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technology

50 articles

Uber and Pony.ai Target 2,000 European Robotaxis in Direct Challenge to Waymo
Technology34m ago
Uber and Pony.ai Target 2,000 European Robotaxis in Direct Challenge to Waymo
The partners launched Europe's first commercial robotaxi service in Zagreb in March and plan four additional European cities, with Middle East expansion added to the deal.
Silicon Valley's New Metric: Software That Disappears
TechnologyYesterday
Silicon Valley's New Metric: Software That Disappears
Top developers are building AI products designed to free user attention rather than capture it, upending engagement-based business models.
Fermi Names New CEO to Drive AI Nuclear Campus Build as Stock Jumps 23 Percent
TechnologyYesterday
Fermi Names New CEO to Drive AI Nuclear Campus Build as Stock Jumps 23 Percent
Lee McIntire, a veteran of CH2M Hill and TerraPower, takes over as chief executive to execute the company's 17-gigawatt Project Matador data center and power strategy.
Alphabet's Pixel 11 Puts Gemini Front and Center — Weeks Before Apple's Siri Reboot
Technology2d ago
Alphabet's Pixel 11 Puts Gemini Front and Center — Weeks Before Apple's Siri Reboot
The new smartphone lineup integrates Google's most capable Gemini AI, launching ahead of Apple's expected Gemini-powered Siri overhaul.
China's 50 Million Loongson PC Target: Can Sanctioned Chips Carry the Load?
Technology2d ago
China's 50 Million Loongson PC Target: Can Sanctioned Chips Carry the Load?
Loongson Technology, backed by state funding, aims to put 50 million domestically made school computers into Chinese classrooms annually by 2030 despite U.S. export restrictions.
OnlyFans CEO: Human Creators Will Outlast AI as Platform Eyes $7.95B Revenue
Technology2d ago
OnlyFans CEO: Human Creators Will Outlast AI as Platform Eyes $7.95B Revenue
Keily Blair said AI cannot replace human creators, outlining a strategy built on authenticity as AI-generated content spreads across the web.
EGO's 30-Inch Electric Mower Takes Aim at the Large-Property Gas Market
Technology2d ago
EGO's 30-Inch Electric Mower Takes Aim at the Large-Property Gas Market
The self-propelled 1300 Series challenges gas rivals on performance and cost, extending EGO's battery platform into larger acreage.
Honor's Robot Phone Bets on Physical AI to Break Smartphone Commodity Trap
Technology2d ago
Honor's Robot Phone Bets on Physical AI to Break Smartphone Commodity Trap
The Chinese manufacturer launched a smartphone with an integrated robotic gimbal camera, wagering that hardware differentiation can carve out new revenue in a saturated market.
Cognition AI Eyes $40B Valuation as Revenue Run Rate Nears $1 Billion
Technology2d ago
Cognition AI Eyes $40B Valuation as Revenue Run Rate Nears $1 Billion
The AI coding startup is in early talks for new funding at a valuation more than 50 percent above its May round.
China Closes Gap on U.S. AI as Beijing Pushes Broad Adoption
World3d ago
China Closes Gap on U.S. AI as Beijing Pushes Broad Adoption
Chinese labs release models approaching American AI performance while Beijing prepares for economic and social shifts from the technology.
Zhen Ding Tech's NT$100 Billion Capex Bet on AI Infrastructure
Technology3d ago
Zhen Ding Tech's NT$100 Billion Capex Bet on AI Infrastructure
The world's largest printed circuit board maker is pouring capital into server and optical communication products as AI demand drives record monthly revenue.
Kimi K3 Ranks Third Globally, Free to Deploy — Cutting Into Sovereign AI Licensing Costs
Research & Analysis3d ago
Kimi K3 Ranks Third Globally, Free to Deploy — Cutting Into Sovereign AI Licensing Costs
Moonshot AI's open-weight Kimi K3 lets governments run a top-three AI system on their own hardware, eliminating licensing fees paid to U.S. cloud providers.
Uber's Autonomous Delivery Model Under Pressure After Serve Robotics Split
Technology3d ago
Uber's Autonomous Delivery Model Under Pressure After Serve Robotics Split
Uber sold its entire Serve Robotics stake in Q2 2026, ending a partnership that exposed the limits of its third-party autonomous delivery strategy.
