Google’s European Search Redesign Goes Live, and the Company Admits the Cost
The deadline fell on Tuesday, and Google marked it by doing what regulators had demanded. The European Commission fined the company €460 million over its search practices and gave it…
ASML’s High-NA EUV Machines Hit 1 Million Wafers as Intel, TSMC and Samsung Line Up
The count was measured in wafers, and it took longer than the optimists predicted. Intel Foundry and ASML said Tuesday that High-NA EUV lithography equipment has now processed more than…
Anthropic Walks Away From Decart Deal After Due Diligence
The courtship had the shape of a decisive move: an AI company with a war chest, a startup with technology that could cut the cost of running models, and a…
Qualcomm and Amazon Join Forces on Custom AI Chips, With Warrants Tied to a $60 Billion Prize
The two companies have circled each other for years, Amazon as a customer for Qualcomm’s wireless chips and Qualcomm as an outsider to the custom silicon business that Amazon’s cloud…
OpenAI Signs Long-Term Compute Deal With Firmus as Malaysian AI Factories Ramp Up
The pattern has repeated across the industry for two years: an American AI lab with enormous computing needs, and a data-center developer willing to build fast where power is cheap.…
Intel Prepares Another 10 Percent Price Increase on PC Processors
The letter has not gone out yet, but the number is circulating through the supply chain. People familiar with the plans say Intel is preparing to raise prices on its…
Investment Banks Court Rating Agencies Ahead of Anthropic and OpenAI IPOs
The calls began months ago, before either company had filed for an offering, according to people familiar with the efforts. Investment banks advising Anthropic and OpenAI have been making the…
Samsung Leads Mistral AI’s EUR 3 Billion Round as Europe’s AI Ambitions Look East
Arthur Mensch has spent two years positioning Mistral AI as the answer to a question European policymakers keep asking: where is the continent’s own answer to OpenAI? On Tuesday the…
Arm’s Second Mobile Compute Subsystem Puts Agents and Graphics on One Pipeline
Will Abbey had a number for the developers gathered in Shanghai on Tuesday: 350 billion. That, the Arm executive vice president and chief commercial officer said, is how many chips…
Kalanick’s Atoms Circles Back to the Robotaxi Business That Ousted Him
The founder who was pushed out of Uber is building a company that wants to supply it. Travis Kalanick’s startup Atoms is preparing for a hiring spree and a round…
