Tesla Starts New Round of Supply Chain Audits in China for Optimus
Tesla’s push to build robots at scale has reached the factory floors of its Chinese suppliers. A Tesla team landed in Ningbo on September 16 and began a new round…
OpenAI Study Finds Employees Taking On More Cross-Occupation Tasks
The second installment of OpenAI’s economic research arrived on September 16 with a finding that reframes what AI is doing inside companies. The researchers analyzed more than 1.5 million work-related…
SoftBank Enlarges Arm-Backed Margin Loan to $25 Billion
SoftBank Group went back to its most reliable source of capital and asked for more. The Japanese conglomerate has increased the margin loan it holds against its shares in chip…
Anthropic and OpenAI Seek Smaller Data Center Deals to Speed Up Compute
The hunt for computing power has a new shape. Anthropic and OpenAI, two of the companies that signed the largest data center contracts of the past year, are now shopping…
Google Opens Its Smart-Home System to Outside AI Assistants
Google took a step on September 16 that reorders a small but telling corner of the AI race. The company launched early access to Home MCP, a protocol layer that…
Wayve Hires Waymo’s Former Finance Chief to Run Its Next Expansion
Wayve announced on September 16 that it had hired Elisa de Martel, the former chief financial officer of Waymo, for the same role, and that its current CFO, Max Warburton,…
A Musk Backer Hands SpaceX Shares Directly to Its Fund Investors
The transaction was quiet by design. A filing with the Securities and Exchange Commission showed that Valor Equity Partners, the investment firm founded by Antonio Gracias, had transferred 8.5 percent…
McKinsey Says U.S. Chip Industry Faces a 157,000-Worker Shortfall
The factories are funded, the subsidies are in place, and the chips are designed. What is missing, according to a report McKinsey published with the SEMI Foundation on September 17,…
CoreWeave Raises Debt and Plans a Stock Sale to Fund More Chips
CoreWeave moved on both sides of the capital structure on September 17. The AI cloud provider said it would sell $3 billion of convertible preferred notes and, in a separate…

Meta’s Muse Chat Draws Fire from Adult Creators
Amodei Says Culture Takes Up to 40% of His Time as IPO Talk Grows
A Small Protest Meets London’s Robotaxi Trials
Intel Pushes Its AI Inference Software onto Xeon Servers
Tenstorrent Hires Bankers as the Chip Startup Weighs Its Options
Michigan Township Approves Google Data Center Site Plan Despite Residents’ Objections
Apple Pushes iPhone Duo Buyers Online as Stores Turn Away Walk-Ins
Qualcomm Disputes Korean Test Results That Its New Snapdragon Runs Hot
Samsung Adds $22.8 Million for Texas Workers and Schools
Anthropic’s Internal Report Finds Junior Engineers at 14% of Technical Staff








