Nvidia Denies Report That Its Rubin Ultra Rack System Slips to 2028
A report from chip analyst firm SemiAnalysis landed this week with a claim that rippled through the AI trade: Nvidia’s next flagship rack system, code-named “Kyber” and built around its…
Microsoft Cuts 4,800 Jobs in an Overhaul Reaching Deep Into Xbox
Microsoft told employees this week that it will cut about 4,800 roles, roughly 2 percent of its workforce, in a restructuring that reaches deep into its Xbox gaming business, according…
Meta’s Louisiana Data-Center Bet Grows Past $250 Billion
Meta has raised its planned investment in a Louisiana data-center complex to more than $250 billion, up from an initial commitment of a few billion dollars, making it the largest…
Google Signs Record Solar-and-Storage Deal to Power an Arkansas Data Center
In West Memphis, Arkansas, a solar and battery-storage project under construction will send every watt it produces to a single customer. Google has signed a power purchase agreement covering 100…
Samsung Floats a U.S. Listing, Then Says It Isn’t Coming
Bloomberg reported that Samsung Electronics was evaluating a New York listing through American depositary receipts, a move that would give the world’s largest memory-chip maker direct access to U.S. capital…
TSMC Heads Into Earnings With AI Carrying a Fifth Straight Record Quarter
When TSMC reports second-quarter results on July 16, the market expects its fifth consecutive quarter of record profit, driven by a single engine: AI chips. Reuters reported the expectations ahead…
SK Hynix’s U.S. Rally Collides With a Capacity-Reality Check
Since listing American depositary receipts in New York, SK Hynix’s shares have climbed sharply, with Barron’s describing American money as the Korean memory maker’s new growth engine. This week came…
General Fusion’s Nasdaq Debut Makes It the First Listed Fusion Company
A Vancouver company that has never delivered a watt of electricity to a grid began trading on the Nasdaq this week, and investors bid its shares up sharply on the…
OpenAI Ships GPT-5.6 With Three Price Tiers Named Sol, Terra, and Luna
OpenAI released GPT-5.6 to the public this week, with the model split into three pricing tiers named after the sun, the earth, and the moon: Sol for flagship work, Terra…
Anthropic Tailors Claude Prices for India, Its Largest Market Outside the U.S.
Anthropic introduced India-specific pricing for its Claude models this week, tailoring rates to a market that has become its largest outside the United States, according to TechCrunch. The Times of…
