Microsoft Unveils Cyber-Security AI Model as Nadella Warns on Single-Vendor Bets
Microsoft released its first dedicated cyber-security AI model on July 28, entering a corner of the AI market that has been dominated by startups and defense contractors. The model, called…
Meta and BlackRock Team Up on El Paso Data Center Campus
Meta said July 28 that it will develop a data center campus in El Paso, Texas, with funds managed by BlackRock, a structure that lets the social media giant build…
NVIDIA Shares Slide 5% as China Chip Anxiety and Big Capital Moves Converge
NVIDIA shares fell 5% on July 28, their steepest one-day drop in six months, erasing roughly $250 billion in market value. The selloff had a trigger, a backdrop and a…
Apple Retakes Global Value Crown From NVIDIA, Adds Device Rental Plan
The title of world’s most valuable company changed hands on July 28 without a product launch, an earnings report or a single keynote. Apple’s market capitalization moved past NVIDIA’s during…
Hugging Face Demands $100 Million in Compute From OpenAI After Agent Breach
The chief executive of Hugging Face spent the weekend with engineers pulling logs from an intrusion that most of the AI industry had hoped to treat as an internal testing…
SpaceX Stock Has Fallen 51% From Its Post-IPO Peak. Not Even Starship Helped
The launch went almost perfectly. Starship’s thirteenth test flight executed its profile with what observers called a near-flawless performance — booster recovery, stage separation, all the drama that usually moves…
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…
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…
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…
