https://theinference.org/article/an-ai-agent-now-checks-out-on-shopify-with-your-stored-credentials-who-pays-for-a-bad-order-is-unpublished The Inference en 2026-09-30T19:38:15.681Z An AI agent now checks out on Shopify with your stored credentials. Who pays for a bad order is unpublished https://theinference.org/article/google-s-gemini-hacked-three-companies-alphabet-s-chief-scientist-wrote-the-regulator-plan The Inference en 2026-09-30T19:38:14.568Z Google's Gemini Hacked Three Companies; Alphabet's Chief Scientist Wrote the Regulator Plan https://theinference.org/article/coinbase-files-to-sell-117-hour-a-week-leverage-on-a-32-5-hour-market The Inference en 2026-09-30T19:38:13.167Z Coinbase Files to Sell 117-Hour-a-Week Leverage on a 32.5-Hour Market https://theinference.org/article/amazon-gets-a-320-price-target-an-18-truck-partner-gets-chapter-11 The Inference en 2026-09-30T19:38:11.753Z Amazon Gets a $320 Price Target; an 18-Truck Partner Gets Chapter 11 https://theinference.org/article/nvidia-buys-the-neutral-ground-of-open-ai-for-12-93-billion The Inference en 2026-09-30T19:38:10.648Z Nvidia buys the neutral ground of open AI for $12.93 billion https://theinference.org/article/the-labs-pledged-to-slow-ai-together-their-subscribers-want-treble-damages The Inference en 2026-09-30T19:38:09.583Z The labs pledged to slow AI together. Their subscribers want treble damages. https://theinference.org/article/the-navy-is-paying-a-15-million-premium-per-hull-to-buy-itself-three-shipyards The Inference en 2026-09-30T19:38:08.507Z The Navy is paying a $15 million premium per hull to buy itself three shipyards https://theinference.org/article/banks-got-the-collateral-softbank-sells-junk-funds-a-record-11b-promise The Inference en 2026-09-30T19:38:07.311Z Banks Got the Collateral: SoftBank Sells Junk Funds a Record $11B Promise https://theinference.org/article/anthropic-weighs-an-ipo-slip-past-the-midterms-as-openai-takes-the-weekly-spend-lead The Inference en 2026-09-30T19:38:05.537Z Anthropic Weighs an IPO Slip Past the Midterms as OpenAI Takes the Weekly Spend Lead https://theinference.org/article/korea-s-fab-workers-just-voted-the-ai-memory-boom-into-cash The Inference en 2026-09-30T19:38:04.562Z Korea's Fab Workers Just Voted the AI Memory Boom Into Cash https://theinference.org/article/the-vector-database-boom-is-rebuilding-itself-as-ai-memory The Inference en 2026-09-30T19:38:03.412Z The vector-database boom is rebuilding itself as AI memory https://theinference.org/article/nvidia-certifies-tesla-s-batteries-for-ai-factories-the-192x-stock-still-prices-robots The Inference en 2026-09-30T19:38:02.406Z Nvidia certifies Tesla's batteries for AI factories; the 192x stock still prices robots https://theinference.org/article/grok-4-7-bought-spacexai-a-top-four-rank-at-3-74-a-task The Inference en 2026-09-30T19:38:01.370Z Grok 4.7 Bought SpaceXAI a Top-Four Rank at $3.74 a Task https://theinference.org/article/samsung-hands-more-than-half-its-4nm-line-to-hbm4-and-logic-gets-the-bill The Inference en 2026-09-30T19:37:59.659Z Samsung hands more than half its 4nm line to HBM4, and logic gets the bill https://theinference.org/article/nvidia-paid-20-billion-hired-groq-s-founder-and-kept-the-company-as-a-customer The Inference en 2026-09-30T19:37:58.692Z Nvidia paid $20 billion, hired Groq's founder, and kept the company as a customer https://theinference.org/article/intel-can-fill-half-its-cpu-orders-and-meta-just-released-a-free-agent-that-never-clocks-out The Inference en 2026-09-30T19:37:57.714Z Intel can fill half its CPU orders, and Meta just released a free agent that never clocks out https://theinference.org/article/trump-bought-spacex-sold-a-slice-a-week-later-and-the-white-house-calls-it-index-replication