Nvidia’s $279 Billion Claim on AI Memory
The number that moved through Morgan Stanley’s latest note was not a revenue forecast or a margin target. It was a line on Nvidia’s balance sheet: $279 billion, the sum…
Oracle Absorbs $300 Million in Nuclear Costs to Shield Wisconsin Ratepayers
The Point Beach nuclear plant has been producing electricity on the shore of Lake Michigan for more than fifty years. The power from its two reactors is about to get…
AI Firms and a Union Form a Coalition to Defend Data Center Growth
Artificial intelligence companies, private equity firms and a building-trades union have joined a multi-million-dollar lobbying coalition to make the public case for data center construction, the Financial Times reported on…
Microsoft Delivers Windows 11 26H2 as One Small Download
Microsoft began pushing Windows 11 26H2, the operating system’s 2026 feature update, to devices running the 24H2 and 25H2 releases on September 29. The update arrives through KB5121794, an enablement…
Broadcom and Toppan Open a Substrate Plant in Singapore
The scarcest thing in the AI supply chain is not always the processor. Sometimes it is the slice of resin, copper and glass the processor is mounted on. On Tuesday,…
Anthropic and OpenAI Split Over How to Enforce Discounts
When a customer burns through the computing credits in its Anthropic contract, the phone rings quickly. The sales team calls and writes, one software executive said, to say the company…
Samsung Spreads $1 Billion Across KKR’s Helix Data-Center Venture
Adam Selipsky spent three years running Amazon Web Services before leaving in 2024. On September 29, the chief executive of Helix Digital Infrastructure called a new investor’s money a vote…
Microsoft Says Surface Won’t Chase Apple’s Cheap MacBook
Brett Ostrum fielded the question the way an executive does when the answer was decided long before the question was asked. Would Microsoft build a cheap Surface laptop to answer…
SoftBank Memory Unit and Shinko Sign Deal on Z-Angle Memory
SoftBank’s young memory venture has found a Japanese packaging partner for its attempt to break into a market ruled by three Korean and American giants. Saimemory, the memory subsidiary SoftBank…
SpaceX Aims to Put Starship in Orbit for the First Time
For more than three years, SpaceX has launched Starship, the largest rocket ever built, thirteen times from its Texas coast launch site, and every one of those flights ended short…
