A $725bn hyperscaler capex ramp and a 20% HBM price rise have made the South Korean chipmaker the second-most valuable company on the KOSPI. The harder question is when supply catches demand. There is a small joke in semiconductor circles about which part of an AI server is most expensive. The graphics processor used to […]

A joint venture with Blackstone, Hellman & Friedman, Goldman Sachs, and General Atlantic will sell Claude into the buyout firms’ portfolio companies. OpenAI’s DeployCo arrived first; this one is bigger. There is a kind of business school question that has been quietly answered over the past month, without anyone formally asking it. The question is: […]

A bench trial in Santa Fe could force algorithm changes, age verification, and a $3.7bn mental health fund. Meta has threatened to pull Facebook and Instagram from the state instead. In March, a New Mexico jury reached a verdict that no American jury had reached before. Meta, the company once known as Facebook, had violated […]

Won-Jin Lee, a marketing veteran, takes over the Visual Display business after a quarter of declining TV profits. His predecessor moves to AI and robotics. Samsung Electronics has changed the head of its television business for the first time in more than two years, an unusually direct admission that something is not quite right at […]

Two years after a Beijing engineer started building dexterous hands inspired by a Japanese cartoon, his company holds 80% of the global market and is doubling its valuation in months. Robotic hands are not, conventionally, the part of a humanoid robot that investors get excited about. The legs walk, the arms lift, and the head, […]

The European Union treats data as a privacy right. The United States treats it as a corporate asset. China treats it as a factor of production, a national economic resource on par with land, labour, capital, and technology. That distinction, which sounds like an abstraction, is producing a data governance framework that is structurally different […]

Skydio, the largest American drone manufacturer, announced in late April that it would invest $3.5 billion over five years to expand US drone production, open a factory five times larger than its current facility, create more than 2,000 direct jobs and 3,000 supplier jobs, and build a domestic component supply chain through an initiative it […]

  Sam Altman posted on X at 2:33 a.m. on 2 May: “you can sign in to openclaw with your chatgpt account now and use your subscription there! happy lobstering.” The announcement, delivered with the casual register of a founder pushing a minor product update, is anything but minor. OpenAI has made its ChatGPT subscription […]

Tesla is now selling Chinese-made Model 3 sedans in Canada at the lowest price the car has ever been offered in the country. The Model 3 Premium RWD, manufactured at Giga Shanghai, starts at C$39,490, roughly US$29,000. Two months ago, the cheapest Model 3 available in Canada was the Long Range AWD built at Tesla’s […]

Apple has discontinued the 256 gigabyte Mac Mini worldwide. The company’s cheapest desktop computer, the M4 Mac Mini with 16 gigabytes of RAM and 256 gigabytes of storage, was available for $599 until last week. It is gone. The Mac Mini now starts at $799 with 512 gigabytes of storage. The 256 gigabyte configuration has […]