• September 18, 2026
  • 86 views
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…

  • September 18, 2026
  • 55 views
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…

  • September 18, 2026
  • 78 views
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…

  • September 18, 2026
  • 63 views
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…

  • September 17, 2026
  • 61 views
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…

  • September 17, 2026
  • 44 views
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,…

  • September 17, 2026
  • 66 views
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…

  • September 17, 2026
  • 51 views
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,…

  • September 17, 2026
  • 61 views
German Court Rules Meta Liable for Fraudulent Ads on Its Platforms

The ruling came down on September 17, and it pushes against a principle that platforms have relied on for years. A German court found that Meta is responsible for fraudulent…

  • September 17, 2026
  • 79 views
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…