Tootfinder

Science-centric streamer CuriosityStream's Q3 revenue rose 46% YoY to $18.4M, driven by IP licensing deals for AI training that generated $23.4M through Sept. (Scharon Harding/Ars Technica)
https://arstechnica.com/gadgets/2025/1

Science-centric streaming service Curiosity Stream is an AI-licensing firm now
Curiosity Stream’s owner has more content for AI companies than it does for subscribers.

Science-centric streamer CuriosityStream's Q3 revenue rose 46% YoY to $18.4M, driven by IP licensing deals for AI training that generated $23.4M through Sept. (Scharon Harding/Ars Technica)
https://arstechnica.com/gadgets/2025/1

Science-centric streaming service Curiosity Stream is an AI-licensing firm now
Curiosity Stream’s owner has more content for AI companies than it does for subscribers.

Google plans to invest $9B in South Carolina through 2027 to scale up its Berkeley County data center campus and support building two sites in Dorchester County (Kimberley Kao/Wall Street Journal)
https://www.wsj.com/tech/ai/…

Apple shelves Vision Headset revamp to prioritize Meta-like AI glasses https://www.siliconvalley.com/2025/10/02/apple-shelves-vision-headset-revamp-to-prioritize-meta-like-ai-glasses/

Apple shelves Vision Headset revamp to prioritize Meta-like AI glasses
The company had been preparing a cheaper, lighter variant of its headset — code-named N100 — for release in 2027.

SEMI: US chip fab investment to outpace China, Taiwan, and South Korea from 2027, driven by AI demand and US policies, rising from $21B in 2025 to $43B in 2028 (Nikkei Asia)
https://asia.nikkei.com/business/tech/…

US chip plant investment to outpace China, Taiwan and South Korea from 2027
Global chipmakers expected to spend nearly $400bn on advanced equipment

Investment in subsea cable projects is expected to reach $13B between 2025 and 2027, almost 2x the amount invested between 2022 and 2024, driven by AI buildout (Magdalena Petrova/CNBC)
https://www.cnbc.com/2025/11/08/big-tech-ai-underwater-cables.html

Underwater cables are a vital piece of the AI buildout and internet — investment is booming
Over 95% of international data and voice traffic travels through subsea telecom cables. Tech giants Meta, Google, Amazon and Microsoft are investing for AI.

AI-generated paper? Advancements in visual prosthetics: The Visionary Bionic Model (PDF) https://www.ijraset.com/best-journal/advancements-in-visual-prosthetics-the-visionary-bionic-model Lots of rambling, references from 2027 and 2028,…

Qualcomm unveils two AI chips, the AI200, set for 2026, and the AI250, planned for 2027, based on its Hexagon NPUs, and says Humain is the first customer (Kif Leswing/CNBC)
https://www.cnbc.com/2025/10/27/qualcomm-ai200-ai250-ai-chips-nvidia-amd.html

Qualcomm announces AI chips to compete with AMD and Nvidia — stock soars 15%
The AI200, expected in 2026, and the AI250, planned for 2027, both can come in a system that fills up a full, liquid-cooled server rack, Qualcomm said.

A profile of ASML, Europe's most valuable company, as it prepares for a transition to High NA EUV, with high-volume manufacturing expected in 2027 and 2028 (Bloomberg)
https://www.bloomberg.com/news/features/2025-1…

Q&A with Sam Altman and Satya Nadella about the Microsoft-OpenAI partnership, OpenAI's restructuring and $100B revenue target for 2027, $3T AI buildout, more (@bg2pod)
https://x.com/bg2pod/status/1984403048148713609

Bg2 Pod (@BG2Pod) on X
BG2. All things AI w @sama & @satyanadella. A Halloween Special. 🎃🔥@bg2pod @altcap -- (00:00) Intro (02:28) Microsoft’s Investment in OpenAI (03:19) The Nonprofit Structure and Its Impact (05:46) Health, AI Security, and Resilience (07:50) Models, Exclusivity, and

Google unveils Project Suncatcher to launch two solar-powered satellites, each with four TPUs, into low Earth orbit in 2027, as it seeks to scale AI compute (Reed Albergotti/Semafor)
https://www.semafor.com/article/11/04/2025/google-wants-…

Google wants to build solar-powered data centers — in space
The tech giant released a paper Tuesday outlining plans to launch its AI chips into low-earth orbit, allowing them to run off solar power.

Microsoft plans to invest CA$7.5B in Canada over two years to build AI infrastructure, coming online in 2026, taking its investment to CA$19B from 2023 to 2027 (Deborah Sophia/Reuters)
https://www.reuters.com/business/microsoft-inv…

Sources: Apple has shelved development of a cheaper, lighter Vision Pro variant planned for 2027 to prioritize smart glasses that can rival products from Meta (Mark Gurman/Bloomberg)
https://www.bloomberg.com/news/articles/20

Sources: OpenAI's restructuring, approved by California's AG, paves the way for an IPO as soon as 2027; Sam Altman says an IPO is likely but gave no timeframe (Wall Street Journal)
https://www.wsj.com/tech/…