1132117.vnp'>Cổ phiếu Alibaba "bốc hơi" 8% sau thương vụ huy động 10 tỷ USD cho tham vọng AI</a> - vietnamplus.vn</li><li><a href='https://www.dw.com/ru/alibaba-продает-дополнительные-акции-ради-инвестиций-в-ии/a-78477051'>Alibaba продает дополнительные акции ради инвестиций в ИИ</a> - dw.com</li><li><a href='https://www.ambito.com/finanzas/alibaba-emitira-acciones-mas-us10000-millones-potenciar-su-negocio-inteligencia-artificial-n6313795'>Alibaba emitirá acciones por más de u$s10.000 millones para potenciar su negocio de inteligencia artificial</a> - ambito.com</li><li><a href='https://www.ithome.com/0/993/561.htm'>全部用于投资全栈 AI 能力，消息称阿里 800 亿港元配售获近 3 倍超额认购</a> - ithome.com</li><li><a href='https://www.tmtpost.com/8114144.html'>Alibaba Raises HK$80 Billion for AI After Reporting Faster Cloud Growth and Heavier Spending</a> - tmtpost.com</li><li><a href='https://www.i-cable.com/%e8%b2%a1%e7%b6%93%e8%b3%87%e8%a8%8a/497310/%E9%98%BF%E9%87%8C%E9%85%8D%E8%82%A1%E7%B1%8C800%E5%84%84%E5%85%A8%E6%95%B8-%E6%8A%BC%E6%B3%A8-ai-%E6%B6%88%E6%81%AF-%E5%B7%B2%E8%B6%85%E8%B3%BC%E8%BF%913%E5%80%8D'>阿里配股籌800億全數「押注」AI　消息：已超購近3倍</a> - i-cable.com</li><li><a href='https://www.yna.co.kr/view/AKR20260824015700009'>알리바바, 14조원 주식공모 시작…"전액 AI에 투자"</a> - yna.co.kr</li><li><a href='https://www.cna.com.tw/news/acn/202608240044.aspx'>中國網商阿里巨額集資　市場初步反應負面</a> - cna.com.tw</li><li><a href='https://www.repubblica.it/economia/2026/08/23/news/alibaba_nuove_azioni_per_oltre_10_miliardi_di_dollari_obiettivo_finanziare_l_ia-425542694/'>Alibaba, nuove azioni per oltre 10 miliardi di dollari. Obiettivo: finanziare l’IA</a> - repubblica.it</li><li><a href='https://www.edigest.hk/news/alibaba-09988-80b-hkd-share-placement-ai-michael-burry-%e5%8d%b3%e6%99%82%e8%b2%a1%e7%b6%93-2035103/'>【港股史上最大配股】阿里抽水800億押注AI 雖獲超購近3倍大空頭清倉放狠話：跌一半先考慮</a> - edigest.hk</li><li><a href='https://www.teraz.sk/ekonomika/alibaba-planuje-investovat-872-miliar/986972-clanok.html'>Alibaba plánuje investovať 8,72 miliardy eur do rozvoja AI</a> - teraz.sk</li><li><a href='https://www.derstandard.at/story/3000000336592/alibaba-plant-milliardenschwere-kapitalerh246hung-f252r-ki-offensive'>Alibaba plant milliardenschwere Kapitalerhöhung für KI-Offensive</a> - derstandard.at</li></ul>
Apple foldable iPhone draws early praise before launch

Sun, 23 Aug 2026 14:41:43 -0000

<p>Apple’s first foldable iPhone, widely reported as the iPhone Ultra, has received positive early feedback from a small group of people who have used pre-release versions, according to Bloomberg journalist Mark Gurman’s Power On reporting summarized by technology publications. The early users cited pocketability, hinge feel, durability, iPad-like app layouts on the larger inner display, and use as a camera viewfinder as strengths. The same reports identified the camera system as a possible compromise: the foldable is expected to use a dual rear-camera setup without a telephoto lens, a potential drawback at a reported starting price of about $2,000 and higher-storage configurations that could exceed $2,500. Apple is expected to unveil the device with the iPhone 18 Pro and iPhone 18 Pro Max at an event on or around September 9, 2026.</p><h3>Highlights:</h3><ul><li>Display sizes: Reported dimensions point to a 5.5-inch outer display and a roughly 7.8-inch inner OLED display with a wider, book-style layout.</li><li>Authentication choice: Apple is expected to use Touch ID in the side button rather than Face ID, reportedly to help keep the unfolded body around 4.5mm thick.