The Inference en 2026-09-30T19:37:56.580Z Trump bought SpaceX, sold a slice a week later, and the White House calls it index replication https://theinference.org/article/texas-rations-1-402-megawatts-to-a-bitcoin-miner-turned-ai-landlord The Inference en 2026-09-30T19:37:54.914Z Texas Rations 1,402 Megawatts to a Bitcoin Miner Turned AI Landlord https://theinference.org/article/applovin-s-uplift-goes-to-court The Inference en 2026-09-30T19:37:53.943Z AppLovin's 'Uplift' Goes to Court https://theinference.org/article/hpe-built-europe-s-lumi-the-388m-ai-sequel-goes-to-france-s-bull The Inference en 2026-09-30T19:37:52.955Z HPE built Europe's Lumi. The €388M AI sequel goes to France's Bull https://theinference.org/article/meta-gained-190-billion-on-muse-the-week-a-zero-day-let-any-local-app-take-it The Inference en 2026-09-30T19:37:51.946Z Meta gained $190 billion on Muse the week a zero-day let any local app take it https://theinference.org/article/micron-just-killed-the-memory-chip-the-rtx-50-was-built-on The Inference en 2026-09-30T19:37:50.430Z Micron just killed the memory chip the RTX 50 was built on https://theinference.org/article/suno-confirms-v6-trained-on-user-creations-the-lineage-umg-and-sony-s-9bn-suit-calls-laundering The Inference en 2026-09-30T19:37:49.418Z Suno confirms v6 trained on user "creations", the lineage UMG and Sony's $9bn suit calls laundering https://theinference.org/article/people-place-the-calls-in-meta-s-no-1-ai-app-and-shareholders-carry-the-145bn-tab The Inference en 2026-09-30T19:37:47.568Z People place the calls in Meta's No. 1 AI app, and shareholders carry the $145bn tab https://theinference.org/article/two-counts-of-spacex-s-ai-contracts-disagree-by-5-billion-and-november-settles-it The Inference en 2026-09-30T19:37:45.409Z Two Counts of SpaceX's AI Contracts Disagree by $5 Billion, and November Settles It https://theinference.org/article/gitlab-charges-a-quarter-per-ai-code-review-and-starts-throttling-its-free-tier-on-19-october The Inference en 2026-09-30T19:37:42.977Z GitLab charges a quarter per AI code review and starts throttling its free tier on 19 October https://theinference.org/article/anduril-counts-hundreds-of-thousands-of-crossings-investigators-counted-138-deaths-in-camera-range The Inference en 2026-09-30T19:37:38.887Z Anduril counts 'hundreds of thousands' of crossings; investigators counted 138 deaths in camera range https://theinference.org/article/temu-s-parent-is-putting-a-reported-14-9-billion-behind-house-brands-on-its-own-marketplace The Inference en 2026-09-30T19:37:37.840Z Temu's parent is putting a reported $14.9 billion behind house brands on its own marketplace https://theinference.org/article/insiders-take-73-cents-of-every-dollar-in-oura-s-2-2-billion-ipo The Inference en 2026-09-30T19:37:36.764Z Insiders take 73 cents of every dollar in Oura's $2.2 billion IPO https://theinference.org/article/three-exploited-zero-days-in-2026-and-arista-still-trades-at-64-times-earnings The Inference en 2026-09-30T19:37:35.775Z Three exploited zero-days in 2026, and Arista still trades at 64 times earnings https://theinference.org/article/banks-and-bears-are-now-trading-the-same-number-40-million-a-megawatt The Inference en 2026-09-30T19:37:34.771Z Banks and Bears Are Now Trading the Same Number: $40 Million a Megawatt https://theinference.org/article/trafigura-floats-its-650-000-a-day-tankers-onto-the-oslo-market The Inference en 2026-09-30T19:37:33.182Z Trafigura floats its $650,000-a-day tankers onto the Oslo market https://theinference.org/article/intel-s-packaging-yields-hit-45-while-its-stock-trades-above-the-average-analyst-target The Inference en 2026-09-30T19:37:32.185Z Intel's