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www.reuters.com
Nvidia says it will sell 1M GPUs and a broad mix of other chips, including new Groq chips, to AWS by the end of 2027; financial terms were not disclosed
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www.reuters.com
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8 hours ago
Nvidia
Letters: industry groups pushed back after India proposed in January that Apple, Google, and others consider pre-installing biometric ID app Aadhaar on phones
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www.reuters.com
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16 hours ago
India
Google
Apple
Filing: Samsung says it plans to spend ~$73.3B on capital expenditure and research in 2026, up from ~$60B in 2025, and pay ~$6.5B in regular dividends
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www.reuters.com
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21 hours ago
Samsung
Counterpoint: Apple's China smartphone sales surged 23% YoY in the first nine weeks of 2026, while the overall market fell 4% amid rising Android phone prices
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www.reuters.com
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1 day ago
Android
China
Apple
Google DeepMind appoints Jasjeet Sekhon, Bridgewater's chief scientist and head of AI, as chief strategy officer; Sekhon helped build Bridgewater's AIA Labs
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www.reuters.com
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1 day ago
Google
AI
A mystery 1T-parameter AI model called Hunter Alpha, which appeared on OpenRouter on March 11, sparks speculation that DeepSeek is quietly testing its V4 model
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www.reuters.com
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1 day ago
AI
The UK's FCA says Meta has repeatedly failed to stop illegal ads for high-risk financial products running on its platforms, despite committing to block them
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www.reuters.com
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2 days ago
Source: Beijing has approved multiple Chinese companies to purchase H200 chips from Nvidia; a Chinese spokesperson said they are “not aware of specifics”
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www.reuters.com
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2 days ago
China
Nvidia
A US appeals court puts on hold an earlier ruling that had blocked Perplexity from using its agentic shopping tool to shop on Amazon's marketplace
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www.reuters.com
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2 days ago
Amazon
Sources: Nvidia is preparing to sell a version of Groq chips to the Chinese market that is expected to be available in May and will not be downgraded
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www.reuters.com
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2 days ago
China
Nvidia
At an all-hands, Andy Jassy said he expects AI to help AWS reach $600B in annual sales by 2036, double his prior estimate; AWS had revenue of $128.7B in 2025
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www.reuters.com
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2 days ago
AI
Mastercard agrees to acquire UK-based stablecoin payments infrastructure startup BVNK for $1.8B, including $300M in contingent payments, set to close in 2026
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www.reuters.com
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2 days ago
Startup
Sources: Google is in talks with Envicool and other Chinese companies about buying data center liquid cooling equipment, amid a tight supply of such parts
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www.reuters.com
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2 days ago
China
Google
Alibaba launches Wukong, an enterprise AI platform that coordinates multiple AI agents to handle complex tasks like document editing, currently in beta
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www.reuters.com
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3 days ago
Alibaba
AI
Encyclopedia Britannica and its Merriam-Webster subsidiary sue OpenAI for allegedly misusing their reference materials to train its AI models
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www.reuters.com
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3 days ago
AI
Sources: OpenAI is in advanced talks with PE firms including TPG and Advent to form a JV that would distribute its enterprise tools to their portfolio companies
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www.reuters.com
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3 days ago
Sources: Hua Hong is readying a 7nm process at its Shanghai fab with Huawei's collaboration, which would make it China's second chipmaker at the node after SMIC
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www.reuters.com
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4 days ago
China
Shanghai
President Trump accuses Iran of using AI as a “disinformation weapon” to make fake images of wartime successes against the US, saying “AI can be very dangerous”
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www.reuters.com
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4 days ago
Trump
AI
Iran
Micron completes the $1.8B acquisition of Powerchip's DRAM fab in Taiwan, and plans a second fab of similar scale with construction starting by the end of FY26
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www.reuters.com
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4 days ago
Taiwan
JD.com launches online marketplace Joybuy in the UK, Germany, France, the Netherlands, Belgium, and Luxembourg, as it expands globally to challenge Amazon
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www.reuters.com
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4 days ago
Germany
France
Amazon
Netherlands
Belgium
A US government website shows the Commerce Department withdrew a planned rule tightening AI chip exports; a draft was sent to agencies for feedback in February
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www.reuters.com
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6 days ago
AI
Sources: Meta plans sweeping layoffs that could affect 20% or more of the company, amid mounting AI infrastructure costs; it had ~79,000 employees as of Dec. 31
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www.reuters.com
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6 days ago
AI
Layoffs
Amazon wins its appeal against a €746M GDPR fine imposed by Luxembourg's privacy watchdog after a court finds the watchdog had not properly done its analysis
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www.reuters.com
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6 days ago
Amazon
GDPR
Didi reports Q4 revenue up 10.5% YoY to $8.46B, international revenue up 47% YoY to $638M, and a net loss of $43.48M amid an overseas expansion push
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www.reuters.com
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6 days ago
4Q
Adobe agrees to pay $75M to resolve a US government lawsuit accusing it of concealing hefty termination fees and making it difficult to cancel subscriptions
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www.reuters.com
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6 days ago
Adobe
STMicro plans to retrain workers and deploy humanoid robots in its older chip plants for repetitive and physically demanding tasks, aiming to avoid closures
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www.reuters.com
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6 days ago
Robot
China approves the market launch of an invasive BCI system that helps restore hand movement, the world's first approval of such a device for commercial use
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www.reuters.com
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6 days ago
China
A US appeals court voids much of a March 2025 injunction blocking California's online child safety law, while keeping some of the law's provisions blocked
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www.reuters.com
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7 days ago
California
Adobe reports Q1 revenue up 12% YoY to $6.4B, vs. $6.28B est., adjusted EPS above estimates, and forecasts Q2 revenue between $6.43B and $6.48B, vs. $6.43B est.
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www.reuters.com
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7 days ago
Adobe
BMBL jumps 30%+ after Bumble reported Q4 revenue above estimates and unveiled an AI-driven app overhaul to lure back users; BMBL is down 90% since its 2021 IPO
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www.reuters.com
)
7 days ago
IPO
AI
4Q
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