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Tech
Marvell Raises Its AI Growth Ambition With a $70 Billion-to-$90 Billion 2031 Revenue Target
The chip designer lifted its fiscal 2028 outlook to roughly $20 billion and laid out a much larger long-range goal built on custom silicon and data-center connectivity.
By Tomás Videla · Oct 6, 2026 · 4 min read
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
Tech
SpaceX Shares Fall After Posting First Earnings Report Since IPO
By Tomás Videla · Aug 5, 2026 · 10 min read