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This smart pillow ensures you never sleep through an emergency alarm, or even a phone call

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Sleeping through a phone call is annoying. Sleeping through a fire alarm is a whole different level of bad. So this new smart pillow idea feels a lot more useful than gimmicky. Researchers at Nottingham Trent University have developed a smart pillow sleeve designed to help deaf users wake up to important nighttime alerts.

Unlike a typical smart pillow, the team developed a smart sleeve that is designed to fit over a standard pillow. It slips inside a normal pillowcase, and vibrates when connected alarms or calls come through.

What problem does it solve?

The project came out of feedback from members of the Deaf community, who told the researchers that existing under-pillow alert devices are often too bulky and uncomfortable to sleep on. In response, the team built a much thinner electronic textile sleeve with four tiny haptic actuators embedded into a yarn-like structure.

Each actuator measures just 3.4mm by 12.7mm, and the electronics are small enough that users are not supposed to feel them while seeping. So the safety product is both handy and comfortable to use.

How it can even save lives

The sleeve connects to a smartphone through a microcontroller, and that setup can then link wirelessly to household alarms. When something goes off, the pillow vibrates intensely enough to wake the user, with distinct patterns used to signal different kinds of alerts. This means a user with a hearing impairment can be alerted of a fire alarm, a burglar alarm, or even an incoming phone call.

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This extra layer basically makes the feature thoughtful. The goal here is to wake up someone and also give them enough information to know why they are being woken up in the first place.

The researchers say the yarn used in the sleeve has already passed durability testing, including multiple washing cycles, which suggests they are treating this as a real product concept rather than a lab-only demo. The work was presented at the ACM CHI conference in Barcelona, and the team is now looking for an industrial partner to help bring it to market. Tech Xplore also quotes supervisor Theo Hughes-Riley calling it a significant step toward more inclusive emergency alert systems for deaf and deaf-blind individuals.

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How Gut Bacteria May Affect The Outcome Of Cancer Immunotherapy

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In the ongoing development of cancer immunotherapy, as well as our still developing understanding of the human immune system, there’s always been a bit of massive elephant in the room. The thing about human bodies is that they’re not just human cells, but also consist of trillions of bacteria that mostly live in the intestines. What effect these bacteria have on the immune system’s functioning and from there on immunotherapies was recently investigated by [Tariq A. Najar] et al., with an article published in Nature.

The relevant topic here is that of antigenic mimicry, involving microbial antigens that resemble self-antigens. Since these self-antigens are a crucial aspect of both autoimmune diseases and cancer immunotherapy there is considerable room for interaction with their microbial mimics. Correspondingly these mimics can have considerable negative as well as positive implications, ranging from potentially triggering an autoimmune condition to hindering or boosting cancer immunotherapy.

In this study mice were used to investigate the effect of such microbial interference, in particular focusing on immune checkpoint blockade (ICB), which refers to negative feedback responses within the immune system that some cancers use to protect themselves. In some immunotherapy patients ICB inhibiting using e.g. anti programmed cell death protein (anti-PD-1) treatment does not provoke a response for some reason.

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For the study mice had tumors implanted and the effect of a particular microbe (segmented filamentous bacteria, SFB) on it studied, with the presence of it markedly improving the response to anti-PD-1 treatment due to anti-gens expressed by SFB despite the large gut-skin distance. Whether in humans similar mechanisms play a similarly strong role remains to be investigated, but it offers renewed hope that cancer immunotherapies like CAR T-cell immunotherapy will one day make cancer an easily curable condition.

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Complete will combine remasters and a sequel into one package

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Last year, Ecco the Dolphin creator Ed Annunizata teased plans to remaster the first two games in the series and create an entirely new sequel. Ecco the Dolphin: Complete, announced by Annunziata’s studio A&R Atelier, appears to be the result of that work. The game doesn’t have a release date yet, but A&R Atelier says it combines the planned remasters and third title into “the complete, definitive Ecco the Dolphin experience, created by the people who made the originals.”

