As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move
The 3rd? most valuable company on Earth watched as its rivals lit $650 billion on fire and did nothing.
As AI models commodify, Apple's plans to spend just $14B on 2026 capex, far below hyperscalers' combined $650B, or 90%+ of their cash flow, may be a genius move
The 3rd? most valuable company on Earth watched as its rivals lit $650 billion on fire and did nothing.
Analysis: super PACs for and against AI regulation have raised $265M ahead of the midterms, with pro-AI groups significantly outraising pro-regulation groups
Silicon Valley rivals in spending blitz for control of Congress and state capitols — Alex Bores was on the way to his wedding …
How Claude Code, released publicly a year ago, cemented Anthropic as a leader in the lucrative, emerging market for AI coding tools
Anthropic released Claude Code a year ago, forcing other rivals to play catch-up. — Even Anthropic Chief Executive Officer Dario Amodei was surprised …
How Claude Code, released publicly a year ago, cemented Anthropic as a leader in the lucrative, emerging market for AI coding tools
Anthropic released Claude Code a year ago, forcing other rivals to play catch-up. — Even Anthropic Chief Executive Officer Dario Amodei was surprised …
Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron
Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …
Apptopia: ChatGPT's US market share fell from 69.1% to 45.3% between Jan. 2025 and Jan. 2026; Gemini rose from 14.7% to 25.1%, Grok rose from 1.6% to 15.2%
Google, Grok are gaining ground on ChatGPT as the chatbot market expands. — ∙ Paid — OpenAI's rivals are cutting into ChatGPT's lead.
Sources: OpenAI is laying the groundwork for an IPO in Q4 2026, and its executives have privately expressed concerns about Anthropic beating OpenAI to an IPO
Rivals are competing to be the first major generative AI startup to tap the public markets — OpenAI is laying the groundwork …
TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals
TSMC's conservative capex approach is resulting in supply-demand imbalances and foregone revenue, and hyperscalers must build up Samsung or Intel as its rivals
You probably think, given this title, you know what this Article is about. The most advanced semiconductors are made by TSMC …