https://theinference.org/article/anthropic-s-42-billion-loss-is-a-gain-google-and-amazon-already-banked The Inference en 2026-10-02T16:23:01.907Z Anthropic's $42 Billion Loss Is a Gain Google and Amazon Already Banked https://theinference.org/article/musk-s-colossus-idles-at-11-and-rents-to-the-rivals-it-was-built-to-beat The Inference en 2026-10-02T16:22:58.034Z Musk's Colossus idles at 11% and rents to the rivals it was built to beat https://theinference.org/article/china-s-state-money-bought-banned-nvidia-b300-servers-then-redacted-the-receipts The Inference en 2026-10-02T16:22:54.284Z China's state money bought banned Nvidia B300 servers, then redacted the receipts https://theinference.org/article/amazon-raises-gpu-rents-15-while-shifting-8-billion-of-chips-off-its-books The Inference en 2026-10-02T16:22:50.733Z Amazon raises GPU rents 15% while shifting $8 billion of chips off its books https://theinference.org/article/broadcom-shops-42-billion-of-anthropic-chip-debt-to-wall-street The Inference en 2026-10-02T16:22:47.202Z Broadcom Shops $42 Billion of Anthropic Chip Debt to Wall Street https://theinference.org/article/microsoft-s-rally-rests-on-a-customer-that-owes-it-6-billion-and-just-moved-into-amazon-s-cloud The Inference en 2026-10-02T16:22:43.243Z Microsoft's Rally Rests on a Customer That Owes It $6 Billion and Just Moved Into Amazon's Cloud https://theinference.org/article/alibaba-s-qwen-is-winning-corporate-america-the-fraud-suit-says-its-edge-came-from-claude The Inference en 2026-10-02T16:22:39.685Z Alibaba's Qwen is winning corporate America; the fraud suit says its edge came from Claude https://theinference.org/article/meta-s-27-billion-nebius-deal-is-a-ceiling-not-a-commitment The Inference en 2026-10-02T16:22:36.034Z Meta's $27 billion Nebius deal is a ceiling, not a commitment https://theinference.org/article/samsung-asks-triple-for-hbm4-and-the-buyers-answer-this-month The Inference en 2026-10-02T16:22:32.528Z Samsung asks triple for HBM4, and the buyers answer this month https://theinference.org/article/cursor-quietly-adds-the-chinese-model-that-found-a-hole-in-its-editor The Inference en 2026-10-02T16:22:28.986Z Cursor quietly adds the Chinese model that found a hole in its editor https://theinference.org/article/tesla-clears-its-delivery-bar-by-25-000-cars-and-the-cash-test-moves-to-october-21 The Inference en 2026-10-02T16:22:24.966Z Tesla clears its delivery bar by 25,000 cars, and the cash test moves to October 21 https://theinference.org/article/amazon-sues-to-evict-the-ai-shopper-while-amex-pays-125-to-move-it-in The Inference en 2026-10-02T16:22:21.302Z Amazon sues to evict the AI shopper while Amex pays $125 to move it in https://theinference.org/article/google-gets-its-michigan-gigawatt-and-a-2-5-billion-price-to-walk-away The Inference en 2026-10-02T16:22:17.896Z Google gets its Michigan gigawatt, and a $2.5 billion price to walk away https://theinference.org/article/micron-s-customers-paid-32-billion-up-front-lam-s-order-line-hasn-t-moved The Inference en 2026-10-02T16:22:14.398Z Micron's Customers Paid $32 Billion Up Front. Lam's Order Line Hasn't Moved. https://theinference.org/article/cerebras-cuts-its-own-moat-in-half-and-calls-it-a-5x-upgrade The Inference en 2026-10-02T16:22:10.793Z Cerebras Cuts Its Own Moat in Half and Calls It a 5x Upgrade https://theinference.org/article/dynatrace-spent-915m-on-ai-observability-the-week-aws-shipped-an-agent-that-does-the-investigating The Inference en 2026-10-02T16:22:06.885Z Dynatrace spent $915M on AI observability the week AWS shipped an agent that does the investigating https://theinference.org/article/the-galaxy-s26-s-100-hike-is-a-memory-invoice-with-the-buyer-s-name-on-it