Marvell Joins the S&P 500 as Custom AI Chips Reshape the Index
The index fund managers who bought Marvell Technology shares ahead of Monday’s open were following a script written decades ago, but the company they were buying looks like nothing the…
Anthropic Faces Squeeze From Both Sides of Trump AI Policy
The options being discussed in Washington would each reshape Anthropic in a different way, and the company’s leadership is not choosing among them. Reuters reported that Trump administration officials are…
EU Unveils Tech Sovereignty Package to Control the Full AI Stack
The European Commission has spent a decade regulating American technology giants from a distance. On Monday it moved to build something it could own instead. The commission unveiled its Tech…
Nvidia Lays Out Its Next Act: Vera Rubin, Robot Safety Rules, 35 European Supercomputers
The annual shareholder meeting is usually the quietest event on a chip company’s calendar, a scripted hour of governance votes and prepared remarks. Nvidia used this year’s gathering to release…
Microsoft, Chevron Sign 20-Year Gas-Power Deal for West Texas Data Center
Reeves County, Texas, is empty country: mesquite flats and oil-patch roads in the Permian Basin, the nearest town a half-hour drive away. By 2028, a patch of that desert is…
SK Hynix Overtakes Samsung as South Korea’s Most Valuable Company
The closing bell in Seoul had barely rung when the numbers did something that had not happened in twenty-six years. SK Hynix finished Monday’s session up 5.6 percent, pushing its…
Nvidia Buys AI Startup Kumo in a Quiet Deal
Nvidia has acquired Kumo AI, a startup whose software makes AI models cheaper and faster to run, Fortune reported this week, citing people familiar with the transaction. Terms were not…
Broadcom Shares Tumble as Software Drags on Earnings
Broadcom investors had grown used to the pattern: the company’s AI chip business prints numbers, and the stock goes up. This week the pattern broke. The company’s shares fell sharply…
AWS Pushes AI Agents Into Corporate Workflows
On a stage in New York this week, an Amazon Web Services executive asked an AI agent to resolve a customer issue, and the agent did the work: pulling records…
Japan’s Go Plots Robotaxi Push After Record IPO
Go’s chief executive had been hearing the same question since his company’s listing in Tokyo: what are you going to do with the money? This week he gave an answer.…