Complete includes “all versions of Ecco the Dolphin and Ecco: The Tides of Time,” according to the developer, alongside “a brand-new contemporary Ecco game.” Besides graphical improvements, A&E Atelier says the game will introduce “built-in speedrunning support, achievements and leaderboards,” and things like the ability to create custom courses from existing levels. And while A&R Atelier’s announcement doesn’t include footage of the new game or the platforms it’ll release on, the official Ecco the Dolphin website has a countdown clock that could point to when more information will be released.

Annunziata sued Sega to try and win the rights to the Ecco the Dolphin IP in 2013, the same year he failed to get The Big Blue, a spiritual sequel to Ecco the Dolphin, fully funded on Kickstarter. Sega and Annunziata ultimately settled their lawsuit in 2016, which may have laid the groundwork for Ecco the Dolphin: Complete to happen.

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Ping-Pong Robot Makes History By Beating Top-Level Human Players

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Sony AI’s autonomous table-tennis robot Ace has become the first robot to compete against top-level human players. Reuters reports: Ace, created by the Japanese company Sony’s AI research division, is the first robot to attain expert-level performance in a competitive physical sport, one that requires rapid decisions and precision execution, the project’s leader said. Ace did so by employing high-speed perception, AI-based control and a state-of-the-art robotic system. There have been various ping-pong-playing robots since 1983, but until now they were unable to rival highly skilled human competitors. Ace changed that with its performances against human elite-level and professional players in matches following the rules of the International Table Tennis Federation, the sport’s governing body, and officiated by licensed umpires.

The project’s goal was not only to compete at table tennis but to develop insights into how robots can perceive, plan and act with human-like speed and precision in dynamic environments. In matches detailed in the study, Ace in April 2025 won three out of five versus elite players and lost two matches against professional players, the top skill level in the sport. Sony AI said that since then Ace beat professional players in December 2025 and last month. “The success of Ace, with its perception system and learning-based control algorithm, suggests that similar techniques could be applied to other areas requiring fast, real-time control and human interaction — such as manufacturing and service robotics, as well as applications across sports, entertainment and safety-critical physical domains,” said Peter Durr, director of Sony AI Zurich and leader for Sony AI’s project Ace.

The findings have been published in the journal Nature.

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Ultrahuman Launched the First Smart Ring Integration for Expert-Led Workouts

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Health tech company Ultrahuman, makers of the Ultrahuman Ring Air and Ring Pro, launched a partnership with group workout brand Les Mills on Wednesday. Together, the companies created the Les Mills PowerPlug in the Ultrahuman app, which recommends workouts based on data collected by its smart rings, like sleep, recovery and cycle phase. 

Traditionally, when your smartwatch or ring tells you that your body is fatigued and that you should take it easy during your workout, it doesn’t provide the workout. With this new integration, the Les Mills PowerPlug offers expert-led, on-demand workout videos that take your current health status into account and help prevent overtraining.

“With Les Mills, we’re closing the loop — your ring doesn’t just tell you how recovered you are, it tells you what to do about it. The right workout, at the right intensity, every day. That’s what training smarter actually looks like,” Mohit Kumar, CEO of Ultrahuman, said in a press release.

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How the PowerPlug works

Upon downloading the Les Mills PowerPlug, Ultrahuman Ring users will be asked to choose their ideal training days, session length and a fitness goal from the following: cardio, strength, flexibility or general fitness. Going forward, the app’s home screen will then recommend two to three daily workouts based on your health data, along with a quick workout shortcut. 

You’ll also have access to Les Mills’s entire workout catalog, which you can sort by goal, program or duration. Yoga, strength, HIIT and stretching are just a few examples of the type of exercises you can perform.

Phone screens over a white background showing Les Mills workouts in the Ultrahuman app.

If you have accumulated sleep debt and your body is showing signs of fatigue, the Less Mills PowerPlug will likely suggest a recovery-forward yoga session.

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Ultrahuman x Less Mills

To select your workout recommendation, Ultrahuman uses its Dynamic Recovery score, a percentage from zero to 100 that symbolizes how prepared your body is to take on the day. It takes into account your sleep, temperature, stress rhythm, resting heart rate and heart rate variability and can change throughout the day with movement, naps and non-sleep deep rest like breathwork.

