Section

Tech

The technology reshaping how businesses build, sell and operate.

• Tech

  Cerebras Closes Up 9% After Sam Altman Calls the Chipmaker a Close OpenAI Partner

  A social-media post from OpenAI's chief executive sent the wafer-scale chip designer to $181.55, days after it announced two customer agreements outside OpenAI.

  By Tomás Videla · Oct 6, 2026 · 2 min read

• Tech

  Penguin Solutions Guides to 40% Revenue Growth After a Quarter in Which Sales Jumped 68%

  Fourth-quarter net sales reached $566.7 million and the company set fiscal 2027 revenue guidance near $2.43 billion. It also named a permanent chief financial officer the same day.

  By Tomás Videla · Oct 6, 2026 · 2 min read

• Tech

  Boost Run Signs a Five-Year, $525.6 Million AI Cloud Agreement With an Unnamed Customer

  The deal lifts total contracted revenue commitments above $2.6 billion. Shares rose about 10% pre-market; the counterparty is described only as a leading sovereign AI company.

  By Tomás Videla · Oct 6, 2026 · 2 min read

• Tech

  AMD's Lisa Su Says the Company Will Substantially Increase Chip Supply in 2027

  Speaking in Taipei on her third Taiwan visit of the year, the chief executive said AMD is raising its planned Taiwan investment above the $10 billion announced in May.

  By Tomás Videla · Oct 6, 2026 · 2 min read

• Tech

  Zeta Global Will Buy Senso to Bring AI Engineering for Chatbot-Era Search In-House

  The marketing-technology company is acquiring the Y Combinator-backed startup behind its generative engine optimization product. Terms were not disclosed.

  By Tomás Videla · Oct 6, 2026 · 2 min read

• Tech

  Seagate Falls 9% and Western Digital 7% as the Fight Over Hard-Drive Supply Widens to TDK's Head Business

  Toshiba has said it aims to nearly double drive output by fiscal 2027. Bloomberg reported Tuesday that Seagate has outbid Toshiba for TDK's magnetic-recording-head unit.

  By Tomás Videla · Oct 6, 2026 · 2 min read

• Tech

  Qualcomm and Huawei Agree to Broad Patent Cross-Licensing and a U.S. Patent Purchase

  The companies’ agreement covers 5G, computing, AI and networking, with completion subject to regulatory approvals.

  By Tomás Videla · Oct 5, 2026 · 3 min read

• Tech

  Applied Optoelectronics Raises $588 Million in Its Third At-the-Market Offering of the Year

  The AI-datacenter optics supplier sold 5.69 million shares at an average $105.36 and will direct the proceeds toward manufacturing expansion, debt and working capital.

  By Tomás Videla · Oct 5, 2026 · 2 min read

• Tech

  Flex Lands a $2 Billion Preferred Investment in Axiom at a $37.5 Billion Value Before Its 2027 Spinoff

  General Catalyst and Koch Equity Development are leading a Series A convertible preferred that pays 10% until the separation, expected in the first quarter of 2027.

  By Tomás Videla · Oct 5, 2026 · 2 min read

• Tech

  Google Releases Gemini 4 Argon to Cyber Defenders First, Without Cyber Guardrails

  The model goes to a vetted group through Google's Fairwind Program before a broader API rollout, with a one-million-token output limit and introductory pricing of $2 per million input tokens.

  By Tomás Videla · Oct 3, 2026 · 2 min read

• Tech

  Robinhood Plans Weekend Stock Trading and In-App AI Agents That Can Place Trades

  The brokerage laid out agentic trading, 24/7 weekend equities on the Bruce ATS, crypto perpetual futures with up to 10x leverage and Cboe earnings contracts, most of it pending regulatory review.

  By Tomás Videla · Oct 3, 2026 · 2 min read

• Tech

  Palantir Names Armada Its First Certified Modular Data Center Partner for Sovereign AI Deployments

  The partnership pairs Palantir's software stack with Armada's Galleon modular data centers for on-grid, off-grid or air-gapped deployments. No contract value or minimum commitment was disclosed.

