The Atlas Browser’s 10-Month Run
Users of OpenAI’s ChatGPT Atlas browser have about a week to export their bookmarks. OpenAI said Atlas will stop service on Aug 9, ending a product that arrived on macOS…
Apple’s Injunction Bid in the OpenAI Feud
Apple on Tuesday asked a federal court to stop OpenAI from building AI hardware on Apple technology, widening a trade-secrets fight that began with a handful of defecting engineers and…
Claude Comes to India’s Banks
A bank in Mumbai will soon run Claude over customer records that never cross the border. Anthropic will offer local data processing for its models in India through Amazon Bedrock,…
Taiwan Memory’s Two-Day Run
On Taiwan’s stock exchange, the price boards told a different story from Seoul’s. Memory stocks rose limit-up for a second straight session on August 3, with Nanya Technology and Winbond…
Cloud Capital Spending’s $1.2 Trillion Forecast
Every time Morgan Stanley’s cloud team updates its spreadsheets, the number gets bigger. The bank now expects global cloud capital spending to reach $1.2 trillion in 2027, up 30% from…
DeepX’s $2.2 Billion Round
A Seoul-based chip designer that most outsiders had never heard of is now worth $2.2 billion. DeepX closed a new funding round at roughly four times its previous valuation, according…
Germany’s Case Against Meta’s Glasses
The person across the table may be recording you, and nothing on the frame says so. That is the objection German data protection authorities and privacy groups are pressing as…
TSMC’s Capacity Race Runs Ahead of Schedule
Inside TSMC’s fabs, the 3-nanometer lines are filling up sooner than planned. Monthly 3nm capacity will reach 180,000 wafers in the early fourth quarter, two to three months ahead of…
Memory Stocks Take Their First Hard Hit
The two companies that rode the AI memory boom hardest fell hardest. Samsung Electronics and SK Hynix each dropped nearly 9% on August 3, and the KOSPI closed down 5.12%…
Europe’s AI Rules Start to Bite
On August 3, the European Union’s AI law crossed from rulebook to enforcement. Regulators for the first time hold the power to fine or restrict general-purpose AI models, and OpenAI,…
