Justice Department Examines Nvidia’s Groq Deal
The U.S. Justice Department’s antitrust division has opened an investigation into Nvidia’s licensing agreement with the AI chip company Groq, examining whether the deal’s structure was designed to avoid a…
Apple Ships iOS 27 While Its EU Fight Drags On
Apple began rolling out iOS 27 in waves by time zone on September 14, and developers digging through the release found something notable beneath the surface. The code suggests Siri’s…
Data Centers Need 45 Gigawatts of New Power, Moody’s Says
The American data center boom will require roughly 45 gigawatts of new generating capacity by 2030, an investment of about $110 billion, Moody’s Ratings estimated in a report published September…
An Australian Data Center Operator Chases a $5 Billion IPO
Firmus, an Australian operator of data centers built for artificial intelligence workloads, plans to test public markets before the end of October. The company is targeting an initial public offering…
Temporal Raises $550 Million at $12.55 Billion Valuation
Temporal, the AI infrastructure company, said on September 14 that it raised $550 million in a Series E round that values it at $12.55 billion. The round was led by…
Broadcom Says Anthropic Will Become Its Biggest Custom-Chip Customer
Broadcom Chief Executive Hock Tan told investors on September 14 that Anthropic will become the company’s largest customer for custom chips next year, a position he expects it to hold…
Kioxia Weighs a U.S. Listing
Kioxia, the Japanese memory-chip maker, is considering listing in the United States rather than on the Tokyo exchange where its shares already trade. Multiple Chinese financial outlets reported on September…
ASML’s High-NA Machines Gain Four Customers
ASML’s most expensive machines now have four of the world’s biggest chipmakers as customers, and the Dutch company said the orders keep coming. Reuters reported from Amsterdam on September 14…
South Korea Broadens Its Espionage Law
A revised criminal statute took effect in South Korea on September 13, closing a gap that had defined the country’s espionage rules for decades. Until now, the law pointed at…
Samsung and SK Hynix Refuse an $18.7 Billion Grid Prepayment
South Korea’s two largest chipmakers have said no to a bill they were asked to pay years in advance. Samsung Electronics and SK Hynix rejected a proposal from state utility…
