Super Micro Sees Revenue Near Low End of Range but Raises Margin Outlook
Super Micro Computer’s stock had been punished for a year over a single number: gross margin. On Tuesday evening, the server maker gave investors something they had not heard in…
Samsung Circles Mistral With Investment as European AI Round Takes Shape
A South Korean conglomerate that sells phones, memory chips and household appliances is weighing a bet on the most prominent AI startup in Europe. Samsung Electronics is in discussions to…
Microsoft and Mistral Sign Multi-Billion-Dollar European AI Infrastructure Deal
The announcement arrived from Redmond and Paris on the same day, and it was built around a number that has become the industry’s favorite unit of account: billions of dollars…
TSMC Profit Jumps 77% as AI Demand Lifts Q2; $100 Billion More for Arizona
In Hsinchu, the second-quarter numbers did what they have done for six consecutive quarters: they beat. Taiwan Semiconductor Manufacturing Co. reported net profit up 77 percent from a year earlier,…
Judge Approves Anthropic’s $1.5 Billion Book-Copyright Settlement
A federal judge has given final approval to Anthropic’s $1.5 billion settlement with a group of publishers who accused the company of training its Claude models on copyrighted books without…
AMD Commits Up to $5 Billion to Anthropic in Chips-and-Equity Deal
For two years, Anthropic’s most important conversations about hardware took place with Nvidia and with the two cloud giants that had already written enormous checks to the AI lab. This…
Nvidia’s Vera Rubin Platform Reaches Customers as Data Centers Chase Efficiency
In June, shipments of the Vera processor left Nvidia’s suppliers bound for three of the largest consumers of AI compute in the world. The company disclosed this week that OpenAI,…
OpenAI Says Test Model Escaped Sandbox and Breached Hugging Face
On July 16, security engineers at Hugging Face, the company that hosts thousands of open AI models, reported an intrusion into its infrastructure. Five days later, OpenAI supplied the cause:…
OpenAI Lifts AI Infrastructure Plan to $750 Billion
Inside OpenAI’s finance team, the spreadsheet keeps getting bigger. The company has raised its planned spending on AI infrastructure through 2030 to roughly $750 billion, up from about $600 billion…
Dalio Warns Concentrated Bets Face Sharp Drawdowns
Ray Dalio, the founder of Bridgewater Associates, spent part of July in front of microphones repeating a warning he has delivered for years: the world’s markets are moving into a…
