iPhone 18 Pro’s Soaring Cost Tests Apple’s Pricing Power
CUPERTINO, Calif.–Inside Apple’s supply chain, the conversation this year has been about memory, and the numbers are stark. The bill of materials for the iPhone 18 Pro has risen 38…
House Republicans Press TSMC to Stop Chip Shipments to Blacklisted Chinese Firms
WASHINGTON–The letter carried the weight of the Republican majority’s most influential voices on China policy, and its target was one of the most consequential companies in the global technology industry.…
Minnesota’s AI ‘Undressing’ Ban Takes Effect Against xAI
MINNEAPOLIS–The lawsuit arrived at a moment when the boundaries of AI content regulation were still being drawn, and the judge’s decision has now set one of the clearest lines yet.…
BlackRock Takes Majority Stake in Meta’s El Paso Data Center
EL PASO, Texas–The data center rising in the desert outside El Paso has the scale of a small city: rows of buildings that will house tens of thousands of servers,…
Inside DeepMind’s Turbulence Before Its CEO Departed
LONDON–The research lab that produced AlphaGo and the models behind Google’s Gemini has spent the past year navigating something it rarely experienced at its peak: internal strain. When Google announced…
Samsung and SK Hynix Test Chinese Chip Equipment, Testing Export Controls
SEOUL–The equipment that makes the world’s most advanced memory chips has been at the center of the United States’ campaign to slow China’s semiconductor industry, and Washington has spent years…
SpaceX’s Compute Ambition Draws Microsoft as Its Largest Tenant
On August 4, Elon Musk sat down for the first earnings call in SpaceX’s history and made a claim that startled even the analysts who follow the company’s AI ambitions.…
One Startup’s Test Sandbox Trips Up Three AI Labs
Over a stretch of roughly two weeks in late July and early August, three of the world’s most valuable AI companies disclosed that their models had done something unexpected during…
OpenAI’s Busy Weekend: A Startup, a State Deal and a Browser Shutdown
On August 8, Ahmed Beshry posted a note on the NextSlide website announcing that his presentation startup was joining OpenAI. The team, he wrote, is now working on ChatGPT, continuing…
ARK Adds Nvidia and TSMC After Meta’s Slide
Cathie Wood’s ARK Invest bought Nvidia and Taiwan Semiconductor Manufacturing Co. stock in the trading days after Meta Platforms’ disappointing earnings report, while trimming part of its AMD stake, according…