CoreWeave's $104B Backlog Makes the Bear Case Hard to Hold
U.S. Equities3d ago
CoreWeave's $104B Backlog Makes the Bear Case Hard to Hold
CoreWeave topped Q2 estimates on revenue, adjusted EBITDA and operating income, with a $104 billion backlog signaling durable AI infrastructure demand.
AI Infrastructure's $7 Trillion Debt Market Exposes Limits of Nvidia as Financial Backstop
Research & Analysis3d ago
AI Infrastructure's $7 Trillion Debt Market Exposes Limits of Nvidia as Financial Backstop
Cumulative AI capex of $11.1 trillion through 2029 is straining credit markets and revealing energy constraints no chip vendor can solve.
TSMC, Sony's $4.69B Japan Venture Targets Image Sensor Volume by 2029
Technology3d ago
TSMC, Sony's $4.69B Japan Venture Targets Image Sensor Volume by 2029
The Advanced Vision Semiconductor Manufacturing joint venture in Kumamoto gives Sony majority control, with production of next-generation smartphone image sensors targeted for 2029.
Tech Giants Build Private Power Grids as U.S. Infrastructure Falls Behind
Technology3d ago
Tech Giants Build Private Power Grids as U.S. Infrastructure Falls Behind
Microsoft, Amazon, Google and Meta are committing billions to dedicated energy supplies as data center demand outpaces what the national grid can deliver.
Anthropic's Global AI Watermarking: Compliance Cost or Competitive Moat
Technology3d ago
Anthropic's Global AI Watermarking: Compliance Cost or Competitive Moat
Anthropic's Aug. 2 rollout of imperceptible text watermarks for Claude models, mandated by EU AI Act Article 50(2), applies worldwide—reshaping the economics of AI content provenance.
Sensor Size, Lens Ecosystems and Display Tech Drive Camera Market Margins
Technology4d ago
Sensor Size, Lens Ecosystems and Display Tech Drive Camera Market Margins
Camera makers segment product lines by sensor architecture, lens platform and display technology to defend margins and capture distinct buyer segments.
IBM Returns to Canada's Bond Market After 14 Years With C$2.75 Billion Offering
Research & Analysis4d ago
IBM Returns to Canada's Bond Market After 14 Years With C$2.75 Billion Offering
The tech giant's four- and eight-year Maple notes come as foreign issuance in Canada hits a record high this year.
NavVis Closes $85M Series D to Scale Spatial AI and Digital Twin Platform
Technology7d ago
NavVis Closes $85M Series D to Scale Spatial AI and Digital Twin Platform
The Munich-based company has mapped more than one billion square meters in 2025, building digital twins for industrial facilities and construction sites.
TikTok Shuts Nashville Office, Cuts 250 Content Moderation Jobs
Technology8d ago
TikTok Shuts Nashville Office, Cuts 250 Content Moderation Jobs
TikTok is closing its Music Row office two years after opening it, laying off 250 content moderation employees in a push to consolidate operations.
S&P 500 and Dow Hit Record Highs as AI Trade Returns, Oil Falls on Iran Talks
Research & Analysis9d ago
S&P 500 and Dow Hit Record Highs as AI Trade Returns, Oil Falls on Iran Talks
The S&P 500 rose 1.8 percent and the Dow closed at an all-time high as investors rotated into AI-linked tech stocks while oil prices dropped on U.S.-Iran negotiation signals.
Grab Raises Full-Year Outlook After Operating Profit Jumps 186 Percent on AI Gains
Technology9d ago
Grab Raises Full-Year Outlook After Operating Profit Jumps 186 Percent on AI Gains
The Southeast Asian super-app reported Q2 revenue of $997 million, raised its full-year EBITDA forecast and credited AI with cutting 40,000 hours of sales inefficiencies.
EON's Space Laser Bid: 47 Percent Speed Gain, Real Orbital Risk
Technology10d ago
EON's Space Laser Bid: 47 Percent Speed Gain, Real Orbital Risk
EON wants to route intercontinental data through orbital laser links instead of undersea fiber, promising lower latency but facing congestion and collision risk in increasingly crowded low Earth orbit.
