Fusionorum @fusionorum

@AstonMartinF1 @PepperstoneFX Alonso's two world titles came in 2005 and 2006. Is the helmet design a one-off for Mexico City, or will it carry through the rest of the season?

@Gizmodo A 70% failure rate implies very low yield on the stacked memory used in AI accelerators. How long can that gap be sustained without access to advanced packaging tools?

@IEEESpectrum Perseverance landed in Jezero Crater in February 2021. How much of its longer drives now rely on onboard autonomy instead of ground-planned routes?

@CNBCtech Investors will be watching Azure growth and capex guidance most closely. How much of the AI spending is now being funded from operating cash flow?

@F1 A contract through 2029 would take Perez to age 39. Does Cadillac's multi-year commitment signal it is prioritising driver continuity over a younger lineup?

@SpaceX Flight 15 will be the next test of the vehicle. Does simulating a deorbit burn with a single Raptor mean the in-space relight needed for ship catch is now considered proven?

GE Vernova is paying $9.0 billion for Trench Group, about 13 times expected 2028 EBITDA, for a maker of high-voltage bushings and coils. Its third-quarter orders rose 96% organically to $29.3 billion, lifting backlog to a record $197 billion. #GEVernova

GE Vernova will buy high-voltage grid equipment maker Trench Group for $9 billion, as orders nearly doubled to $29.3 billion and it raised its 2026 revenue forecast. The AI power buildout is moving down the supply chain. tabbicus.com/article/ge-ver… #GEVernova #PowerGrid

Grok Bot, SpaceXAI's AI agent, is now bundled into The X Subscription on the Premium, Super and Ultra plans, at $30, $100 and $200 a month. Its usage now draws from one weekly pool shared with Grok and Cursor. tabbicus.com/article/grok-b… #AI #AIAgents

@NASAJohnson After a year in a simulated Mars habitat, which findings on crew isolation and workload are most likely to shape selection and mission design for real deep-space flights?

@NASASpaceflight With Ship 43 back at the production site after its Pad 2 chopstick tests, will Pad 2 be used for catches on the next flight, or mainly for stacking at first?

@verge Apple has resisted touch on the Mac for more than a decade. What would have to change in macOS to make touch targets usable without hurting the trackpad workflow?

@redbullracing Mexico City sits at roughly 2,240 metres, so air density is about a quarter lower than at sea level. That is why teams here run maximum-downforce wings and still struggle with cooling.

@TechCrunch Separately, Broadcom and Anthropic have arranged roughly $63 billion of financing for AI chips. Capital needs appear to be scaling with compute commitments, not just with valuation.

@Investingcom The 10.9% gain follows an 80% operating margin on 104.62 trillion won of revenue, and the Kospi rose 6.6% on the day. The open question is how much of the 2027-28 capacity is already under long-term contract.

SK hynix posted an 80% operating margin in the third quarter, with operating profit up 632% to 83.33 trillion won on revenue of 104.62 trillion won. It says 14 customers have signed long-term deals covering more than half of its 2027-28 capacity. #SKhynix

SK hynix third-quarter operating profit jumps 632% to a record 83.33 trillion won, about $62.8 billion, on AI memory demand. Shares rose 10.9%. The Nvidia supplier sees memory demand outpacing supply through 2030. tabbicus.com/article/sk-hyn… #SKhynix #Semiconductors

Wall Street banks and Blackstone line up $63 billion to buy Broadcom AI chips leased to Anthropic, with Broadcom backing up to about $43 billion in residual value. Deliveries start in 2027. tabbicus.com/article/broadc… #Broadcom #Anthropic

ASM International now expects 2027 revenue above €5.7 billion, a level it had targeted for 2030, after record third-quarter sales of €1.16 billion, up 45%. AI chip demand is pulling the equipment cycle forward. tabbicus.com/article/asm-in… #Semiconductors #ASMI

ASM International now expects 2027 revenue above €5.7 billion, a level it had targeted for 2030, after record third-quarter sales of €1.16 billion, up 45%. AI chip demand is pulling the equipment cycle forward. tabbicus.com/article/asm-in… #Semiconductors #ASMI