Google’s Week: EU Objection, Antitrust Ruling, and a Waymo Blackout
The blackout on Saturday was the kind of event that autonomous-driving companies spend years trying to prevent. A large power outage rolled across San Francisco, traffic signals went dark across…
AWS Says Billing Display Bug Showed Customers Trillion-Dollar Balances
The number on the screen was absurd: more than $999 trillion, in some cases, owed to Amazon Web Services. Customers who opened their billing consoles in recent days found balances…
AMD Overtakes Nvidia as Top Holding in $45 Billion Chip ETF
A $45 billion semiconductor exchange-traded fund completed its quarterly rebalancing and emerged with AMD as its largest holding, replacing Nvidia at the top of the portfolio. The shift, disclosed in…
Anthropic in Talks With Meta to Lease $10 Billion in GPU Capacity
Anthropic is in early talks to lease GPU computing capacity from Meta in a deal valued at roughly $10 billion over two years, according to a report from MLQ and…
Microsoft Trains Sales Teams to Pitch Against OpenAI and Anthropic
Microsoft is training thousands of sales representatives to sell Azure AI alongside its own models, and to steer customers toward questioning the cost-effectiveness of OpenAI and Anthropic, according to internal…
Databricks Raises Strategic Round at $188 Billion Valuation
The round was confirmed quietly, the way Databricks has done these things since it stopped needing to shout. The company, which sells software that helps enterprises organize data for AI,…
Apple Names Ternus Chief Executive; Cook Stays as Chairman
The announcement arrived in a week that gave Apple four storylines at once. John Ternus, the hardware engineering chief who has become a fixture on Apple’s product launch stage, was…
Micron and Qualcomm Team Up on AI Chips for Cars
Micron Technology Inc. and Qualcomm Inc. have signed a cooperation agreement to develop AI-driven automotive chipsets, Reuters reported, pairing the world’s largest memory maker with the dominant supplier of chips…
ASML Raises 2026 Outlook and Expands Capacity as AI Demand Strains Lithography
ASML Holding NV raised its revenue forecast for 2026 and outlined plans to expand production capacity after reporting second-quarter results, a move Reuters said should ease worries that shortages of…
Founders Fund Hires Former OpenAI Executive, Signaling Talent War Reaches VC
Founders Fund, the venture firm co-founded by Peter Thiel, has hired Ryan Beiermeister, a former OpenAI executive, to its investment team, according to TechCrunch. The move is the latest sign…