The Inference en 2026-10-02T16:22:02.556Z The Galaxy S26's $100 Hike Is a Memory Invoice With the Buyer's Name on It https://theinference.org/article/qualcomm-must-grow-data-center-revenue-sixteenfold-in-a-year-to-replace-apple The Inference en 2026-10-02T16:21:58.911Z Qualcomm must grow data-center revenue sixteenfold in a year to replace Apple https://theinference.org/article/intel-s-foundry-growth-runs-through-altera-a-customer-it-sold-and-still-partly-owns The Inference en 2026-10-02T16:21:54.723Z Intel's Foundry Growth Runs Through Altera, a Customer It Sold and Still Partly Owns https://theinference.org/article/akamai-signed-an-11-6-billion-deal-with-a-customer-that-lost-42-billion-last-year The Inference en 2026-10-02T16:21:49.494Z Akamai Signed an $11.6 Billion Deal With a Customer That Lost $42 Billion Last Year https://theinference.org/article/google-s-minnesota-data-center-xcel-counts-1-1-billion-in-savings-the-watchdog-counts-1-billion-in-costs The Inference en 2026-10-02T16:21:45.295Z Google's Minnesota data center: Xcel counts $1.1 billion in savings, the watchdog counts $1 billion in costs https://theinference.org/article/90-000-jobs-one-misread-table-adp-s-september-story-points-at-rates-not-ai The Inference en 2026-10-02T16:21:41.398Z 90,000 jobs, one misread table: ADP's September story points at rates, not AI https://theinference.org/article/servicenow-built-a-new-front-door-in-three-months-and-the-2-85-billion-one-went-unmentioned The Inference en 2026-10-02T16:21:35.435Z ServiceNow built a new front door in three months, and the $2.85 billion one went unmentioned https://theinference.org/article/the-gigawatt-meant-to-cut-kentucky-power-bills-still-has-no-announced-tenant The Inference en 2026-10-02T16:21:31.971Z The gigawatt meant to cut Kentucky power bills still has no announced tenant https://theinference.org/article/fervo-s-geothermal-plant-is-selling-power-23-months-after-breaking-ground The Inference en 2026-10-02T16:21:28.523Z Fervo's geothermal plant is selling power 23 months after breaking ground https://theinference.org/article/harvey-sells-to-big-law-hires-22-of-its-lawyers-signs-iberdrola-for-300-seats The Inference en 2026-10-02T16:21:25.033Z Harvey sells to Big Law, hires 22 of its lawyers, signs Iberdrola for 300 seats https://theinference.org/article/the-newest-disclosed-buyer-of-databricks-190-billion-paper-is-a-korean-vc The Inference en 2026-10-02T16:21:21.504Z The newest disclosed buyer of Databricks' $190 billion paper is a Korean VC https://theinference.org/article/ayar-labs-staff-sold-at-over-5-billion-its-first-employee-just-raised-88-million-to-attack-the-memory-wall The Inference en 2026-10-02T16:21:17.998Z Ayar Labs staff sold at over $5 billion; its first employee just raised $88 million to attack the memory wall https://theinference.org/article/mckinsey-s-ai-math-gives-insurers-the-front-door-and-doctors-the-deskilling-bill The Inference en 2026-10-02T16:21:14.124Z McKinsey's AI math gives insurers the front door and doctors the deskilling bill https://theinference.org/article/sea-s-ai-push-gets-its-first-price-tag-up-to-175-million-off-2027-earnings The Inference en 2026-10-02T16:21:10.203Z Sea's AI push gets its first price tag: up to $175 million off 2027 earnings https://theinference.org/article/wisetech-is-giving-away-air-cargo-booking-and-will-not-say-who-pays The Inference en 2026-10-02T16:18:00.144Z WiseTech is giving away air cargo booking and will not say who pays https://theinference.org/article/everspin-s-cxl-mram-demo-is-a-sales-call-and-the-rig-on-the-crate-shows-it The Inference en 2026-10-02T16:05:10.405Z Everspin's CXL MRAM demo is a sales call, and the rig on the crate shows it