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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.
Dell’s $95B AI Server Backlog Turns Compute Demand Into a Delivery Test
Dell reported $60.9 billion in AI server orders, $16.4 billion in AI-optimized server revenue, and a $95 billion backlog in its fiscal second quarter. The numbers show how AI infrastructure demand is moving from GPU hype into a harder test of supply chains, racks, storage, networking, and delivery schedules.
John Ternus Takes Over Apple Before Its Next AI Hardware Test
John Ternus becomes Apple CEO on September 1, 2026, days before Apple’s September 9 event. The transition puts a longtime hardware engineer in charge as Apple tries to turn Siri AI, Apple Intelligence, and new device design into a more convincing AI-era product strategy.
Stability AI’s $76M Round Makes Creative Rights Part of the AI Stack
Stability AI raised $76 million from entertainment and technology backers including Electronic Arts, Sony Music Group, Universal Music Group, Warner Music Group, AMD Ventures, and Pacific Alliance Ventures. The funding shows how creative AI is moving from open-model distribution toward licensed, workflow-specific tools for music, games, marketing, and studios.
Thomson Reuters’ Own AI Model Tests the Economics of Specialized Models
Thomson Reuters launched Thomson, a proprietary AI model built from open-weight foundations and trained for legal, tax, accounting, and professional work. The launch is a useful test of whether companies with deep data and expert reviewers can own the parts of AI that matter most instead of renting every frontier capability from a general model provider.
NVIDIA’s Ohio Backstop Turns OpenAI’s Data Center Demand Into Infrastructure Finance
NVIDIA is investing $1.5 billion in SB Energy and backing land, power, and shell capacity for OpenAI's planned PORTS-Pike AI data center in Ohio. The deal shows how frontier AI demand is pushing chipmakers deeper into power, real estate, financing, and local infrastructure.
Reddit’s AI Videos Turn Forum Threads Into Synthetic Media
Reddit is testing AI-voiced videos that turn selected text posts and comments into watchable, listenable clips. The experiment could make old forum threads easier to consume, but it also raises new questions about labeling, context, comment selection, and who controls the value of community posts.
ChatGPT Ads Expand as OpenAI Tests the Price of Trust
OpenAI launched ChatGPT Ads in the United Kingdom, Mexico, Brazil, Japan, and South Korea on August 11. The rollout turns conversational advertising from a U.S.-led pilot into a broader test of whether OpenAI can monetize high-intent AI chats without eroding trust.
Qualcomm’s Chip Price Hike Could Make Android Upgrades More Expensive
Qualcomm has reportedly told customers it will raise chip prices by a double-digit percentage for shipments after September 1. The move could push Android phone makers, smart-glasses vendors, and Windows-on-Arm PC builders toward higher prices, tighter specs, or delayed launches.
Apple’s OpenAI Lawsuit Turns AI Hardware Into an IP Fight
Apple’s trade-secret lawsuit against OpenAI is not just a dispute over departing employees. It puts OpenAI’s consumer hardware plans, io Products acquisition, and Silicon Valley’s AI talent war under a legal spotlight.
Anthropic’s $19B TeraWulf Lease Turns Old Industrial Power Into AI Compute
Anthropic has signed a 20-year lease for roughly 401 megawatts of AI data center capacity at TeraWulf’s Justified Data campus in Hawesville, Kentucky. The deal shows how AI labs are moving beyond ordinary cloud rentals and locking up power-heavy industrial sites years before capacity comes online.