Hyperscalers' $1.32 Trillion AI Capex Bet: Who Wins, Who's Left Behind
Technology11d ago
Hyperscalers' $1.32 Trillion AI Capex Bet: Who Wins, Who's Left Behind
Global AI server shipments are forecast to grow 31 percent in 2025, with nine North American cloud providers on track to spend $1.32 trillion on infrastructure by 2027.
McDonald's AI Drive-Thru Bet: Can ArchIQ Deliver the Unit Economics?
Technology11d ago
McDonald's AI Drive-Thru Bet: Can ArchIQ Deliver the Unit Economics?
McDonald's is piloting an AI ordering system at five U.S. locations as fast-food chains race to cut drive-thru labor costs and boost throughput.
Meta's 91% Cash Flow Drop Leads Big Tech's AI Infrastructure Spending Surge
Technology12d ago
Meta's 91% Cash Flow Drop Leads Big Tech's AI Infrastructure Spending Surge
Amazon, Alphabet and Tesla also posted negative free cash flow last quarter as AI data center buildouts drain capital across the sector
Apple to Charge for Siri AI via iCloud, Cook Calls It a Competitive Weapon
Technology14d ago
Apple to Charge for Siri AI via iCloud, Cook Calls It a Competitive Weapon
Apple plans to route AI revenue through iCloud subscriptions, targeting its two billion-device installed base with premium Siri features.
Aether Dynamics Bets $500M on Autonomous Drones to Cut Last-Mile Costs
Technology14d ago
Aether Dynamics Bets $500M on Autonomous Drones to Cut Last-Mile Costs
The startup plans to deploy 5,000 drones by 2027, targeting a 15 percent cost reduction in last-mile delivery and industrial surveillance.
Microsoft, Amazon Gain on Cloud Demand; Meta's AI Spending Draws Scrutiny
Technology14d ago
Microsoft, Amazon Gain on Cloud Demand; Meta's AI Spending Draws Scrutiny
Cloud providers capitalize on surging digital infrastructure demand while Meta's $30B-plus annual capex commitment raises capital allocation questions.
AI Safety Becomes a Corporate Budget Line—and a Competitive Moat
Technology16d ago
AI Safety Becomes a Corporate Budget Line—and a Competitive Moat
Tech companies are committing serious capital to AI safety and compliance, turning ethical obligations into balance-sheet decisions with real competitive consequences.
Pangram's $9M Series A Targets Enterprise AI Content Detection
Technology16d ago
Pangram's $9M Series A Targets Enterprise AI Content Detection
Horizon Ventures led the round as media companies, educators and social platforms seek scalable tools to verify whether content is human- or machine-generated.
Smart Rings Chase Subscription Revenue as AI Closes In on Wearables
Technology17d ago
Smart Rings Chase Subscription Revenue as AI Closes In on Wearables
Hardware makers are betting AI-powered biometric rings can anchor recurring software revenue — if they can hold off Apple and Samsung.
U.S.-Korea Tech Correlation Hits 2021 High, Cutting Diversification Value
Technology18d ago
U.S.-Korea Tech Correlation Hits 2021 High, Cutting Diversification Value
The 60-day correlation between the Kospi and Nasdaq 100 reached 0.50, its highest since 2021, signaling tighter synchronization that erodes the case for cross-border portfolio hedging.
U.S.-Korea Tech Correlation Hits Four-Year High as AI Spending Binds Two Markets
Technology18d ago
U.S.-Korea Tech Correlation Hits Four-Year High as AI Spending Binds Two Markets
The 60-day correlation between the Kospi and Nasdaq 100 reached 0.50, its highest since 2021, cutting diversification benefits for global tech investors.
Tech Giants Back Open AI Models as Security Incident Splits Industry
Research & Analysis19d ago
Tech Giants Back Open AI Models as Security Incident Splits Industry
Nvidia, Meta and Microsoft joined 22 other firms in a letter to Washington on July 24, backing open-weight AI models after a critical vulnerability exposed closed-model limits.
