Nvidia’s Credit Insurance Now Costs More Than Its Largest Customer’s
On a credit desk, the question has changed. It is no longer whether Nvidia can sell accelerators, but who absorbs the loss if the companies buying them cannot pay for…
AMD Takes a $1 Billion Stake in Meta as Helios Racks Go Live
The first racks built to AMD’s Helios design are no longer confined to a validation lab. A portion of them is running inside Meta Platforms’ fleet, and on Oct. 27…
OpenAI Moves Toward Buying Google’s TPUs
For two years the largest buyer of AI computing has had one supplier for the chips that matter. That arrangement is starting to loosen. OpenAI plans to buy Google’s tensor…
A $25 Billion Judgment in New Mexico and a $97.5 Billion Raise Six Days Later
A state courthouse and a capital-markets desk rarely appear in the same sentence. This week they did, six days apart, and the contrast described more about Meta Platforms than either…
Anthropic’s Filing Shows 48% of Revenue Arriving Through Cloud Marketplaces
The most revealing figure in Anthropic’s registration statement is not a product line. It is a distribution channel. Nearly half of the company’s revenue, 48%, arrives through cloud marketplaces operated…
SK Hynix Clears 100 Trillion Won in a Quarter and Maps a 100 Trillion Won Return
The figure sat on the first slide of the presentation in Seoul on Wednesday: 104.62 trillion won of quarterly revenue, the first time SK Hynix has taken in more than…
Nvidia Backs an Indian Startup That Sells Less GPU Time
A company whose software is designed to make graphics processors go further has raised money from the largest maker of graphics processors. That is less contradictory than it sounds. Simplismart,…
Micron Says Its AI Memory Is Sold Out, and Buyers Will Pay More
Micron Technology has already sold everything it can make of the memory that artificial-intelligence systems need most, and its chief executive says the shortage will outlast most corporate planning cycles.…
Apple Extends Siri’s Reach, Five Languages at a Time
Apple shipped its rebuilt Siri to iPhone, Mac and Vision Pro owners on Oct. 26, and the release notes led with the detail that matters least to reviewers and most…
Instagram Tests 90-Minute Horizontal Video Under the Name Features
For most of the past decade Instagram’s answer to video that runs long has been to cut it into pieces. On Monday the company tried the opposite direction. Instagram began…