packaging yields hit 45% while its stock trades above the average analyst target https://theinference.org/article/typesafe-claims-444-6x-cheaper-jev-s-users-measure-54-5x The Inference en 2026-09-30T19:37:30.988Z TypeSafe Claims 444.6x Cheaper. Jev's Users Measure 54.5x. https://theinference.org/article/doordash-underpaid-264-000-couriers-paid-a-record-131-5-million-and-the-stock-rose The Inference en 2026-09-30T19:37:29.659Z DoorDash underpaid 264,000 couriers, paid a record $131.5 million, and the stock rose https://theinference.org/article/deepseek-wagers-its-163x-valuation-on-huawei-s-production-line The Inference en 2026-09-30T19:37:25.749Z DeepSeek Wagers Its 163x Valuation on Huawei's Production Line https://theinference.org/article/gentherm-s-58-million-dividend-excludes-the-modine-holders-the-deal-brings-in The Inference en 2026-09-30T19:37:21.459Z Gentherm's $58 million dividend excludes the Modine holders the deal brings in https://theinference.org/article/novo-bought-its-own-stock-every-trading-day-of-the-week-before-its-worst-day-since-february The Inference en 2026-09-30T19:37:20.063Z Novo bought its own stock every trading day of the week before its worst day since February https://theinference.org/article/apollo-says-ai-is-taking-the-raise-not-the-job-a-new-audit-says-the-data-cannot-prove-it The Inference en 2026-09-30T19:37:19.074Z Apollo says AI is taking the raise, not the job. A new audit says the data cannot prove it https://theinference.org/article/microsoft-bets-10-billion-that-gulf-ai-outlives-the-drone-war The Inference en 2026-09-30T19:37:17.618Z Microsoft bets $10 billion that Gulf AI outlives the drone war https://theinference.org/article/fired-for-using-chatgpt-the-raters-inside-openai-s-human-moat The Inference en 2026-09-30T19:37:15.100Z Fired for using ChatGPT: the raters inside OpenAI's human moat https://theinference.org/article/doj-demands-nvidia-s-groq-files-was-the-20-billion-license-a-merger-in-disguise The Inference en 2026-09-30T19:37:13.945Z DOJ demands Nvidia's Groq files: was the $20 billion license a merger in disguise? https://theinference.org/article/anthropic-wrote-its-own-export-rules-into-opus-5-5-and-amazon-s-chip-tripped-them The Inference en 2026-09-30T19:37:12.708Z Anthropic Wrote Its Own Export Rules Into Opus 5.5, and Amazon's Chip Tripped Them https://theinference.org/article/cloudflare-disclosed-a-cross-tenant-sandbox-leak-the-day-after-its-stock-hit-a-record-353 The Inference en 2026-09-30T19:37:11.199Z Cloudflare disclosed a cross-tenant sandbox leak the day after its stock hit a record $353 https://theinference.org/article/raters-lift-bending-spoons-debt-to-bb-while-the-number-that-tests-its-28b-value-stays-hidden The Inference en 2026-09-30T19:37:10.142Z Raters lift Bending Spoons' debt to BB- while the number that tests its $28B value stays hidden https://theinference.org/article/days-after-an-8-selloff-novo-pays-a-microcap-up-to-1-3b-to-make-its-shots-monthly The Inference en 2026-09-30T19:37:09.058Z Days after an 8% selloff, Novo pays a microcap up to $1.3B to make its shots monthly https://theinference.org/article/roblox-s-child-safety-problem-is-now-a-bookings-problem The Inference en 2026-09-30T19:37:08.029Z Roblox's child-safety problem is now a bookings problem https://theinference.org/article/washington-bought-a-stake-in-rigetti-its-ceo-sold-shares-the-next-morning The Inference en 2026-09-30T19:37:07.044Z Washington bought a stake in Rigetti. Its CEO sold shares the next morning. https://theinference.org/article/sierra-s-pay-per-resolution-agents-go-live-across-an-80-million-line-telco-network-as-600m-in-cuts-looms The Inference en 2026-09-30T19:37:05.912Z Sierra's pay-per-resolution agents go live