NSA Prepares to Put Anthropic’s Mythos to Work in Cyber Operations
The executive order said one thing. The intelligence community did another. Eight weeks after President Trump ordered federal agencies to stop working with Anthropic, the National Security Agency began using…
Tim Cook’s Contrarian AI Bet Faces Its Test at WWDC
On Monday morning, Tim Cook will walk onto the stage at Apple Park in Cupertino for what is widely expected to be the most consequential presentation of his AI tenure,…
Marvell and Flex Join the S&P 500, Adding AI Supply Chain Weight
The announcement came in a press release on Friday morning, folded into the routine quarterly mechanics of index management. S&P Dow Jones Indices will add Marvell Technology and Flex to…
Broadcom’s Softer Outlook Shakes the Chip Trade, and Analysts See a Buying Window
The number that detonated the semiconductor market last week was not a loss. Broadcom reported record revenue of $22.19 billion for its fiscal second quarter, up 48 percent from a…
Mira Murati Steps Back Into the Spotlight, Carefully
The stage was set in San Francisco on Thursday for the Bloomberg Technology Summit, and the seat at the front of the room belonged to someone the AI industry had…
Huang Takes AI Dinner Diplomacy to Seoul, and Nvidia Opens a Korea Tech Center
At 7:10 p.m. on Friday, the center of gravity of the global AI supply chain moved to a pork belly restaurant in Seoul’s Mapo district. Jensen Huang, chief executive of…
ByteDance Says It Won’t Build Cars, Even as the Industry Around It Does
The name sounded like a corporate marriage announcement: Saidou, a blend of Seres and Doubao, ByteDance’s AI assistant, and the market drew its own conclusions. Reports spread that ByteDance, the…
Google Cloud’s Quiet Cuts Reach Its Elite Threat Hunters
The notice arrived after dark. Andrew Kopcienski, a principal threat intelligence analyst at Google, wrote on LinkedIn that he had been laid off “alongside a lot of other great folks…
Broadcom’s Record Quarter Rattles Chip Investors
The report was, by any ordinary measure, exceptional. Broadcom posted revenue of $22.19 billion for its fiscal second quarter, up 48% from a year earlier. AI semiconductor revenue hit $10.8…
SpaceX Prices Its IPO at $1.77 Trillion
The price was fixed, no range, and the room was told so up front. At the SpaceX investor roadshow in midtown Manhattan this week, the screen showed $135 a share,…
