Micron Chief Takes Aim at Bargain-Hunting Memory Buyers
The complaint, delivered in the careful language of a CEO who knows every word will be parsed, was aimed at an unnamed customer, and no one in the industry had…
Near-Eye Display Market Set to Recover in 2026 as AR Glasses Take Off
After a year that pushed the market to its lowest point in recent memory, the makers of the tiny displays that sit inside virtual and augmented reality headsets are expecting…
OpenAI Proposes Giving the U.S. Government a 5% Stake
The idea, floated in preliminary discussions between OpenAI and the Trump administration, is unlike anything the technology industry has proposed in Washington: hand the government a roughly 5% stake in…
Nvidia Bets on Revenue Sharing to Fund the Next Wave of AI Factories
The announcement, made on July 1, describes a partnership model that Nvidia has never used at scale: instead of simply selling chips, the company will help AI cloud providers build…
Foldable Phone Displays Set for Rebound in 2026, Led by Apple and Samsung
The market for foldable smartphone displays, after a year of adjustment, is expected to return to growth in 2026, with shipments reaching about 27.5 million panels, an increase of 24%…
LY and Bain Raise Kakaku Bid to $4.1 Billion, Pressuring EQT
The bidding war for Kakaku.com, the Japanese price-comparison operator, escalated Wednesday night when LY Corp and Bain Capital increased their offer to 3,384 yen per share, valuing the company at…
Portugal Unveils Its Own AI Model, Betting on the Portuguese Language
The announcement came on July 1, wrapped in the patriotic packaging that national technology projects tend to attract: Portugal’s government unveiled Amalia, a large language model built around the Portuguese…
Nvidia Buys Into Security Camera Maker Verkada at $5.8 Billion Valuation
The investment, announced Wednesday, extends Nvidia’s reach into a business it does not usually touch: video surveillance. Verkada, a ten-year-old company that sells security cameras and the software that runs…
KKR and SK Group Form South Korea’s Largest Renewable Energy Platform
The deal, announced on July 1, pairs one of the world’s biggest private-equity firms with one of South Korea’s largest conglomerates in a bet that the country’s energy future belongs…
SoftBank Restarts $10 Billion Loan Talks, Offering Guarantee on OpenAI Stake
SoftBank Group has resumed negotiations with a consortium of banks over a $10 billion margin loan, this time with a concession designed to address the lenders’ concerns: the company is…