https://theinference.org/article/google-s-flagship-gemini-launches-at-half-price-while-its-engineers-doubt-the-code The Inference en 2026-10-02T16:04:57.686Z Google's flagship Gemini launches at half price while its engineers doubt the code https://theinference.org/article/toshiba-s-400-million-disk-bet-just-repriced-the-ai-storage-duopoly The Inference en 2026-10-02T16:04:40.975Z Toshiba's $400 million disk bet just repriced the AI storage duopoly https://theinference.org/article/isomorphic-says-its-ai-is-proven-2-7-billion-rides-on-a-31-december-deadline The Inference en 2026-10-02T16:03:48.824Z Isomorphic says its AI is proven; $2.7 billion rides on a 31 December deadline https://theinference.org/article/alibaba-s-hk-80-billion-share-sale-is-the-ai-bill-landing-on-shareholders The Inference en 2026-10-02T16:03:39.793Z Alibaba's HK$80 Billion Share Sale Is the AI Bill Landing on Shareholders https://theinference.org/article/ytl-power-s-72-7-rally-prices-a-data-centre-listing-the-company-has-not-announced The Inference en 2026-10-02T02:34:33.764Z YTL Power's 72.7% rally prices a data centre listing the company has not announced https://theinference.org/article/amazon-gives-the-decider-away-and-the-agent-s-cheapest-calls-come-off-the-meter The Inference en 2026-10-02T02:34:30.354Z Amazon gives the decider away, and the agent's cheapest calls come off the meter https://theinference.org/article/trump-got-a-letter-from-a-michigan-township-rwe-got-1-22-billion The Inference en 2026-10-02T02:34:26.849Z Trump got a letter from a Michigan township; RWE got $1.22 billion https://theinference.org/article/goldman-s-record-25-target-prices-an-iberdrola-plan-that-does-not-exist-yet The Inference en 2026-10-02T02:34:23.196Z Goldman's record €25 target prices an Iberdrola plan that does not exist yet https://theinference.org/article/seagate-s-ceo-banked-75-6m-in-september-the-bigger-buyback-waits-for-2027 The Inference en 2026-10-02T02:34:19.593Z Seagate's CEO banked $75.6m in September; the bigger buyback waits for 2027 https://theinference.org/article/sempra-s-chosen-quarter-for-the-10b-kkr-close-ended-with-no-close-and-a-52-week-low The Inference en 2026-10-02T02:34:14.585Z Sempra's chosen quarter for the $10B KKR close ended with no close and a 52-week low https://theinference.org/article/onsemi-pays-123-a-share-in-cash-to-keep-synaptics-away-from-a-nameless-rival The Inference en 2026-10-02T02:34:10.997Z Onsemi pays $123 a share in cash to keep Synaptics away from a nameless rival https://theinference.org/article/ai-tenants-took-half-of-tech-office-leasing-the-rest-of-tech-is-retreating The Inference en 2026-10-02T02:34:07.162Z AI Tenants Took Half of Tech Office Leasing. The Rest of Tech Is Retreating. https://theinference.org/article/mercadolibre-s-new-bond-prices-the-cost-of-its-75-credit-boom The Inference en 2026-10-02T02:34:02.814Z MercadoLibre's new bond prices the cost of its 75% credit boom https://theinference.org/article/paypal-s-cut-list-names-the-engineers-behind-its-1-5bn-ai-bet The Inference en 2026-10-02T02:33:59.346Z PayPal's cut list names the engineers behind its $1.5bn AI bet https://theinference.org/article/s-p-global-bought-the-code-under-37-trillion-of-on-chain-value The Inference en 2026-10-02T02:33:55.923Z S&P Global bought the code under $37 trillion of on-chain value https://theinference.org/article/robinhood-s-hedge-for-its-156-million-betting-line-is-priced-at-zero The Inference en 2026-10-02T02:33:51.574Z Robinhood's Hedge for Its $156 Million Betting Line Is Priced at Zero https://theinference.org/article/goldman-s-succession-math-80m-to-hold-the-heir-records-to-hold-the-incumbent The Inference en 2026-10-02T02:33:48.170Z Goldman's succession math: $80m