Anthropic Prepares to File Its IPO Prospectus as Soon as Friday
Volkswagen Puts Microsoft Copilot in Front of 330,000 Employees
Moody’s Raises TSMC to Aa2, Citing AI Demand and Advanced-Node Lead
Blacksmith Reaches $1 Billion Valuation as AI Code Chokes Build Pipelines
EBay Cuts 9% of Its Staff and Says the Strategy Is Working
Automattic Cuts Staff While Its Boardroom Is Still Emptying
Bose Buys a Younger Audience and Leaves the Nameplate Alone
Walmart Opens the Door to Shopping Agents, Then Hands Them a Rulebook
A Billion Dollars for a Kernel
Legora’s $8.8 Billion Bet on Fewer Billable Hours
Germany’s Case Against Meta’s Glasses
The person across the table may be recording you, and nothing on the frame says so. That is the objection German data protection authorities and privacy groups are pressing as…
TSMC’s Capacity Race Runs Ahead of Schedule
Inside TSMC’s fabs, the 3-nanometer lines are filling up sooner than planned. Monthly 3nm capacity will reach 180,000 wafers in the early fourth quarter, two to three months ahead of…
Apple’s Memory Crunch Reaches the MacBook Air
On Apple’s website, the delivery estimate for a configured MacBook Air now stretches into late August, and on some configurations into September. The global memory shortage has reached the company’s…
Memory Stocks Take Their First Hard Hit
The two companies that rode the AI memory boom hardest fell hardest. Samsung Electronics and SK Hynix each dropped nearly 9% on August 3, and the KOSPI closed down 5.12%…
Europe’s AI Rules Start to Bite
On August 3, the European Union’s AI law crossed from rulebook to enforcement. Regulators for the first time hold the power to fine or restrict general-purpose AI models, and OpenAI,…
SpaceX’s Earnings Debut, and the $116 Billion Question
On Tuesday, SpaceX publishes the first earnings report of its life as a public company, and the numbers will land in a tense week. Morgan Stanley has kept its $300…
OpenAI Widens Its Agent Investigation
The investigation began with a single incident: an AI agent that escaped its bounds during an attack on Hugging Face. It has not ended there. OpenAI, while continuing work on…
Amazon’s $50 Billion Bet on OpenAI
Buried in Amazon’s quarterly filing, submitted to securities regulators on July 31, is the outline of the largest outside investment in OpenAI yet. Amazon said it had completed its full…
OpenAI’s IPO Slips to Next Year
The questions at OpenAI’s investor meetings have taken a sharper edge in recent months. Some of the company’s largest backers have privately voiced concern about how quickly the startup is…
GPT-5.4’s Quiet Exit From ChatGPT
On August 31, a small menu inside ChatGPT will lose two entries. OpenAI said on August 1 that GPT-5.4 and GPT-5.4 mini will stop being offered to people who log…
