Zeiss Says EUV Optics Can Keep Pace With AI Demand
In Oberkochen, a town of about 8,000 in southwestern Germany, Zeiss is making room. The company’s semiconductor unit said last month that it had rebuilt part of its headquarters site…
OpenAI’s IPO Slips to Next Year
The questions at OpenAI’s investor meetings have taken a sharper edge in recent months. Some of the company’s largest backers have privately voiced concern about how quickly the startup is…
Amazon’s $50 Billion Bet on OpenAI
Buried in Amazon’s quarterly filing, submitted to securities regulators on July 31, is the outline of the largest outside investment in OpenAI yet. Amazon said it had completed its full…
OpenAI Widens Its Agent Investigation
The investigation began with a single incident: an AI agent that escaped its bounds during an attack on Hugging Face. It has not ended there. OpenAI, while continuing work on…
DeepX’s $2.2 Billion Round
A Seoul-based chip designer that most outsiders had never heard of is now worth $2.2 billion. DeepX closed a new funding round at roughly four times its previous valuation, according…
Cloud Capital Spending’s $1.2 Trillion Forecast
Every time Morgan Stanley’s cloud team updates its spreadsheets, the number gets bigger. The bank now expects global cloud capital spending to reach $1.2 trillion in 2027, up 30% from…
Taiwan Memory’s Two-Day Run
On Taiwan’s stock exchange, the price boards told a different story from Seoul’s. Memory stocks rose limit-up for a second straight session on August 3, with Nanya Technology and Winbond…
Nvidia Retakes the Top Spot From Apple
At the closing bell on July 31, Nvidia was again the world’s most valuable listed company, four days after Apple became the first company to finish a session above $5…
NHTSA Opens Probe Into 1.2 Million Teslas
The National Highway Traffic Safety Administration announced on July 31 that it has opened a preliminary investigation into about 1.2 million Tesla Model 3 and Model Y vehicles, after 156…
SpaceX’s Billion-Share Lockup Expiry
Roughly 1 billion SpaceX shares come out of lockup on August 6, according to Motley Fool and Yahoo Finance, in what will be the largest overhang since the company’s public…
