Apple Raises Foldable iPhone Production Target to 10 Million Units
The suppliers have their numbers. Apple has raised the production target for its first foldable iPhone, a device expected to be called the iPhone Ultra, to 10 million units, according…
T-Mobile and Tesco Move Off VMware as Broadcom Fallout Spreads
The check was for $5.28 million, and T-Mobile wanted to pay it. The wireless carrier had a contract giving it the right to renew support for its VMware software for…
NVIDIA Makes Omniverse Free for Production Use
The engineers who build digital twins of factories and robots have paid for the software for years. Starting this week, they do not have to. NVIDIA said it is making…
Meta Enters Cloud Market With AI Compute Offering
The data centers that train Meta’s models spend part of every day running near empty. Meta Platforms is now trying to sell that spare capacity, announcing plans to offer AI…
OpenAI Offers U.S. Government 5% Stake in Exchange for GPT-5.6 Approval
The proposal landed days after the request to delay. Sam Altman has offered the U.S. government a 5% stake in OpenAI as a “national interest safeguard,” in exchange for a…
U.S. Lifts Export Restrictions on Anthropic’s Claude Models
The models had been on the list for months. The Trump administration has lifted export restrictions on Anthropic’s flagship Claude models, Fable 5 and Mythos 5, according to CNBC, clearing…
Qualcomm in Talks With ByteDance on Custom AI Chip Design
The chip inside the phone is no longer the whole business. Qualcomm is in discussions with ByteDance to design custom artificial intelligence chips for the Chinese company’s data centers, according…
Meta in Talks With Samsung for $6.5 Billion AI Chip Foundry Order
Inside Samsung Electronics’ foundry division, the phone-chip orders that once set the calendar have given way to a different kind of customer. Meta Platforms is in talks with Samsung to…
Microsoft Creates Frontier Unit to Install AI Inside Corporate Operations
Satya Nadella has a name for the part of artificial intelligence that never makes it into a keynote demo: the last mile. Microsoft’s chief executive moved this week to close…
Nvidia Slips Below $200 as AI Spending Comes Under Scrutiny
The level had become a psychological marker as much as a price, and this week the market passed through it. Nvidia’s shares traded below $200 for the first time in…