to hold the heir, records to hold the incumbent https://theinference.org/article/chime-bought-its-bank-for-590-million-block-filed-for-one-and-left-the-price-blank The Inference en 2026-10-02T02:33:44.764Z Chime bought its bank for $590 million; Block filed for one and left the price blank https://theinference.org/article/zeta-became-ai-infrastructure-in-an-x-post-the-stock-now-clears-every-analyst-target The Inference en 2026-10-02T02:33:41.356Z Zeta became 'AI infrastructure' in an X post. The stock now clears every analyst target. https://theinference.org/article/elevenlabs-22b-mark-prices-the-agent-calls-not-the-voices The Inference en 2026-10-02T02:33:37.967Z ElevenLabs' $22B mark prices the agent calls, not the voices https://theinference.org/article/trm-s-feed-turned-away-50-million-of-bitget-s-stolen-money-and-its-counts-just-entered-ofac-s-designations The Inference en 2026-10-02T02:33:34.559Z TRM's Feed Turned Away $50 Million of Bitget's Stolen Money, and Its Counts Just Entered OFAC's Designations https://theinference.org/article/crowdstrike-sets-up-shop-inside-openai-s-prepaid-ai-budget The Inference en 2026-10-02T02:33:31.141Z CrowdStrike sets up shop inside OpenAI's prepaid AI budget https://theinference.org/article/the-army-paid-lockheed-1-2-billion-then-put-its-next-missile-up-for-bid The Inference en 2026-10-02T02:33:27.710Z The Army Paid Lockheed $1.2 Billion, Then Put Its Next Missile Up for Bid https://theinference.org/article/sterlite-s-1-2-billion-order-may-be-its-1-11-billion-order-again The Inference en 2026-10-02T02:33:24.302Z Sterlite's $1.2 Billion Order May Be Its $1.11 Billion Order Again https://theinference.org/article/sse-defends-the-charge-on-british-bills-the-morning-its-interim-earnings-nearly-double The Inference en 2026-10-02T02:33:20.658Z SSE defends the charge on British bills the morning its interim earnings nearly double https://theinference.org/article/maverick-s-sellers-bank-1-75-billion-today-nvent-s-creditors-collect-6-15-until-2036 The Inference en 2026-10-02T02:33:17.181Z Maverick's sellers bank $1.75 billion today; nVent's creditors collect 6.15% until 2036 https://theinference.org/article/lg-swaps-chinese-cells-for-costlier-korean-ones-in-korea-s-biggest-battery-tender The Inference en 2026-10-02T02:33:13.620Z LG swaps Chinese cells for costlier Korean ones in Korea's biggest battery tender https://theinference.org/article/flex-hires-a-cfo-for-its-post-ai-future-while-insiders-sell-119-million-of-the-present The Inference en 2026-10-02T02:33:10.201Z Flex hires a CFO for its post-AI future while insiders sell $119 million of the present https://theinference.org/article/four-robot-dogs-one-chaperone-skild-ai-s-14-billion-airport-debut The Inference en 2026-10-02T02:33:06.802Z Four robot dogs, one chaperone: Skild AI's $14 billion airport debut https://theinference.org/article/novo-cuts-108-more-us-jobs-days-after-a-2-6bn-deal-for-a-pill-never-tested-in-humans The Inference en 2026-10-02T02:33:02.165Z Novo cuts 108 more US jobs days after a $2.6bn deal for a pill never tested in humans https://theinference.org/article/anthropic-wants-glm-5-3-contained-thinking-machines-serves-it-in-production The Inference en 2026-10-02T02:32:57.842Z Anthropic wants GLM-5.3 contained. Thinking Machines serves it in production. https://theinference.org/article/reflection-ai-locked-up-to-7-3-billion-of-gpu-rent-inside-a-token-price-war The Inference en 2026-10-02T02:32:54.316Z Reflection AI locked up to $7.3 billion of GPU rent inside a token price war https://theinference.org/article/iflytek-s-growth-now-sits-in-the-businesses-security-hawks-want-stopped The Inference en 2026-10-02T02:32:50.752Z iFlytek's growth now sits in the