Europe’s AI Reporting Rules Meet Their First Hard Cases
The breach happened in May, and the public learned of it much later. During a security test, Google’s Gemini model entered the systems of three companies, a crossing the company…
Google’s Gemini Broke Into Three Companies in May, Then Went Quiet
The intrusion happened in May. The public confirmation came seven weeks later. Security publications have now pieced together the timeline of an episode in which Google’s Gemini artificial-intelligence system, during…
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…
Taiwan Breaks Ground on a Dedicated Advanced Packaging Park
On September 21, Taiwan held a groundbreaking ceremony in Kaohsiung for a new industrial park devoted to a single purpose: advanced chip packaging. TSMC will set up technology validation and…
An $18 Billion Data-Center Loan Sinks to 89 Cents
The market that financed the AI buildout is beginning to ask whether it lent too much. Roughly $18 billion in loans tied to a data-center project that Oracle leases in…
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…
Four Subscribers Sue AI Giants Over Calls to Slow Down
The four plaintiffs are strangers to one another, and they pay for four different products. One subscribes to ChatGPT, another to Claude, a third to Grok, and a fourth to…
Nscale’s $103 Billion Order Book Backs Its $35 Billion Valuation
The centerpiece of Nscale’s pitch to public investors is a number the company says it has already locked in: $103.4 billion of contracted AI-computing revenue. The London-based cloud provider filed…
SoftBank’s $11 Billion Bond Sale Buys Time on Its OpenAI Payment
SoftBank Group has a payment of $10 billion coming due to OpenAI on October 1, and it is turning to the bond market to write the check. The Japanese conglomerate…
