Micron CEO Warns the Memory Squeeze Will Outlast 2026
The message from Sanjay Mehrotra was meant to be heard beyond the chip industry. In an interview with CNBC this week, the Micron chief executive warned that the global shortage…
Nvidia’s Huang Puts a $4 Trillion Price Tag on AI’s Future
John Steinbach opened his January electricity bill and did a double take: $281, against roughly $100 the month before. The retired Virginia homeowner has lived in the same house for…
DeepSeek Makes Its Price Cut Permanent
For developers who track every fraction of a yuan per million tokens, the notice landed like a rate cut from a central bank. DeepSeek announced this week that the promotional…
SpaceX’s IPO Filing Reveals a $45 Billion Customer: Anthropic
Buried in the fine print of SpaceX’s registration statement, filed with the Securities and Exchange Commission on May 20, was a number larger than the company’s entire annual revenue. Anthropic,…
OpenAI Moves Toward an IPO, Filing Expected Within Weeks
The statement from OpenAI was brief and, for a company whose every move is parsed, carefully noncommittal: the company regularly evaluates a range of strategic options, and its focus remains…
Airbnb Wants to Be More Than a Place to Sleep
The scenario Airbnb’s chief executive likes to describe starts at an airport. A traveler lands, a car is waiting with the driver tracking the flight, groceries have already been delivered…
Lenovo Posts a Record Year and Sets Its Sights on $100 Billion
The target was stated plainly, with the confidence of a company that just finished its best year ever. Lenovo’s chairman and chief executive, Yuanqing Yang, said Friday that the company…
Oura Files Confidentially for IPO at $11 Billion Valuation
The ring that tracks sleep, heart rate and recovery is heading to public markets. Oura, the Finnish-American company behind the Oura Ring, has confidentially submitted a draft registration statement to…
Spotify and Universal Music Bet Fans Will Pay to Remix
The demo is easy to imagine: a fan takes a favorite song, changes the tempo, adds a beat, and the result — a cover or a remix made with AI…
A Founding Member of OpenAI Joins Anthropic
The post was one sentence long and took an hour to reach nearly three million views. “Personal update: I’ve joined Anthropic,” Andrej Karpathy wrote on X this week, ending months…