businesses security hawks want stopped https://theinference.org/article/wisetech-s-clippership-shutdown-gets-its-first-price-tag-995-plus-6-financing The Inference en 2026-10-02T02:32:47.336Z WiseTech's Clippership shutdown gets its first price tag: $995 plus 6% financing https://theinference.org/article/toast-s-revenue-chief-steps-down-as-doordash-aims-at-the-add-ons-he-sells The Inference en 2026-10-02T02:32:43.728Z Toast's revenue chief steps down as DoorDash aims at the add-ons he sells https://theinference.org/article/shopify-hands-ai-agents-the-buy-button-and-merchants-the-bill The Inference en 2026-10-02T02:32:40.275Z Shopify hands AI agents the buy button and merchants the bill https://theinference.org/article/shein-lost-a-third-of-its-value-and-became-temu-s-only-public-gauge The Inference en 2026-10-02T02:32:36.842Z Shein lost a third of its value and became Temu's only public gauge https://theinference.org/article/google-rents-to-lovable-sells-for-lovable-and-backs-the-lab-behind-its-brain The Inference en 2026-10-02T02:32:33.412Z Google rents to Lovable, sells for Lovable and backs the lab behind its brain https://theinference.org/article/anduril-cleared-the-pentagon-s-weapons-test-then-its-founder-got-a-seat-on-the-war-study The Inference en 2026-10-02T02:32:29.999Z Anduril cleared the Pentagon's weapons test, then its founder got a seat on the war study https://theinference.org/article/nearly-half-of-anthropic-s-sales-clear-through-amazon-and-google-its-rivals-and-landlords The Inference en 2026-10-02T02:32:25.309Z Nearly Half of Anthropic's Sales Clear Through Amazon and Google, Its Rivals and Landlords https://theinference.org/article/workday-cuts-500-staff-mostly-product-and-holds-every-profit-guide-except-gaap The Inference en 2026-10-01T16:04:32.265Z Workday cuts 500 staff, mostly product, and holds every profit guide except GAAP https://theinference.org/article/sivers-hands-staff-7-28-million-options-and-sends-existing-owners-the-bill The Inference en 2026-10-01T16:04:31.295Z Sivers Hands Staff 7.28 Million Options and Sends Existing Owners the Bill https://theinference.org/article/factory-and-cognition-are-fighting-over-a-salesman-because-cursor-and-anthropic-already-won The Inference en 2026-10-01T16:04:30.314Z Factory and Cognition are fighting over a salesman because Cursor and Anthropic already won https://theinference.org/article/xcel-s-billing-mess-meets-the-rate-case-that-funds-its-data-center-build The Inference en 2026-10-01T16:04:28.784Z Xcel's billing mess meets the rate case that funds its data center build https://theinference.org/article/maxlinear-launches-a-price-cut-for-cable-weeks-after-its-ceo-sold-50-million-of-stock The Inference en 2026-10-01T16:04:24.991Z MaxLinear Launches a Price Cut for Cable, Weeks After Its CEO Sold $50 Million of Stock https://theinference.org/article/the-160m-ai-chip-zone-anchored-by-a-company-its-own-customer-had-to-rescue The Inference en 2026-10-01T16:04:21.896Z The £160m AI chip zone anchored by a company its own customer had to rescue https://theinference.org/article/lumentum-s-43-5-million-axt-deposit-is-july-s-contract-dressed-up-as-september-news The Inference en 2026-10-01T16:04:20.903Z Lumentum's $43.5 million AXT deposit is July's contract dressed up as September news https://theinference.org/article/credo-s-coo-sold-20-6-million-of-stock-in-one-day-and-moved-175-000-shares-into-family-trusts The Inference en 2026-10-01T16:04:19.914Z Credo's COO sold $20.6 million of stock in one day and moved 175,000 shares into family trusts https://theinference.org/article/ttm-armed-a-seven-week-self-destruct-on-500-million-of-notes-epiq-closed-in-time The Inference en 2026-10-01T16:04:18.880Z TTM