Meta’s Data Centers Get a Tent Upgrade
The satellite images show what look like enormous white structures rising outside New Albany, Ohio. City permits identify them as rapid deployment structures, which is Meta’s polite term for what…
Microsoft and NVIDIA Draft a Standard for AI Agents
At Microsoft’s Build conference, the two companies did not just announce products. They announced a division of labor. NVIDIA will supply the acceleration layer — the GPUs and the software…
Apple Opens Messages to an AI Agent and Puts Its Glasses On
The startup is called Poke, and it has done something no other company has managed: get an AI agent approved to run on Apple’s Messages for Business platform. The approval,…
Alphabet Raises $85 Billion to Feed Google’s AI Buildout
The announcement on June 1 was the largest equity raise Alphabet has ever attempted. Two days later, after the underwritten portion was oversubscribed, the company upsized it. Bloomberg reported the…
Anthropic Makes Its IPO Case as OpenAI Rushes Its Own Silicon
The question came up in the first minutes of the meeting, and Daniela Amodei did not flinch. When will the billions spent on AI models produce returns? Anthropic’s president, pitching…
SpaceX Prices Its IPO at $1.77 Trillion
The price was fixed, no range, and the room was told so up front. At the SpaceX investor roadshow in midtown Manhattan this week, the screen showed $135 a share,…
Broadcom’s Record Quarter Rattles Chip Investors
The report was, by any ordinary measure, exceptional. Broadcom posted revenue of $22.19 billion for its fiscal second quarter, up 48% from a year earlier. AI semiconductor revenue hit $10.8…
Google Cloud’s Quiet Cuts Reach Its Elite Threat Hunters
The notice arrived after dark. Andrew Kopcienski, a principal threat intelligence analyst at Google, wrote on LinkedIn that he had been laid off “alongside a lot of other great folks…
Google’s Dreambeans Turns Photos Into Cartoons
Google has a new AI toy, and it has an unusual name. The company this week launched Dreambeans, a tool that transforms photographs and everyday scenes into cartoon-style images with…
WeChat Lets Phone Assistants Place Its Calls
WeChat, the messaging service used by more than a billion people, is opening its most guarded asset: the ability to place calls and send messages. The company said this week…
