Microsoft and NVIDIA Draft a Standard for AI Agents
At Microsoft’s Build conference, the two companies did not just announce products. They announced a division of labor. NVIDIA will supply the acceleration layer — the GPUs and the software…
Meta’s Data Centers Get a Tent Upgrade
The satellite images show what look like enormous white structures rising outside New Albany, Ohio. City permits identify them as rapid deployment structures, which is Meta’s polite term for what…
Jensen Huang Called to Testify as NVIDIA’s Roadmap Accelerates
The invitation arrived from Elizabeth Warren’s office, and it puts NVIDIA’s chief executive in a position he has spent years avoiding: answering for his company’s sales in China, under oath,…
TSMC’s Capacity Ceiling Hands ASML Europe’s Crown
The words came out of Taiwan Semiconductor Manufacturing Co. in a form the industry rarely hears: an admission of limits. Asked how much more demand the world’s most important foundry…
Morgan Stanley Opens Its Wealth Machine to AI Agents
The memo, when it came, was short and the implications were long. Morgan Stanley told its wealth management division that AI agents would be introduced into client outreach — the…
Microsoft and OpenAI, Once Allies, Now Rivals
Mustafa Suleyman, the executive Microsoft put in charge of its artificial intelligence business, has a simple message for the company’s employees, partners and competitors: Microsoft no longer needs OpenAI. “We…
Alphabet Raises $85 Billion to Fund Google’s AI Push
Alphabet has raised $85 billion for its Google AI business through the largest debt and financing package in the company’s history, a sum larger than the valuation of most AI…
Google’s Gemini Surpasses 2.5 Billion Users With AI Search Summaries
Google’s AI-powered search summaries have become the most widely used artificial intelligence product on earth, reaching 2.5 billion monthly users, according to an investor presentation Alphabet released this week. The…
TSMC Says It Can’t Keep Up With AI Demand
The world’s most important chipmaker has run out of polite ways to say no. TSMC, the Taiwanese foundry that manufactures the processors behind nearly every AI system in production, said…
Apple Doubles MacBook Neo Output After Demand Beats Forecasts
Apple’s cheapest MacBook in years has turned into one of the company’s fastest-selling products, prompting the Cupertino, Calif., company to double planned production of the $599 laptop to 10 million…