The Les Mills PowerPlug will also adapt its selections based on a user’s menstrual cycle. If they’re in a phase with more energy, such as the follicular or ovulatory phases, they’ll be advised to try a more intense workout. Low-energy luteal and menstrual phases will correlate with workouts that prioritize recovery, like yoga. During menstruation, high-impact workouts that are tough on the pelvic floor will be avoided. 

Once you complete your workout, you can then view your workout stats (duration, heart rate zones and calories), movement score, muscle group radar chart, daily goal progress and a post-workout recovery prediction that estimates your readiness for the next day.

The Les Mills PowerPlug price

Global Ultrahuman Ring Air and Ring Pro users can now purchase the Les Mills PowerPlug for $12 per month or $100 per year. 

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Due to a patent lawsuit with Oura, makers of the Oura Ring, the Ultrahuman Ring Air was previously banned in the US. However, in March, Ultrahuman launched its Ring Pro, which the US Customs and Border Protection approved for sale in the US. It is currently available for preorder and will start shipping on May 15. With a charging case, it costs $479.

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Opera Callas Diva Special Edition Loudspeakers at AXPONA 2026: Understated Italian Design That Doesn’t Care If You Notice

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Italian loudspeakers tend to follow their own playbook, and the Opera Callas Diva Special Edition distributed in the U.S. by Fidelity Imports, leans into that identity without apology. Priced at $13,999, this is a reflex, floor-standing design with a rear-firing radiation system (dipole), built around the kind of materials and construction choices that set Italian brands apart: hand-crafted wood cabinetry, leather-clad baffles, and tank-like assembly that feels more atelier than assembly line.

Whether the leather actually changes the sound is still a matter of debate, but as with most things Italian, it’s as much about feel and intent as measurable outcome.

There’s also a clear voicing philosophy here. Like most offerings from Sonus faber and Opera, the goal isn’t clinical neutrality; it’s a more romantic, expressive presentation that leans into tone and texture. That doesn’t mean these speakers lack drama; if anything, they just deliver it with better timing and less shouting over Sunday gravy at Nonna’s house. Think Sophia Loren, not a reality TV meltdown—controlled, confident, and fully aware of the effect… the kind of presence that makes a room go quiet when she crosses her legs, looks your way, and lets you wonder if you’re worth the match.

Fidelity Imports is pushing Opera hard in the U.S. right now, and it’s not difficult to understand why. Paired with electronics from Unison Research, the system synergy is obvious—cohesive, deliberate, and unmistakably Italian. Bellissima, but not in a way that begs for attention. It just assumes you’re paying attention already.

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Italian Engineering in a Tailored Suit, Not a Tracksuit

The Opera Callas Diva Special Edition is a reflex loaded, floor standing loudspeaker that combines a traditional forward firing driver array with a rear firing dipole tweeter system. It’s a hybrid approach that aims to balance direct sound with controlled rear radiation, adding spatial cues without turning the room into an echo chamber.

Up front, the speaker uses a single 8-inch long throw woofer paired with a 7-inch midrange driver featuring a re cooked polypropylene cone and phase plug. High frequencies are handled by a 1-inch Scan Speak 9700 tweeter, notably run without ferrofluid and incorporating a double decompression chamber, choices that typically favor openness and low mechanical damping over sheer robustness.

Around back, Opera adds two 1-inch tweeters in what it describes as a “natural dipole” configuration. This rear array expands the soundstage by introducing ambient high frequency energy, effectively making the system a 3-way plus rear dipole design rather than a conventional forward only speaker.

The crossover network is relatively straightforward, using 12 dB per octave slopes across all drivers, woofer, midrange, front tweeter, and rear tweeters, with crossover points centered approximately at 200 Hz and 2,000 Hz. This suggests a focus on phase coherence and smoother driver integration rather than aggressive filtering.

Frequency response is rated at 30 Hz to 25 kHz, covering full range playback without immediate reliance on a subwoofer. Sensitivity is specified at 90 dB (2.83V at 1 meter), making the speaker reasonably amplifier friendly, though the 4 ohm nominal impedance with a minimum above 3.2 ohms means it will benefit from stable current delivery.