</li><li>Camera hardware: Reports describe a 48-megapixel main camera paired with an ultra-wide camera, with digital 2x zoom mentioned as a substitute for a dedicated telephoto lens.</li><li>Launch window: ComputerBase said sales could begin no earlier than mid-September and that full reviews are not expected before then.</li></ul><h3>Perspectives:</h3><ul><li>ComputerBase: ComputerBase noted that the identity of Gurman’s early users is unclear because media review units would not normally be widely available before the launch event. (<a href='https://www.computerbase.de/news/smartphones/vier-wochen-vor-dem-start-erste-eindruecke-vom-faltbaren-iphone-ultra.98991/'>ComputerBase</a>)</li><li>9to5Mac: 9to5Mac’s commentary said recent positive reviews of Samsung’s Galaxy Z Fold 8 had provided useful real-world context for a similar form factor. (<a href='https://9to5mac.com/2026/08/23/heres-what-people-who-have-used-the-iphone-ultra-like-most/'>9to5Mac</a>)</li></ul><h3>Sources:</h3><ul><li><a href='https://appleinsider.com/articles/26/08/23/some-people-outside-of-apple-have-already-used-the-folding-iphone'>Some people outside of Apple have already used the folding iPhone</a> - appleinsider.com</li><li><a href='https://9to5mac.com/2026/08/23/heres-what-people-who-have-used-the-iphone-ultra-like-most/'>Here’s what people who have used the iPhone Ultra like most</a> - 9to5mac.com</li><li><a href='https://www.macrumors.com/2026/08/23/apple-foldable-iphone-early-tester-thoughts/'>Gurman: iPhone Ultra Wows Early Testers, Except for Its Camera</a> - macrumors.com</li><li><a href='https://www.firstpost.com/tech/ultra-premium-device-what-early-users-think-of-apples-foldable-iphone-as-price-hike-looms-14040227.html'>'Ultra-Premium Device': What early users think of Apple’s foldable iPhone as price hike looms</a> - firstpost.com</li><li><a href='https://www.reddit.com/r/apple/comments/1vw9032/iphone_ultra_what_people_whove_used_it_like_most/'>iPhone Ultra: what people who've used it like most</a> - reddit.com</li><li><a href='https://news.google.com/rss/articles/CBMiiAFBVV95cUxQM2xtUVJrSkFLbUNuNkVrZ1c3cXZXNlBVNG5haXRmdENjbmFzRUp6LTNHR1p0N21tR3J0aUdzYjhhZS1WRWUxdEk1ODJtOG1LRlExOUh2UEVHUXdwMlZuR0NDOHRheWFucFExNjRLX3N5MXlCWWNqOTRjdEo3YTNBR0ZoTVNmM0JF'>Gurman: iPhone Ultra Wows Early Testers, Except for Its Camera - MacRumors</a> - google.com</li><li><a href='https://www.apfeltalk.de/magazin/news/faltbares-iphone-erste-externe-testerinnen-zeigen-sich-beeindruckt/'>Faltbares iPhone: Erste externe Tester:innen zeigen sich beeindruckt</a> - apfeltalk.de</li><li><a href='https://www.computerbase.de/news/smartphones/vier-wochen-vor-dem-start-erste-eindruecke-vom-faltbaren-iphone-ultra.98991/'>Vier Wochen vor dem Start: Erste Eindrücke vom faltbaren iPhone Ultra</a> - computerbase.de</li><li><a href='https://vnexpress.net/iphone-gap-tao-an-tuong-manh-voi-nguoi-dung-thu-5112677.html'>iPhone gập 'tạo ấn tượng mạnh' với người dùng thử</a> - vnexpress.net</li><li><a href='https://haber.mynet.com/iphone-ultra-yi-deneyenler-neredeyse-her-seyine-hayran-kalmis-bir-sey-haric-110107307505'>Katlanır iPhone'u deneyenler neredeyse her şeyine hayran kalmış!