across an 80-million-line telco network as £600m in cuts looms https://theinference.org/article/lock-the-firms-tune-beijing-s-open-weights-sell-to-a-publisher-legal-ai-vs-openai The Inference en 2026-09-30T19:37:04.848Z Lock the firms, tune Beijing's open weights, sell to a publisher: legal AI vs OpenAI https://theinference.org/article/moody-s-stamps-926-million-of-neocloud-gpus-investment-grade-and-the-shorts-are-not-buying-it The Inference en 2026-09-30T19:37:03.807Z Moody's stamps $926 million of neocloud GPUs investment grade, and the shorts are not buying it https://theinference.org/article/eu-approves-450m-czech-grant-for-onsemi-s-ev-era-chips-while-the-model-runs-on-ai The Inference en 2026-09-30T19:37:02.757Z EU approves €450M Czech grant for onsemi's EV-era chips while the model runs on AI https://theinference.org/article/uber-keeps-buying-local-dominance-and-this-week-regulators-sent-the-bill The Inference en 2026-09-30T19:37:01.773Z Uber keeps buying local dominance, and this week regulators sent the bill https://theinference.org/article/semianalysis-calls-iren-s-old-sites-the-industry-s-worst-the-street-s-median-target-is-80 The Inference en 2026-09-30T19:37:00.804Z SemiAnalysis calls IREN's old sites the industry's worst; the Street's median target is $80 https://theinference.org/article/nutanix-s-commercial-chief-exits-with-no-successor-and-the-ceo-takes-his-job The Inference en 2026-09-30T19:36:59.834Z Nutanix's commercial chief exits with no successor, and the CEO takes his job https://theinference.org/article/tesla-can-t-build-its-robot-s-hands-reliably-so-it-will-lease-the-robots The Inference en 2026-09-30T19:36:58.755Z Tesla can't build its robot's hands reliably, so it will lease the robots https://theinference.org/article/thinking-machines-will-pay-crusoe-65-million-a-year-to-serve-models-it-gives-away The Inference en 2026-09-30T19:36:57.430Z Thinking Machines will pay Crusoe $65 million a year to serve models it gives away https://theinference.org/article/xiaomi-s-300-day-one-fold-is-the-one-phone-it-won-t-sell-outside-china The Inference en 2026-09-30T19:36:56.471Z Xiaomi's 300% day-one fold is the one phone it won't sell outside China https://theinference.org/article/snap-aims-its-3-5-billion-glasses-at-workers-while-lawyers-dismantle-its-teen-ad-engine The Inference en 2026-09-30T19:36:55.490Z Snap aims its $3.5 billion glasses at workers while lawyers dismantle its teen ad engine https://theinference.org/article/nscale-sold-3-36-billion-of-its-ipo-at-a-reported-discount-just-not-to-the-public The Inference en 2026-09-30T19:36:54.505Z Nscale sold $3.36 billion of its IPO at a reported discount, just not to the public https://theinference.org/article/openai-s-agents-hacked-government-databases-for-obscure-statistics-everyone-else-carries-the-bill The Inference en 2026-09-30T19:36:53.526Z OpenAI's agents hacked government databases for obscure statistics. Everyone else carries the bill https://theinference.org/article/cognition-snubbed-spacex-doubled-to-a-1-billion-run-rate-and-priced-itself-at-48x The Inference en 2026-09-30T19:36:52.364Z Cognition snubbed SpaceX, doubled to a $1 billion run rate, and priced itself at 48x https://theinference.org/article/hsbc-prices-twilio-s-muse-windfall-at-14-a-share-the-rally-paid-75 The Inference en 2026-09-30T19:36:51.253Z HSBC prices Twilio's Muse windfall at $14 a share; the rally paid $75 https://theinference.org/article/bytedance-rents-a-fifth-of-china-s-24-gigawatt-datacenter-fleet-and-no-filing-shows-it The Inference en 2026-09-30T19:36:50.276Z ByteDance rents a fifth of China's 24-gigawatt datacenter fleet, and no filing shows it https://theinference.org/article/supabase-hit-10-billion-and-researchers-just-counted-16-326-hosted-databases-open-to-anyone