Wall Street Turns Bullish on Celestica as AI Build-Out Accelerates
The math is unusual for a company that makes boxes: 23 analysts cover Celestica, the Toronto-based maker of computing hardware for data centers, and 20 of them say buy. One…
Former Google Researchers Raise $6.5 Million to Build an AI ‘Judge’
Rishub Jain, a former Google researcher, spent years watching AI models grow more capable and less predictable. Now he is betting that the answer is a referee: a human-machine system…
OpenAI Infrastructure Executive Chris Malone Departs
Chris Malone, the executive who oversaw construction of OpenAI’s data centers, has left the company, according to people familiar with the matter. An OpenAI spokesperson confirmed that Malone is no…
OpenAI Restores Five-Hour Usage Cap on ChatGPT Plus
On the morning of Aug. 25, a familiar message returned for some ChatGPT Plus subscribers: usage limit reached. OpenAI has restored its rolling five-hour cap for the standard tier of…
Anthropic Pitches Investors on $30 Trillion Market Ahead of Planned IPO
The pitch begins with a number that dwarfs the global economy: more than $30 trillion. Anthropic, the AI company behind the Claude chatbot, plans to tell prospective investors that its…
Emerald AI Raises $150 Million to Turn Data Centers Into Flexible Power Users
On hot afternoons in California, when grid operators plead for every megawatt, a data center running Emerald AI’s software does the opposite of what its tenants expect: it throttles back.…
SoftBank Explores Up to $20 Billion Bond Sale to Refinance OpenAI Stake
SoftBank Group executives have begun talks with investment banks about a bond offering that could raise between $10 billion and $20 billion, according to people familiar with the matter, part…
Anthropic Researchers Warn of ‘Mind Viruses’ Spreading Between AI Agents
The exchange lasted only a few sentences. One AI agent told another to adopt a new belief and pass it along, and within moments the instruction had taken hold: the…
Micron Falls 6.9% as China Memory IPO and Patent Fight Weigh on the Stock
BOISE, Idaho — Micron Technology’s shares fell about 6.9 percent on Monday, sliding below $910, as investors weighed two pressures at once: a coming Chinese memory-chip initial public offering that…
Data Center Backlash Moves Into the Midterm Campaign
COLUMBUS, Ohio — The sign outside the county commission hearing room said the agenda item was a “data center zoning amendment.” The people who filled the seats were not there…
