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…
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…
KEPCO Asks Samsung and SK Hynix to Prepay $18 Billion for the Grid
The proposal is now sitting with two of South Korea’s most valuable companies. Korea Electric Power Corp., the state-owned utility known as KEPCO, has asked Samsung Electronics to prepay 20…
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…
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…
Nvidia Director Mark Stevens Sells $411 Million of Stock Over Three Days
The filing appeared in the usual place, and it was larger than most. Mark A. Stevens, a director of Nvidia since 2008, sold 1,848,500 shares of the chipmaker’s common stock…

Meta’s Muse Chat Draws Fire from Adult Creators
Amodei Says Culture Takes Up to 40% of His Time as IPO Talk Grows
A Small Protest Meets London’s Robotaxi Trials
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Anthropic’s Internal Report Finds Junior Engineers at 14% of Technical Staff








