Anthropic’s Sprint to an IPO, and the Record It Wants to Break
When Anthropic’s chief financial officer sat down with prospective investors in August, the questions were not about whether the company would go public. They were about how big the offering…
TSMC Keeps HBM on Microbumps as Hybrid Bonding Slips
The message went out to suppliers in recent weeks: keep the development lines pointed at microbumps. TSMC, the world’s largest contract chipmaker, has decided to hold off on investing in…
SpaceX Puts Starlink Veteran in Charge of AI Data Centers
SpaceX has put Michael Nicolls, a longtime Starlink executive, in charge of its AI data-center operations after a string of departures among the executives who built them, according to people…
OpenAI Connects ChatGPT to Epic’s Medical Records
OpenAI said Tuesday that clinicians can now use ChatGPT to read and summarize patient records stored in Epic Systems’ electronic health records software, a step that puts the AI company…
Equinix Pushes AI Inference Across Its Data Centers
Equinix said Tuesday it will offer AI inference across its network of 281 data centers in 77 metropolitan areas, pairing NVIDIA’s reference architecture with a platform that serves more than…
iPronics Raises $125 Million for Smaller Optical Switches
iPronics, a Spanish startup that builds optical switches for AI data centers, said Tuesday it raised $125 million in a Series B round led by Maverick Silicon and Light Street…
HiddenLayer Raises $100 Million as AI Security Spending Grows
HiddenLayer, an Austin-based company that sells security software for AI models, said Tuesday it raised $100 million in a Series B round led by Delta-v Capital. Ten Eleven Ventures, Morgan…
Andrew Ng’s Case for Jobs That Outlive AI
The question arrived in its bluntest form, and Andrew Ng did not wave it away. In a long interview with Marina Mogilko, host of the Silicon Valley Girl channel, the…
Musk’s G20 Forecast: AI Outcodes Humans by 2027, Then Meets a Power Gap
Elon Musk brought a calendar to the Group of 20. Appearing at the summit this week, the founder of SpaceX and one of the artificial-intelligence industry’s most consequential financiers delivered…
Dell’s Record AI-Server Quarter, and the Memory That Can’t Keep Up
Jeff Clarke did not need a chart to explain Dell Technologies’ problem. Asked on the earnings call which constraint was biting hardest, the vice chairman and chief operating officer answered…
