AMD to invest up to $5B in Anthropic as part of computing power deal
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event…
Trump’s push for American-made AI chips hits TSMC’s margins
Pressure from President Donald Trump to manufacture advanced semiconductors in the U.S. is increasing costs and squeezing margins…
Sony’s PlayStation disc decision threatens a $7 billion resale market
A PlayStation 5 DualSense controller and a stack of retail game cases are seen, with the Sony logo…
The Fed rang the alarm about Anthropic’s Mythos AI — but went without it
Federal Reserve Chairman Kevin Warsh testifies during the Senate Banking, Housing and Urban Affairs Committee hearing titled “The…
Ready for takeoff: This stock’s next growth runway is securing identity in an AI age
Clear Secure’s resilient airport franchise is more than a travel business. It serves as the customer acquisition engine…
Nvidia details next-generation Vera CPU, in challenge to AMD and Intel
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a Vera Rubin Ultra Kyber compute tray…
Jim Cramer says it’s time to look beyond tech as AI uncertainty rattles the market
CNBC’s Jim Cramer said Monday that the artificial intelligence trade has become too noisy and unpredictable to aggressively…
AMD Helios: Microsoft signs on to rack AI system that rivals Nvidia
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…
Trump administration is dictating access to frontier AI models: Sources
President Donald Trump points his finger as he signs an executive order on AI next to Senate Commerce…
Anthropic in early talks with Meta to acquire compute power
Dario Amodei, co-founder and chief executive officer of Anthropic, at the AI Impact Summit in New Delhi, India,…
U.S.-China AI feud sees ASML on tightrope between sales, geopolitics
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. ASML…