TSMC Keeps HBM on Microbumps as Hybrid Bonding Slips
The message went out to suppliers in recent weeks: keep the development lines pointed at microbumps. TSMC, the world’s largest contract chipmaker, has decided to hold off on investing in…
Anthropic’s Sprint to an IPO, and the Record It Wants to Break
When Anthropic’s chief financial officer sat down with prospective investors in August, the questions were not about whether the company would go public. They were about how big the offering…
Washington Sides With OpenAI in the Copyright Fight Over AI Training
At the federal courthouse in Manhattan, where The New York Times is suing OpenAI over the articles its reporters wrote, the government has picked a side. On Wednesday the Trump…
Broadcom’s AI Semiconductor Boom, and the Forecast That Tripped It Up
On paper, it was a clean sweep. Broadcom reported quarterly results on Wednesday that beat Wall Street’s expectations on nearly every line, raised its target for next year’s artificial intelligence…
Meta’s Muse Spark 1.3 Comes With a Price
For most of the artificial intelligence boom, Meta’s model strategy had the shape of a giveaway. The Llama family of open models was free to download and free to modify,…
KKR’s Helix Adds Two Veterans to Its $10 Billion AI Buildout
Running the next generation of data centers, the people who do it for a living like to say, is no longer mainly a problem of money or of chips. It…
Microsoft Puts a Number on Azure
For more than a decade, the biggest unresolved arithmetic in technology earnings belonged to Microsoft. Investors knew how fast Azure grew. They did not know how big it was. Every…
Nscale Discloses $103 Billion in Contracted Revenue, With an IPO Possible This Month
Nscale, the British cloud-computing provider backed by Nvidia, has told prospective investors that its contracted revenue has grown to about $103 billion, according to people familiar with the matter, and…
Meta Tells Engineers AI Usage Won’t Decide Their Ratings
Meta Platforms has told its engineers that how much they use artificial intelligence will no longer determine how they are rated. In an internal memo this week updating expectations for…
Wonderful Doubles Its Valuation to $5 Billion, With Salesforce a New Backer
The announcement landed Wednesday from a company that did not exist two years ago. Wonderful, an Israeli-Dutch startup that builds software to coordinate artificial intelligence agents inside large companies, said…
