Microsoft Raises Its Dividend as Azure Sales Top $100 Billion
Microsoft raised its quarterly dividend by 8 percent to 98 cents a share on September 15, a quiet increase that told investors the company’s cash machine is still turning. Buried…
SK Hynix Discusses Making Memory Chips in Intel’s Ohio Plant
The two companies sat down to talk about a problem each needed solved. SK Hynix, the Korean memory giant, needs American manufacturing capacity to keep selling into the AI buildout.…
OpenAI Opens Talks on a Round That Could Value It Above $1.2 Trillion
The calls began going out on the evening of September 15. Investors, not OpenAI, made the first move, according to The Wall Street Journal, approaching the company with offers that…
SoftBank’s Energy Arm Prepares a Japan Share Sale Ahead of a US Listing
The filing landed with Japan’s finance ministry with little fanfare, but it sketched a piece of SoftBank’s sprawling AI strategy. SB Energy, the data center and energy infrastructure company controlled…
Nvidia’s Biggest Customers Now Account for Nearly Half Its Revenue
The concentration has been building in Nvidia’s books for years, and the latest filing makes the trend hard to ignore. In the first six months of fiscal 2027, Nvidia’s three…
AWS and Proximie Put AI to Work Inside Britain’s Operating Theatres
In a hospital in Coventry, a camera above the operating table has been watching, quietly, for months. It records not the surgery itself but the rhythm around it: how long…
Superhuman Buys Fathom After Discovering That Meeting Transcription Is Hard
Superhuman tried to build its own meeting recorder first. The company, known for an email client that sells itself on speed, spent time experimenting with transcription features, only to conclude…
Cornelis Networks Raises $205 Million to Put Computing Inside the Network
The problem Lisa Spelman keeps describing is a simple one: expensive accelerators spend too much time waiting. In a modern AI data center, a rack of processors can sit idle…
BofA Raises Its Semiconductor Forecast Even as AI Stocks Sputter
On a day when AI-related shares were sliding for a second straight session, Bank of America’s analysts were moving their numbers in the other direction. On September 15, the bank…
Micron’s Taiwan Workers Demand a Cut of the Chip Boom, and Keep a Strike in Reserve
The union’s demand was simple enough to state in one sentence: take 15 percent of operating profit and pay it out to employees, or workers reserve the right to walk…
