AMD’s Value Crosses $1 Trillion on a Data-Center Surge
Lisa Su’s company has spent a decade climbing back toward the top of the chip industry. On September 21, for a few hours at least, it got there. AMD’s market…
Nvidia-Backed Iambic Files for a U.S. Listing
The drug candidate at the center of Iambic Therapeutics’ pitch to public investors is a small molecule called IAM1363, now in early-stage human trials against breast cancer and other solid…
Société Générale Puts a Price on AI Cost Savings
At a capital markets day in Paris this week, executives at Société Générale did something no large European bank had managed before: they attached a specific euro figure to the…
Oracle Clears Legal Obstacles at New Mexico Data Center Project
The New Mexico Supreme Court handed down its ruling on what looked like a routine procedural matter, but for the engineers overseeing Oracle’s largest data center bet it was the…
Nvidia Reaches Into Freight With Einride Truck Deal
Nvidia has signed a strategic partnership with Einride, the Swedish autonomous trucking company, in a deal that will build Einride’s driverless freight platform on top of Nvidia’s computing and software…
Druckenmiller Sets First Seoul Visit as AI Capital Flows East
Stanley Druckenmiller, one of the most closely watched macro investors on Wall Street, will visit Seoul next week for the first time, according to the Korea Economic Daily. The chairman…
Palantir Wins $48 Million Army Order to Unify Ammunition Tracking
The U.S. Army’s ammunition records live in nine separate software systems, each one tracking a different corner of the same arsenal. On September 17, the service announced that it had…
Broadcom’s CEO Says the AI Target Hasn’t Changed
“The target hasn’t changed.” With three words, Broadcom Chief Executive Hock Tan moved to cool a market panic on September 21, pushing back against a fear that has gripped AI…
A Memory Shortage Pushes Samsung and SK Hynix Higher
The chips that remember are now the chips that matter most. Over September 20 and 21, shares of Samsung Electronics and SK Hynix rose in tandem, driven by a shortage…
Anthropic Weighs a New Model Ahead of Its IPO
The company that has made itself the industry’s most audible voice for slowing AI down is, by several accounts, speeding up. Anthropic is weighing whether to release a new model…
