Personal feud between Elon Musk and OpenAI cracks open in court as IPO plans loom
Anthropic strikes massive cloud pact with Google, highlighting AI industry concentration
A sweeping new agreement between Anthropic and Google Cloud is throwing into sharp relief just how concentrated — and how enormous — the artificial intelligence boom has become.
VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry
Hyundai’s robot ecosystem strategy rejects all-purpose humanoids in favor of application-specific products
AI networking surge pushes Lumentum to record growth
The fiscal third quarter of 2026 results from Lumentum Holdings offered one of the clearest signals yet that a powerful new cycle in artificial intelligence (AI) infrastructure is underway and that the bottleneck is no longer computing power, but the networks that connect it.
AEM CEO says AI upends semiconductor testing
VIS sees stronger growth in the AI boom and pricing power
GlobalWafers reports weaker quarter as expansion weighs on margins
GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity expansion weighed on margins even as demand tied to artificial intelligence (AI) and high-performance computing began to strengthen.