armed a seven-week self-destruct on $500 million of notes. Epiq closed in time. https://theinference.org/article/openai-reviews-gitlab-s-code-for-a-fifth-of-the-price-while-gitlab-s-founder-and-cto-sell-103m The Inference en 2026-10-01T16:04:17.075Z OpenAI reviews GitLab's code for a fifth of the price while GitLab's founder and CTO sell $103M https://theinference.org/article/vrbo-lifts-its-cut-of-every-booking-to-12-while-airbnb-sells-the-search The Inference en 2026-10-01T16:04:12.302Z Vrbo lifts its cut of every booking to 12% while Airbnb sells the search https://theinference.org/article/mongodb-raised-its-growth-targets-on-an-engine-it-does-not-own The Inference en 2026-10-01T16:04:11.281Z MongoDB raised its growth targets on an engine it does not own https://theinference.org/article/duolingo-s-ceo-sold-his-last-direct-shares-as-evercore-doubled-its-target The Inference en 2026-10-01T16:04:10.296Z Duolingo's CEO sold his last direct shares as Evercore doubled its target https://theinference.org/article/the-man-who-scaled-servicenow-to-10-billion-now-sells-meta-s-ai-at-2-per-million-tokens The Inference en 2026-10-01T16:04:09.227Z The Man Who Scaled ServiceNow to $10 Billion Now Sells Meta's AI at $2 per Million Tokens https://theinference.org/article/hubspot-counts-customers-meta-gives-away-the-agent-halligan-sells The Inference en 2026-10-01T16:04:08.236Z HubSpot Counts Customers, Meta Gives Away the Agent, Halligan Sells https://theinference.org/article/tata-s-besi-partnership-is-a-study-not-an-order-and-besi-trades-at-74x The Inference en 2026-10-01T16:04:06.680Z Tata's Besi partnership is a study, not an order, and Besi trades at 74x https://theinference.org/article/cl0p-robbed-windchill-from-inside-the-app-ptc-is-opening-the-same-door-to-ai-agents The Inference en 2026-10-01T16:04:04.043Z Cl0p Robbed Windchill From Inside the App. PTC Is Opening the Same Door to AI Agents https://theinference.org/article/nextera-s-texas-ai-campus-answers-to-two-governments-its-67-billion-merger-answers-to-ratepayers The Inference en 2026-10-01T16:04:03.062Z NextEra's Texas AI campus answers to two governments. Its $67 billion merger answers to ratepayers https://theinference.org/article/clearances-in-leverage-gone-skyworks-gives-qorvo-s-117-million-holdouts-until-closing-day The Inference en 2026-10-01T16:04:00.653Z Clearances in, leverage gone: Skyworks gives Qorvo's $117 million holdouts until closing day https://theinference.org/article/a-wisconsin-docket-now-sets-the-clock-on-oracle-s-300-billion-openai-backlog The Inference en 2026-10-01T16:03:58.690Z A Wisconsin docket now sets the clock on Oracle's $300 billion OpenAI backlog https://theinference.org/article/five-lawmakers-ask-ferc-to-kill-the-33-4-billion-aes-buyout-over-its-return-math The Inference en 2026-10-01T16:03:57.338Z Five lawmakers ask FERC to kill the $33.4 billion AES buyout over its return math https://theinference.org/article/idc-counted-almost-25-000-humanoids-two-thirds-still-do-demos-not-work The Inference en 2026-10-01T16:03:54.988Z IDC counted almost 25,000 humanoids; two-thirds still do demos, not work https://theinference.org/article/cisco-ships-the-password-the-market-pays-the-multiple The Inference en 2026-10-01T16:03:53.962Z Cisco ships the password, the market pays the multiple https://theinference.org/article/louisiana-puts-meta-s-gigawatt-on-trial-and-meta-won-t-take-the-stand The Inference en 2026-10-01T16:03:52.889Z Louisiana puts Meta's gigawatt on trial, and Meta won't take the stand https://theinference.org/article/enel-s-sao-paulo-concession-now-waits-on-a-minister-named-in-a-banker-s-seized-messages The Inference en 2026-10-01T16:03:51.832Z Enel's São Paulo concession now