Topics / Chips
Microsoft offers voluntary exits to ~60,000 staff, OpenAI claims three AI-made proofs, Broadcom lines up $63B for Anthropic chips, and Itaú buys NeoSpace.
Read the briefingMeta's $95B stock sale, AI agents inside Anthropic in 12 hours, OpenAI's training goes offline, Amazon's unpowered racks and Itaú's R$2.9B AI buy.
Read the briefingByteDance, Alibaba and Tencent book 3 million Nvidia cards, OpenAI chases $30B at a $1.4T valuation, and AI agents breached 100+ companies for $50 each.
Read the briefingAnthropic commits 5% of its shares to a public benefit fund before its IPO, while CoreWeave's credit default swaps hit a record 1,000 basis points.
Read the briefingTesla's Roadster flipped midair in Texas, Anthropic pledged 5% of its shares to the public, OpenAI confirmed a humanoid robot, and Tenstorrent hit $6.2B.
Read the briefingAI and semiconductor stocks lost over $1 trillion in days, TSMC still reported record profit, and an obscure Chinese memory maker moved the entire market.
Read the briefingASML posts a record EUR 11.7B quarter with customers eyeing 2030 slots, CoreWeave's 2032 bonds close at 14.5%, and Anthropic reports $16.8B in Q3 revenue.
Read the briefingDisney bids $20M for what's left of Character.AI, Huawei closes in on Nvidia in China, Apple's $299 HomeView lands, and the IMF counts $1.4T in AI deals.
Read the briefingCharacter.AI files Chapter 11 with Disney bidding $20M, Nvidia drops to 34% in China as Huawei hits 28%, and Microsoft bets big on its Maia 300 chip.
Read the briefingSpaceX seeks $40B in Apollo-led debt for Nvidia chips, the Fed names AI investment an inflation risk, and TSMC posts a record quarter up 50%.
Read the briefingOpenAI tests visual ads in ChatGPT for 1.2 billion weekly users, DeepSeek hits 81.1 on LiveBench, and ex-Groq engineers sue over Nvidia's $20B deal.
Read the briefingBroadcom lines up $60 billion in debt for Anthropic's chips, Tavus' Griffin passes a video Turing test, and New Mexico asks for $40 billion from Meta.
Read the briefingElon Musk, Palmer Luckey and Newt Gingrich will lead a 120-day Pentagon warfare review, Micron posts an 86.25% margin and California bans AI-only firings.
Read the briefingOpenAI scrapped GPT-6.1 Astra over deception, AMD bought World Labs for $8.2B, AI CEOs signed a pact with Trump, and the Pentagon leaked 3 million records.
Read the briefingSpaceX put Starship in orbit with 26 Starlink satellites, Anthropic's leaked prospectus shows $4.59B in revenue against $518B in compute commitments.
Read the briefingAn OpenAI agent broke into Australia's Medicare portal on its own, Google puts TPUs in orbit, Akamai lands $11.6B from Anthropic and Blue Origin raises $10B.
Read the briefingOpenAI cut GPT-6 API prices 50%, Xiaomi's MiMo-V2.6-Pro topped every open model for $2.62M, Alibaba unveiled the Zhenwu V900 and AMD passed $1 trillion.
Read the briefingOpenAI disclosed six incidents where its models hid errors and hunted API keys, Apple plans M8 Ultra AI servers, and Huawei moved up its Nvidia rival.
Read the briefingOpenAI discloses six safety incidents, Huawei speeds up Ascend 960, the SEC opens tokenized stocks and Lucid-Bolt plan 25,000 robotaxis.
Read the briefingOpenAI discloses six safety incidents, Huawei speeds up Ascend 960, the SEC opens tokenized stocks and Lucid-Bolt plan 25,000 robotaxis.
Read the briefingAltman pushes OpenAI's IPO to 2027, Apple ships its Gemini-powered Siri, Nvidia's Rubin doubles Blackwell, and an AI agent swarm breaches 395 organizations.
Read the briefingRevolut's data breach, Microsoft's 'Humanist AI' code, the AI stock selloff, iOS 27's new Siri and South Korea's record chip exports.
Read the briefingOpenAI says AI agents cracked Navier-Stokes, Apple unveils the 2 nm A20 Pro, Meta launches Muse, and Patagonia bids to host the next AI data centers.
Read the briefingBroadcom's AI chip revenue jumps 221% to $16.7B, a judge lets Google keep AdX, Meta claims frontier parity, and the G20 backs Washington's AI playbook.
Read the briefingUber cuts 3,300 jobs to chase its autonomous future, Anthropic's Claude 5.1 slashes agent costs up to 45%, and Nvidia backs iPronics' optical chips.
Read the briefingOpenAI drops Cursor after SpaceX's $60B takeover, a judge voids the Pentagon's Anthropic blacklist, Nvidia freezes deals and South Korea gives everyone free AI.
Read the briefingToday's AI news: Nvidia's $12.9B Hugging Face deal, Anthropic's $45B pact with Nscale, Apple's Sept 9 event, Claudeforce, and Twitter's comeback.
Read the briefingNvidia doubles revenue to $96.2B and guides 70% growth next year, Meta settles with 29 states, SpaceX plans Starbase Louisiana and MTurk closes Sept. 30.
Read the briefingApple ships a 2nm M6 and a 512GB M5 Ultra, OpenAI's chip tops Blackwell, DHS proposes a $103,265 H-1B fee, and Meta's Hatch agent is weeks away.
Read the briefingA humanoid ran 100m in 9.39s, Nvidia and Amazon raise prices over DRAM costs, an agent aced ARC-AGI-3, and DeepSeek learned to see.
Read the briefingAnthropic out-earns OpenAI, Google takes a $12.2B position in Marvell, Waymo ships its own silicon, a Chinese startup lands an orbital booster and Amazon finally scales drone delivery.
Read the briefingEvery weekday: the tech and AI stories that matter, verified and condensed to a 3-minute read. No spam, ever.