Tech and business news, daily.

Tech news for people who run things.

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

Page 20

Marvell's $540M Buy of XConn Is About the AI Interconnect Bottleneck
Hardware & Devices

Marvell's $540M Buy of XConn Is About the AI Interconnect Bottleneck

Marvell is acquiring XConn Technologies for $540M to bolster high-performance interconnect. Why interconnect is becoming the next AI infrastructure constraint.

Maya Iverson
Anthropic Just Locked In SpaceX's Entire Colossus 1 Data Center
AI & ML

Anthropic Just Locked In SpaceX's Entire Colossus 1 Data Center

Anthropic signed an agreement for the full capacity of Colossus 1: 300 MW and 220,000 Nvidia GPUs in a single-tenant facility.

Maya Iverson
Bitcoin's Run to $80k Is Pricing in CLARITY Act Passage
Crypto & Web3

Bitcoin's Run to $80k Is Pricing in CLARITY Act Passage

Bitcoin crossed $80k, up 19% in a month on CLARITY Act momentum. The asymmetric trade sits in Kraken's IPO discount.

Jordan Beck
Anthropic Is Gating the Cyber-Capable Model It Disclosed Last Week
Cybersecurity

Anthropic Is Gating the Cyber-Capable Model It Disclosed Last Week

Anthropic launched Project Glasswing, restricting access to Mythos Preview. The "thousands of zero-days" figure is Anthropic's own and covers identification, with working exploits a separate bar.

Nadia Rao
The CLARITY Act's Stablecoin Compromise Is the First Real Crypto Markup Likely to Pass
Policy & Regulation

The CLARITY Act's Stablecoin Compromise Is the First Real Crypto Markup Likely to Pass

Senate Banking marks up the CLARITY Act on May 14 with a stablecoin yield compromise. The agreed text is committee-level draft language with three procedural steps still ahead.

Nadia Rao
Anthropic's Annual Revenue Just Passed OpenAI's
Markets & Money

Anthropic's Annual Revenue Just Passed OpenAI's

Anthropic's $30B ARR just passed OpenAI's $24B for the first time, after growing roughly 6× in 18 months against OpenAI's 2×.

Sam Whitaker
Nvidia Has Quietly Become a $40 Billion Strategic Investor
Big Tech

Nvidia Has Quietly Become a $40 Billion Strategic Investor

Nvidia is up to $40B in strategic equity bets across its supply chain and customers in 2026, about half a year of free cash flow. The photonics names show where it expects the next bottleneck.

Sam Whitaker
China's Hanyuan-2 Is the First Dual-Core Neutral-Atom Quantum Computer
Hardware & Devices

China's Hanyuan-2 Is the First Dual-Core Neutral-Atom Quantum Computer

CAS Cold Atom launched Hanyuan-2, a 200-qubit dual-core neutral-atom quantum computer. The two-array architecture is the development to watch, and the qubit count is modest.

Maya Iverson
Four Chinese Labs Just Hit Frontier-Class Coding in 12 Days
AI & ML

Four Chinese Labs Just Hit Frontier-Class Coding in 12 Days

DeepSeek V4, GLM-5.1, MiniMax M2.7, and Kimi K2.6 all shipped open-weights coding models in 12 days at frontier capability, each with lower inference cost than Claude or GPT.

Maya Iverson
Apple Quietly Hedges Its Bet on TSMC
Hardware & Devices

Apple Quietly Hedges Its Bet on TSMC

Apple is in early talks with Intel and Samsung to manufacture core device chips in the US, its first real diversification away from TSMC. Neither can match TSMC's volume yet.

Maya Iverson
Cerebras Files at $26.6 Billion. The Order Book Says That's Conservative.
Startups & Funding

Cerebras Files at $26.6 Billion. The Order Book Says That's Conservative.

Cerebras filed an amended S-1 to sell 28M shares at $115–125, valuing it up to $26.6B. Banks are fielding $10B in orders for $3.5B on offer, which points to pricing above the range.

Jordan Beck
The AI Power Build-Out Is the Largest Energy Project in American History
Markets & Money

The AI Power Build-Out Is the Largest Energy Project in American History

Five companies are spending $400B on AI infrastructure this year, half of it on the electricity to run it. Almost nobody is covering it as the energy story it has become.

Hank Reed