Vinci4D Inc. is rolling out physics-equation-based simulation technology for semiconductor design that replaces traditional methods like finite element analysis. The company closed a $250 million Series B round at a $1.5 billion valuation. This approach is set to cut simulation time and cost by running multiple physics analyses at once and is intended to expand Vinci4D into other hardware sectors such as automotive and aerospace.
CoreWeave’s debt and lease liabilities were questioned, but Neostellar Capital’s Evan Schlossman argues the company can repay them using noncancellable customer commitments. Schlossman points to CoreWeave’s $103.7 billion remaining performance obligations, with 41% scheduled to be paid through 2028. As a result, the debate shifts from whether CoreWeave is loss-making to whether its take-or-pay RPO contracts with creditworthy customers can hold up if compute demand or delivery risks change.
The New Stack tested Microsoft’s Surface Laptop Ultra for local AI workloads using tools like Unsloth Studio and Ollama and found strong inference performance on AC power. Nemotron 3.5 Bolt delivered about 56–60 tokens per second, but the 4-bit Qwen 3.8 model fell from 25–28 tokens per second on the charger to around 18 tokens per second on battery. Battery use also increases expected performance loss for AI and brings more heat and fan noise during sustained workloads, while the article notes fewer model-size options around 32–48GB RAM and higher cost at 128GB.
Nvidia’s RTX Spark N1X has started showing up in Windows laptops from six manufacturers as The Verge’s team tested multiple models. The flagship example is Microsoft’s Surface Laptop Ultra with 128GB of unified memory. Testing so far focuses on how the Arm-based chip plus RTX Blackwell graphics and unified memory handle running sizable local AI models on these laptops.
TSMC posted a record profit for its sixth straight quarter and set the conditions for Elon Musk’s planned Terafab chip factory. Third-quarter net income rose 68.7% to 763 billion New Taiwan dollars (about $24 billion). TSMC expects revenue of $52.3–$54.3 billion in Q4 and says the Terafab must be run by TSMC, affecting how the factory’s control is negotiated.
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