ChatGPT’s Share of AI Assistants Dips Below 50% for the First Time
SAN FRANCISCO — Four years after its launch made artificial intelligence a consumer product, ChatGPT’s share of the AI assistant market has fallen below 50% for the first time. Google’s…
Broadcom’s $73 Billion AI Backlog Holds Steady Against Google Chip Talk
SAN JOSE — In a session that wiped out hundreds of billions of dollars from chip stocks, Broadcom shares held their ground. The company’s AI-related order backlog now stands at…
TSMC Sees Chip Market Doubling to $1.5 Trillion by 2030
HSINCHU — On the day technology stocks around the world were being sold off, Taiwan Semiconductor Manufacturing Co. told investors the opposite story. The world’s largest contract chip maker said…
Nobel Winner Leaves DeepMind for Anthropic; Alphabet Falls a Second Day
LONDON — John Jumper won the Nobel Prize in Chemistry in 2023 for AlphaFold, the system that predicted the three-dimensional shape of proteins and reshaped biology. Now he is leaving…
Micron and Anthropic Agree to Co-Design the Memory Behind Claude
The announcement, timed for the Monday morning news cycle, came from Boise, Idaho, a city better known for potatoes than for frontier AI. Micron Technology said it had signed a…
Anthropic Faces Squeeze From Both Sides of Trump AI Policy
The options being discussed in Washington would each reshape Anthropic in a different way, and the company’s leadership is not choosing among them. Reuters reported that Trump administration officials are…
EU Unveils Tech Sovereignty Package to Control the Full AI Stack
The European Commission has spent a decade regulating American technology giants from a distance. On Monday it moved to build something it could own instead. The commission unveiled its Tech…
SpaceX’s First Week on the Public Market Ends With $50 Billion in Value Erased
The stock that investors queued for months to buy is now teaching them a lesson about gravity. SpaceX, trading on the Nasdaq under the ticker SPCX, fell more than 3…
SK Hynix Overtakes Samsung as South Korea’s Most Valuable Company
The closing bell in Seoul had barely rung when the numbers did something that had not happened in twenty-six years. SK Hynix finished Monday’s session up 5.6 percent, pushing its…
Nvidia Buys AI Startup Kumo in a Quiet Deal
Nvidia has acquired Kumo AI, a startup whose software makes AI models cheaper and faster to run, Fortune reported this week, citing people familiar with the transaction. Terms were not…