EVs as Grid Assets: The Business Case for Bi-Directional Charging
Technology19d ago
EVs as Grid Assets: The Business Case for Bi-Directional Charging
Electric vehicles with bi-directional charging are becoming distributed energy resources, offering home backup and grid revenue as U.S. electricity demand climbs.
Waymo Drops Uber Exclusivity in Atlanta, Austin—New Rivals Enter in 2028
Technology19d ago
Waymo Drops Uber Exclusivity in Atlanta, Austin—New Rivals Enter in 2028
The Alphabet unit will open its driverless service to competing platforms in two U.S. markets, pressuring Uber's premium autonomous ride business.
AI Distillation Cuts Compute Costs—and Draws Regulatory Attention
Technology20d ago
AI Distillation Cuts Compute Costs—and Draws Regulatory Attention
Enterprises are shrinking large AI models to slash cloud bills, but the same efficiency that lowers costs is now drawing scrutiny from lawmakers debating oversight.
Monday.com Cuts 600 Jobs in Bet on AI-First Operating Model
Technology20d ago
Monday.com Cuts 600 Jobs in Bet on AI-First Operating Model
The work management software company is reducing 20 percent of its workforce as it shifts capital from headcount to AI infrastructure and specialized talent.
Vanguard's $220B ETF: 10 Stocks Control 60% of the Portfolio
U.S. Equities20d ago
Vanguard's $220B ETF: 10 Stocks Control 60% of the Portfolio
A sharp sell-off in top AI-exposed names would hit the fund's 147 holdings far harder than investors may expect.
Tesla's 18 Percent Drop Exposes Capital Strain Across Musk's Ventures
Technology20d ago
Tesla's 18 Percent Drop Exposes Capital Strain Across Musk's Ventures
Tesla reported negative cash flow after an earnings miss, while SpaceX faces rising costs and schedule pressure on Starship ahead of its next test flight
The Boring Company Seeks $20B Valuation, Targeting Urban Transit and Utility Contracts
Technology20d ago
The Boring Company Seeks $20B Valuation, Targeting Urban Transit and Utility Contracts
Elon Musk's tunneling firm is seeking new capital at a valuation 3.5 times its 2022 level, betting on lower per-mile costs to win large infrastructure contracts.
Cricut vs. Siser: Two Cutting Machine Makers, Two Opposite Business Models
Technology20d ago
Cricut vs. Siser: Two Cutting Machine Makers, Two Opposite Business Models
Cricut monetizes hobbyists through subscriptions and consumables; Siser sells high-priced commercial hardware to small businesses that need volume and reliability.
Premium Laptop Bags Hold Margins as Hybrid Work Drives Repeat Purchases
Technology20d ago
Premium Laptop Bags Hold Margins as Hybrid Work Drives Repeat Purchases
Specialized carrying gear for mobile professionals commands $200-$600 price points, with brand loyalty and design patents sustaining margins above mass-market alternatives.
GoPro's Mission 1 Bets on Higher ASPs to Escape Commoditized Market
Technology20d ago
GoPro's Mission 1 Bets on Higher ASPs to Escape Commoditized Market
The new action camera's larger sensor targets professional users and higher average selling prices as GoPro fights margin pressure from smartphones and DJI.
Nvidia, Microsoft: One Analyst Says Overweight Tech, AI Bubble Talk Is Wrong
U.S. Equities20d ago
Nvidia, Microsoft: One Analyst Says Overweight Tech, AI Bubble Talk Is Wrong
A senior earnings analyst is urging investors to stay overweight technology, arguing AI-driven earnings growth separates today's valuations from past speculative cycles.
Foldable Phone Economics: How OEMs Are Finally Making the Numbers Work
Technology20d ago
Foldable Phone Economics: How OEMs Are Finally Making the Numbers Work
Samsung and Google are cutting component costs and pushing volume, moving foldables from premium novelty toward a viable revenue category.
Imax's 36-Location Premium Format Cap Constrains Revenue Ceiling
Technology20d ago
Imax's 36-Location Premium Format Cap Constrains Revenue Ceiling
Only 36 theaters worldwide run Imax's highest-fidelity projection system, a capital cost barrier that limits how far the company's most exclusive format can scale.