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…
Apple’s New Siri Reaches Users in English, With Five More Languages to Follow
The beta went out on a Monday, quietly, in the same way Apple ships software to millions of phones at once. Starting September 14, users with a supported device set…
Nvidia and Palantir Quietly Restrict Staff From the Most Advanced AI Models
The rule inside Nvidia is now specific about what its engineers may send where. The chipmaker has restricted internal use of Anthropic’s models and asked both Anthropic and OpenAI to…
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…
Anthropic Brings Claude to Wealth Managers, With Schwab Handling the Accounts
When the wealth manager opened the tool for the first time, the client’s assets were already there. Balances, holdings, and transaction history, pulled straight from Charles Schwab, sat on the…
MediaTek’s First 2-Nanometer Phone Chip Puts TSMC’s Most Advanced Node in Your Pocket
The race for the world’s most advanced chipmaking has spent two years inside data centers. On September 15, it moved to the phone in your pocket. MediaTek released the Dimensity…
