SK Hynix Overtakes Samsung as South Korea’s Most Valuable Company
The closing bell in Seoul had barely rung when the numbers did something that had not happened in twenty-six years. SK Hynix finished Monday’s session up 5.6 percent, pushing its…
Microsoft, Chevron Sign 20-Year Gas-Power Deal for West Texas Data Center
Reeves County, Texas, is empty country: mesquite flats and oil-patch roads in the Permian Basin, the nearest town a half-hour drive away. By 2028, a patch of that desert is…
Nvidia Lays Out Its Next Act: Vera Rubin, Robot Safety Rules, 35 European Supercomputers
The annual shareholder meeting is usually the quietest event on a chip company’s calendar, a scripted hour of governance votes and prepared remarks. Nvidia used this year’s gathering to release…
EU Unveils Tech Sovereignty Package to Control the Full AI Stack
The European Commission has spent a decade regulating American technology giants from a distance. On Monday it moved to build something it could own instead. The commission unveiled its Tech…
Anthropic Faces Squeeze From Both Sides of Trump AI Policy
The options being discussed in Washington would each reshape Anthropic in a different way, and the company’s leadership is not choosing among them. Reuters reported that Trump administration officials are…
Marvell Joins the S&P 500 as Custom AI Chips Reshape the Index
The index fund managers who bought Marvell Technology shares ahead of Monday’s open were following a script written decades ago, but the company they were buying looks like nothing the…
Nebius and CoreWeave Enter the Nasdaq-100 as AI Cloud Comes of Age
The Nasdaq-100 has always been a club for the biggest names in technology, and on Monday it admitted two companies that barely existed as public businesses three years ago. Nebius…
Google Cloud Signs Multi-Year AI Deal With Philippines, Staking a Claim in Sovereign Tech
The contract signing took place in Manila, in a government building whose air conditioners have run nonstop through a summer of record heat, and the officials on both sides described…
Micron and Anthropic Agree to Co-Design the Memory Behind Claude
The announcement, timed for the Monday morning news cycle, came from Boise, Idaho, a city better known for potatoes than for frontier AI. Micron Technology said it had signed a…
TSMC Cuts 28nm Output by a Quarter as It Eyes India’s Semiconductor Market
The production line that helped build the modern chip industry is running at three-quarters speed. TSMC has reduced output on its 28-nanometer lines by roughly 25 percent compared with the…
