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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.
Chip Sales Just Hit a Record as AI Demand Spreads Beyond GPUs
SIA says global semiconductor sales reached $120.6 billion in May 2026, the highest monthly total it has recorded and more than double the level from a year earlier. The data suggests the AI chip boom is now lifting a wider stack of memory, networking, logic, and foundational semiconductors across every major region.
Apple’s Broadcom Deal Makes Edge AI a Supply-Chain Commitment
Broadcom’s July 6 SEC filing says it will supply custom ASIC silicon for multiple generations of Apple products through 2031. The sparse disclosure does not confirm specific Apple Intelligence hardware, but it locks in a key supplier relationship as Apple tries to make more AI run locally on phones, Macs, watches, and tablets.
NVIDIA’s AI Cloud Deals Turn GPUs Into a Revenue-Share Business
NVIDIA’s July 1 revenue-sharing and credit-support model gives AI cloud partners a new way to finance large GPU deployments, while giving NVIDIA a usage-linked cut of supported cloud revenue. Sharon AI and Firmus are the first test cases, with plans for up to 210,000 GPUs across Australia and Indonesia.
Stargate UK Turns AI Data Center Promises Into a Credibility Test
Fresh reporting on OpenAI's paused Stargate UK project shows why AI data center announcements now need harder questions about power, planning, signed offtake, and local coordination before investors, governments, and customers treat headline capacity as real infrastructure.
Bending Spoons IPO Turns Old Internet Brands Into an AI Acquisition Machine
Bending Spoons raised nearly $954 million for the company in its Nasdaq IPO and now owns a public-market portfolio that includes AOL, Vimeo, Eventbrite, Evernote, WeTransfer, and Brightcove. The listing gives investors a new test case for whether AI-assisted operations can turn aging internet products into a durable acquisition platform.