U.S. Set to Restore Foreign Access to Anthropic’s Fable 5
The export-control order landed on a Friday in June with little warning. U.S. officials told Anthropic to cut off foreign access to its two newest models, Fable 5 and Mythos…
Comcast to Split in Two, Ending a 23-Year Media Empire
The deal that built modern Comcast is being undone. The company said it plans to separate its media businesses — NBCUniversal and Sky — from its cable and technology infrastructure…
Alphabet Joins the Dow, Replacing Verizon
Alphabet’s stock began trading as a component of the Dow Jones Industrial Average on Monday, replacing Verizon Communications in the 130-year-old index. Honeywell, which had been expected to leave, stays.…
South Korea Unveils $576 Billion AI Chip Plan Led by Samsung and SK Hynix
South Korea’s government on Monday laid out a $576 billion investment plan for AI semiconductors, with Samsung Electronics and SK Hynix — the world’s two largest memory-chip makers — tasked…
Micron Draws ‘New Nvidia’ Comparisons as Memory Costs Reshape AI Economics
Barron’s called it the “new Nvidia.” In a deep-dive analysis this week, the financial weekly argued that Micron, the memory-chip maker, now occupies the position Nvidia held at the start…
BlackRock, Nvidia and Temasek Put Billions Into Quantum Computing
Three of the biggest names in global capital are betting that quantum computing is ready for industry. BlackRock, the world’s largest asset manager, Nvidia, the dominant maker of AI chips,…
Qualcomm Plans New Phone Chip Architecture Built for On-Device AI
Qualcomm is designing a new architecture for its smartphone processors, one built specifically for on-device AI inference, according to a Semafor exclusive report. The move would mark the most significant…
Newsom and Anthropic Sign Deal to Expand Claude’s Use in California Government
California Governor Gavin Newsom and Anthropic have signed an agreement to expand the use of the company’s Claude AI assistant across state government agencies, according to Politico. The deal is…
SpaceX Shares Slide as Nasdaq-100 Entry Nears
SpaceX shares fell again this week, extending a slide from their post-IPO highs and breaching a key support level, according to Barron’s. The decline has erased a substantial portion of…
AI Infrastructure Spending Accelerates, and Investors Ask When Profits Arrive
The money keeps flowing. BlackRock, Google, Microsoft and a handful of other giants are pouring trillions of dollars into AI infrastructure — data centers, chips, power, networks — according to…