Samsung’s Foundry Gains Ground as TSMC’s Capacity Runs Short
The negotiations have been running quietly for months, and on Wednesday the details began surfacing across Asia. BYD, Google, AMD, and Tesla have all been in discussions with Samsung Electronics…
Uber Expands in Houston, Where the Robotaxi War Has Three Armies
On any given evening in Houston, a rider hailing a car can now be picked up by a vehicle with no driver at the wheel, from two different companies, and…
DeepL Buys Mixhalo to Bring Translation Into Live Events
The scene is familiar to anyone who has attended a global conference: a speaker delivers a keynote in one language while a portion of the audience stares at phones, holding…
Microsoft’s $3 Billion Oracle Cloud Talks Collapse Over Security Rules
The negotiations had been underway for months, and by most accounts they were close. Microsoft was discussing a deal worth more than $3 billion to lease cloud computing capacity from…
When an AI Bull Market Starts to Feed on Itself
The Financial Times published a column this week asking a question that has moved from academic journals to the front pages of business sections: what happens when the AI bull…
A Google Engineer’s Warning on 10x Coding Speed
Adam Bender spends his working days inside one of the largest codebases on earth. A staff software engineer at Google, he has a message for developers that cuts against the…
Anthropic Faces Federal Lawsuit Over Claude Subscription Limits
Karl Kahn paid $200 a month for Anthropic’s most expensive Claude subscription. Within weeks, he says, the arithmetic stopped working. A single five-hour coding session consumed 15% of his weekly…
Microsoft Asks Amazon for Help as GitHub Strains Under AI Code
The two companies compete for cloud customers, for AI workloads and for the future of enterprise computing. Lately they are also trading favors. Microsoft has turned to Amazon Web Services…
SpaceX to Buy AI Coding Startup Cursor for $60 Billion
The deal came together in weeks, and it moved the way SpaceX does: fast, in-house, and with the company’s own stock as the currency. SpaceX said Tuesday it agreed to…
ChatGPT’s Share of the AI Assistant Market Dips Below 50%
For more than three years, the consumer AI story had a single main character. The numbers published Tuesday suggest the script is changing. ChatGPT’s share of the AI assistant market…
