Temasek Plans to Trade Its Private AI Bets for Shares It Can Sell
The figure is small, and the plan is precise. Temasek, Singapore’s state investment firm, has about 6% of its S$518 billion portfolio, roughly US$405 billion at the end of March,…
Anthropic Hands Its Strongest Cyber Tools to Vetted Defenders
For most of the past year, the most capable cyber tools Anthropic builds have sat behind a gate. This week the company opened that gate a little wider, and it…
CoreWeave Bets on India With AdaniConneX Deal
Sometime in mid-2028, the first racks will switch on at a campus called Taloja, in the planned city of Navi Mumbai east of the port. Three buildings, each drawing 80…
Nvidia-Backed Cloud Firm Lambda Seeks $4 Billion Before Its IPO
Lambda, the AI cloud company, told investors this spring that its backlog of committed orders stood at $15 billion. By September the number had more than tripled, to $50 billion.…
AMD’s Lisa Su Floats a Second Chip Factory
Around five in the evening on Tuesday, Lisa Su walked into Samsung Electronics’ offices in the Seocho district of Seoul. The chief executive of AMD was in South Korea to…
Samsung’s $5 Billion Bet on the Slabs Under AI Servers
The most valuable chips in an artificial-intelligence server sit on top. Beneath them lie green slabs of circuitry called substrates, the package boards that connect a graphics processor to the…
Marvell’s Tenfold Bet on Custom Silicon
On a stage in New York on Tuesday, the chief executive of Marvell Technology made a promise that, by the arithmetic of his own company, would require it to grow…
Google Halves the Price of Making an Image
The fight over AI images is being fought, increasingly, in cents. On Monday Google released an update to its image model, Nano Banana 2.1, and the news that mattered most…
Microsoft and Nvidia Put a Data Center in a Laptop
The event had the feel of a summit more than a product launch. On a Tuesday morning in San Francisco, Microsoft chief executive Satya Nadella and Nvidia chief executive Jensen…
OpenAI Publishes a Math Trove From a Model No One Can See
The files appeared on GitHub on Monday evening: 722 manuscripts, arranged in 372 groups, each built around a single claimed mathematical result. They were produced by an OpenAI model that…