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Power handling is listed at 240 watts without clipping, and placement guidelines recommend at least 10 cm, about 4 inches, from the rear wall, which is modest considering the inclusion of rear firing drivers.

Physically, the Callas Diva Special Edition is substantial: 116 x 37 x 53.5 cm (H x W x D), approximately 45.7 x 14.6 x 21.1 inches, and each speaker weighs 65 kg, about 143 pounds, including its metal base. This is not a lightweight cabinet, so think carefully about which relative still has the energy to help you move it after sausage and peppers. And don’t forget the cannoli. Marone!

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Italian Soul, British Precision, No Passport Required

Fidelity Imports had a lot of rooms at AXPONA. Enough that you start making choices. I only had time for a few. This one, and the Ruark Audio room were the ones that actually made me stop, close my eyes and listen, and silently wish that I didn’t have 30 more rooms to cover on the next two floors.

Part of it was the system; Opera speakers, Unison Research electronics, and the new Michell Gyro Turntable spinning records like it knew that a certain American competitor was MIA and that this was its moment to make everyone take notice.

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But it was also the reaction. People didn’t just walk in and walk out. They slowed down. Took a step closer. Leaned in to look at the front baffle, then drifted over to the turntable like it might tell them something if they got close enough. Weird that. Especially because it happened more than a few times.

Nobody rushed. Nobody talked too loud. That’s usually a sign. People stood along the back of the room and listened.

I wasn’t the only one who noticed. And in a show full of rooms fighting for attention, this one didn’t have to. Steve Jain needs to make this set-up a permanent hi-fi show experience.

Michell Gryo Turntable with Unison Research Unico PRE V2 and Unico DM V2 power amplifier at AXPONA 2026
Michell Gryo Turntable with Unison Research Unico PRE V2 and Unico DM V2 power amplifier at AXPONA 2026

The room was driven by the Unison Research Unico PRE V2 and Unico DM V2 power amplifier. Together, they retail for $18,498 USD. That’s not inexpensive, but in the context of AXPONA, it sits well below many of the larger systems on display.

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The Unico DM V2 is a high power, dual mono hybrid design using Unison Research’s A.S.H.A. Class A-AB output stage. The emphasis is on current delivery and stability into more demanding loudspeaker loads rather than chasing extreme specifications.

The Unico PRE V2 is a fully balanced preamplifier with a tube based input stage. It includes a well equipped MM/MC phono stage with selectable gain and loading, making it a viable option for vinyl playback without requiring an external phono stage.

There is no built in streaming platform or Bluetooth support. That appears to be a deliberate choice, leaving digital source selection to external components.

The PRE V2 does include an internal DAC based on the Sabre ES9018K2M converter. It uses a balanced output stage designed to integrate with the tube input section, with the goal of maintaining consistent tonal balance between digital and analog inputs.

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Digital connectivity includes USB-B, two S/PDIF, and two optical inputs. USB supports PCM up to 384 kHz and native DSD up to 256, along with DoP up to 128. S/PDIF and optical inputs support resolutions up to 192 kHz.

The Unico DM V2 is rated at 220 watts into 8 ohms and 340 watts into 4 ohms in stereo operation, with stability down to 2 ohms. In bridged mono configuration, it delivers 650 watts into both 8 ohm and 4 ohm loads.

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My biggest takeaway from this room? Synergy matters. A lot.

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Having spent time with and reviewed some of Unison Research’s tube amplifiers, the new pairing has a lot more palle, but it doesn’t trade away the qualities that made those designs stand out. The tonal balance, clarity, and sense of flow are still intact. It just brings more control and authority when the music asks for it.

Unison deserves your attention. So do these Opera loudspeakers. They’re expressive without being aggressive. They don’t grab your Members Only jacket and threaten you with brute force. They take a different approach and pull you in, keep you there, and let the music do the work.

There’s something to that. Not everything needs to hit you over the head to make its point.

