Anthropic and Nvidia-Backed Lambda Strike $35 Billion Cloud Deal
Anthropic has signed a $35 billion cloud computing agreement with Lambda, the Nvidia-backed cloud services provider, according to people familiar with the transaction. The data center capacity at the center…
Google’s Dreambeans Drops Subscription, Opens Free Testing
Google’s AI news app Dreambeans is giving up its subscription model and opening free testing, the company said in a product announcement. The app, which Google has described as a…
Equipment Giants Race to Hire Chip Talent in Korea
The job postings went up quietly, but the effect was immediate. ASML, Lam Research, Applied Materials and Tokyo Electron, the four companies that make the machinery used to manufacture advanced…
Nscale Secures Nearly $3 Billion for U.S. Data Center Campuses
On August 31, Nscale, a cloud infrastructure provider, said it had locked in financing commitments of roughly $3 billion to build two data center campuses in the United States. The…
Apple Accuses OpenAI of Destroying Evidence in Trade-Secret Case
In a court filing submitted on August 31, Apple told a federal court that OpenAI had “actively destroyed key evidence” and that Chang Liu, a former iPhone engineer who moved…
Apple’s Schiller Steps Back From App Store and Product Events
For three decades, Phil Schiller has been the face of Apple’s biggest moments, the executive who introduced the iPhone, the iPad and, more recently, the company’s lineup of AI features.…
Samsung Reserves 70% of Memory Output for Long-Term AI Deals
On the sales floor of Samsung Electronics’ memory business, the conversation has shifted. Instead of courting spot buyers through brokers, the team now divides a fixed pool of output among…
Global Bond Selloff Deepens as Yields Reach Multi-Year Highs
In Tokyo on Tuesday morning, fixed-income desks opened to a chart that few traders had seen in their careers: the 10-year Japanese government bond yielding 3 percent, a level not…
AWS Gives Students a Year of Free Cloud Training in $500 Million Push
The pitch to college students is the same one the industry makes to its own engineers: learn the cloud, and the cloud will pay for itself. AWS launched its Student…
DeepMind’s Cyclone Model Beats Operational Forecasts by a Day
For a meteorologist, a day of extra warning is the difference between an orderly evacuation and a surprise. Google DeepMind published a model on Sunday that claims exactly that advantage:…

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