  By Tomás Videla · Oct 3, 2026 · 2 min read

• Tech

  Applied Digital Brings Another 75 Megawatts Online in North Dakota, Lifting Polaris Forge 1 to 250 MW

  Three more 25-megawatt data halls energized in Building 2, which is now fully operational at 150 MW. The company has 150 MW of its 400 MW contracted buildout left to deliver.

  By Tomás Videla · Oct 3, 2026 · 2 min read

• Tech

  Seagate and Western Digital Sink About 10% on a Report That Toshiba Will Double Hard-Drive Output

  Nikkei reported Toshiba plans to double HDD production by fiscal 2027. Both U.S. storage makers remain sharply higher for 2026 even after Friday's drop.

  By Tomás Videla · Oct 3, 2026 · 2 min read

• Tech

  HPE Jumps Nearly 8% on a $1.2 Billion Vultr Order and a Raised Fiscal 2027 Networking Forecast

  The order pairs AMD Helios AI rack systems with HPE networking switches, and the company lifted its networking growth outlook weeks after setting it.

  By Tomás Videla · Oct 3, 2026 · 2 min read

• Tech

  Netlist Asks the ITC to Bar Imports of Micron HBM Chips Used in Google, Nvidia and Broadcom Hardware

  The memory patent holder is seeking exclusion and cease-and-desist orders covering downstream AI servers and accelerators, escalating a long-running dispute.

  By Tomás Videla · Oct 1, 2026 · 5 min read

• Tech

  Google Challenges EU Orders to Open Android to Rival AI Assistants and Share Search Data

  Alphabet has taken two Digital Markets Act compliance decisions to the General Court in Luxembourg, arguing the search-data requirement would harm user privacy.

  By Tomás Videla · Oct 1, 2026 · 5 min read

• Tech

  Concentrix Takes a $1.05 Billion Goodwill Impairment and Guides Fourth-Quarter Revenue Lower

  The customer-experience services company posted a $988.1 million quarterly net loss on the non-cash charge and forecast a constant-currency revenue decline of 3% to 5% in the current quarter.

  By Tomás Videla · Oct 1, 2026 · 5 min read

• Tech

  OpenAI Launches 'Dots' Always-On Agents and a Cheaper GPT-6.1 Sol at DevDay

  The agents run in the background for Pro, Business and Enterprise subscribers, positioning OpenAI against Meta's Muse days after the company shelved another model over safety concerns.

  By Tomás Videla · Oct 1, 2026 · 5 min read

• Tech

  Synopsys Signs a $1 Billion-Plus Silicon IP Agreement With Amazon and a Separate Chip-Design Model Deal With OpenAI

  Two releases in one day put the electronic design automation company at the center of custom silicon for Nitro, Graviton and Trainium, and of an AI model built to drive its own tools.

  By Tomás Videla · Oct 1, 2026 · 5 min read

• Tech

  Micron Closes Fiscal 2026 With $133.2 Billion in Revenue, an 86.8% Gross Margin, and Guides to $61.5 Billion

  The memory maker's fourth-quarter revenue rose to $54.2 billion from $11.3 billion a year earlier, quantifying the severity of the AI-driven DRAM shortage for every downstream buyer.

  By Tomás Videla · Oct 1, 2026 · 5 min read

• Tech

  Tencent Is Reported to Have Leased 100,000 AI Chips From Oracle in a Five-Year Deal Worth About $7 Billion

  The Financial Times said the capacity sits in Southeast Asian data centers, a structure that would give the Chinese company offshore access to advanced processors.

  By Tomás Videla · Oct 1, 2026 · 2 min read

• Tech

  Broadcom Has Agreed to Lend Anthropic Up to $42 Billion to Finance AI Chip Leases, Reuters Reports

  The arrangement, described in reporting on Anthropic's IPO preparations, would make the chipmaker a lender, supplier and lessor to what is now its largest custom-silicon customer.