More info at: operaloudspeakers.com | unisonresearch.com | michellaudio.com

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Kioxia says its new QLC SSDs can match TLC performance at lower cost

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Kioxia has announced the EG7 series of solid-state drives, the company’s first SSD line built around its quadruple-level cell (QLC) technology, branded as BiCS FLASH. Despite using QLC NAND, the new SSDs are said to deliver performance comparable to TLC-based drives – at least according to Kioxia. However, the EG7…
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OpenAI taps Airbnb exec as first EMEA managing director

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Marill previously led financial services and automotive industry at Facebook and Instagram.

OpenAI has hired Airbnb’s former European, Middle East and Africa (EMEA) lead Emmanuel Marill as its first EMEA managing director, as the company continues to expand globally with an initial public offering in sight.

Marill, who led Airbnb’s EMEA, Australia and New Zealand operations for a number of years, also previously worked with Meta as their financial services and automotive industry lead for Facebook and Instagram.

Marill’s appointment reflects “strong momentum in EMEA”, OpenAI said. He will be based in Paris and report to chief strategy officer Jason Kwon. He will also collaborate with OpenAI’s EU headquarters in Dublin, which currently has around 80 employees.

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“As demand for ChatGPT and Codex continues to grow rapidly all over the world, we are investing significantly in our international leadership and operations”, Kwon said.

Marill added: “There’s real momentum across EMEA, with many countries here leading globally in adoption of AI.”

OpenAI has had a tougher time in Europe than in the US. The company faces increasing regulatory pressures from EU officials, as well as resistance from businesses over digital sovereignty.

However, the company said that weekly active ChatGPT users in the EMEA region have grown by 70pc since last year, with Germany, France, the UK and Spain among its top markets for ChatGPT and Codex.

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On its home turf in the US, OpenAI faces an even bigger challenge from the likes of Anthropic, which is fast encroaching on the company’s clientele.

Anthropic appointed long-time technology executive Pip White as the head of its UK, Ireland, Northern Europe and Israeli operations last November.

OpenAI reportedly plans to double its headcount by the end of the year. Late last year, Bloomberg reported that OpenAI and its rival Anthropic were both looking to expand their office footprints in their Dublin headquarters.

Meanwhile, OpenAI also announced its first permanent London office for next year with a capacity of more than 500. The announcement came despite an indefinite hold on the company’s plans for a Stargate UK over energy costs and regulatory burden.

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This AI Robot Flips a Thousand-Euro Coin Fifty Thousand Times in a Row

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AI Robot Flip Coin
Makers are constantly coming up with innovative methods to transform everyday objects into automated displays, and Terence Grover has just added another to the list. His robot flips a rare €1000 Monaco commemorative coin repeatedly, with a live audience cheering and calling the shots the entire time. People watching his YouTube livestream give commands to choose when to flip the coin next, and the robot just does its job without troubling its inventor.



Grover began with a relatively bare-bones setup, utilizing only a bit of cardboard, a basic solenoid, and a 9v battery to get the ball going. He had created a rudimentary prototype that showed promise, but the coin kept landing off-center and refusing to play ball more than once or twice. He then upgraded to a proper design, producing a strong tray on a 3D printer and adding a set of blades placed similarly to a camera’s aperture. After each landing, the new servo motor closes those blades, nudging the coin back to the exact same area above the solenoid so the next flip may take place smoothly right away.

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The power comes from a 12V source, which delivers a fast burst to the solenoid, propelling the coin skyward in a crisp arc. Once it’s returned to the tray, a small security camera above captures a clear 2,000-pixel image. Grover chose this cheap Amazon camera since the original Raspberry Pi camera was too weak for long sessions in changing lighting conditions.

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AI Robot Flip Coin
Inside the Raspberry Pi, a Python script is simply sitting there, waiting for that picture to appear. OpenCV converts the image to a grayscale snapshot to look for the coin’s contour, and then a machine learning model trained on over 400 photographs of the coin that Grover had personally labeled determines which side of the coin is visible, heads or tails. The model is performed locally using Tensorflow Lite, so the decision is returned to the stream in a flash, and the results are immediately visible to everyone on the livestream.

