Broadcom’s Custom-Chip Rise Tests Nvidia’s Grip on the AI Market
The analysis, published by industry researchers this week, lays out a shift that has been building quietly for two years: Broadcom, long known as a maker of networking chips and…
AMD Deploys Photonic AI Networking in First Commercial Rollout
The announcement, made this week, describes a technology that has been discussed in data-center circles for years and demonstrated in laboratories for almost as long: replacing the electrical signals that…
AWS Raises GPU Instance Prices 20%, Passing AI Compute Costs to Customers
The price change took effect on July 1, and it was the first of its kind in the cloud industry: Amazon Web Services raised the prices of its GPU instances…
SpaceX Gets Its First Analyst Report, Putting a $2.2 Trillion Valuation to the Test
The report, published this week by Bloomberg, is the first formal analyst coverage SpaceX has received since its record-breaking initial public offering, and it is an attempt to do something…
Asia’s Chip Stocks Sink as KOSPI Falls Nearly 8% in Broad AI Selloff
The selling began in Seoul and spread across the region: by the close of trading on Thursday, South Korea’s KOSPI had fallen nearly 8%, its worst single-day loss in years,…
Anthropic Restores Fable 5 Access After Weeks of Talks With Washington
The model is back online, and the terms are stricter. Anthropic this week restored access to Fable 5, its most capable artificial-intelligence model, which had been shut down after U.S.…
Trump Announces Doubling of TSMC’s Arizona Fab as Chip Production Comes Home
The announcement, made from the White House on Wednesday, had the feel of a campaign promise fulfilled: President Trump said TSMC will double the capacity of its Fab 21 complex…
Tesla Delivers 480,126 Vehicles in Second Quarter, Beating Estimates on Europe Demand
The number, released before the market opened on Thursday, was better than almost anyone expected: Tesla delivered 480,126 electric vehicles in the second quarter, comfortably beating the 406,024 that Wall…
SpaceX Denies Building an AI Phone, and Qualcomm Shares Feel the Whiplash
The report appeared on Tuesday, and within hours it was moving markets: SpaceX, preparing for its new life as a public company, had reportedly shown some investors a prototype of…

Samsung Weighs More India Capacity as Export Subsidies Grow
Apple Files for iPhone Duo as Its First Foldable Sells
Etsy Moves Against AI-Generated Recipes and Patterns
Canva Trains Its Own Image Model, Aimed at Layouts Rather Than Photographs
Arc’s Shutdown Date Turns a Browser Into a Migration Project
Rivian Buys a Small British Team to Build the Roads Its Cars Never Drive
Microsoft Closes The Garage, Leaving Its Global Hackathon in Limbo
Nscale Is Sued in Norway Over a Dismissal
Apple’s Ad Business Gets a Lift From Formula 1
OpenAI Signs a Security Pact With Poland’s NASK








