Samsung’s Foundry Bid Gains a Foothold With Cloud Customers
Samsung Electronics said Friday that a hyperscale cloud provider has placed orders on its 2-nanometer line, and that the first gate-all-around chips built on the process are now in mass…
Toyota’s Car, Waymo’s Driver, Japan’s Streets
The announcement on Oct. 30 was short on spectacle. Beginning in 2027, Toyota and Waymo will put a fleet of autonomous taxis on Japanese roads, built on the bZ4X, Toyota’s…
A Laptop, an Engineer and $6.3 Billion
Withdrawals stopped on the evening of Oct. 29, without notice and without explanation. By the time Binance confirmed what had happened, the number attached to it was $6.3 billion —…
Amazon’s Capital Budget Outruns Its Cash
Analysts had modeled $58.7 billion of capital spending for Amazon’s third quarter. The company reported $77.3 billion, then said the figure will rise again. The gap, disclosed in results published…
SanDisk Sells Out Its Memory Through 2030
There was a stretch, not long ago, when makers of NAND flash sold chips for less than they cost to produce and wrote down the inventory while they did it.…
Wells Fargo Trims Targets on Four Tech Names, Deepest at Intel and SanDisk
A price target is a forecast dressed as a number. When a bank cuts one by a third, the forecast has been rewritten, and the note that Wells Fargo sent…
Europe’s Gallium Nitride Bet in Villach
The European Commission’s decision comes down to one number: 319 million euros. What that money buys is a wafer 100 millimeters wider, and a factory in southern Austria that Brussels…
IBM’s Quantum Claims and the Problem of Proof
For most of the past decade, a claim of quantum advantage came with an escape hatch. The machine had solved something a classical computer could not, and the only way…
Nvidia Opens the Speech Stack
An hour-long recording, up to eight voices, 40 languages, and a download link that anyone can use. Nvidia published Nemotron 3.5 Transcribe on Wednesday with its weights free on Hugging…
ServiceNow’s Solid Quarter Meets a Skeptical Market
ServiceNow Inc. beat its own forecasts for the third quarter and raised its revenue outlook for the year. By Thursday morning its shares were down 19% in premarket trading, on…