</a> - mynet.com</li><li><a href='https://www.freepressjournal.in/tech/apples-first-foldable-iphone-impresses-early-testers-but-camera-setup-draws-criticism'>Apple's First Foldable iPhone Impresses Early Testers, But Camera Setup Draws Criticism</a> - freepressjournal.in</li><li><a href='https://www.maclife.de/news/iphone-ultra-erste-tester-berichten-ueber-apples-foldable-100127479.html'>iPhone Ultra: Erste Tester sollen Apples Foldable bereits ausprobiert haben</a> - maclife.de</li><li><a href='https://www.lesnumeriques.com/telephone-portable/iphone-ultra-tout-savoir-sur-le-futur-smartphone-pliant-d-apple-lancement-design-prix-n260707.html'>Actualité : iPhone Ultra : tout savoir sur le futur smartphone pliant d’Apple (lancement, design, prix…)</a> - lesnumeriques.com</li><li><a href='https://www.blognone.com/node/151442'>[ลือ] ความเห็นคนที่ได้ทดสอบ iPhone Ultra บอกขนาดพอดีกระเป๋าเสื้อ, บานพับจอแข็งแรง ให้ความรู้สึกเหมือนใช้ iPad</a> - blognone.com</li><li><a href='https://www.ifanr.com/1676426'>折叠 iPhone 最全爆料汇总：用过的都说好，但有两个大缺点</a> - ifanr.com</li><li><a href='https://www.peoplenews.tw/articles/lifestyle/51399'>蘋果摺疊機iPhone Ultra實機評價曝光　鉸鏈獲好評、相機傳無望遠</a> - peoplenews.tw</li><li><a href='https://www.annahar.com/technology/340850/قبل-يفون-18-أشخاص-يجربون-يفون-ألترا-القابل-للطي-ماذا-قالوا'>قبل آيفون 18... أشخاص يجرّبون "آيفون ألترا" القابل للطي: ماذا قالوا؟</a> - annahar.com</li><li><a href='https://www.bloomberg.com/news/newsletters/2026-08-23/apple-s-foldable-iphone-details-retail-store-changes-for-new-home-products-mt5vjf61'>Apple’s Foldable iPhone Will Help Bring Some Magic Back</a> - bloomberg.com</li></ul>
Apple prepares M6 iMac with new colors

Sun, 23 Aug 2026 16:49:08 -0000

<p>Apple is reportedly preparing an updated iMac with an M6 chip and revised color options, with sales expected before the end of 2026, according to articles citing Bloomberg’s Mark Gurman. The model is expected to remain a 24-inch all-in-one desktop and replace the current M4 iMac, which Apple introduced in October 2024. Reports do not point to a larger display, OLED panel or major chassis redesign, instead describing a chip update and color changes. Several reports said Apple skipped M2 and M5 iMac generations, giving the lineup less frequent processor updates than some other Macs.</p><img src='https://kagiproxy.com/img/V_vilpgKmTdk1rdH9YzPd_HTbLNbb3kI0C_u6D6X1TXZGBamFybXgKvVXtyrTEzJ4U87DLPiBCR8v9w9xyI1FYdDRjGsTDX0yur3xvZNBucM6_0-o9OrxDHYBYY5VycVvlOkHuA_239TLhs' alt='Apple iMac product image used with coverage of the expected M6 refresh' /><br /><h3>Highlights:</h3><ul><li>Color lineup: Current iMac models are sold in green, yellow, orange, pink, purple, blue and silver, while Gurman has not identified which new colors Apple plans.</li><li>Chip process: Reports described the M6 as Apple’s first Mac chip expected to use a 2-nanometer manufacturing process. They said Apple is not expected to release M6 Pro, Max or Ultra variants in that generation.</li><li>Mac schedule: The iMac update could be part of a broader Mac refresh that includes redesigned MacBook Pro models, an M6 base 14-inch MacBook Pro and updated Mac Studio configurations.</li><li>OLED timing: Digital Trends cited current timelines around 2029 for a future OLED iMac, and MacRumors said an OLED model will not arrive for several years.