China Telecom just ordered 40,000 servers worth $1.7bn. Huawei did not even bid, yet its ecosystem walked away with the bulk of the deal. That is not an accident. It is the template. A state-owned Chinese carrier has handed Huawei a major win without H…
Qualcomm, the king of the smartphone modem, is in talks to design custom chips for ByteDance. The move would help it escape a shrinking phone market. It also shows US chipmakers will not give up on China. Qualcomm wants to be a chip designer for the AI…
A supercomputer in Shenzhen just topped the world rankings for the first time since 2017. The headline is the speed. The real story is the silicon: it runs without a single chip from Nvidia, AMD or Intel. China has taken back the supercomputing crown. …
OpenAI just showed off Jalapeño, its first home-grown AI chip, built with Broadcom. It is designed for inference, not training. And it is the clearest sign yet that the company most dependent on Nvidia wants a way out. OpenAI has a chip now. On Wednesd…
Superhuman, the company that used to be Grammarly, just bought GPTZero, the startup that catches AI writing. The contradiction is the point. As the internet fills with machine-made text, proving something is human is becoming a product. There is a neat…
Walmart is paying a reported $1.4bn for a connected-TV ad startup worth $410m nine months ago. The price tells you how far retailers will now go to catch Amazon in advertising. Walmart has agreed to buy Vibe.co, a connected-TV advertising platform. Two…
Bending Spoons, the Italian software company that acquires and restructures digital businesses, is seeking to raise as much as $1.62 billion in its US initial public offering, Reuters reported on Monday. The company plans to market 58 million shares at…
Meta is paying $900mn for a fifth of Cred, an Indian fintech. The bigger prize is its founder, Kunal Shah, who will now run WhatsApp. Meta has found its next WhatsApp boss the way it now likes to find people: by writing a cheque. On Monday, the company…
Claude Guillemot, one of five brothers who co-founded Ubisoft in 1986, has died in a plane crash near the coastal town of La Baule in western France. He was 69. Guillemot and a flight instructor from Rennes were both killed when their twin-engine Cessn…
Companies that pushed hardest to adopt generative AI are now contending with a problem the technology was supposed to prevent: their work is getting worse. Two articles published by Harvard Business Review this month describe a feedback loop in which A…