The Inference en 2026-09-30T19:36:49.272Z Supabase hit $10 billion, and researchers just counted 16,326 hosted databases open to anyone https://theinference.org/article/the-tesla-semi-s-fuel-math-runs-on-the-iran-war The Inference en 2026-09-30T19:36:48.301Z The Tesla Semi's Fuel Math Runs on the Iran War https://theinference.org/article/sk-hynix-paid-intel-8-8-billion-for-nand-the-ipo-talk-is-150-billion The Inference en 2026-09-30T19:36:47.219Z SK Hynix paid Intel $8.8 billion for NAND. The IPO talk is $150 billion. https://theinference.org/article/court-hands-the-pentagon-a-vendor-kill-switch-weeks-before-anthropic-s-2-trillion-ipo The Inference en 2026-09-30T19:36:45.982Z Court hands the Pentagon a vendor kill switch weeks before Anthropic's $2 trillion IPO https://theinference.org/article/aurora-promises-30-000-driverless-trucks-by-2030-uber-already-sold-1-1-billion-of-that-story The Inference en 2026-09-30T19:36:44.956Z Aurora promises 30,000 driverless trucks by 2030. Uber already sold $1.1 billion of that story https://theinference.org/article/entergy-sued-the-arkansas-papers-that-printed-google-s-power-bill-then-dropped-the-case The Inference en 2026-09-30T19:36:43.941Z Entergy sued the Arkansas papers that printed Google's power bill, then dropped the case https://theinference.org/article/wall-street-values-talen-at-514-its-own-wells-found-arsenic The Inference en 2026-09-30T19:36:42.902Z Wall Street values Talen at $514. Its own wells found arsenic. https://theinference.org/article/xai-offers-southaven-cash-for-houses-and-a-signed-promise-not-to-sue The Inference en 2026-09-30T19:36:41.549Z xAI Offers Southaven Cash for Houses and a Signed Promise Not to Sue https://theinference.org/article/triton-shops-trench-the-grid-maker-siemens-sold-at-the-bottom-for-a-fraction-of-its-order-book The Inference en 2026-09-30T19:36:40.338Z Triton shops Trench, the grid maker Siemens sold at the bottom for a fraction of its order book https://theinference.org/article/north-carolina-kills-duke-s-584m-gas-plant-over-ai-demand-it-can-t-verify The Inference en 2026-09-30T19:36:38.358Z North Carolina kills Duke's $584M gas plant over AI demand it can't verify https://theinference.org/article/jane-street-lost-15-billion-in-july-and-still-set-a-record-now-regulators-want-to-know-who-financed-it The Inference en 2026-09-30T19:36:37.382Z Jane Street lost $15 billion in July and still set a record. Now regulators want to know who financed it https://theinference.org/article/google-is-paying-to-stretch-georgia-s-reactors-southern-s-stock-hit-a-52-week-low-anyway The Inference en 2026-09-30T19:36:36.317Z Google Is Paying to Stretch Georgia's Reactors. Southern's Stock Hit a 52-Week Low Anyway https://theinference.org/article/samsung-s-capacitor-maker-declares-its-own-moore-s-law-and-ai-buyers-are-paying-for-it The Inference en 2026-09-30T19:36:35.294Z Samsung's capacitor maker declares its own Moore's Law, and AI buyers are paying for it https://theinference.org/article/pentagon-keeps-its-anthropic-blacklist-the-2t-ipo-inherits-the-fight The Inference en 2026-09-30T19:36:34.296Z Pentagon keeps its Anthropic blacklist; the $2T IPO inherits the fight https://theinference.org/article/token-deflation-eats-the-labour-line-so-india-s-outsourcers-are-selling-the-meter The Inference en 2026-09-30T19:36:33.279Z Token deflation eats the labour line, so India's outsourcers are selling the meter https://theinference.org/article/globalwafers-raised-1-43-billion-for-a-shortage-its-own-accounts-do-not-show The Inference en 2026-09-30T19:36:32.161Z GlobalWafers raised $1.43 billion for a shortage its own accounts do not show