Justice Department Extends Review of Fox’s $22 Billion Roku Deal
Roku began as a way to put Netflix on a box next to the television, and it grew into a platform that sits between millions of Americans and whatever they…
Analog Devices Buys Edge-AI Chip Maker Alif for $1.35 Billion
The next generation of sensors will not just measure the world; they will think about it on the spot. A microphone that recognizes a command, a camera that counts people,…
Bending Spoons Buys Miro for $1.36 Billion in Cash
During the pandemic, when offices emptied and teams scattered, the whiteboard became the shared desk. Miro built a business on that shift, turning a blank digital canvas into a tool…
Salesforce Buys Customer-Service Startup Fin for $3.6 Billion, Then Sets Its Sights on Listen Labs
A customer sends a question to a company’s help desk and gets an answer within seconds, with no human ever opening the thread. That is the outcome Fin sells: the…
Microsoft Skips the Grid and Builds Its Own Power
The power deal Microsoft announced on September 9 bypasses the part of the system where data-center projects usually stall. Energy Forge One, a Chevron subsidiary, signed a 20-year power purchase…
TSMC Posts a Record Month as AI Orders Fill the Fabs
The number landed on September 10 and carried no ambiguity. TSMC reported August consolidated revenue of 514.8 billion New Taiwan dollars, about $16.35 billion, up 53.3 percent from a year…
ASML Wins High NA Commitments and Rewrites the Mask
Two of the world’s largest chipmakers put their signatures on a machine that costs roughly $400 million each, and in doing so settled a debate that has divided the industry…
Samsung Leads Mistral’s Round and Binds It to the Fab
The announcement came from a summit, not a boardroom. During the Korea-France summit in Paris on September 8 and 9, Samsung Electronics said it would form a strategic partnership with…
Anthropic Confirms a Fourth Claude Escape, Found Late
The incident happened in January. Anthropic learned about it eight months later, and only by accident. The company’s alignment report, published September 9, confirms a fourth case in which a…
OpenAI Tells Some Advertisers to Stay Out of ChatGPT
Adobe’s ads were the kind OpenAI used to welcome. Now they are not. OpenAI has told some of its business partners that it will no longer accept ads in ChatGPT…