</li></ul><blockquote>All signs point to the M6 models being close to launch, and you should be able to buy one before the end of the year - Mark Gurman</blockquote><h3>Perspectives:</h3><ul><li>Mark Gurman: He said the iMac refresh appears close to launch and identified the main expected changes as an M6 chip and new color options, without specifying the colors. (<a href='https://www.macrumors.com/2026/08/23/m6-imac-this-year-new-colors/'>MacRumors</a>)</li><li>Digital Trends: The outlet said the baseline M6 is a natural fit for the iMac because Apple’s 24-inch all-in-one has not relied on Pro or Max-class silicon. (<a href='https://www.digitaltrends.com/computing/a-new-imac-is-coming-before-the-end-of-2026-but-dont-expect-much-beyond-m6/'>Digital Trends</a>)</li><li>ComputerBase: The site reported that the M6 is expected to be Apple’s first 2nm chip, alongside the A20 Pro in the iPhone 18 Pro. (<a href='https://www.computerbase.de/news/pc-systeme/mit-m6-und-neuen-farben-neuer-imac-soll-noch-dieses-jahr-erscheinen.98992/'>ComputerBase</a>)</li></ul><h3>Sources:</h3><ul><li><a href='https://appleinsider.com/articles/26/08/23/m6-imac-refresh-expected-before-the-end-of-2026'>M6 iMac refresh expected before the end of 2026</a> - appleinsider.com</li><li><a href='https://9to5mac.com/2026/08/23/apple-refreshed-imac-m6-chip-new-colors/'>Report: Apple launching updated iMac with M6 chip and new colors later this year</a> - 9to5mac.com</li><li><a href='https://www.macobserver.com/news/apples-m6-imac-could-launch-before-the-end-of-2026-with-new-colors/'>Apple’s M6 iMac Could Launch Before the End of 2026 With New Colors</a> - macobserver.com</li><li><a href='https://www.macrumors.com/2026/08/23/m6-imac-this-year-new-colors/'>M6 iMac Coming This Year in New Colors</a> - macrumors.com</li><li><a href='https://www.digitaltrends.com/computing/a-new-imac-is-coming-before-the-end-of-2026-but-dont-expect-much-beyond-m6/'>A new iMac is coming before the end of 2026, but don’t expect much beyond M6</a> - digitaltrends.com</li><li><a href='https://www.cultofmac.com/news/next-imac-refresh-may-bring-more-power-few-other-changes'>Next iMac refresh may bring more power but few other changes</a> - cultofmac.com</li><li><a href='https://news.google.com/rss/articles/CBMie0FVX3lxTFBEOUNPbmVGdEdvWTJGdVZQMWhaMXBfYS0yQjdKOUpyX1FVXzVFS3dUQ2RRX3A5X21uY0NNMm5hc0ZUNEE0cC14Wml1QkRCVVpqa2FYU3ZERnFZNXZDRklGcDRSWDQtZnhObkItX29mMUFXVThPYVc5akVpQQ'>Report: Apple launching updated iMac with M6 chip and new colors later this year - 9to5Mac</a> - google.com</li><li><a href='https://www.apfeltalk.de/magazin/news/bericht-apple-plant-neuen-imac-mit-m6-chip-und-ueberarbeiteten-farben-noch-dieses-jahr/'>Bericht: Apple plant neuen iMac mit M6-Chip und überarbeiteten Farben noch dieses Jahr</a> - apfeltalk.de</li><li><a href='https://www.maclife.de/news/imac-m6-soll-2026-neuen-farben-erscheinen-100127478.html'>iMac mit M6 soll noch 2026 kommen – neue Farben geplant</a> - maclife.de</li><li><a href='https://stadt-bremerhaven.de/imac-mit-m6-infos-zum-neuen-modell/'>iMac mit M6: Infos zum neuen Modell</a> - stadt-bremerhaven.de</li><li><a href='https://www.computerbase.de/news/pc-systeme/mit-m6-und-neuen-farben-neuer-imac-soll-noch-dieses-jahr-erscheinen.98992/'>Mit M6 und neuen Farben: Neuer iMac soll noch dieses Jahr erscheinen</a> - computerbase.de</li><li><a href='https://www.frandroid.com/marques/apple/3219437_apple-prepare-une-nouvelle-de-limac-sans-rien-revolutionner-pour-autant'>Apple prépare une nouvelle version de l’iMac, sans rien révolutionner pour autant</a> - frandroid.com</li><li><a href='https://www.rbc.ua/rus/news/potuzhnishiy-ta-skravishiy-apple-gotue-onovleniy-1787554839.html'>Потужніший та яскравіший: Apple готує оновлений 24-дюймовий iMac</a> - rbc.ua</li></ul>