HP Profit Rises on Tariff Refund as PC Shipments Slip
The line item sat near the bottom of the release, easy to miss: eleven cents of HP Inc.’s adjusted earnings per share came from tariff refunds. Strip that out, and…
Nvidia in Talks to Buy Hugging Face in Deal Valued Above $13 Billion
The term sheet has been circulating for weeks, and on Thursday the numbers hardened. Nvidia Corp. is in advanced talks to acquire Hugging Face, the Paris-based platform where developers download…
AWS Commits to Two Million More Nvidia GPUs
The announcement arrived in the middle of Nvidia Corp.’s earnings call, a few sentences from Amazon’s cloud division that rewrote the day’s narrative. Amazon Web Services will add another two…
Anthropic Signs $45 Billion Compute Deal With Nscale
Bloomberg first reported it, Reuters confirmed it, and by midday Thursday the figure had become the talk of the AI infrastructure world: Anthropic has agreed to lease computing power worth…
Salesforce Shares Jump 13% on Earnings and Anthropic Tie-Up
The shares had been written off by a chorus of bears who argued that artificial intelligence would hollow out the software industry, that customers would stop paying for seats when…
OpenAI Rolls Out Ads Inside ChatGPT, Starting With India
The first banner appeared this week inside the ChatGPT app: a brand’s name and a tagline where a suggestion used to sit. OpenAI has begun selling advertising in its chatbot,…
Stability AI Raises $76 Million From Record Labels and EA
The three largest record labels in the world spent years suing AI companies over their catalogs. On Tuesday they put money into one. Stability AI, the London-based company best known…
AI Assistant Startup Instinct Raises $350 Million, Valued at $2.5 Billion
Noah Shinn was 23 when he founded Instinct last year, an AI assistant startup with a pitch that sounds simple and a valuation that does not: an agent that manages…
Waymo to Launch Robotaxi Service in Munich in 2027
The first Waymo vehicles will appear on Munich’s streets in the coming weeks, at first with trained drivers at the wheel, mapping the city’s roads and testing its traffic patterns.…
Activist Fund Bids 45% Premium for Samsung’s Stake in Security Firm S-1
The offer arrived with a premium attached and a message implicit in the arithmetic. Flashlight Capital Partners, an activist investment firm, has proposed buying Samsung Group’s entire 20.6 percent stake…
