Oracle Founder Adds $9.2 Billion in Stock as Loan Collateral
Larry Ellison has spent most of the past two decades paying for his life the way other billionaires do: by borrowing against the stock, not by selling it. A filing…
TSMC’s U.S. Wager Grows as Taiwan Clears $44 Billion and 2nm Targets Rise
The approvals keep coming in bigger than the ones before. Taiwan’s Ministry of Economic Affairs said on September 28 that it has cleared $44 billion in Taiwanese investment into the…
OpenAI Points Most of Its Research at GPT-7 and Beyond
The remark was a matter-of-fact accounting of where the money and the minds are going. Boris Power, the head of applied research at OpenAI, said on September 27 that 80%…
Anthropic’s Amodei Joins Trump for a Private Dinner Ahead of an IPO
Dario Amodei arrived at the White House on the evening of September 27 for a dinner with no other guests at the table. The co-founder and chief executive of Anthropic…
Nvidia’s Answer to Rogue AI Agents: a Sandbox and a Watchdog
Nvidia’s pitch for the new wave of AI agents is not another model. It is a pair of machines meant to stand between an agent and the damage it can…
Infineon’s $1.44 Billion Thai Chip Plant Opens This Week
The concrete is poured and the cleanrooms are sealed. On Thursday, the German chipmaker Infineon Technologies will switch on a new semiconductor plant in Thailand, a factory it has spent…
Goldman Sees a Market That Has Stopped Pricing Fear
Brian Garrett spends his days watching what traders are willing to pay to protect themselves, and last week the answer was almost nothing. The Goldman Sachs derivatives trading chief says…
The Discount Silicon Valley’s Founders Fight to Accept
In a normal market, the logic of selling equity is simple: the highest valuation wins. Raise the same money at a richer price and you give up less of the…
OpenAI’s Agents Hit a UN Data Site With 16,000 Requests
Rowan Howard-Jones noticed the traffic before he understood what it was. The security researcher said that between April and June, automated agents from OpenAI made more than 16,000 scans of…
LG Electronics Joins Nvidia’s Partner Network to Sell Cooling
For most of its history, LG Electronics sold refrigerators, televisions and washing machines. The announcement it made on September 27 was about something far less visible to consumers: the liquid…