waits on a minister named in a banker's seized messages https://theinference.org/article/siemens-energy-sold-1-7-gw-of-mobile-gas-while-regulators-doubt-the-ai-load-it-feeds The Inference en 2026-10-01T16:03:50.774Z Siemens Energy Sold 1.7 GW of Mobile Gas While Regulators Doubt the AI Load It Feeds https://theinference.org/article/robinhood-s-156-million-event-contract-quarter-rests-on-a-word-the-courts-keep-rewriting The Inference en 2026-10-01T16:03:49.782Z Robinhood's $156 million event-contract quarter rests on a word the courts keep rewriting https://theinference.org/article/broadcom-turns-its-biggest-chip-customer-into-its-biggest-borrower The Inference en 2026-10-01T16:03:48.777Z Broadcom turns its biggest chip customer into its biggest borrower https://theinference.org/article/centerpoint-sold-its-ohio-gas-utility-for-2-62-billion-and-got-an-iou-for-1-2-billion-of-it The Inference en 2026-10-01T16:03:47.792Z CenterPoint sold its Ohio gas utility for $2.62 billion and got an IOU for $1.2 billion of it https://theinference.org/article/ardian-set-centrotherm-s-exit-at-8-74-a-share-then-the-order-forecast-nearly-tripled The Inference en 2026-10-01T16:03:46.810Z Ardian set centrotherm's exit at €8.74 a share, then the order forecast nearly tripled https://theinference.org/article/chinese-tools-were-one-reason-hua-hong-came-in-1-26bn-under-budget-hwatsing-wants-3-8bn The Inference en 2026-10-01T16:03:45.742Z Chinese tools were one reason Hua Hong came in ¥1.26bn under budget; Hwatsing wants ¥3.8bn https://theinference.org/article/tokyo-re-rated-memory-tools-11-overnight-lam-the-logic-play-stood-still The Inference en 2026-10-01T16:03:44.563Z Tokyo re-rated memory tools 11% overnight. Lam, the logic play, stood still. https://theinference.org/article/marvell-and-mediatek-are-double-booking-one-tight-taiwan-wafer-queue The Inference en 2026-10-01T16:03:43.129Z Marvell and MediaTek are double-booking one tight Taiwan wafer queue https://theinference.org/article/meta-s-best-month-since-2022-ends-with-its-data-center-debt-at-91-cents The Inference en 2026-10-01T16:03:42.084Z Meta's best month since 2022 ends with its data-center debt at 91 cents https://theinference.org/article/nsig-loses-its-chairman-into-a-widening-loss-and-the-only-three-analysts-see-30-downside The Inference en 2026-10-01T16:03:40.620Z NSIG loses its chairman into a widening loss, and the only three analysts see 30% downside https://theinference.org/article/nanya-buys-nt-8-37bn-of-tools-while-cmc-magnetics-sells-nt-1-35bn-of-its-stock The Inference en 2026-10-01T16:03:39.200Z Nanya buys NT$8.37bn of tools while CMC Magnetics sells NT$1.35bn of its stock https://theinference.org/article/renesas-is-seeding-ai-racks-with-a-chip-navitas-wants-a-court-to-ban The Inference en 2026-10-01T16:03:38.213Z Renesas is seeding AI racks with a chip Navitas wants a court to ban https://theinference.org/article/samsung-s-foundry-revival-is-samsung-buying-from-samsung The Inference en 2026-10-01T16:03:37.182Z Samsung's foundry revival is Samsung buying from Samsung https://theinference.org/article/synopsys-promised-50-margins-then-agreed-to-share-the-new-revenue-with-openai The Inference en 2026-10-01T16:03:36.210Z Synopsys promised 50% margins, then agreed to share the new revenue with OpenAI https://theinference.org/article/teradyne-s-ceo-resigns-from-technoprobe-s-board-the-day-goldman-sees-2026-profit-tripling The Inference en 2026-10-01T16:03:35.228Z Teradyne's CEO resigns from Technoprobe's board the day Goldman sees 2026 profit tripling https://theinference.org/article/workday-sells-one-payroll-vault-to-three-rival-verification-toll-booths-at-once The Inference en 2026-10-01T16:03:34.233Z Workday Sells