Microsoft and Mistral Sign Multi-Billion-Dollar European AI Infrastructure Deal
The announcement arrived from Redmond and Paris on the same day, and it was built around a number that has become the industry’s favorite unit of account: billions of dollars…
Samsung Circles Mistral With Investment as European AI Round Takes Shape
A South Korean conglomerate that sells phones, memory chips and household appliances is weighing a bet on the most prominent AI startup in Europe. Samsung Electronics is in discussions to…
ASML Raises 2026 Outlook as High-NA EUV Enters Intel’s Lines
In Veldhoven, the machines are finally doing what the industry hoped they would. ASML raised its revenue guidance for 2026 in a quarterly update this week, citing progress on its…
Super Micro Sees Revenue Near Low End of Range but Raises Margin Outlook
Super Micro Computer’s stock had been punished for a year over a single number: gross margin. On Tuesday evening, the server maker gave investors something they had not heard in…
Amazon Cuts AGI Research Jobs in Its Largest Cost Push Since 2022
Inside Amazon’s artificial general intelligence unit, the group the company once described as its moonshot, managers began delivering a different message this week: the budget is shrinking. Reuters reported that…
SK Hynix Denies Intel Ohio Talks, Adds $5 Billion for AI Memory
In Seoul, the trading day began with a headline and ended with a denial. SK Hynix shares fell as much as 4 percent in early trading on reports that the…
Meta Faces Class Action Over AI’s Role in Layoff Decisions
When a group of former Meta employees began comparing notes after their departures, they concluded that the decisions had not been made by their managers. Now they are suing to…
Google Opens Play Store to Rivals in Canada
For the first time since Google Play’s launch, an app store that is not Google’s can appear inside it. The company said it will allow third-party app stores and alternative…
Cybersecurity Startup Glow Emerges From Stealth at $1.2 Billion Valuation
The pitch that Glow’s founders made to investors began with a question: who guards the software that acts on its own? On Tuesday, the company stepped out of stealth with…
Apple Names Ternus Chief Executive; Cook Stays as Chairman
The announcement arrived in a week that gave Apple four storylines at once. John Ternus, the hardware engineering chief who has become a fixture on Apple’s product launch stage, was…
