A Judge Sends SK Hynix’s Indiana Plant to Trial
Earth movers have been working the site north of Purdue University since April. What is still unsettled is the zoning that let them onto the land. Judge Sean Persin of…
Bernstein Puts Samsung Ahead of SK Hynix in HBM Revenue
The lead that SK hynix built in high-bandwidth memory was supposed to be durable. It was the reward for moving first, for absorbing the yield risk on Nvidia’s earliest HBM…
DoorDash Nears a $17 Billion Deal for Instacart
Instacart’s advisers had been talking to Uber. By Monday they were talking to DoorDash, and the price had moved. DoorDash is in advanced negotiations to buy Instacart for about $17…
Broadcom Arranges $63 Billion to Lease Chips to Anthropic
The structure is a landlord’s. Someone else owns the building, the tenant pays rent, and the company that made the equipment stands behind its value when the lease ends. On…
Meta Raises $97.5 Billion in Equity, With Nvidia Taking $3 Billion
The offering was enlarged before the market opened. On Monday, Meta Platforms set out a plan to sell $97.5 billion worth of stock, the largest equity raise in its history,…
Microsoft Offers Buyouts to 60,000 Employees as AI Spending Climbs
The memo went out on Monday morning to four countries at once. Microsoft offered voluntary exit packages to employees in the United States, Canada, India and Britain at job level…
Musk Puts a Timeline on SpaceX’s Wireless Network: Two to Three Years
The question arrived on X as a link to a spectrum filing. Elon Musk answered it in one line on Monday: building SpaceX’s own mobile network across the United States,…
OpenAI Halves the Price of Its Mid-Tier Model
The number that matters in OpenAI’s latest release is not a benchmark score. It is the dollar figure attached to finishing a task. GPT-6.1 Terra, released on Oct. 26 as…
Anthropic Files to List at Up to $2 Trillion, With $567 Billion of Compute Committed
The largest number in Anthropic’s registration statement is not the valuation. It is the bill. The company filed its S-1 with the Securities and Exchange Commission on Oct. 26, setting…
A Poisoned Python Package Turned a Developer Laptop Into a Credential Haul
The installer looked routine. A developer on a Windows machine ran a Python command to add an unrelated dependency, and the collector started. There was no import of the compromised…