One Payroll Vault to Three Rival Verification Toll Booths at Once https://theinference.org/article/the-state-that-paid-99-million-for-workday-payroll-now-wants-a-university-to-run-it-instead The Inference en 2026-10-01T16:03:33.231Z The state that paid $99 million for Workday payroll now wants a university to run it instead https://theinference.org/article/alphasense-measures-the-ai-price-war-and-its-own-bill-is-falling The Inference en 2026-10-01T16:03:32.096Z AlphaSense measures the AI price war, and its own bill is falling https://theinference.org/article/victory-giant-sold-2-6-billion-of-stock-six-days-before-another-10-percent-drop The Inference en 2026-10-01T02:12:16.347Z Victory Giant Sold $2.6 Billion of Stock Six Days Before Another 10 Percent Drop https://theinference.org/article/one-company-would-own-every-nuclear-plant-in-new-england-four-states-just-asked-ferc-to-stop-it The Inference en 2026-10-01T02:12:04.717Z One company would own every nuclear plant in New England. Four states just asked FERC to stop it. https://theinference.org/article/smic-paid-5-58b-for-the-rest-of-its-northern-fab-just-as-beijing-reopened-the-door-to-nvidia The Inference en 2026-10-01T02:11:51.103Z SMIC paid $5.58B for the rest of its northern fab just as Beijing reopened the door to Nvidia https://theinference.org/article/hyperscalers-set-the-socket-infineon-ships-renesas-waits-until-mid-2027 The Inference en 2026-10-01T02:11:42.461Z Hyperscalers set the socket, Infineon ships, Renesas waits until mid-2027 https://theinference.org/article/ai-s-chokepoint-moved-to-the-test-bench-and-three-rivals-just-demonstrated-the-way-around-keysight The Inference en 2026-10-01T02:11:31.157Z AI's chokepoint moved to the test bench, and three rivals just demonstrated the way around Keysight https://theinference.org/article/under-oath-today-the-jobsohio-chairman-who-advised-firstenergy-the-night-of-the-bribe The Inference en 2026-10-01T02:11:21.538Z Under oath today: the JobsOhio chairman who advised FirstEnergy the night of the bribe https://theinference.org/article/fico-s-worst-day-since-1989-the-toll-got-repriced-before-anyone-can-count-it The Inference en 2026-10-01T02:10:48.158Z FICO's worst day since 1989: the toll got repriced before anyone can count it https://theinference.org/article/openai-turned-speed-into-a-6x-priced-product-whose-chips-serve-it-is-the-48b-question The Inference en 2026-10-01T02:10:37.682Z OpenAI turned speed into a 6X-priced product; whose chips serve it is the $48B question https://theinference.org/article/micron-s-customers-paid-12-9-billion-up-front-to-hold-their-place-in-the-memory-line The Inference en 2026-10-01T02:10:18.110Z Micron's Customers Paid $12.9 Billion Up Front to Hold Their Place in the Memory Line https://theinference.org/article/deepseek-just-gave-away-the-software-layer-nvidia-s-china-moat-stands-on The Inference en 2026-10-01T02:09:26.404Z DeepSeek just gave away the software layer Nvidia's China moat stands on https://theinference.org/article/doordash-agreed-to-pay-131-5-million-for-its-couriers-past-then-unveiled-the-drone-for-their-future The Inference en 2026-10-01T02:09:14.289Z DoorDash agreed to pay $131.5 million for its couriers' past, then unveiled the drone for their future https://theinference.org/article/micron-s-numbers-look-unreal-its-fab-workers-are-betting-they-re-real The Inference en 2026-10-01T02:09:02.890Z Micron's Numbers Look Unreal. Its Fab Workers Are Betting They're Real. https://theinference.org/article/amazon-bought-20-years-of-nuclear-power-the-day-pjm-s-backstop-auction-failed-to-open The Inference en 2026-10-01T02:08:57.109Z Amazon Bought 20 Years of Nuclear Power the Day PJM's Backstop Auction Failed to Open