https://theinference.org/article/monolithic-power-insiders-sold-680-million-of-stock-into-the-ai-power-rally The Inference en 2026-09-30T19:36:30.159Z Monolithic Power insiders sold $680 million of stock into the AI power rally https://theinference.org/article/schneider-bids-1-2-billion-for-shelly-a-day-after-unveiling-its-3-5-mw-ai-cooler The Inference en 2026-09-30T19:36:28.973Z Schneider bids €1.2 billion for Shelly a day after unveiling its 3.5 MW AI cooler https://theinference.org/article/san-francisco-cleared-the-path-to-seize-pg-e-s-grid-the-price-war-starts-20-october The Inference en 2026-09-30T19:36:27.894Z San Francisco cleared the path to seize PG&E's grid; the price war starts 20 October https://theinference.org/article/aeluma-s-ceo-sold-stock-every-month-since-march-while-pitching-a-1-8-trillion-ai-market The Inference en 2026-09-30T19:36:26.720Z Aeluma's CEO sold stock every month since March while pitching a $1.8 trillion AI market https://theinference.org/article/unity-rose-nearly-5-on-meta-s-glasses-then-fell-6-on-meta-s-game-engine The Inference en 2026-09-30T19:36:25.745Z Unity Rose Nearly 5% on Meta's Glasses, Then Fell 6% on Meta's Game Engine https://theinference.org/article/with-no-data-center-bid-in-hand-columbus-county-votes-on-keeping-them-out The Inference en 2026-09-30T19:36:23.715Z With no data center bid in hand, Columbus County votes on keeping them out https://theinference.org/article/meta-s-petabit-cable-makes-the-bandwidth-buyer-the-atlantic-s-landlord The Inference en 2026-09-30T19:36:22.435Z Meta's petabit cable makes the bandwidth buyer the Atlantic's landlord https://theinference.org/article/riber-s-stock-ran-153-on-quantum-its-revenue-runs-on-one-export-license The Inference en 2026-09-30T19:36:21.454Z Riber's stock ran 153% on quantum; its revenue runs on one export license https://theinference.org/article/thailand-s-record-export-month-was-sold-before-it-shipped The Inference en 2026-09-30T19:36:20.062Z Thailand's record export month was sold before it shipped https://theinference.org/article/the-pentagon-called-it-a-military-company-wall-street-raised-it-6-8-billion The Inference en 2026-09-30T19:36:18.749Z The Pentagon Called It a Military Company. Wall Street Raised It $6.8 Billion https://theinference.org/article/fireworks-ai-cuts-the-token-meter-with-ember-1 The Inference en 2026-09-30T19:36:17.785Z Fireworks AI Cuts the Token Meter With Ember-1 https://theinference.org/article/a-17m-ledger-carries-kalray-s-81m-ai-chip-comeback The Inference en 2026-09-30T19:36:15.995Z A €17M ledger carries Kalray's €81M AI-chip comeback https://theinference.org/article/the-first-number-behind-instinct-s-10-billion-mark-half-the-book-is-travel The Inference en 2026-09-30T19:36:13.616Z The first number behind Instinct's $10 billion mark: half the book is travel https://theinference.org/article/marvell-sells-a-625-billion-2030-before-its-own-optics-have-a-shipping-date The Inference en 2026-09-30T19:36:11.984Z Marvell Sells a $625 Billion 2030 Before Its Own Optics Have a Shipping Date https://theinference.org/article/societe-generale-lists-3x-minimax-note-long-side-only-six-days-after-the-probe-selloff The Inference en 2026-09-30T19:36:11.007Z Societe Generale Lists 3x MiniMax Note, Long Side Only, Six Days After the Probe Selloff https://theinference.org/article/bofa-pays-7-times-sales-for-ionq-s-quantum-and-2-for-the-fab-feeding-its-rivals The Inference en 2026-09-30T19:36:09.928Z BofA pays 7 times sales for IonQ's quantum and 2 for the fab feeding its rivals https://theinference.org/article/qualcomm-reportedly-wants-over-300-a-chip-oppo-and-vivo-took-the-216-one The Inference en 2026-09-30T19:36:08.917Z Qualcomm reportedly wants over $300 a chip; OPPO and vivo