Tech · past 7 days
AI, semiconductors, and the technology industry as an investment and power story: compute supply, model capability, platform shifts, and the capital spending cycle behind all of it.
Tech
Meta's Multibillion-Dollar US Child Safety Settlement Sets a Template Other Governments Can Use
The company agreed to pay state attorneys general and to cap under-18 users at two hours a day, while claims in Kenya, the Netherlands and elsewhere remain unresolved.
Tech
Nvidia Reports $96.2 Billion in Quarterly Revenue and Guides Above $105 Billion, Excluding China Entirely
Shares rose 4.7 percent after hours and index futures turned higher, even as Chinese investors pulled 560 billion yuan out of domestic mutual funds during a semiconductor selloff.
Tech
Meta Agrees to Pay Up to $16.68 Billion to Settle State Claims Over Harm to Child Users
The company will impose daily usage limits and nighttime blocks for teenage accounts across the United States, and participating states receive about $12.7 billion of the total over ten years.
Tech
Artificial-Intelligence Ambitions Face Physical Constraints in Orbit and on the Ground
SpaceX proposes launching millions of satellites to host computing, while two researchers argue models should learn physics rather than language.
Tech
Chip Stocks Fall Before Nvidia's Results as JPMorgan Lends Against Private AI Shares
Micron dropped 5.8% on Monday, and the bank has shortened the horizon on loans backed by SpaceX stock while considering the same for Anthropic holdings.
Tech
Asian Technology Shares Fall as Alibaba Sells $10.2 Billion of Stock at a Discount
Samsung Electronics dropped 4.26 percent and the Hang Seng fell 2.1 percent, while the parent of Chinese memory maker YMTC prepares a Shanghai listing and Europe's technology investment gap with the United States widens.
Tech
Chinese Robot Makers Shift From Humanoid Demonstrations to Machines Built for Work
A humanoid ran 100 metres in 9.39 seconds at a Beijing competition, but manufacturers at the World Robot Conference put wheeled and task-specific designs at the centre of their pitch.