News 2026-09-16

Technology & AI (10)

▸SK hynix reportedly discussing US memory chip manufacturing with Intel — options include leasing Ohio plant or forming joint venture with other AI hyperscalersTom's Hardware · yesterday

SK hynix discusses U.S. manufacturing with Intel, potentially leasing the Ohio One site or forming a joint venture.

▸Dropping eBPF CPU Cost by About 90% with Memoization (Not AI Gen)Hacker News · 3d ago

Nathan Naveen and his brother reduced eBPF CPU cost by 90% via an inode-based memoization cache.

▸Jensen Huang thinks China will develop its own advanced lithography chipmaking tools by 2030 — Nvidia CEO says achievement of that capability 'is just a matter of time'Tom's Hardware · yesterday

Nvidia CEO Jensen Huang says China will develop advanced lithography tools by 2030, noting Shanghai Micro Electronics Equipment mass-produces 193-nm ArF dry scanners.

▸US AI data centers projected to become the fifth-largest natural gas consumer in the world by 2035 — consumption to grow by 15 billion cubic feet per day as demand for compute increasesTom's Hardware · 2d ago

US AI data centers will consume 15 billion cubic feet of gas daily by 2035.

▸America is building datacenters faster than the grid can power themThe Register · 2d ago

Moody's reports US datacenter construction driven by AI exceeds grid capacity, requiring $110 billion in new generation by 2030.

▸AI networking startups race to replace Nvidia's NVLinkThe Register · 2d ago

Delos Data and Cornelis Networks entered the race to replace Nvidia's NVLink with 800 Gbps CN6000-series switches and over 30 Tbps bandwidth.

▸Exclusive: Paying for frontier AI models buys 4-month head start at 5x the costArs Technica · 2d ago

A Mozilla report states Moonshot AI's Kimi K3 achieves performance within 4.4 months of Anthropic's Fable 5 at 30% of the cost.

▸Everyone Says Datacenter Moratoriums Are Killing the US Buildout. We disagreeSemiAnalysis · 2d ago

SemiAnalysis data shows only 2.3 GW of US datacenter capacity faces genuine delays from local restrictions and New York's executive order.

▸Cisco email security boxes can be rooted by... an emailThe Register · 2d ago

Criminals exploited CVE-2026-76461 in Cisco AsyncOS releases 15.5.5-014, 16.0.4-302, and 16.5.0-780 to gain root access via malicious emails.

▸Writing an ESP32 Bluetooth Printer Driver In Two ActsHackaday · 3d ago

Bas BotBerg reverse engineered a Bluetooth thermal printer, using an ESP32-C3 and Python to bypass proprietary restrictions and enable open-source drivers.

Finance & Markets (8)

▸BPRE’s extremely large, very huge, getting-bigger NAV discountFT Alphaville · 2d ago

Private marks v public markets

▸Debt & DataCenters: CHART OF THE DAYGrasping Reality (Brad DeLong) · 2d ago

Brad DeLong argues bond investors price bust risks via credit spreads, contrasting with equity focus on Nvidia.

▸When discussing AI policy, start with ChinaMarginal Revolution · 2d ago

Ezra and Matt Sheehan discuss how AI policy must prioritize China after its 2023 nuclear talks rejection.

▸증선위, 공개매수·양수도 미공개정보 이용 4건 檢 고발·통보연합뉴스 (Yonhap, 경제) · yesterday

The SFC reported four insider trading cases involving five employees and 11 associates who profited tens of millions of won.

▸Infographics: The Repo ExodusConcoda · 2d ago

An infographic by Conks notes a mandatory SEC shift from uncleared to cleared Treasury repo markets starting July 27, 2026.

▸Callum Williams on cybersecurity pricesMarginal Revolution · 2d ago

Callum Williams argues recent cybersecurity share price jumps do not indicate major changes relative to historical norms.

▸CROSSPOST: STEVE VLADECK: 250. What We Learned from USPS v. CaliforniaGrasping Reality (Brad DeLong) · 2d ago

Steve Vladeck and Brad DeLong argue the Supreme Court's three-sentence denial of the Trump administration's stay in *USPS v. California* signals a government loss.

▸What Regulatory Capture Actually Looks LikeMarginal Revolution · yesterday

The author argues dismissing AI safety warnings from Dario Amodei, Sam Altman, Elon Musk, and Geoffrey Hinton as regulatory capture is flawed.

