Broadcom’s $73 Billion AI Backlog Holds Steady Against Google Chip Talk
SAN JOSE — In a session that wiped out hundreds of billions of dollars from chip stocks, Broadcom shares held their ground. The company’s AI-related order backlog now stands at…
TSMC Sees Chip Market Doubling to $1.5 Trillion by 2030
HSINCHU — On the day technology stocks around the world were being sold off, Taiwan Semiconductor Manufacturing Co. told investors the opposite story. The world’s largest contract chip maker said…
Nobel Winner Leaves DeepMind for Anthropic; Alphabet Falls a Second Day
LONDON — John Jumper won the Nobel Prize in Chemistry in 2023 for AlphaFold, the system that predicted the three-dimensional shape of proteins and reshaped biology. Now he is leaving…
Korea’s AI Trade Breaks: KOSPI Halts Twice as Chip Giants Tumble
SEOUL — The second circuit breaker of the day froze the Korea Exchange at 10:03 a.m., halting trade in the KOSPI for 15 minutes while traders in Seoul’s Yeouido financial…
TSMC Cuts 28nm Output by a Quarter as It Eyes India’s Semiconductor Market
The production line that helped build the modern chip industry is running at three-quarters speed. TSMC has reduced output on its 28-nanometer lines by roughly 25 percent compared with the…
Micron and Anthropic Agree to Co-Design the Memory Behind Claude
The announcement, timed for the Monday morning news cycle, came from Boise, Idaho, a city better known for potatoes than for frontier AI. Micron Technology said it had signed a…
Google Cloud Signs Multi-Year AI Deal With Philippines, Staking a Claim in Sovereign Tech
The contract signing took place in Manila, in a government building whose air conditioners have run nonstop through a summer of record heat, and the officials on both sides described…
Nebius and CoreWeave Enter the Nasdaq-100 as AI Cloud Comes of Age
The Nasdaq-100 has always been a club for the biggest names in technology, and on Monday it admitted two companies that barely existed as public businesses three years ago. Nebius…
Marvell Joins the S&P 500 as Custom AI Chips Reshape the Index
The index fund managers who bought Marvell Technology shares ahead of Monday’s open were following a script written decades ago, but the company they were buying looks like nothing the…
Anthropic Faces Squeeze From Both Sides of Trump AI Policy
The options being discussed in Washington would each reshape Anthropic in a different way, and the company’s leadership is not choosing among them. Reuters reported that Trump administration officials are…