AI Robot Flip Coin
Grover set up a simple web server on the same Raspberry Pi so viewers could trigger flips through a neat and clear interface or even just talk to them on YouTube, as the relay board keeps the high-voltage solenoid safe by flipping it on command, preventing damage to the low-power electronics. Grover adjusted every timing variable, down to the fraction of a second, until everything felt absolutely smooth.

AI Robot Flip Coin
Grover was most concerned with getting the device to be reliable over time, since they’d experienced a couple jams early on when the coin landed on its edge or slid too far to one side. Every tiny adjustment to the tray and blade tension reduced the amount of times it would freeze up, eventually allowing it to continue for hours without requiring a human intervention. During a particularly long livestream session in July 2024, the machine managed to flip the coin 50,000 times in a row without requiring any user assistance.
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VAST Data raises $1B at $30B valuation with Nvidia backing as AI data infrastructure demand accelerates

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Summary: VAST Data raised $1 billion in a Series F at a $30 billion valuation, more than tripling from $9.1 billion, with Drive Capital and Access Industries co-leading and Nvidia, Fidelity, and NEA participating. More than $500 million is secondary capital. The company reports $4 billion in cumulative bookings, $500 million-plus in committed ARR, and is free cash flow positive with revenue roughly tripling year over year. Key customers include xAI’s 200,000-GPU Colossus cluster and CoreWeave’s $1.17 billion agreement.

VAST Data raised $1 billion in a Series F round at a $30 billion valuation, more than tripling the $9.1 billion it was valued at in its Series E in late 2023. Drive Capital and Access Industries co-led the round, with Nvidia, Fidelity Management and Research Company, and NEA participating. More than $500 million of the total is secondary capital, meaning it goes to early investors and employees selling shares rather than into the company’s treasury, a structure that relieves liquidity pressure on long-tenured shareholders and reduces the urgency of an IPO. The round makes VAST Data the most valuable private technology company founded in Israel, following Google’s $32 billion acquisition of Wiz in March.

The valuation is striking not because a company raised a billion dollars in 2026, a year in which record AI funding rounds have reshaped expectations of what venture-scale capital looks like, but because VAST Data sells data infrastructure, the layer of the AI stack that sits between the GPUs and the models. It is not a foundation model company. It is not a cloud provider. It is the company that ensures the data reaches the processors fast enough to keep them busy. Jensen Huang, Nvidia’s chief executive, recorded a personal endorsement at VAST’s Forward 2026 conference, stating that “with VAST Data, we’re transforming the storage of AI infrastructure” and explaining that without VAST’s technology, even the fastest AI processors face severe data bottlenecks. When the company that makes the GPUs tells you the GPUs are useless without a particular data platform, investors listen.

What VAST Data actually does

VAST Data provides what it calls an AI operating system that unifies storage, database, and compute into a single platform. The core architecture, called DASE (Disaggregated and Shared Everything), was announced when the company emerged from stealth in February 2019. It is flash-first and single-tier, eliminating the traditional storage hierarchy in which data moves between fast, expensive tiers and slow, cheap ones. For AI workloads, where training runs consume petabytes of data at sustained high throughput, the elimination of tiering removes a bottleneck that legacy storage systems were never designed to handle.

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The platform has expanded well beyond storage. VAST DataSpace provides a globally distributed namespace across on-premises, cloud, and edge locations, scaling to exabytes and trillions of files. VAST InsightEngine automates real-time AI pipelines, handling chunking, embedding, vectorisation, and retrieval for retrieval-augmented generation, semantic search, and classification. VAST DataBase includes an integrated vector store that the company claims supports trillion-vector scale with constant-time search. VAST CNode-X, an Nvidia-certified system, makes GPU servers first-class infrastructure components inside the platform, with a fully CUDA-accelerated version of the operating system designed to run directly on Nvidia-powered servers. The pitch is that VAST is not a storage company that added AI features. It is a data platform that was built for AI from the beginning, and the storage is just the foundation.

