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Tech Business
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Technology business coverage, including IPOs, acquisitions, company strategy, venture funding, public-market technology companies, platform economics, and the business models behind major tech products.
Apple’s $114.5B Quarter Comes With a Siri AI Cost Warning
Apple posted record $114.5 billion revenue, but rising memory prices and server-side Siri AI costs will squeeze holiday margins. Here are the numbers and what to watch.
Marvell Will Buy Lumentum for $115B in an AI Optics Megadeal
Marvell’s $115 billion all-stock Lumentum acquisition would combine AI chips, switches, lasers and optical links. Here are the deal terms, technical logic and 2028 closing risks.
FBI Blames North Korea for $6.3B Binance Hack as Withdrawals Resume
Binance is restoring withdrawals after a record $6.3 billion theft. The FBI blames North Korea's TraderTraitor operation; here is what the transaction trail and recovery updates show.
Anduril BlueChip Laptop: What ‘Built in America’ Really Means
Anduril and Qualcomm's BlueChip is a rugged U.S.-built laptop planned for 2027. Its 90% sourcing figure needs context before buyers call it domestic.
Meta’s $97.5B AI Financing Pulls Nvidia and AMD Into the Cap Table
Meta priced $37.5 billion of immediate financing and plans a possible $60 billion Class C program as Nvidia and AMD invest in their own major AI customer.
Anthropic Files for IPO After Revenue Jumps 14x
Anthropic's S-1 shows $16.3 billion in first-half revenue, a mostly accounting-driven $80.7 billion net loss, and more than $400 billion in locked-in compute.
Anthropic Pledges 5% of Its Shares to a Public Benefit Fund. Governance Comes Later
Anthropic plans to put 5% of its shares into a public benefit fund. Here is how the stake can grow, what remains unclear, and why governance matters.
Anthropic Logs Six Agent-Hours per Employee Hour as Junior Hiring Shrinks
Anthropic’s internal study shows agent runtime at six times employee hours and junior technical hiring falling. The data also reveals a growing review bottleneck.
Google’s Constellation Nuclear Deal: What the 3.59 GW Figure Really Means
Google and Constellation signed agreements covering 3.59 GW in PJM, but only 890 MW is planned new nuclear capacity. Here is how the uprates, supply contract and Gemini work differ.
Paramount Closes Warner Bros. Deal: What Changes for HBO Max and Paramount+
Paramount’s Warner Bros. Discovery deal is closed and HBO Max and Paramount+ will eventually become one service. Here is what changes now, what does not, and what subscribers should watch.