Articles by Dennis Singleton
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OpenAI CEO Sam Altman called PC RAM 'quite terrible.' He now says that was taken out of context.
Sam Altman says he wants people to have all the memory they want after a podcast comment on PC RAM drew days of criticism. Here's what he said, and where OpenAI's 40% figure comes from.
SpaceX (SPCX) picks Qualcomm (QCOM) for its 5G network. Estimates of the cost go as high as $500 billion.
Qualcomm won't say what its deal is worth. Analysts and a rival CEO have very different numbers for the network around it.
Anthropic's FlashProve aims to prove which AI model wrote a response, something mathematicians asked labs to disclose
Anthropic released a prototype that uses cryptographic proofs to tie AI responses to a committed model. Mathematicians asked labs in September to name their models.
SK Hynix's (SKHY) New York chip plans wait on US licenses for its China fab
US officials have held up equipment licenses for Solidigm's fab in Dalian, China, Reuters reported, complicating SK Hynix's plans for two NAND plants in New York worth about $45 billion. SK Hynix says the Dalian work has US authorization.
Binance says its $6.34 billion hack took months and used a fake job interview. Hackers then used its own AI tool to reach wallet engineers.
Binance's first report on the October 29 hack lays out a months-long campaign, and explains why suspending withdrawals didn't stop the transfers.
OpenAI says ChatGPT handles about a fifth as many searches as Google (GOOGL). Each question that searches the web counts as one.
ChatGPT's consumer product lead explained what OpenAI counts as a search, and gave new numbers for voice, images, and subscriptions.
CrowdStrike (CRWD) launches an AI kill switch that stops agents, not models, and buys two AI security startups
CrowdStrike's release says the switch stops agents first at the gateway and soon on the endpoint. Two startup deals add agent monitoring and testing.
Nvidia's (NVDA) reported 51% rule for cloud providers serving Chinese customers, explained
Nvidia is reportedly telling cloud partners that, under new contracts, at least 51% of their services must go to customers outside China. What the rule covers, who it affects, and what Nvidia said.
Fabrinet (FN) forecasts up to $1.65 billion in quarterly revenue as it more than triples spending on capacity
Fabrinet's revenue rose 51% to a record, and its profit forecast came in about 10% above estimates. It spent 3.5 times as much on equipment as a year earlier.
Oracle (ORCL) offers $10 billion of stock and $10 billion of notes, five days after capping new fundraising at $20 billion
Oracle's two offerings match the $10 billion in stock and $10 billion in gross debt it expected to raise through fiscal 2030. The filings don't say whether any of the note money repays older debt.
SpaceX (SPCX) eyes Boost Mobile. EchoStar (ECHO) is already due up to $35 billion in SpaceX stock.
Boost Mobile's owner has been waiting on a large block of SpaceX stock since 2025. Its own filing shows how much Boost depends on AT&T and T-Mobile.
Marvell's (MRVL) $115 billion Lumentum (LITE) deal is all stock, and its value has already changed
Marvell's all-stock deal for Lumentum is pegged to an October 28 share price. Marvell has fallen since, and the deal isn't expected to close until 2028.
Foreign investors sold a record $30.6 billion of Taiwan stocks in October. Local buyers took almost half.
Foreign selling in Taiwan beat March's record, and TSMC took the biggest share. Taiwan's state banks and fund managers had their own record-setting month on the other side of the trade.
What is an AI compute campus? OpenAI's new name for data centers, explained
OpenAI wants to rename its data centers as the backlash against them grows. The plan, set to launch after the midterms, pairs the new name with community deals and proposed state laws.
AMD reports on Election Day after an 11% drop as Apple, Palantir, Qualcomm, and Arm also post results
AMD is the most valuable chipmaker reporting before Nvidia on November 17. Here's what AMD, Palantir, Qualcomm, and Arm forecast, and who else reports.
Nuclear reactors under construction hit 79, the most since 1986, as AI drives power demand
Eleven reactors started construction in 2026. China leads, Canada is building its first small reactor, and US AI deals are upgrading existing plants instead.
Apple (AAPL) brings Apple Intelligence to China in December, with Alibaba's Qwen inside Siri
Testing starts November 4. Qwen will work inside Siri, Writing Tools, and Visual Intelligence, but Siri AI and Apple's newest features aren't part of the launch.
SpaceX (SPCX) president Gwynne Shotwell is giving away over 2 million shares. Teens in lower-income ZIP codes go first.
Shotwell's first round of SpaceX shares goes to 11- to 17-year-olds in ZIP codes with a median family income of $57,000 or less, with distribution in December. A second gift for military and foster children is weeks away.
AI agents still stumble on calls and bookings. Dazzle, Duckbill, and Wajo bring in people.
Marissa Mayer's Dazzle AI, Duckbill, and Wajo AI send some tasks their agents can't reliably finish, including phone calls, to human workers. Duckbill now sells that help to other agent makers.
Meta reportedly built a humanoid robot prototype with Chinese startup Fourier
Reuters couldn't verify The Information's report. Fourier, founded in 2015, makes the GRx humanoid series, and Meta has had a humanoid robot team since 2025.
FBI blames North Korea for the $6 billion Binance hack as the exchange reopens withdrawals
The FBI says the hackers are converting stolen assets into Ether. Binance began reopening withdrawals on November 1 and says it has covered 95% of the loss.
OpenAI cuts its funding target to $20 billion, and its first close may fall short of that
OpenAI set an October 30 deadline for commitments. Its first close may raise less than $20 billion, weeks before Anthropic's expected IPO.
Amazon (AMZN) can borrow up to $80 billion to buy tech infrastructure. The equipment will back the loan.
Amazon will pledge equipment it buys as collateral for a loan of up to $80 billion. Its other big borrowings, including a $17.5 billion term loan, are unsecured.
Meta Platforms (META) gets a negative outlook from S&P. The agency sees a $71 billion cash shortfall in 2027.
S&P kept Meta's AA- rating but now sees capital spending above $225 billion in 2027. Meta's leases push S&P's leverage forecast past its limit.