Supermicro Lifts Sales Forecast by $4 Billion as AI Server Demand Outruns Its Own Guidance
Super Micro Computer told investors on Tuesday that it expects revenue of $18.5 billion to $19.5 billion for the quarter ended September 30, up from the $14.5 billion to $15.5…
The Buildout Larry Fink Says Cannot Wait
For two years the argument about artificial intelligence has been about whether too much money is being spent on it. Larry Fink used a stage in Berlin on Wednesday to…
A Judge Lets the NAACP’s Case Against xAI Continue
SOUTHAVEN, Miss. — The turbines stand in a field a few miles south of the Tennessee line: 27 of them, running on methane gas, supplying power to a data center…
Yelp Sends an Agent to Make the Call
The button sits on a restaurant’s page inside the Yelp app and is labeled “Check for Me.” A user enters a party size and a phone number, closes the app,…
Meta Fixed Its Glasses and Didn’t Say What Broke
The complaint appeared on Reddit before it appeared anywhere else. A user of Ray-Ban Meta glasses wrote that the frames had been capturing conversations with other people when nobody had…
HSBC Asks What a Data Center Contract Is Worth
Georges Elhedery was asked about artificial intelligence and answered in the vocabulary of a credit officer. The technology is transformational, the HSBC chief executive told CNBC’s Dan Murphy on October…
The Order Book Outruns the Assembly Line at ABB
The orders came to $12.05 billion in the three months through September, 40 percent more than a year earlier and the largest quarterly intake in the company’s history. The revenue…
Oracle and AstraZeneca Attack the Slowest Step in Drug Development
The trial has a protocol, a budget, a regulator’s blessing and a clinical team waiting. What it does not have is enough patients, and that shortage is where most of…
Anthropic Buys the Company That Kept Data Encrypted While It Was Used
The company being acquired announced the deal first. Opaque Systems, a confidential computing startup spun out of a Berkeley research lab, posted a farewell note on its website on October…
The Paper Fortune Inside Eric Schmidt’s Anthropic Stake
One percent of a company sounds like a rounding error until the company is Anthropic and the number attached to it is two trillion dollars. At that valuation the stake…
