A Dutch Chip Startup Ships Its Second Chip and Signs Its First AI Factory Orders
Eindhoven has become the unlikely capital of Europe’s inference-chip hopes, and on September 15 it produced another chapter from the same small patch of ground. Axelera AI released Europa, its…
Intel Veterans Raise $100 Million to Fix the Way Data Moves Inside AI Data Centers
The bottleneck in an AI data center is not the chip doing the thinking. It is the network that feeds it. On September 15, Reuters reported that Delos Data, a…
Analog Devices Pays $1.35 Billion in Cash for a Bet on ‘Physical Intelligence’
Analog Devices has spent decades selling the unglamorous chips that read the physical world: the sensors, converters, and controllers that turn heat, motion, and sound into data. On September 14,…
Samsung Backs a Dutch Chip Startup, and an ASML Veteran Takes the Chairman’s Seat
Eindhoven is where ASML was built, and it is where the next generation of European chip companies is now taking shape. On September 15, one of them, Euclyd, announced a…
Gates Foundation Puts $1 Billion Behind the Idea That AI Should Be an Equalizer
The promise arrived in the annual Goalkeepers report, released on the evening of September 14. The Bill & Melinda Gates Foundation said it would commit $1 billion over the next…
OpenAI’s Nonprofit Arm Writes Its First Check: $40 Million for Cancer Vaccine Data
The first recipient of the money was a cancer center in Chapel Hill, North Carolina. On September 15, the OpenAI Foundation, the nonprofit that sits atop the company’s structure, announced…
OpenAI Backs a House Bill That Would Put Inspectors Inside Its Models
Chris Lehane, OpenAI’s chief global affairs officer, stood before reporters on September 15 and said something the company had never said before. OpenAI, he announced, supports the key provisions of…
OpenAI Paid More Than $300 Million for an iPhone Portrait-Mode Startup
The company sits in Los Altos, a quiet patch of California, and for most of its life it has worked on a single, unglamorous problem: how to make phone cameras…
Trump Calls AI Doom Warnings a Con on a Call With Jensen Huang
The phone rang mid-interview. Jensen Huang, the chief executive of Nvidia, was onstage at the All-In Summit in Los Angeles on September 14 when President Donald Trump called in. What…
AI Stocks Fall for a Second Day as the 10-Year Yield Tops 5 Percent
On the morning of September 15, the 10-year Treasury yield touched 5 percent for the first time since 2007. Within hours, the move had found its target: the artificial-intelligence trade…
