Apple’s Steepest Drop in a Year Puts the Memory Crisis in Focus
By the time the closing bell rang on June 30, Apple shareholders had watched the stock fall more in a single session than in any other day in over a…
Amazon to Pay Anthropic by the Token
Finance teams negotiating cloud contracts have begun seeing a new line in their terms: Amazon will pay for Anthropic’s models by the token, rather than by the hour of compute…
Blackstone Sells Virginia Data Centers Back to Digital Realty
Two years ago, Blackstone and Digital Realty Trust formed a joint venture to build data centers in Northern Virginia, betting that the artificial-intelligence boom would turn the region’s power corridors…
Chip Makers Push Through Another Round of Price Increases
Procurement managers across Asia opened revised price lists on July 1 to find increases from nearly twenty suppliers of analog and power semiconductors, the latest in a series of staggered…
Grok 4.5 Begins Internal Testing at SpaceX and Tesla
On a Saturday evening in late June, engineers at SpaceX and Tesla began receiving access to a new artificial-intelligence model, an early signal of the release cadence xAI has promised…
News Publishers Sue OpenAI and Microsoft Over Copyright in AI Training
A group of news publishers has filed suit against OpenAI and Microsoft, alleging that the companies used published content without authorization to train their AI models, according to MediaPost. The…
AI Infrastructure Spending Accelerates, and Investors Ask When Profits Arrive
The money keeps flowing. BlackRock, Google, Microsoft and a handful of other giants are pouring trillions of dollars into AI infrastructure — data centers, chips, power, networks — according to…
Newsom and Anthropic Sign Deal to Expand Claude’s Use in California Government
California Governor Gavin Newsom and Anthropic have signed an agreement to expand the use of the company’s Claude AI assistant across state government agencies, according to Politico. The deal is…
Qualcomm Plans New Phone Chip Architecture Built for On-Device AI
Qualcomm is designing a new architecture for its smartphone processors, one built specifically for on-device AI inference, according to a Semafor exclusive report. The move would mark the most significant…
Italy Opens Antitrust Probe Into Microsoft 365 Auto-Upgrades
Italy’s competition authority has opened an investigation into Microsoft over the automatic upgrade of Microsoft 365 users to pricier AI-enabled subscription tiers, according to Reuters. The probe focuses on whether…