The numbers

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VAST Data has accumulated more than $4 billion in cumulative bookings and reports more than $500 million in committed annual recurring revenue as of the end of fiscal year 2026. CTech, the technology publication of the Israeli financial newspaper Calcalist, reports that total ARR including non-committed revenue has reached $2 billion. Revenue has been roughly tripling year over year. The company is generating more than $100 million in cash per quarter and is free cash flow positive with a positive operating margin, unusual for a company at this growth rate. The customer base has quadrupled among Fortune 1000 companies, with the top 100 new customers spending more than $1.2 million on average. Contracts typically run five to seven years.

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The marquee customer relationships illustrate the scale. VAST Data powers the data platform behind xAI’s Colossus supercomputing cluster, a facility with more than 200,000 Nvidia GPUs where VAST says it reduced total cost of ownership by 50%. CoreWeave signed a $1.17 billion commercial agreement in November 2025, using VAST as the primary data foundation for its Nvidia-accelerated computing cloud. Other customers include Pixar, which uses the platform for petabytes of rendered assets as AI training data, NASA, the US Department of Energy, Boston Children’s Hospital, Booking Holdings, and several of the world’s largest banks. Renen Hallak, VAST’s founder and chief executive, said the company is “already supporting AI environments spanning millions of GPUs globally, operating across every layer of the AI stack.”

The data layer thesis

The investment thesis behind a $30 billion valuation for a data infrastructure company rests on a structural argument about how the AI stack works. The industry has spent three years and hundreds of billions of dollars on GPUs. Surging global AI investment, which the Stanford AI Index pegged at $285.9 billion in US private AI capital in 2025 alone, has been concentrated overwhelmingly on compute. But a GPU that is waiting for data is a GPU that is not training. The data layer, the infrastructure that stores, indexes, moves, and transforms the data that feeds the models, is increasingly recognised as the binding constraint on AI performance.

This is why Nvidia is not just investing in VAST Data but actively integrating its technology. The CUDA-accelerated operating system and CNode-X certification mean that VAST’s platform is designed to run on the same Nvidia hardware that runs the models, eliminating the traditional separation between storage infrastructure and compute infrastructure. Nvidia-backed AI infrastructure companies now span the entire stack, from GPU cloud providers to chip fabrication to data platforms, and VAST’s role is to ensure that the data moves as fast as the silicon can process it.

AI infrastructure startup valuations have been climbing sharply across the sector. FluidStack is in talks to raise $1 billion at an $18 billion valuation. CoreWeave, VAST’s largest customer, was valued at $35 billion earlier this year. Enterprise AI infrastructure deals like Jane Street’s $6 billion cloud commitment to CoreWeave, with a $1 billion equity investment attached, illustrate that demand for AI infrastructure is broadening beyond the hyperscalers into financial services, healthcare, and government. VAST’s position at the data layer of these environments, not the compute layer and not the model layer, is what makes the valuation argument distinct from the GPU cloud companies. If the compute layer is the engine, VAST is the fuel line. A $30 billion fuel line is expensive. The argument is that without it, the engine does not run.

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The competitive landscape

VAST Data is not the only company building AI-native data infrastructure. DDN and WEKA are the two most frequently cited competitors, both offering high-performance storage platforms optimised for machine learning workloads. Hammerspace provides a global data orchestration layer. The incumbents, Dell, HPE, Hitachi Vantara, IBM, NetApp, and Pure Storage (recently rebranded as Everpure), are all deepening their Nvidia integrations and repositioning their storage portfolios for AI. Pure Storage’s FlashBlade products compete directly with VAST on performance. NetApp has expanded its AI storage services. All of them have larger installed bases and longer customer relationships than VAST.

VAST’s argument is that legacy storage architectures, designed for databases and file servers and retrofitted for AI, cannot deliver the sustained throughput that training runs at the scale of Colossus require. The single-tier, flash-first architecture eliminates the data movement that tiered systems impose, and the integrated database and compute capabilities mean that data transformation, the chunking, embedding, and vectorisation that AI pipelines require, happens within the platform rather than in a separate processing layer. Whether that architectural advantage is durable or whether the incumbents can close the gap will determine whether a $30 billion valuation looks prescient or excessive in three years.

