Sep 3, 2026
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2 min read
Nearly a third of the money is only paid if TikTok and YouTube adopt the same restrictions, which turns a penalty into leverage.
Sep 1, 2026
3 min read
The price works out to roughly 86 times revenue, which only makes sense if what is being bought is a position rather than a business.
Aug 31, 2026
Running data inside the country is the pitch, but where servers sit and which government can reach them are two separate questions.
Aug 29, 2026
The number attached to this deal is $120 billion, but Google never promised to spend it, and that asymmetry is the whole structure.
Aug 27, 2026
Chips get the attention, but the equipment that actually moves electricity into a building has become the scarce thing, and companies are now buying it by the factory.
Aug 25, 2026
The startup already had the money, the design, and the orders; what it lacked was proof that anyone would actually plug the thing in.
Aug 24, 2026
Until this week the whole industry was valued on private guesses, and the market's first real answer was six times what the bankers asked.
Aug 22, 2026
When a factory runs at 94 percent capacity and orders keep arriving, the customer stops being the one who sets the price.
Aug 20, 2026
Companies already believe the models work; what they lack is anyone who can install them, and that gap is what IBM is selling.
Aug 18, 2026
The deal splits a robotaxi business into three separate jobs, so no single company has to carry the cost of the whole thing.
Aug 17, 2026
A payments company just bought the layer where AI usage gets counted, which is the same thing as buying the meter before the billing starts.
Aug 15, 2026
A cloud company that leans on a handful of enormous customers just borrowed a defense contractor's security clearances to reach a very different kind of buyer.
Aug 13, 2026
The plan is not just to sell software to outsourcing firms, but to buy them and swap their workers for AI, and a $34 million company is raising public money to try.
Aug 11, 2026
When a rival hires away your people to build hardware, a trade-secrets suit becomes a way to slow the product before it ever ships.
Aug 10, 2026
A rocket company's first earnings report reveals it is quietly becoming a cloud provider, and spending like one.
Aug 8, 2026
Winning one giant customer is how a second-place chipmaker convinces the next ten that it can be trusted with the hardest work in the industry.
Aug 6, 2026
The hardest thing to copy about Nvidia was never the chip; it was the software everyone already knows how to use, and that is what Qualcomm just went after.
Aug 4, 2026
The first AI that carried out a real cyberattack without human hands did something no warning had: it put competitors on the same side.
Aug 3, 2026
The chipmaker is no longer just selling hardware to national AI projects; it is buying equity in the companies that build them.
Aug 1, 2026
The startup has no product and no revenue, so what Nvidia is really buying is a seat next to the research and the chips that run it.
Jul 30, 2026
The shift from selling a device once to renting it every month is a quieter change than a new phone, and a more durable one.
Jul 28, 2026
The contract is less about new technology than about becoming the single door the entire U.S. military walks through to buy it.
Jul 27, 2026
The clearest signal in an enterprise software deal is usually the vendor agreeing to run on the platform it asks customers to trust.
Jul 25, 2026
The chip does more work per watt, the exact limit AI data centers hit first.
Jul 23, 2026
The memory giant is expanding U.S. manufacturing as demand shifts beyond AI processors.
