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Featured · Deals

Solidigm picks Goldman and Morgan Stanley, and the $150 billion IPO talk settles at $100 billion

Goldman Sachs and Morgan Stanley will lead Solidigm's US IPO at up to $100 billion, the figure that has moved the parent's stock since late September and well under the $150 billion Reuters' sources floated. The pre-IPO round now being finalized is the first mark anyone actually pays.

October 8, 2026 · 2 min read

Safety
Bloomberg puts FLUX in the child-abuse supply chain; Black Forest Labs' own study ranked a model fourth-worst
Bloomberg's October 6 investigation puts FLUX in the child-sex-abuse supply chain, and a study BFL co-published ranks one of its own unreleased models fourth-worst of seven on abuse-imagery vulnerabilities. The same day, Google priced the guarded, logged cloud below FLUX 3's list price.
October 7, 2026 · 3 min read
Silicon
Huawei declares victory over Nvidia in China on evidence it will not show
Eric Xu says Huawei's own data puts Ascend ahead of Nvidia in China; the claim ships with no share figure, no period and no basis. Nvidia assumes zero China data-center revenue in its guidance, and Beijing's industry ministry is telling buyers approval may come.
October 7, 2026 · 3 min read
Policy
China's state money bought banned Nvidia B300 servers, then redacted the receipts
Credit filings show a Shenzhen- and Beijing-controlled lessor financed 700-plus servers for an AI developer, 32 of them Asus machines on restricted B300 Blackwell silicon, bound for a China Mobile hub. The same state that meters Nvidia's legal channel financed the restricted one, then scrubbed the paperwork.
October 2, 2026 · 3 min read

Market snapshot

Latest on Tencent

Solidigm picks Goldman and Morgan Stanley, and the $150 billion IPO talk settles at $100 billion

Bloomberg puts FLUX in the child-abuse supply chain; Black Forest Labs' own study ranked a model fourth-worst

Huawei declares victory over Nvidia in China on evidence it will not show

China's state money bought banned Nvidia B300 servers, then redacted the receipts

Market snapshot

Latest on Tencent

Solidigm picks Goldman and Morgan Stanley, and the $150 billion IPO talk settles at $100 billion

Bloomberg puts FLUX in the child-abuse supply chain; Black Forest Labs' own study ranked a model fourth-worst

Huawei declares victory over Nvidia in China on evidence it will not show

China's state money bought banned Nvidia B300 servers, then redacted the receipts