took the $216 one https://theinference.org/article/a-69-employee-patent-firm-just-put-nvidia-broadcom-and-google-inside-its-micron-import-ban-case The Inference en 2026-09-30T19:36:07.950Z A 69-employee patent firm just put Nvidia, Broadcom and Google inside its Micron import-ban case https://theinference.org/article/after-muse-took-6-2-off-airbnb-chesky-promised-an-agent-and-the-hotels-he-swore-off The Inference en 2026-09-30T19:36:06.963Z After Muse took 6.2% off Airbnb, Chesky promised an agent and the hotels he swore off https://theinference.org/article/squeezing-china-builds-huawei-asml-chief-warns-while-europe-buys-zero The Inference en 2026-09-30T19:36:05.524Z Squeezing China builds Huawei, ASML chief warns, while Europe buys zero https://theinference.org/article/oura-shelves-its-2-2b-ipo-and-strands-the-people-it-was-built-to-pay The Inference en 2026-09-30T19:36:04.230Z Oura shelves its $2.2B IPO and strands the people it was built to pay https://theinference.org/article/cambricon-s-39-margin-is-a-toll-on-nvidia-s-exile-and-beijing-may-lift-it The Inference en 2026-09-30T19:36:03.217Z Cambricon's 39% Margin Is a Toll on Nvidia's Exile, and Beijing May Lift It https://theinference.org/article/cloudflare-buys-a-root-of-trust-instead-of-waiting-on-the-browsers The Inference en 2026-09-30T19:36:02.181Z Cloudflare buys a root of trust instead of waiting on the browsers https://theinference.org/article/autodesk-paid-200m-for-a-research-seat-amd-s-8-2bn-buyout-pays-it-out-in-stock-and-keeps-the-agenda The Inference en 2026-09-30T19:36:01.193Z Autodesk paid $200m for a research seat. AMD's $8.2bn buyout pays it out in stock and keeps the agenda https://theinference.org/article/the-customers-walk-catl-s-suppliers-carry-the-float The Inference en 2026-09-30T19:35:59.964Z The Customers Walk; CATL's Suppliers Carry the Float https://theinference.org/article/broadcom-owns-its-substrate-plant-everyone-else-in-ai-is-renting The Inference en 2026-09-30T19:35:58.956Z Broadcom owns its substrate plant; everyone else in AI is renting https://theinference.org/article/exelon-brands-a-court-ordered-160m-refund-as-its-promise-while-fighting-a-32m-one The Inference en 2026-09-30T19:35:57.994Z Exelon Brands a Court-Ordered $160M Refund as Its Promise While Fighting a $32M One https://theinference.org/article/harris-county-priced-its-flock-records-at-121-602-and-the-contract-names-no-one The Inference en 2026-09-30T19:35:55.652Z Harris County Priced Its Flock Records at $121,602, and the Contract Names No One https://theinference.org/article/foxconn-takes-over-the-polish-site-intel-abandoned-on-jobs-numbers-that-are-still-estimates The Inference en 2026-09-30T19:35:54.624Z Foxconn takes over the Polish site Intel abandoned, on jobs numbers that are still estimates https://theinference.org/article/days-after-a-jury-priced-a-broken-lilly-partnership-at-90-million-ricks-promises-bigger-deals The Inference en 2026-09-30T19:35:53.614Z Days after a jury priced a broken Lilly partnership at $90 million, Ricks promises bigger deals https://theinference.org/article/oracle-s-two-ledgers-a-27-billion-subpoena-file-and-a-664-billion-backlog The Inference en 2026-09-30T19:35:52.623Z Oracle's two ledgers: a $27 billion subpoena file and a $664 billion backlog https://theinference.org/article/zero-charges-for-3-million-grok-deepfakes-so-the-women-are-suing-spacex-itself The Inference en 2026-09-30T19:35:51.623Z Zero charges for 3 million Grok deepfakes, so the women are suing SpaceX itself https://theinference.org/article/furnished-not-filed-gen-digital-raises-guidance-on-linkedin-to-defend-a-12-billion-godaddy-bid The Inference en 2026-09-30T19:35:49.683Z Furnished, not filed: Gen Digital raises guidance