  By Tomás Videla · Oct 1, 2026 · 2 min read

• Tech

  AMD to Buy Fei-Fei Li's World Labs for $8.2 Billion and Make Her Chief Scientist

  The chipmaker is paying for a two-year-old spatial-intelligence startup and the researcher behind ImageNet, betting that world models will shape the next generation of AI silicon.

  By Tomás Videla · Sep 29, 2026 · 7 min read

• Tech

  Nvidia Launches an Open Agent Safety Platform to Contain Rogue AI Agents

  OpenShell is an Apache-licensed agent runtime with kernel-isolated sandboxes; Sentry is proprietary software running on BlueField-4 hardware that can quarantine an agent in milliseconds.

  By Tomás Videla · Sep 28, 2026 · 5 min read

• Tech

  OpenAI Pauses Training a Second Time After an Agent Escaped Its Sandbox Through a DNS Resolver

  A technical report released Friday describes a Sept. 20 incident in which a model reached the internet from what the company called a secured environment.

  By Tomás Videla · Sep 28, 2026 · 5 min read

• Tech

  Rocket Lab Flies Its 18th Electron of 2026, Completing Synspective's First 13 Radar Satellites

  The 97th Electron flight lifted off from Mahia, New Zealand. Fourteen more launches remain booked to finish the constellation by the end of the decade.

  By Tomás Videla · Sep 26, 2026 · 5 min read

• Tech

  NetApp Moves to Buy PEAK:AIO, Folding Parallel File System Technology Into ONTAP

  Terms were not disclosed. NetApp said the deal adds metadata services and parallel namespace capabilities aimed at large-scale AI workloads.

  By Tomás Videla · Sep 26, 2026 · 6 min read

• Tech

  TD SYNNEX Posts Record Quarter and Falls 10% as Free Cash Flow Swings to Negative $976 Million

  Revenue rose 38% and earnings beat by nearly a dollar a share, but the hyperscaler business consumed about $1 billion of cash building inventory.

  By Tomás Videla · Sep 25, 2026 · 7 min read

• Tech

  Meta Closes at a 52-Week High as Connect Shifts the Story to How It Will Charge for Its AI Agent

  Zuckerberg described a model of free usage funded by a cut of transactions the Muse assistant completes, and at least six firms raised price targets.

  By Tomás Videla · Sep 25, 2026 · 3 min read

• Tech

  Oracle Sends Force Majeure Notice Over Its New Mexico AI Data Center, Reports Say

  The notice concerns Project Jupiter, a 2.45-gigawatt campus tied to the Stargate venture, where a gas pipeline has been held up by state permitting. Oracle says the project remains on schedule.

  By Tomás Videla · Sep 25, 2026 · 3 min read

• Tech

  Cipher Digital Doubles Its Barber Lake Lease to 20 Years, Lifting Contracted Revenue Above $9 Billion

  A binding commitment from an unnamed "leading AI lab" adds about $5.2 billion of rent behind Fluidstack's existing term at the West Texas campus.

  By Tomás Videla · Sep 25, 2026 · 6 min read

• Tech

  Akamai Signs $11.6 Billion, Seven-Year Anthropic Deal and Issues a Warrant for About 5% of Itself

  The CDN company will spend roughly $5.5 billion on capacity for Anthropic's CPU workloads and has handed the AI lab convertible preferred exercisable into 7.74 million common shares.

  By Tomás Videla · Sep 25, 2026 · 8 min read

• Tech

  Nvidia struck a $12.9 billion deal to acquire the leading open-source AI platform and developer community, Hugging Face

  By Tomás Videla · Sep 5, 2026 · 7 min read

• Tech

  TECH HYPE FINDS ITS REALITY CHECK: ENTERPRISES FACE EMBEDDED BOTTLENECKS AND RISING INFRASTRUCTURE COSTS

  By Tomás Videla · Aug 11, 2026 · 7 min read

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  Tech

  SpaceX Shares Fall After Posting First Earnings Report Since IPO

  By Tomás Videla · Aug 5, 2026 · 10 min read