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…
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,…
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.…
SK Hynix Weighs Exit From Its Chongqing Packaging Plant
SK Hynix is evaluating options for its semiconductor packaging plant in Chongqing, China, a facility with a book value of about $3 billion, according to people familiar with the matter.…
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…
Amazon’s Texas Data Center Comes With a Power Plant of Its Own
Amazon confirmed on August 8 that it is investing in a large natural-gas power plant to supply a planned data center campus in Pecos County, West Texas, a facility that…
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…
Two Policy Experts Tell Appeals Court AI Won’t Fix Google’s Search Monopoly
Two American technology policy experts filed a 34-page amicus brief with the District of Columbia Circuit Court of Appeals on August 8, supporting the Justice Department’s remedies in the Google…
iPhone 17 Price Rise Expected as Memory Costs Bite
Apple could raise prices on its iPhone 17 lineup as soon as Monday, August 10, according to reports that circulated across tech media over the weekend. The claim originated with…
