EU Opens Three-Year Antitrust Case Against Broadcom
The pressure has been building for months, and on Thursday it became official. The European Commission has opened a three-year antitrust case against Broadcom, according to people familiar with the…
Apple Courts Chip Startups as AI Server Plans Slip
The call came in quietly. Over the past weeks, executives from Apple’s silicon group have reached out to a handful of semiconductor startups to sound out interest in an acquisition,…
Samsung Weighs Outsourcing Google TPU Design Work to Korean Houses
Inside Samsung Electronics’ chip design offices, the workload keeps growing. The company’s foundry division has been winning more orders as customers race to secure manufacturing capacity for AI chips, and…
Anthropic Steps Up IPO Prep With Investor Meetings
The meetings are starting to appear on calendars. Anthropic executives have begun sitting down with prospective investors, according to a person familiar with the plans, as the artificial intelligence company…
OpenAI Asks Court to Dismiss xAI Suit and Collect Legal Fees
The filing arrived Monday morning with a blunt demand: OpenAI asked a federal judge to declare that xAI’s trade-secret lawsuit “should never have been brought,” and to order Elon Musk’s…
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…
KeyBanc Cuts Apple While Monness Turns Bullish in Same-Day Split
Two analysts looked at the same company on the same day and reached opposite conclusions. KeyBanc cut Apple’s rating, citing weak iPhone demand, pressure from Huawei, and slowing growth in…
