CoreWeave Bets on India With AdaniConneX Deal
Sometime in mid-2028, the first racks will switch on at a campus called Taloja, in the planned city of Navi Mumbai east of the port. Three buildings, each drawing 80…
Nvidia-Backed Cloud Firm Lambda Seeks $4 Billion Before Its IPO
Lambda, the AI cloud company, told investors this spring that its backlog of committed orders stood at $15 billion. By September the number had more than tripled, to $50 billion.…
Micron’s Taiwan Workers Vote to Authorize a Strike Over Bonuses
The vote was almost unanimous, and that is what gave it force. When the union representing workers at Micron Technology’s plant in Taoyuan, Taiwan, counted its ballots this week, 1,994…
Samsung’s $5 Billion Bet on the Slabs Under AI Servers
The most valuable chips in an artificial-intelligence server sit on top. Beneath them lie green slabs of circuitry called substrates, the package boards that connect a graphics processor to the…
Marvell’s Tenfold Bet on Custom Silicon
On a stage in New York on Tuesday, the chief executive of Marvell Technology made a promise that, by the arithmetic of his own company, would require it to grow…
Germany Gives Musk the Push He Wanted in Brussels
Elon Musk’s reply was two words. “Danke schoen,” he wrote on X on Wednesday, after Germany’s transport minister said he would push for prompt European Union approval of Tesla’s driver-assistance…
Google Fights a £1 Billion Bill Over App Store Fees
The case opened with a number that has become familiar in British competition law: £1 billion. On Tuesday, in a hearing room of the Competition Appeal Tribunal in London, a…
Google Halves the Price of Making an Image
The fight over AI images is being fought, increasingly, in cents. On Monday Google released an update to its image model, Nano Banana 2.1, and the news that mattered most…
Microsoft and Nvidia Put a Data Center in a Laptop
The event had the feel of a summit more than a product launch. On a Tuesday morning in San Francisco, Microsoft chief executive Satya Nadella and Nvidia chief executive Jensen…










