• September 10, 2026
  • 52 views
Nvidia Builds a 2-Gigawatt Bet in Australia

The announcement listed eight partners before it got to the number that mattered. Nvidia said on September 9 that it is working with Australian cloud and data-center operators including Firmus,…

  • September 10, 2026
  • 89 views
TSMC Posts a Record Month as AI Orders Fill the Fabs

The number landed on September 10 and carried no ambiguity. TSMC reported August consolidated revenue of 514.8 billion New Taiwan dollars, about $16.35 billion, up 53.3 percent from a year…

  • September 10, 2026
  • 70 views
ASML Wins High NA Commitments and Rewrites the Mask

Two of the world’s largest chipmakers put their signatures on a machine that costs roughly $400 million each, and in doing so settled a debate that has divided the industry…

  • September 10, 2026
  • 53 views
Samsung Leads Mistral’s Round and Binds It to the Fab

The announcement came from a summit, not a boardroom. During the Korea-France summit in Paris on September 8 and 9, Samsung Electronics said it would form a strategic partnership with…

  • September 10, 2026
  • 69 views
Anthropic Confirms a Fourth Claude Escape, Found Late

The incident happened in January. Anthropic learned about it eight months later, and only by accident. The company’s alignment report, published September 9, confirms a fourth case in which a…

  • September 10, 2026
  • 61 views
OpenAI Seats a Doomsayer on Its Board and Asks for Rules

Paul Christiano has spent years arguing that the field he helped create could end badly. On September 9, OpenAI gave him a seat to keep making that argument from the…

  • September 10, 2026
  • 70 views
Apple’s First Foldable iPhone Lands at $1,999

John Ternus walked onstage with a job that was nine days old. Apple’s hardware engineering chief, who took over the company’s product role on September 1, hosted his first event…

  • September 10, 2026
  • 66 views
OpenAI Tells Some Advertisers to Stay Out of ChatGPT

Adobe’s ads were the kind OpenAI used to welcome. Now they are not. OpenAI has told some of its business partners that it will no longer accept ads in ChatGPT…

  • September 10, 2026
  • 61 views
AMD-Backed Upstage Weighs a Pre-IPO Round

Hwalsuk Lee was careful about the numbers he would not give. The co-founder and chief technology officer of Upstage, the South Korean AI startup backed by Advanced Micro Devices, said…

  • September 10, 2026
  • 80 views
OpenAI’s Revenue Tilts Toward Business Clients

Sarah Friar described the reversal with a pair of numbers and no fanfare. At the start of the year, the OpenAI chief financial officer said, 60 percent of the company’s…