ASML Raises 2026 Outlook and Expands Capacity as AI Demand Strains Lithography
ASML Holding NV raised its revenue forecast for 2026 and outlined plans to expand production capacity after reporting second-quarter results, a move Reuters said should ease worries that shortages of…
Founders Fund Hires Former OpenAI Executive, Signaling Talent War Reaches VC
Founders Fund, the venture firm co-founded by Peter Thiel, has hired Ryan Beiermeister, a former OpenAI executive, to its investment team, according to TechCrunch. The move is the latest sign…
Intel and Alphabet Earnings Set Up as Referendum on AI Spending
Intel Corp. and Alphabet Inc. report earnings next week, and investors are treating the two results as the first real test of whether the money flooding into artificial-intelligence infrastructure is…
Ex-DeepMind Researcher Raises $55 Million With No Product and No Customers
A former DeepMind researcher has raised $55 million in a pre-seed round that values the company at $300 million, according to TechCrunch, before the startup has shipped a product, signed…
EU Orders Google to Open Android and Search to AI Rivals
The European Commission has issued a binding corrective order requiring Google to open its Android operating system’s search data and default settings to AI search engines and conversational assistants, according…
Japan Signs Up for Nvidia’s Rubin Chips in Push to Build National AI Capacity
Japan’s government has signed contracts to buy Nvidia Corp.’s next-generation Rubin chips to build national artificial-intelligence computing capacity, according to The Wall Street Journal. The procurement is the latest sign…
Chip Stocks Tumble as TSMC’s Record Quarter Leaves Investors Wanting More
Semiconductor stocks fell for a second consecutive session on Friday, with Nasdaq futures down nearly 2% in premarket trading, as investors shrugged off record quarterly results from Taiwan Semiconductor Manufacturing…
Apple Retakes Crown as World’s Most Valuable Company, Closing In on $5 Trillion
Apple Inc. reclaimed the title of the world’s most valuable publicly traded company on Friday, overtaking Nvidia Corp. in intraday trading for the first time since June 2025. The shift…
Intel to Roll Out Google’s Gemini Across Its Workforce in Expanded Cloud Deal
Intel Corp. and Google Cloud are deepening a multi-year partnership that will put Google’s Gemini artificial-intelligence tools inside the chip maker’s operations, from engineering benches to supply-chain desks, the companies…
Sharon AI Signs $1.32 Billion Cloud Deal to Supply AI Lab With Nvidia GPUs
Sharon AI Holdings, an Australian provider of artificial-intelligence cloud services, said Thursday it signed a five-year agreement worth $1.32 billion to supply cloud-computing capacity to a global AI laboratory. The…
