Arthur Mensch, cofounder and chief executive of French AI lab Mistral, has urged enterprise leaders to abandon closed AI models. In a LinkedIn post, he argued that closed providers are now forcing data retention and gaining “immense leverage” over their customers’ businesses. As companies connect models to their internal context, Mensch wrote, providers see it, learn […]
Micron Technology broke ground on Saturday on a ¥1.5 trillion, roughly $9.3bn, expansion of its factory in Hiroshima, western Japan, the company’s latest bet on the AI memory boom that has already pushed its market value past $1 trillion. The Boise, Idaho based chipmaker will use the site to produce high-bandwidth memory, the stacked DRAM […]
The trade that defined the first half of 2026, buying anything with proximity to a GPU, broke apart in the holiday-shortened week before Independence Day. The PHLX Semiconductor Index, which had surged more than 80% in the first half, sank 6.3% on Wednesday and 5.4% on Thursday, a two-session decline of roughly 12%. While chip stocks […]
Dream, the Israeli AI cybersecurity startup that tripled its valuation to $3 billion this year, is expanding into Latin America. The company is targeting governments aligned with Washington in a region where cyber attacks are reportedly growing 25% annually and national defences rank among the weakest in the world. The expansion is notable for what […]
The memory shortage has become a political problem in Washington. Now the chip industry has a message for the Trump administration: leave the market alone, or the squeeze gets worse. The warning came in a letter from SEMI, a semiconductor industry group, to senior US officials. Any attempt to fix the shortage by steering prices […]
The video-game industry is bracing for a wave of European rules. They could limit what children play, and cost the sector billions in lost sales. A cluster of European regulations is taking aim at how games are sold to minors. Loot boxes are the main target. The shift could crimp sales worldwide, Bloomberg reported. Regulators […]
The strain inside the AI boom’s biggest infrastructure bet has reached a courtroom. Oracle’s own investors are suing, saying the company hid how shaky its $300bn deal with OpenAI really was. A Michigan public pension fund, the City of Sterling Heights Police & Fire Retirement System, filed the class action on Wednesday in a Tennessee […]
Europe’s biggest software company is tightening its belt to chase artificial intelligence. SAP is freezing most hiring and pausing non-essential travel, all to free up cash for its AI push. The plan landed in an internal email to staff on Wednesday evening. Bloomberg saw the memo, and SAP confirmed the move to The Register. Going […]
The AI memory squeeze has been an industry story for months. Now it is heading for the till. Currys, Britain’s biggest consumer electricals retailer, has warned that phones, laptops and TVs will cost more later this year. Chief executive Alex Baldock delivered the warning to reporters after the company posted its annual results, as Reuters […]
Zoom made its name on the video call. Now it wants to own everything that happens before the call too. The company is buying Common Room, a Seattle startup whose AI reads the buying signals of potential customers, pushing Zoom deeper into enterprise sales software. Zoom announced the acquisition on Thursday. It did not disclose […]
