Digital Marketing

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SK Hynix jumps 12% as Big Tech doubles down on AI memory

A $725bn hyperscaler capex ramp and a 20% HBM price rise have made the South Korean chipmaker the second-most valuable company on the KOSPI. The harder question is when supply catches demand. There is a small joke in semiconductor circles about which part of an AI server is most expensive. The graphics processor used to […]

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Anthropic and Wall Street are building a $1.5bn pipeline into private equity

A joint venture with Blackstone, Hellman & Friedman, Goldman Sachs, and General Atlantic will sell Claude into the buyout firms’ portfolio companies. OpenAI’s DeployCo arrived first; this one is bigger. There is a kind of business school question that has been quietly answered over the past month, without anyone formally asking it. The question is: […]

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Meta would rather leave New Mexico than rebuild its apps for kids

A bench trial in Santa Fe could force algorithm changes, age verification, and a $3.7bn mental health fund. Meta has threatened to pull Facebook and Instagram from the state instead. In March, a New Mexico jury reached a verdict that no American jury had reached before. Meta, the company once known as Facebook, had violated […]

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