A Parts Maker With Nothing Left to Sell Until 2029
Michael Hurlston delivered the news from Tokyo on Friday with the cheerful tone of a chief executive who has a problem most of his peers would envy. Lumentum Holdings, the…
An AI Drug Startup Files to Go Public, With Nvidia on the Cap Table
Iambic Therapeutics, a San Diego company that uses artificial intelligence to design medicines, registered for a US initial public offering this week, in one of the first tests of whether…
A $20 Billion Gap, a Chip Selloff, and a Footnote About Accounting
The number landed Thursday and sent a jolt through the AI trade. OpenAI told investors its annualized revenue was approaching $50 billion at the end of September, about $20 billion…
Anthropic Bans Cruelty Toward Claude, and Tightens the Rules on Elections
The rule that drew the most attention is the one with the least money attached. Anthropic, in a rewrite of its usage policy published Wednesday, will bar users from subjecting…
OpenAI Raids SpaceX’s Sales Ranks a Second Time in a Month
The hiring announcement was one line, and it said less than the pattern behind it. OpenAI has hired an executive from SpaceX’s artificial-intelligence group to run sales across Europe, the…
OpenAI Adds a Cheaper, Faster Tier to Its Flagship Model
The competition in artificial intelligence has shifted. It is no longer only about who builds the biggest model. It is about who can sell a model cheap enough and fast…
Nvidia-Backed Firmus Turns to Private Money After Dropping Its IPO
The listing was meant to test how much Australian investors would pay for the country’s AI-infrastructure boom. It ended before it really began. Now the company at the center of…
Nvidia May Turn to Intel for Chip Packaging by 2028
Intel’s foundry has spent years chasing a customer whose name would settle the question of whether the business can compete. A report this week holds out that customer, in the…
A Single Sign Error Undoes Three of OpenAI’s Math Papers
The undoing of three of OpenAI’s mathematical papers came down to a sign — a symbol flipped the wrong way, the smallest mistake a mathematician can make. It was enough…
SoftBank, Grab and Petros Explore a Borneo AI Corridor
SoftBank, Grab and Petros, Malaysia’s state oil company, have signed an agreement to explore building artificial-intelligence infrastructure in Sarawak, the Malaysian state on the island of Borneo. The three parties…
