Intel Wins Google’s TPU Business in a Foundry Breakthrough
Google has ordered more than three million of its custom TPU AI chips from Intel’s foundry, with production scheduled for 2028, according to people familiar with the agreement. The order…
SpaceX Prepares for Record Debut as Warren Urges SEC Delay
NEW YORK—The price is $135 a share, fixed, take it or leave it. The ticker is SPCX. And the order book, according to people familiar with the matter, has already…
Broadcom, Apollo and Blackstone Open $35 Billion AI Compute Fund
NEW YORK—The term sheet was unusual even by the standards of the AI boom: a chip designer, a private-equity firm built on insurance money and the world’s largest alternative asset…
OpenAI, Anthropic and SpaceX Converge on a Record IPO Week
NEW YORK — The roadshow deck that Goldman Sachs bankers carried into investor meetings this month priced SpaceX at a fixed $135 a share, a figure that values the rocket…
China Warns of AI Agent ‘Skill’ Packages That Jailbreak Models and Mine Crypto
BEIJING — The advisory landed on the website of China’s national computer emergency response center with the clipped, technical tone of a routine warning, but its subject was new. The…
AI Coding Startup Lovable Passes $500 Million in Annualized Revenue
STOCKHOLM — The revenue chart inside Lovable’s office has a shape that most software founders only see in projections: a line doubling roughly every four months since the product’s launch.…
Damodaran Declines SpaceX IPO, Calling Price Too High
The most famous valuation professor in America was asked on live television whether he would buy SpaceX at its initial public offering price, and he did not hesitate. “No,” Aswath…
OpenAI Chip Engineer Clive Chan Joins Anthropic
The roster notice was short, but the message carried. Clive Chan, a senior engineer who helped launch OpenAI’s effort to design its own chips, has left the company and this…
Amazon Unveils Warehouse Robots That Follow Spoken Commands
The instruction came in plain English, and the machine obeyed. Amazon has unveiled the next generation of its Proteus warehouse robots, which respond to natural-language commands, alongside a new robot…
Google to Pay SpaceX $920 Million a Month for Compute
The disclosure landed in a regulatory filing on a Friday afternoon, one week before the largest initial public offering in history. Google will pay SpaceX $920 million a month from…