Hallak has told employees and bankers that the company has considered an IPO in the second half of 2026 or later, according to The Information. The secondary-heavy structure of the Series F suggests that timeline is not imminent. VAST Data can afford to wait. It is cash-flow positive, tripling revenue, and sitting at the centre of the most capital-intensive technology buildout since the internet. The question is not whether the data layer matters. It is whether $30 billion is the right price for the company that is building it.

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LG’s New Micro RGB evo TVs Start at a Cool $5K

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While LG doesn’t seem to be giving up on OLED TV technology any time soon, the company is also hopping on the RGB bandwagon with their own flagship Micro RGB evo series of TVs for 2026. RGB-backlit LCD TVs offer several advantages over traditional MiniLED/LCD TVs including extended color gamut, higher efficiency and higher color brightness. Instead of relying on a white or blue LED backlight, and a subtractive color filter system that diminishes color brightness, LG’s Micro RGB evo TVs use individual red, green and blue backlighting elements, combined with an LCD panel to create the on-screen image.

Because Micro RGB evo TVs use traditional LCD “mother glass,” they can reach larger screen sizes than OLED TVs, and can typically reach higher overall brightness levels than OLED, making them well-suited for bright room viewing.

75MRGB95BUA-front-900px

LG’s flagship MRGB95 Series of Micro RGB evo TVs will be available in screen sizes from 75 inches to 100 inches and will be priced as follows:

  • LG 75-inch Micro RGB evo TV (75MRGB95BUA): $4,999.99
  • LG 86-inch Micro RGB evo TV (86MRGB95BUA): $6,999.99
  • LG 100-inch Micro RGB evo TV (100MRGB95BUA): $7,999.99

Key features of the LG Micro RGB evo TV technology include:

  • Triple 100% Color Coverage:“ LG’s MRGB95 Series has earned certification from Intertek for “full gamut coverage in BT.2020, DCI-P3, and Adobe RGB.” This means LG’s Micro RGB evo TVs can reproduce colors not previously possible on consumer displays.
  • Unrivaled Contrast at Any Size:”  While OLED is still the king of black levels and contrast, LG’s 13 years of OLED development has led to the company’s latest video processor, the Alpha 11 AI Processor Gen 3 which powers the TV’s advanced color, motion and up-conversion processing. Meanwhile the company’s “Micro Dimming Ultra” processing coordinates over a thousand backlight dimming zones for precise control of contrast and detail as well as reduced color blooming and haloing.
  • Personalized Viewing Experience: featuring the latest version of LG’s webOS platform (WebOS 26), the Micro RGB evo features Voice ID, AI Picture/Sound Wizard, AI Concierge, and an enhanced customizable “My Page” home screen for a smarter, more intuitive experience. Integration with Google Gemini helps expand the TV’s search capabilities beyond simple content recommendations.

While the company did showcase this Micro RGB evo technology, both at CES and at a press-only TV workshop event at the U.S. headquarters earlier this year, the company also highlighted some of the drawbacks of RGB backlighting, including color bleed from color crosstalk and color blooming on bright objects on dark backgrounds. But LG also stressed that these issues can be greatly reduced via proper RGB backlight control and appropriate use of color filtering. When we spent time with the new MRGB95 at these events, they did not exhibit significant issues with color crosstalk, haloing or blooming, thanks to LG’s superior video processing.

LG MRGB95-TV-angle-900px

The Bottom Line

While some manufacturers have tried to position their RGB-backlit TVs as “OLED Killers,” LG instead positions their Micro RGB evo TVs as an alternative to OLED technology when customers require bright room viewing or larger screen sizes. But is the enhanced color gamut coverage alone (compared to OLED) worth the premium in pricing over LG’s latest and greatest OLED TVs like the G6 and W6 Wallpaper TV? This remains to be seen.

Related Reading:

LG Enters the Micro RGB LED/LCD TV Race with the MRGB95 Series at CES 2026

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LG Reveals Pricing/Availability Details of 2026 OLED TV Line

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