Science (8)

▸Toward Optimal Switching Regret for Multi-Armed Bandits with Oblivious AdversaryarXiv stat.ML · 3d ago

The paper presents a single algorithm for adversarial multi-armed bandits with an oblivious adversary that achieves an optimal expected regret of $\widetilde{\mathcal{O}}(\sqrt{(S+1)KT})$ for every number of switches $S$.

▸Diagnosing Faults in Reinforcement Learning Simulators and World Models with Canonical Polynomial InvariantsarXiv cs.LG · 3d ago

Researchers diagnosed faults in eleven RL environments by recovering exact polynomial invariants, localizing every broken constraint across fifteen injected faults and recovering parameters on all seven parameter faults.

▸Algorithmic Information Dynamics of Learning: A Certified, Differentiable Complexity Controller for GrokkingarXiv cs.LG · 3d ago

Researchers applied the certified, differentiable estimator $K^{\mathrm{CDM}}_{\mathrm{s}F}$ to control grokking, rescuing failing seeds with 27% less intervention than a train-loss gate.

▸Few-Shot Degradation Is Not What It Seems: Behavioral Evidence, Representation Analysis, and a Random-Text Control Across 12 Models, 2 Tasks, and 2 ArchitecturesarXiv cs.CL · 2d ago

Researchers found Llama 3.3 70B recovered accuracy above zero-shot baseline by masking demonstrations, confirming content restructuring benefits models.

▸The Functionalizer: Lossless Functional Decomposition for Subword TokenizationarXiv cs.CL · 2d ago

Researchers introduced the Functionalizer, reducing vocabulary slots by up to 16% and improving code syntax validity on GPT-2 models.

▸From matrix inversion to constraints: provably tighter confidence regions for importance weights in label shiftarXiv stat.ML · 3d ago

The study shifts from inversion-based inference to a direct matrix constraint framework to derive provably tighter confidence intervals on AGNews, MNIST, CIFAR-10, N24News, and nuImages.

▸ZGCM-1: A Fully Open and Extremely Efficient Foundation Model for Math and Agentic SearcharXiv cs.AI · 3d ago

Researchers open-sourced ZGCM-1, a 7B model that achieved ~4.2x efficiency improvement and matched frontier models on math and search.

▸Harness or Model? Isolating the Harness Effect in Agentic Coding with a Contamination-Controlled Private SuitearXiv cs.AI · 4d ago

A contamination-controlled suite of 256 tasks showed neither vendor-native nor neutral harnesses resolved an average advantage across 792 graded runs.

World (8)

▸Russia plotting to kill Ukraine allies in US and Europe, FBI saysThe Guardian · 2d ago

Federal authorities announced charges against five people alleging Russia's intelligence services plotted targeted killings in the US and Europe.

▸At least 20 killed after Israeli-hit building in Gaza City collapsesThe Guardian · yesterday

At least 20 people died when a building housing about 100 displaced Palestinian families collapsed in Gaza City.

▸Trump Picks the Wrong Beef Before MidtermsForeign Policy · 2d ago

President Trump announced importing 300,000 metric tons of lean beef trimmings at reduced tariffs for 90 days.

▸The Supreme Court rejects Trump's mail voting restrictions for this year's midtermsNPR · 3d ago

The Supreme Court rejected the Trump administration's request to enforce mail-in voting restrictions for the 2026 midterm election.

▸Trump's EPA repeals pollution limits on fossil fuel power plantsNPR · 3d ago

Trump's EPA Administrator Lee Zeldin repealed Biden-era limits on fossil fuel plant emissions in Houston.

▸Groundwork laid for OPCON transfer: defense minister nomineeThe Korea Herald · 2d ago

Defense Minister nominee Kang Shin-chul told lawmakers South Korea has laid groundwork for OPCON transfer.

▸[Key Points] North Korea’s overseas labor network generates up to $800M despite sanctionsThe Korea Herald · yesterday

North Korea's overseas labor network generated up to $800M in 2025 with 35,600 to 101,280 workers across 17 countries despite sanctions.

▸US hits South Africa with visa restrictions and vows further actionAfrican Business · yesterday

US imposed visa restrictions and a 30% tariff on South Africa, with Secretary Rubio warning of further action.

A surreal editorial illustration blending a high-tech server farm in Ohio with shadowy figures in tactical gear, where glowing blue data streams twist into ominous red threads cutting across a chaotic financial ledger, all rendered in a moody, high-contrast watercolor style with dramatic chiaroscuro lighting.