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The AI boom broke the memory market, and the bust could be brutal

The AI boom has broken the memory market’s oldest rule. Prices that should be falling are soaring instead, and the AI memory crunch will not ease until 2028. The hangover, when it comes, could be brutal. Memory is meant to be boring. For decades DRAM and NAND flash have behaved like any commodity, sliding through […]

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Bosses want you to use AI. Then they credit the AI

Companies are ordering staff to lean on AI, then handing the credit to the machine. Researchers call it the AI penalty, and workers say it is costing them promotions and raises. Aubrey spent more than a year on a project to speed up a costly medical manufacturing process. When she finished, her manager asked her […]

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Apple’s lawsuit is already hurting OpenAI, long before a verdict

Apple’s lawsuit against OpenAI may not reach a courtroom for years. It is already doing damage. When Apple sued OpenAI on Friday for stealing hardware trade secrets, the attention went to the lurid detail. There were “show and tell” interviews and an engineer who kept his work laptop. One even texted a colleague: “LOL, I […]

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‘Scam Altman’: inside Musk and Altman’s weekend war on X

Elon Musk lost his case against Sam Altman in court. This weekend, he tried to win it back on X, one insult at a time. The two men who founded OpenAI spent the weekend calling each other frauds in public. It played out on X, in real time, in front of millions. By the end […]

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Shein is set for its Hong Kong listing hearing on Thursday

Shein is scheduled to face the Hong Kong stock exchange’s listing committee on Thursday, Reuters reported on Monday, citing people familiar with the matter. It is the final procedural gate before the fast-fashion group, which has spent three years and two continents trying to go public, can actually price a deal. The hearing follows approval from the […]

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TCS bets on 8,900 AI deployment engineers to defend India’s IT services model

Tata Consultancy Services plans to build a team of up to 8,900 forward-deployed AI engineers and is looking for acquisition targets in AI and cybersecurity, chief executive K Krithivasan said. The move is India’s largest IT firm answering the question that has hung over the sector since the arrival of agentic AI in enterprise stacks, […]

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TSMC breaks ground on more advanced packaging fabs in Chiayi

TSMC will build additional advanced packaging fabs in the second phase of the Chiayi Science Park in southern Taiwan, National Science and Technology Council minister Wu Cheng-wen said at a groundbreaking ceremony on Sunday. Packaging is where the AI supply chain currently pinches, and it is the same constraint that Nvidia’s multi-year HBM4 deal with SK Hynix […]

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Netflix is reportedly considering always-on channels and bundles, which is to say, cable

Netflix executives have reportedly discussed adding always-on live channels to the service. The channels would run genre-based programming around the clock, all comedies or all action films, according to a Wall Street Journal report relayed by The Verge. They have also discussed folding rival streaming subscriptions into Netflix itself. Peacock was named specifically, appearing as a […]

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Meta spent a year being punished for its AI spending. Then it told investors how it would get the money back.

Meta has had a miserable year on the market, flat while the Nasdaq-100 climbed 18%. That changed abruptly, with the stock posting its best week since early 2024, CNBC reports. Shares rose about 6% on Friday and roughly 15% across the week. The move was not driven by advertising, the business that actually makes Meta’s money. […]

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