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Joined September 2026
Amazon's TorchNeuron lets existing PyTorch code run on its Trainium chips with a one-line device change instead of a rewrite. It's a direct shot at Nvidia's CUDA moat. The open-source code lands Oct. 20. badsignal.ai/stories/amazon-…
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Amazon will help fund a 960 MW nuclear plant on an old Indiana coal site: 12 X-energy small modular reactors, run by AEP, with Amazon first in line for the power. The catch: X-energy's first plant, in Texas, hasn't broken ground yet. badsignal.ai/stories/amazon-…
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THE SIGNAL // 10.19.26 AI is getting a passport. Where it came from now matters as much as how smart it is. badsignal.ai/signal/2026-10-…
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Homeland Security ordered DeepSeek removed from US civilian agency IT and barred from their contracts. It also covers third-party products "developed using DeepSeek implementations," so contractors now have to know which model is inside what they sell. badsignal.ai/stories/dhs-dee…
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Eli Lilly signed a deal worth up to $1.1 billion with Metis TechBio, a Chinese AI drug-delivery company. The job: AI-designed lipid nanoparticles that get drugs to specific tissues. Upfront is in the low tens of millions; the rest is milestones. badsignal.ai/stories/metis-l…
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Jim Keller's Tenstorrent raised $1.5 billion at a $6.2 billion valuation, more than double its 2024 mark. The money goes into building its RISC-V Galaxy AI servers in volume and licensing its chip designs. No revenue disclosed. badsignal.ai/stories/tenstor…
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THE SIGNAL // 10.18.26 AI can now work alone for days. The fight is over who holds the off switch. badsignal.ai/signal/2026-10-…
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Microsoft has walked away from anchoring Nscale's Essex AI data center, the site Britain billed as its biggest sovereign AI build, per the Telegraph. The grid may not reach it until the 2030s. Nscale says it's still in. Its IPO pitch just got harder. badsignal.ai/stories/microso…
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Iran's parliament speaker: "The Persian Gulf Data Authority is coming." His message to Gulf governments, funds and firms: no finance, equity, land or energy for AI or data companies "aiding invasions." "Assist them and face our enforcement." badsignal.ai/stories/iran-pe…
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Masimo's hospital finger sensor can now flag possible AFib from the pulse waveform, after an FDA clearance. It pairs with its AI opioid-overdose alerts on the ward. Masimo says 97% sensitive, 100% specific, on unpublished data. An ECG still confirms. badsignal.ai/stories/masimo-…
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Anthropic gave Claude plain-English specs for 8 quantum circuits and an auto-grader. It beat the best published designs on all 8. One 53-hour run cut gates 17x on a step quantum attacks on elliptic-curve crypto rely on. No one's breaking crypto yet. badsignal.ai/stories/anthrop…
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DeepSeek shipped a V4.1-Flash update with open weights and self-reported coding scores near the frontier at about 20 cents a task. The quieter move: its search engine is now an API at $0.75 per 1,000 calls, free in Claude Code and Codex until Oct 31. badsignal.ai/stories/deepsee…
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THE SIGNAL // 10.17.26 AI is getting rules for apps, giants and countries. Nobody wrote one for the first job. badsignal.ai/signal/2026-10-…
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Britain's competition regulator wants special rules for Microsoft's business software, and it named Copilot. First question on its list: can rival AI tools get a fair shot inside Office? Proposal only for now; final call by Feb. 13. badsignal.ai/stories/cma-mic…
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