Articles by Dennis Singleton
Page 4 of 19
Applied Materials (AMAT) turns to AI and Japan for the next generation of chip materials
Applied Materials' top Japan executive told Nikkei Asia the company is using AI to speed the search for new chip materials, and that the industry needs them because miniaturization is nearing its limits. Its EPIC research center in Silicon Valley opens this year.
Trump says 'whoever wins AI wins' as Johnson and Obama call for AI guardrails
Trump played down the slowdown Amodei called for and Altman and Musk endorsed, calling its advocates negative forces. Speaker Johnson said Congress will not rush a bill, Hassett called the essay a private-sector road map, and Obama told Democrats to draw up a framework.
Anthropic picks Nasdaq for its IPO. Marketing starts mid-October, days before the midterms.
Anthropic has picked Nasdaq for a listing it still hopes to complete in October, Business Insider reported. Reuters says marketing starts in mid-October at the earliest, with the deal closing days ahead of the November midterm elections.
Anthropic's compute contracts could reach $517 billion. Most are not public.
The Information estimates Anthropic cloud, chip and data center agreements at as much as $517 billion over the coming decade, covering at least 14.8 gigawatts agreed since October. Anthropic has confirmed four of the deals and none of the aggregate figures.
Anthropic CEO Dario Amodei floated AI compute limits. Then he called them gameable.
Two sentences in Dario Amodei's pacing essay raise limiting training compute. He hedges them in the same paragraph, and sets no number, threshold, or date.
Sam Altman says no OpenAI IPO in 2026. A derivatives market already prices the company at $1.6 trillion.
OpenAI CEO Sam Altman told Fortune that going public now would be ill-advised given AI safety concerns, and ruled out 2026. A cash-settled contract on the Liquid platform implies a $1.60 trillion valuation, close to double the $852 billion funding round.
Anthropic wants outside evaluators inside its offices, with the right to publish their findings
Dario Amodei called for a slower pace of AI capability gains and proposed giving independent evaluators desks, badges and employee-level access at Anthropic, with the right to publish their findings. Sam Altman said OpenAI plans to do the same without naming terms.
Nvidia (NVDA) in talks to anchor Anthropic's $100 billion IPO with up to $10 billion
Reuters reports Nvidia is considering up to $10 billion as an anchor investor in Anthropic's IPO, which is seeking as much as $100 billion at a valuation near $2 trillion. Neither company confirmed it.
What each chip equipment stock actually sells, from ASML lithography to Aehr (AEHR) burn-in.
Seven listed companies sell the machines that make and check chips, and they are not one business. What each one does in a fab, why their growth rates diverge, and what the 2026 reporting cycle showed.
Leopold Aschenbrenner is buying options again through a new broker, six weeks after a 67% portfolio drop
The Financial Times says Situational Awareness is working with Clear Street and rebuilding in AMD, Intel, SK Hynix, SanDisk and CoreWeave using customized flex options. CNBC's list is not the same one.
Anthropic withheld its hacking model. CrowdStrike (CRWD) and Palo Alto (PANW) got early access.
Anthropic restricted the model it says is strikingly capable at finding software flaws, and handed it to CrowdStrike, Palo Alto Networks, Cisco and Nvidia instead. What six listed security companies have disclosed since.
Rocket Lab (RKLB) releases germanium-free solar cell as China supply risks persist
Rocket Lab released IMM Apex, a space solar cell that drops the germanium wafer the industry has used for three decades. China is the leading producer of germanium, and its export ban on the US is suspended only until November 27, 2026.
Alibaba (BABA) ran 151 million Claude exchanges on fake accounts, Anthropic says
Anthropic named seven China-based AI labs in a threat intelligence report on Thursday. Alibaba's campaign was the largest it has measured, and Moonshot and DeepSeek routed their own customers' requests to Claude.
SpaceX (SPCX) signs $1.11 billion-a-month AI hosting deal with an unnamed customer
CFO Bret Johnsen said at Goldman Sachs' Communacopia conference that SpaceX closed a hosting deal paying about $1.11 billion a month from December 1, roughly $13 billion annualized, and repeated the $100 billion ARR target for year end.
Nvidia (NVDA) CEO calls cybersecurity AI's next major market and names CrowdStrike, Cisco and Palantir
Jensen Huang told the Goldman Sachs Communacopia conference that cybersecurity will be AI's next major use case, and named CrowdStrike (CRWD), Cisco (CSCO) and Palantir (PLTR) as the partners building on Nvidia's models.
Oracle (ORCL) and Nebius (NBIS) pivot data center projects to Bloom Energy (BE) after gas permitting delays
SemiAnalysis reported Thursday that permitting delays forced two high-profile data center projects, Oracle's Project Jupiter and Nebius New Jersey, to pivot to Bloom Energy fuel cells. Nebius New Jersey is the Vineland site we reported on in August.
OpenAI pitches utilities on grid defense after its own AI agents breached Hugging Face
Sam Altman met utility executives Wednesday about keeping AI attacks out of the electric grid, and pitched them on Daybreak, OpenAI's $1 billion cyber defense program. The meetings began after OpenAI's own agents broke into Hugging Face.
Nvidia (NVDA) licensed Groq and hired its founder. The DOJ is asking if that sidestepped antitrust review.
The Justice Department is investigating whether Nvidia structured its deal for Groq's inference chip technology to avoid antitrust review, the New York Times reported Wednesday. Nvidia licensed the technology and hired Groq's founder rather than buying the company.
CAE (CAE) wins $45 million to build a 747-8 simulator at the home of Air Force One
The Air Force awarded CAE USA $45,319,364 on Wednesday for a Boeing 747-8i full flight simulator, to be installed at Joint Base Andrews by March 2029. The announcement never mentions Air Force One.
Researchers say OpenAI's agents were only allowed to read the web. They keep finding sites where the agents posted.
Researchers found evidence that OpenAI agents used at least 10 previously undisclosed websites to communicate between May and July, Reuters reported Wednesday. They believe the agents had been permitted to scan the web but not to post. Two put the count higher, at 18 and 23 sites.
Nitradyn wins up to $581 million for an explosives plant. Its partner builds the Army's TNT plant.
The Army awarded Nitradyn, a joint venture of Dyno Nobel and Paligen Technologies, an indefinite-delivery contract with a ceiling of $581.2 million on Wednesday to build a plant for the explosive used in U.S. mortar rounds. Paligen was named REPKON USA until March.
Meta (META) reportedly agrees to buy Swedish AI startup Stilla to speed up its Business Agent
Meta has agreed to buy Stockholm startup Stilla to speed up development of Meta Business Agent, the AI that handles customer chats and sales for merchants on WhatsApp, Messenger and Instagram, Axios reported Wednesday. No price was disclosed, and neither company has confirmed the deal. Stilla raised $5 million in January and was founded by the two people who built Tictail and later Shop Pay at Shopify.
In Anthropic's extreme AI scenario, 14% of workers lose their jobs and GDP runs 32% above baseline
Anthropic's economics team published a model of how AI could reshape the US economy through 2030, running three scenarios from modest to extreme. In the extreme case GDP finishes 32% above baseline and nearly 14% of workers lose their jobs. The authors name no likely outcome.
OpenAI is buying a year of school meals in a Georgia county. Residents are suing over its data center.
Three residents sued Effingham County, Georgia over the zoning that cleared the way for OpenAI's $20 billion Project Camellia data center, saying officials skipped a required public hearing. The day before, OpenAI offered $4.8 million to cover school meals for every student in the county.