Samsung and AMD Pool Memory to Feed AI Inference
At the Open Compute Project Global Summit in San Jose this week, Samsung Electronics and AMD staged a demonstration that addressed a problem familiar to anyone running large models in…
Fermi Gets an AMD Backstop for Its Texas Power Campus
Shares of Fermi Inc. rose 13.2% before the opening bell Tuesday and closed up about 18% at $3.84, on volume of 59.4 million shares, more than triple the stock’s 100-day…
Broadcom Sells a Patch That Doesn’t Need a Reboot
Broadcom introduced a security product for VMware on Oct. 13 that installs protection at the layer where virtual machines run, without restarting the machines, upgrading the software or dropping an…
SK’s Chairman Sells a Stake to Michael Dell’s Family Office to Pay a Divorce Bill
Chey Tae-won, the chairman of SK Group, agreed to sell 972,493 shares of the conglomerate’s holding company, SK Inc, to an investment fund managed by the family office of Dell…
Tesla’s Nine-Year Roadster Bet Takes a Stage in Texas
The field outside Waco, Texas, will be dark and the aircraft restricted when Tesla unveils the next-generation Roadster at 8:55 p.m. Eastern time on Oct. 15, a date the company…
Meta Fights a Dutch Ban Bid on Its Camera Glasses as New Mexico Weighs a $40 Billion Tab
Two Dutch privacy groups went to court on Oct. 13 asking a judge to stop Meta Platforms from selling its Ray-Ban glasses in the Netherlands, arguing that a device built…
DeepMind Offers Europe the Models Europe Is Still Deciding How to Govern
Google DeepMind and Google Cloud said Tuesday they will give up to 200 European scientific researchers direct access to their frontier models, along with $3 million in compute credits. The…
A 200,000-Seat Copilot Order Lands on the Firms That Must Change the Work
On Tuesday, Microsoft said it had signed agreements with four of India’s largest information-technology services firms, each committing to deploy more than 50,000 licenses of Microsoft 365 Copilot. Tata Consultancy…
A Speed Limit Reaches Ukraine’s Drones in Mid-Flight
Overnight into Tuesday, units deployed along the Hulyaypole axis in southeastern Ukraine noticed a pattern in their failures. Starlink terminals mounted on long-range drones were dropping off the network during…
Anthropic Hands Investors the Numbers and Lets Them Set the Price
At its headquarters in San Francisco on Tuesday, Anthropic gave a group of institutional investors its third-quarter financials and asked them, in effect, to name a price. They came back…

Danaher Moves Nvidia’s Chips Into the Laboratory
Berkshire Writes a Second Check to Bending Spoons
CoreWeave Wants Insurers to Fund the Next Data Center
Europe’s AI Rulebook Meets Its First Two Cases
A Power Plant Built for a Single Customer
Two New York Fabs, Paid For From Tokyo
State Street’s Record Custody Book, a Revenue Miss
BlackRock’s $205 Billion Quarter, With a Warning About Building
Morgan Stanley’s Equity Desk Carries the Quarter
A $1.2 Billion Penalty and a Trading Miss at Bank of America








