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Tech and business at the intersection where they actually meet.

Daily coverage of AI, startups, big tech, markets, policy, security, hardware, and crypto — with a Bottom Line on every piece.

Big Tech

The Week Nvidia Stopped Acting Like a Vendor

Spark for laptops, Vera for the data center, equity stakes in the labs that buy its GPUs. Hank Reed on the week Nvidia stopped being a chip company and started being a platform.

By Hank Reed

Latest

Big Tech

Qualcomm's Windows-on-Arm Head Start Just Disappeared

Qualcomm had a two-year lead on Arm-based Windows laptops with Snapdragon X. Nvidia's RTX Spark erased it overnight, and Qualcomm's premium PC story is now the stock risk.

Sam Whitaker
Big Tech

Nvidia Took Aim at the $200B Laptop CPU Market With RTX Spark

Nvidia unveiled RTX Spark at Computex 2026, an Arm-based laptop superchip pairing a 20-core CPU with a Blackwell GPU and 128GB unified memory. The launch OEM list covers every major Windows laptop maker.

Sam Whitaker
Hardware & Devices

Nvidia's New Vera CPU Targets Agent Workloads at 88 Cores and 1.2 TB/s

Jensen Huang unveiled Vera at GTC Taipei on June 1. It is Nvidia's first CPU purpose-built for AI agent workloads, with 88 custom Arm cores and 1.2 TB/s of memory bandwidth.

Maya Iverson
Hardware & Devices

Lenovo Hit a Record $21.6B in Q4. AI Server Revenue Jumped 84%.

Lenovo posted record Q4 revenue of $21.6 billion, AI revenue grew 84%, and the stock has more than doubled in May. AI hardware demand is spreading past the hyperscalers.

Maya Iverson
Crypto & Web3

Crypto Funds Lost $1.67B Last Week. The Stablecoin Yield Fight Is the Overhang.

Digital-asset investment products saw $1.67 billion in outflows, the second-worst week of 2026, as banks and crypto firms clashed publicly over yield-bearing stablecoins.

Jordan Beck
Policy & Regulation

States Asked an Appeals Court to Reverse the FTC-Meta Antitrust Loss

A coalition of states and DC has asked a US appeals court to reverse the lower-court ruling that effectively ended the FTC's monopoly case against Meta.

Nadia Rao
Startups & Funding

Anthropic Raised $65B at a $965B Valuation. The Chipmakers Are Now Investors.

Anthropic closed a $65 billion Series H at a $965 billion post-money valuation, with Micron, Samsung, and SK hynix among the strategic backers.

Jordan Beck
Markets & Money

Daily Roundup, May 29: The AI Money Kept Circling

Anthropic's record raise, Snowflake's best day ever, and a trillion-dollar Micron. The thread is capital, and a lot of it is moving in a circle.

Sam Whitaker
Big Tech

Snowflake Jumped 36% on a $6B AWS Deal and an Accelerating Top Line

Snowflake posted $1.39B in Q1 revenue (up 33%), raised guidance, and signed a five-year $6 billion AWS contract. The stock had its best day ever.

Sam Whitaker
Hardware & Devices

Micron Hit a $1 Trillion Market Cap. Memory Is the AI Bottleneck Now.

Micron shares jumped about 18% to push its market cap to $1 trillion, as HBM demand for AI accelerators reprices the memory business.

Maya Iverson
Cybersecurity

CISA Set Today as the Deadline to Patch an Exchange Bug Under Active Attack

CVE-2026-42897, a spoofing flaw in on-prem Exchange Server, is under active exploitation. CISA's federal patch deadline is May 29.

Nadia Rao