SK Hynix to Pay 60% of Bonuses in Stock
SK Hynix employees are about to become shareholders, whether they planned to or not, in one of the clearest signs yet that South Korea’s chip giants are adopting the capital…
Waymo Opens Next-Generation Ojai Robotaxi to All Riders
The minivan pulling up to the curb in San Francisco has no steering wheel for passengers to grab, no driver to greet them, and a design goal that has nothing…
Broadcom Sheds About $87 Billion After Google-Marvell Chip Deal
The market delivered its verdict on Google’s chip strategy in two trading sessions: about $87 billion, subtracted from Broadcom’s market value. Broadcom shares fell for two consecutive sessions on Aug.…
Intel Moves Next PC Chip to TSMC’s 2-Nanometer Process
The next generation of Intel’s PC processors will be built by the same company that makes chips for Apple, Nvidia and Qualcomm, a concession that reshapes the balance of the…
Anthropic and OpenAI Split Over Massachusetts AI Safety Bill
The two companies that set the pace of the AI industry are publicly fighting each other over how their industry should be regulated, and the fight is happening in a…
Anthropic-Linked Data Center Project Lands $1.3 Billion Private Credit
The financing for a new AI data center campus in Texas does not look like a typical technology loan. It looks like a real estate deal, and that is exactly…
Nvidia Circles Data Startup Mercor in $20 Billion Round
The chip company that dominates AI hardware is reaching down the supply chain for the raw material its customers cannot get enough of: training data. Nvidia is in talks to…
Microsoft’s AI Backlog Climbs to $678 Billion
The number, buried in Microsoft’s latest quarterly filing, is now the most cited figure in the debate over whether the AI boom is real: $678 billion in contracted but unrecognized…
Micron Unveils $10 Billion AI Memory Research Push in Boise
The two most powerful men in computing, Jensen Huang of Nvidia and Tim Cook of Apple, stood alongside Micron’s chief executive in Idaho to announce a bet that memory, not…

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








