OpenAI Proposes Giving the U.S. Government a 5% Stake
The idea, floated in preliminary discussions between OpenAI and the Trump administration, is unlike anything the technology industry has proposed in Washington: hand the government a roughly 5% stake in…
Near-Eye Display Market Set to Recover in 2026 as AR Glasses Take Off
After a year that pushed the market to its lowest point in recent memory, the makers of the tiny displays that sit inside virtual and augmented reality headsets are expecting…
Micron Chief Takes Aim at Bargain-Hunting Memory Buyers
The complaint, delivered in the careful language of a CEO who knows every word will be parsed, was aimed at an unnamed customer, and no one in the industry had…
SoftBank Plans U.S. AI Cloud Push With 10 Gigawatts of Data Centers
The plan, according to people familiar with it, has been in preparation for months, and it is audacious even by SoftBank standards: build an American cloud business from scratch, rent…
U.S. Nears Voluntary Safety Standards for Frontier AI Models
The officials and the executives had been meeting for weeks in Washington, and by Thursday an outline had finally taken shape: the government would not impose binding rules, and the…
Amazon Builds Custom Chips for Echo and Fire TV as AI Moves Into the Device
The device that sits on millions of kitchen counters is about to get a new brain. Amazon’s top hardware executive said this week that the company is focused on building…
ASML Lifts Revenue Outlook as AI Chipmakers Race for EUV Machines
The executives gathered in Veldhoven on Thursday to deliver news that the company’s own order book had already signaled for months: demand for the world’s most advanced chip-making machines is…
OpenAI Engineers Say Running Its Models Now Costs Half as Much
The internal message went out on a Monday morning, unsigned and free of fanfare: OpenAI’s engineers had found a way to run the company’s models for half the price. By…
Tencent Signs $3 Billion Memory Deal With China’s CXMT
The contract, signed quietly in recent weeks, is the largest of its kind in China’s semiconductor industry. Tencent has agreed to buy 3 billion dollars worth of memory chips from…
Musk to Speak at ASML Event as SpaceX Prepares for IPO
The invitation list for ASML’s annual event this year includes the usual executives and engineers who make the world’s chip equipment. It also includes Elon Musk. Reuters reported on Wednesday…
