TSMC Sees Chip Market Doubling to $1.5 Trillion by 2030
HSINCHU — On the day technology stocks around the world were being sold off, Taiwan Semiconductor Manufacturing Co. told investors the opposite story. The world’s largest contract chip maker said…
Broadcom’s $73 Billion AI Backlog Holds Steady Against Google Chip Talk
SAN JOSE — In a session that wiped out hundreds of billions of dollars from chip stocks, Broadcom shares held their ground. The company’s AI-related order backlog now stands at…
ChatGPT’s Share of AI Assistants Dips Below 50% for the First Time
SAN FRANCISCO — Four years after its launch made artificial intelligence a consumer product, ChatGPT’s share of the AI assistant market has fallen below 50% for the first time. Google’s…
Getty Images Signs Multi-Year Deal With OpenAI; Shares More Than Double
SEATTLE — Two years ago, Getty Images was the plaintiff. The photo agency had sued an AI company over the use of its pictures in training data, casting itself as…
Apple Says Memory Shortage Will Push Up Prices Across iPhone, Mac and iPad
CUPERTINO — Tim Cook did not soften the message. In an interview with ABC News, the Apple chief executive said a global shortage of DRAM and NAND flash memory has…
Microsoft Moves Copilot to Usage-Based Pricing, Adds DeepSeek for Enterprise
REDMOND — Microsoft is changing how it sells its AI assistant, shifting Copilot from a flat subscription to billing based on token usage and adding DeepSeek’s models as a lower-cost…
ASML’s Order Book Runs Through 2027 as EUV Demand Outlasts the Selloff
VELDHOVEN — ASML shares touched €1,689 during trading on Tuesday, a 52-week high, before closing slightly lower as the global technology selloff dragged on the sector. The intraday record came…
Anthropic Puts Claude Desktop on All Three Major Clouds in Enterprise Push
SAN FRANCISCO — Anthropic is making its desktop assistant available through Amazon Web Services, Google Cloud and Microsoft Azure Foundry, opening the Claude Desktop beta on all three major enterprise…
Meta Pauses Employee-Tracking AI Project After Internal Data Leak
MENLO PARK — Meta has suspended an internal artificial-intelligence project that monitored employees’ mouse clicks and behavior to measure productivity, after a data leak inside the company raised privacy concerns,…
Five Eyes Agencies Warn AI Could Breach Cyber Defenses Within Months
WASHINGTON — The intelligence agencies of the United States, Britain, Canada, Australia and New Zealand issued a rare joint statement Tuesday warning that a new generation of artificial-intelligence models could…
