Amazon and Microsoft’s $400 Billion AI Bet Tests Investor Patience
The cover line in Fortune put it bluntly: two companies, one question. Amazon and Microsoft have committed more than $400 billion in combined capital spending to AI infrastructure, the magazine’s…
Big Tech’s Earnings Week Arrives With AI Spending Under Scrutiny
The calendar does the talking this week. Apple reports its fiscal third quarter on July 30; Microsoft follows the same day with its fiscal fourth quarter; Meta and Amazon report…
Xbox Live Goes Dark, and Even Single-Player Games Stop Working
The error message appeared on millions of screens on July 27: a failed sign-in, a license check that would not complete, a game that refused to launch. Xbox Live, Microsoft’s…
Circle Buys IBM’s Blockchain Patents, Becomes Top Patent Holder in the Field
The transaction was announced without a price. Circle, the company behind the USDC stablecoin, said it has acquired IBM’s blockchain patent portfolio — nearly 1,000 patents — making it the…
ASML and US Chip Stocks Slip on Report of China’s Homegrown DUV Tools
The report, carried by TechPowerUp and Investing.com, described small-batch production of a Chinese immersion DUV lithography machine — the equipment used to print circuits at the 28-nanometer node and above,…
Google Confirms Pixel 11 Price Rises as Memory Shortage Bites
The confirmation came without a number. Google said this month that its upcoming Pixel 11 series will carry higher prices because of the global shortage of DRAM and NAND flash…
Anthropic Asks Samsung and SK Hynix to Supply Custom AI Chips
The request, according to Business Today, went directly to two Korean semiconductor giants: Anthropic has submitted proposals to Samsung Electronics and SK Hynix to supply custom AI chips, known as…
Anthropic Puts Opus 5 on AWS at Half the Price of Rivals
The pricing landed like a challenge. Opus 5, Anthropic’s flagship model, became available through AWS Bedrock this month at roughly half the price of the leading competitor models at comparable…
Samsung Enters Smart Glasses With Fashion-First Frames From Gentle Monster and Warby Parker
On the Galaxy Unpacked stage, the new device was introduced almost like a fashion accessory: slim frames, a discreet camera module, and a companion AI assistant that answers questions and…
NVIDIA Moves on Three Fronts: a Record Guarantee for OpenAI, a Naver Stake, a Pact With SSI
The term sheet, if it closes, would be unlike anything in corporate finance: NVIDIA negotiating to back OpenAI’s $500 billion Ohio data center project with $250 billion to $322 billion…
