Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China (Zijing Wu/Financial Times)

Featured Podcasts The Talk Show With John Gruber: ‘Food and Beverage Director’, With MG Siegler The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more. Subscribe to The Talk Show With John Gruber. Access: What happens when AI runs a store A show about the tech industry’s inside conversation, […]

Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China (Zijing Wu/Financial Times) Read More »

Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1, and it is set to reach $725B in 2026, up 77% from $410B in 2025 (Financial Times)

Financial Times: Analysis: Meta, Alphabet, Microsoft, and Amazon’s combined capex hit a record $130B in Q1, and it is set to reach $725B in 2026, up 77% from $410B in 2025  —  Meta stock drops on capex increase while Alphabet’s cloud business grows faster than rivals Amazon and Microsoft Source link

Analysis: Meta, Alphabet, Microsoft, and Amazon's combined capex hit a record $130B in Q1, and it is set to reach $725B in 2026, up 77% from $410B in 2025 (Financial Times) Read More »

Musk v. Altman: Elon Musk says he was a "fool" for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars (Angel Au-Yeung/Wall Street Journal)

Angel Au-Yeung / Wall Street Journal: Musk v. Altman: Elon Musk says he was a “fool” for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars  —  Billionaire says OpenAI co-founder Sam Altman wasn’t honest about nonprofit mission Source link

Musk v. Altman: Elon Musk says he was a "fool" for backing OpenAI, accusing Altman and Brockman of manipulating him into donating tens of millions of dollars (Angel Au-Yeung/Wall Street Journal) Read More »

Bengaluru-based stock trading platform Sahi raised a $33M Series B led by Accel at a $200M valuation to expand into margin trade funding, commodities, and more (The Economic Times)

The Economic Times: Bengaluru-based stock trading platform Sahi raised a $33M Series B led by Accel at a $200M valuation to expand into margin trade funding, commodities, and more  —  Bengaluru’s Sahi, a stock trading platform, has raised $33 million, valuing it at $200 million. Source link

Bengaluru-based stock trading platform Sahi raised a $33M Series B led by Accel at a $200M valuation to expand into margin trade funding, commodities, and more (The Economic Times) Read More »

Sources: the White House is developing rules for government agencies to get around Anthropic's supply chain risk designation and onboard new models like Mythos (Axios)

Axios: Sources: the White House is developing rules for government agencies to get around Anthropic’s supply chain risk designation and onboard new models like Mythos  —  – One source described the White House efforts as a way to “save face and bring em back in.”  — Earlier this month … Source link

Sources: the White House is developing rules for government agencies to get around Anthropic's supply chain risk designation and onboard new models like Mythos (Axios) Read More »

Amazon says it plans to expand its Amazon Now quick commerce service to 100 Indian cities; the service is currently live in Delhi, Mumbai, and Bengaluru (The Economic Times)

The Economic Times: Amazon says it plans to expand its Amazon Now quick commerce service to 100 Indian cities; the service is currently live in Delhi, Mumbai, and Bengaluru  —  Amazon Now is rapidly expanding its quick commerce services to 100 Indian cities, boosting its micro-fulfillment centers to over 1,000. Source link

Amazon says it plans to expand its Amazon Now quick commerce service to 100 Indian cities; the service is currently live in Delhi, Mumbai, and Bengaluru (The Economic Times) Read More »

Inside Andon Market, billed as the first retail boutique run by an AI agent; the Andon Labs experiment uses a Claude Sonnet 4.6-based agent to run the boutique (Heather Knight/New York Times)

Featured Podcasts Big Technology Podcast: Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Subscribe to Big Technology Podcast. Hard Fork: Tim Cook’s Legacy + The Future of U.B.I. With Andrew Yang

Inside Andon Market, billed as the first retail boutique run by an AI agent; the Andon Labs experiment uses a Claude Sonnet 4.6-based agent to run the boutique (Heather Knight/New York Times) Read More »

How the Vatican is moving faster than most legacy institutions to shape AI rules and guardrails, with an AI framework, banning use of AI to write homilies, more (Russell Contreras/Axios)

Featured Podcasts Big Technology Podcast: Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Subscribe to Big Technology Podcast. Hard Fork: Tim Cook’s Legacy + The Future of U.B.I. With Andrew Yang

How the Vatican is moving faster than most legacy institutions to shape AI rules and guardrails, with an AI framework, banning use of AI to write homilies, more (Russell Contreras/Axios) Read More »

Anthropic details Project Deal, a marketplace experiment where Claude models bought, sold, and negotiated personal belongings on behalf of Anthropic employees (Anthropic)

Featured Podcasts Big Technology Podcast: Apple After Tim Cook, OpenAI’s New Mojo, Meta’s Internal Tracking Escapade The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Subscribe to Big Technology Podcast. Hard Fork: Tim Cook’s Legacy + The Future of U.B.I. With Andrew Yang

Anthropic details Project Deal, a marketplace experiment where Claude models bought, sold, and negotiated personal belongings on behalf of Anthropic employees (Anthropic) Read More »

Staffing experts say India’s IT sector is seeing a rise in replacement hiring as companies adapt to Gen Z staff leaving jobs faster than previous generations (Tanya Pandey/The Economic Times)

Featured Podcasts Big Technology Podcast: OpenAI President Greg Brockman on GPT-5.5 “Spud,” AI Model Moats, and Cybersecurity Risks The Big Technology Podcast takes you behind the scenes in the tech world featuring interviews with plugged-in insiders and outside agitators. Subscribe to Big Technology Podcast. Lenny’s Podcast: How Anthropic’s product team moves faster than anyone else

Staffing experts say India’s IT sector is seeing a rise in replacement hiring as companies adapt to Gen Z staff leaving jobs faster than previous generations (Tanya Pandey/The Economic Times) Read More »

Scroll to Top