Samsung Unveils CUBE Memory Strategy With HBM5 Performance Targets
At SEMICON Taiwan on September 1, Samsung Electronics laid out its next generation of memory products under the banner CUBE, disclosing specific performance targets for the first time: HBM5, the…
OpenAI’s Ad Business Passes $1 Billion Annualized Revenue
OpenAI disclosed on August 31 that its advertising business, ChatGPT Ads, has reached $1 billion in annualized revenue, a figure confirmed by CNBC and Reuters. The number is notable for…
ASML’s High-NA EUV Machines Reach First High-Volume Chip
ASML’s most advanced lithography machines have entered production at scale. According to a report from Digitimes on September 1, the Dutch company’s high numerical aperture EUV systems, known as High…
Waymo Expands to Three New Cities as Robotaxi Race Turns to Coverage
On September 1, Waymo, the self-driving unit of Google, extended its robotaxi service to Denver, San Diego and Tampa, adding three cities to a roster that already includes Phoenix, San…
Google Signs Record 396-Megawatt Geothermal Deal With Fervo
On September 1, Fervo Energy and Google announced a 396-megawatt geothermal power agreement, the largest single geothermal contract either company has signed. The 15-year deal covers power from a project…
Oracle Cuts About 10,000 Jobs, With India Bearing the Brunt
The emails went out before sunrise. Employees in Bengaluru and other Indian technology hubs opened their inboxes around 6 a.m. on September 1 to find notices that their jobs were…
SoftBank’s SB Energy Files for IPO, Targeting $7 Billion Raise
SB Energy, the data center and energy infrastructure company controlled by SoftBank, filed for an initial public offering with the U.S. Securities and Exchange Commission on September 1, aiming to…
FTC and 22 States Sue Amazon Over Hidden Ad Auction ‘Soft Floor’
The Federal Trade Commission and 22 states sued Amazon on August 31, accusing the company of quietly rigging its advertising auctions for more than seven years and overcharging more than…
Cook Bids Farewell as Apple’s CEO: ‘My Title Will Change, But My Love Never Will’
At 11:59 p.m. Beijing time on August 31, Tim Cook posted a message on Weibo, the Chinese social network, that ended with a promise: “Tomorrow my title will change, but…
EU Designates ChatGPT, Reddit and Roblox for Stricter Oversight
The European Commission announced on August 31 that it has designated ChatGPT, Reddit and Roblox under the Digital Services Act, the bloc’s sweeping law for online platforms. ChatGPT will be…

Yelp Sends an Agent to Make the Call
Meta Fixed Its Glasses and Didn’t Say What Broke
Japan’s First 3-Nanometer Line Comes With a Capacity Caveat
HSBC Asks What a Data Center Contract Is Worth
The Order Book Outruns the Assembly Line at ABB
Intel Asks the FCC for Permission to Keep Its Factory Robots Running
Oracle and AstraZeneca Attack the Slowest Step in Drug Development
Anthropic Buys the Company That Kept Data Encrypted While It Was Used
The Paper Fortune Inside Eric Schmidt’s Anthropic Stake
JPMorgan Puts a Number on the Banks’ CoreWeave Problem








