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The tech companies, chips and platforms moving indexes and reshaping the economy.

UBS: Tighter Permits May Slow AI Data Centers, Not Stop Them
Tech

UBS: Tighter Permits May Slow AI Data Centers, Not Stop Them

UBS warns that tighter permitting for AI data centers could slow new projects, but not halt construction. Hyperscalers like Microsoft and Am

Marcus Devlin ·
Anthropic Launches Faster, Cheaper Claude Models as IPO Plans Take Shape
Tech

Anthropic Launches Faster, Cheaper Claude Models as IPO Plans Take Shape

Anthropic has rolled out two new Claude models — Fable 5.2 for general use and Mythos 5.2 for vetted cybersecurity and life-sciences users.

Eleanor Whitfield ·
Nvidia CEO's alleged spy affair deepens chipmaker's woes
Breaking

Nvidia CEO's alleged spy affair deepens chipmaker's woes

Nvidia's board is investigating CEO Jensen Huang's affair with a woman believed to be a Chinese spy. The scandal adds to existing concerns a

Eleanor Whitfield ·
RBC: Nvidia's Next Earnings Could Beat Again, But Supply Is the Limit
Tech

RBC: Nvidia's Next Earnings Could Beat Again, But Supply Is the Limit

RBC Capital Markets thinks Nvidia can beat Wall Street's expectations again when it reports on Nov. 17, with revenue possibly 3%-4% above co

Eleanor Whitfield ·
Solar Foods' air-based protein Solein wins EU safety approval
Tech

Solar Foods' air-based protein Solein wins EU safety approval

Solar Foods' Solein, a protein made from air, electricity and nutrients, has been declared safe by Europe's food safety watchdog. The approv

Marcus Devlin ·
Seco shares jump 10% on record quarter and edge AI demand
Tech

Seco shares jump 10% on record quarter and edge AI demand

Seco's shares jumped as much as 10% after the Italian embedded-computing firm posted record third-quarter results. Sales rose 24% and adjust

Marcus Devlin ·
Google unveils new TPU chips to challenge Nvidia in AI hardware
Tech

Google unveils new TPU chips to challenge Nvidia in AI hardware

Google introduced two new in-house AI chips, the 8tx and 8i Max, targeting regulated industries and memory-heavy AI tasks. The move undersco

Eleanor Whitfield ·
Disney and Adobe team up to build private AI models for its studios
Tech

Disney and Adobe team up to build private AI models for its studios

Disney has signed a multi-year deal with Adobe to build private generative AI models trained on its own content. The move aims to speed up c

Marcus Devlin ·
Apple registers Apple Intelligence for iPads and Macs in China
Tech

Apple registers Apple Intelligence for iPads and Macs in China

Apple has registered Apple Intelligence for iPads and Macs in China, a key step toward wider rollout. Alibaba's Qwen model will power Siri a

Eleanor Whitfield ·
Nvidia, Rebellions, SK Telecom Team Up for South Korea's Sovereign AI Push
Tech

Nvidia, Rebellions, SK Telecom Team Up for South Korea's Sovereign AI Push

Nvidia is partnering with South Korean chipmaker Rebellions and SK Telecom to connect Rebellions' R200 processors to Nvidia's platform via N

Marcus Devlin ·
SoftBank earnings: investors seek clarity on AI funding after Arm slide
Tech

SoftBank earnings: investors seek clarity on AI funding after Arm slide

SoftBank reports earnings Tuesday, but the focus is on how it will fund its AI strategy after Arm's sharp decline and China's block of its $

Eleanor Whitfield ·
TSMC Plans 3D DRAM Production as Nvidia Pushes for AI Memory
Tech

TSMC Plans 3D DRAM Production as Nvidia Pushes for AI Memory

TSMC is preparing to enter the 3D DRAM memory chip market, responding to Nvidia's demand for faster AI memory. However, no timeline exists f

Marcus Devlin ·