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Voices shaping AI, chips, space & defense — what the key figures are saying

Latest — updating 24/7

  1. Among AI crowd, some investors position for slower hyperscaler spending growth - Reuters — Google News: AI
  2. Wall Street Is Rotating From AI Chips Back To Hyperscalers - Finimize — Google News: AI chips
  3. Advanced TSMC tech to stay in Taiwan: Cabinet - Taipei Times — Google News: TSMC
  4. Asian shares sink, with Tokyo down nearly 5% as slumping AI stocks drag world markets lower - yourvalley.net — Google News: AI stocks
  5. Asian shares sink, with Tokyo down nearly 5% as slumping AI stocks drag world markets lower - WPTZ — Google News: AI stocks
  6. Source: Demis Hassabis plans to hold meetings with US policymakers in Washington next week about his proposed US-based Standards Body for "Frontier-class" AI (Shirin Ghaffary/Bloomberg) — Techmeme
  7. Asian shares sink, with Tokyo down nearly 5% as slumping AI stocks drag world markets lower - Yahoo Finance — Google News: AI stocks
  8. Morning Bid: Chipped away - Reuters — Google News: TSMC
  9. Anthropic's AI safety campaign sparks backlash over 'dystopian' Claude ad - Storyboard18 — Google News: Anthropic
  10. China AI shares tumble as Wall Street rout deepens selloff across Asia tech - Investing.com — Google News: AI stocks
  11. Apple Explores Chip Acquisitions as Its M2 Ultra AI Servers Fall Short - Technology Org — Google News: AI chips
  12. TSMC's most advanced technology to remain in Taiwan: Cabinet - Focus Taiwan — Google News: TSMC
  13. AI-Enabled Targeting and the Structural Strain on International Humanitarian Law - Opinio Juris — Google News: AI
  14. Stock market rally fueled by transportation stocks and AI excitement - KRIS 6 News Corpus Christi — Google News: AI stocks
  15. A Europe that’s losing at tech could still achieve quantum supremacy - Financial Times — Google News: Quantum
  16. Position: Explainability Research Must Prioritize Foundations over Ad-hoc Methods — arXiv cs.LG
  17. CARPRT: Class-Aware Zero-Shot Prompt Reweighting for Black-Box Vision-Language Models — arXiv cs.LG
  18. Explainable Geospatial AI for Satellite Ground Station Siting Using LiDAR-Derived Terrain Intelligence — arXiv cs.LG
  19. Certified Domain Consistency for Multi-Domain Retrieval: Label-Free Per-Domain Contamination Control with Conformal Risk Guarantees — arXiv cs.LG
  20. QFireNet: A Quantum-Enhanced U-Net for Wildfire Segmentation from Sentinel-2 Imagery — arXiv cs.LG
  21. Branching Policy Optimization: Sandbox-Native Language Agent Reinforcement Learning — arXiv cs.LG
  22. How Much of a 10-K Matters? Aggregation-Dependent Value of Full-Text versus Risk-Factor Sentiment — arXiv cs.LG
  23. Low-Latency Relay Selection in NR-V2X Vehicular Communications via Graph Isomorphism Networks with Edge Features — arXiv cs.LG
  24. RENEW: Towards Learning World Models and Repairing Model Exploitation from Preferences — arXiv cs.LG
  25. Closed-Loop Knowledge Dynamics: An Operational Framework for Saturation and Escape — arXiv cs.LG
  26. A Temporal Machine Learning-Based Time-to-Event Model for Predicting ALS Progression and Healthcare Utilization — arXiv cs.LG
  27. TEDDY: A Pediatric Foundation Model for Risk Forewarning from ICD-Coded Diagnostic Histories — arXiv cs.LG
  28. Long-term User Engagement Optimization through Model-agnostic Downstream Rewards Learning — arXiv cs.LG
  29. Augmentations for Robust and Efficient Imitation Learning in Streamed Video Games — arXiv cs.LG
  30. Privacy Leakage in Federated Learning in Radiology Reports: A Comparative Evaluation of Tokenizer-Driven Privacy Risks — arXiv cs.LG
  31. LIGO-PINN: Learned Initialization via Gated Optimization to Alleviate Convergence Failures in Physics Informed Neural Networks — arXiv cs.LG
  32. MIDiff: Tackling Sparsity and Imbalance in Mobile Usage Generation via Multivariate-Imaging Diffusion — arXiv cs.LG
  33. Local Additive Feature Attribution: A Mathematical Taxonomy and Reporting Checklist — arXiv cs.LG
  34. Lyapunov Guidance: A Unified Framework for Stabilizing Generative Flows — arXiv cs.LG
  35. NeuroGRIP: Retrieval-Augmented Graph Refinement for Knowledge-Grounded EEG Seizure Diagnosis — arXiv cs.LG
  36. Towards a Unified Multidimensional Explainability Metric: Evaluating Trustworthiness in AI Models — arXiv cs.LG
  37. Counterfactual Optimal Action Trees (COAT): Interpretable Prescriptive Policies from Observational Data — arXiv cs.LG
  38. Value Leakage: An LLM's Answers Are Silently Shaped by Its Own Values — arXiv cs.LG
  39. Learning Who to Treat When Treatment is Missing — arXiv cs.LG
  40. Dysco: Dynamic Subspace Boosting to Mitigate LoRA Interference in Federated Learning — arXiv cs.LG