• September 15, 2026
  • 67 views
Cornelis Networks Raises $205 Million to Put Computing Inside the Network

The problem Lisa Spelman keeps describing is a simple one: expensive accelerators spend too much time waiting. In a modern AI data center, a rack of processors can sit idle…

  • September 15, 2026
  • 73 views
BofA Raises Its Semiconductor Forecast Even as AI Stocks Sputter

On a day when AI-related shares were sliding for a second straight session, Bank of America’s analysts were moving their numbers in the other direction. On September 15, the bank…

  • September 15, 2026
  • 55 views
Micron’s Taiwan Workers Demand a Cut of the Chip Boom, and Keep a Strike in Reserve

The union’s demand was simple enough to state in one sentence: take 15 percent of operating profit and pay it out to employees, or workers reserve the right to walk…

  • September 15, 2026
  • 73 views
Meta Expands Its Utah Data Center, and Sweetens the Deal for Neighbors

The town of Eagle Mountain sits on the western edge of the Wasatch Front, a place where houses have been climbing into the foothills for years. On September 14, Meta…

  • September 15, 2026
  • 59 views
Anthropic Brings Claude to Wealth Managers, With Schwab Handling the Accounts

When the wealth manager opened the tool for the first time, the client’s assets were already there. Balances, holdings, and transaction history, pulled straight from Charles Schwab, sat on the…

  • September 15, 2026
  • 70 views
Waymo Opens for Business in Las Vegas, Then Books a 2027 Ticket to Tokyo

The first paid rides in Las Vegas started on September 14, when Waymo opened its robotaxi service to the public with a first batch of dozens of vehicles running its…

  • September 15, 2026
  • 58 views
MediaTek’s First 2-Nanometer Phone Chip Puts TSMC’s Most Advanced Node in Your Pocket

The race for the world’s most advanced chipmaking has spent two years inside data centers. On September 15, it moved to the phone in your pocket. MediaTek released the Dimensity…

  • September 15, 2026
  • 69 views
A Dutch Chip Startup Ships Its Second Chip and Signs Its First AI Factory Orders

Eindhoven has become the unlikely capital of Europe’s inference-chip hopes, and on September 15 it produced another chapter from the same small patch of ground. Axelera AI released Europa, its…

  • September 15, 2026
  • 53 views
Intel Veterans Raise $100 Million to Fix the Way Data Moves Inside AI Data Centers

The bottleneck in an AI data center is not the chip doing the thinking. It is the network that feeds it. On September 15, Reuters reported that Delos Data, a…

  • September 15, 2026
  • 42 views
Analog Devices Pays $1.35 Billion in Cash for a Bet on ‘Physical Intelligence’

Analog Devices has spent decades selling the unglamorous chips that read the physical world: the sensors, converters, and controllers that turn heat, motion, and sound into data. On September 14,…