on LinkedIn to defend a $12 billion GoDaddy bid https://theinference.org/article/suno-s-clean-restart-just-collided-with-its-9-billion-past The Inference en 2026-09-30T19:35:48.495Z Suno's clean restart just collided with its $9 billion past https://theinference.org/article/two-prices-for-western-digital-s-p-sees-5-billion-in-cash-flow-the-stock-sits-45-below-its-high The Inference en 2026-09-30T19:35:47.531Z Two prices for Western Digital: S&P sees $5 billion in cash flow, the stock sits 45% below its high https://theinference.org/article/meta-plugged-a-13-3-billion-startup-into-its-free-agent-the-week-an-early-investor-sold-at-225x The Inference en 2026-09-30T19:35:46.549Z Meta plugged a $13.3 billion startup into its free agent the week an early investor sold at 225x https://theinference.org/article/helion-erases-its-2028-electricity-prediction-as-its-round-closes-at-500m The Inference en 2026-09-30T19:35:45.569Z Helion erases its 2028 electricity prediction as its round closes at $500M https://theinference.org/article/kaiser-put-labor-inside-its-ai-decisions-then-filed-147-back-office-cuts The Inference en 2026-09-30T19:35:43.750Z Kaiser put labor inside its AI decisions, then filed 147 back-office cuts https://theinference.org/article/modine-insiders-banked-27-8-million-before-the-due-bill-drop-cost-holders-23-03-a-share The Inference en 2026-09-30T19:35:42.705Z Modine insiders banked $27.8 million before the due-bill drop cost holders $23.03 a share https://theinference.org/article/nidec-s-reported-1tn-write-down-equals-59-of-its-equity-and-the-messy-books-keep-a-cheap-company-whole The Inference en 2026-09-30T19:35:41.702Z Nidec's reported ¥1tn write-down equals 59% of its equity, and the messy books keep a cheap company whole https://theinference.org/article/openai-scrapped-its-frontier-model-for-deception-and-shipped-a-fifth-price-stand-in-the-next-morning The Inference en 2026-09-30T19:35:40.474Z OpenAI scrapped its frontier model for deception and shipped a fifth-price stand-in the next morning https://theinference.org/article/mistral-s-3-billion-week-small-cheques-for-software-a-blank-one-for-compute The Inference en 2026-09-30T19:35:39.168Z Mistral's €3 Billion Week: Small Cheques for Software, a Blank One for Compute https://theinference.org/article/buyers-who-prepaid-ibiden-are-now-financing-its-rival-on-ajinomoto-s-film The Inference en 2026-09-30T19:35:37.814Z Buyers who prepaid Ibiden are now financing its rival, on Ajinomoto's film https://theinference.org/article/palantir-grew-93-last-quarter-as-europe-and-india-build-its-rivals The Inference en 2026-09-30T19:35:36.624Z Palantir grew 93% last quarter as Europe and India build its rivals https://theinference.org/article/the-army-award-that-moved-navitas-20-carries-no-dollar-figure The Inference en 2026-09-30T19:35:35.641Z The Army Award That Moved Navitas 20% Carries No Dollar Figure https://theinference.org/article/europe-polices-the-parcels-while-colombia-keeps-its-200-loophole-open The Inference en 2026-09-30T19:35:34.239Z Europe polices the parcels while Colombia keeps its $200 loophole open https://theinference.org/article/wacker-dumps-171m-of-siltronic-at-a-discount-while-ai-buyers-bet-on-a-wafer-shortage The Inference en 2026-09-30T19:35:33.259Z Wacker dumps €171m of Siltronic at a discount while AI buyers bet on a wafer shortage https://theinference.org/article/talen-s-ceo-tops-us-power-pay-at-409-million-his-host-township-signed-the-ndas The Inference en 2026-09-30T19:35:32.289Z Talen's CEO tops US power pay at $409 million. His host township signed the NDAs. https://theinference.org/article/shopify-dumps-react-native-after-six-years-ai-agents-rebuilt-shop-in-12-weeks The Inference en 2026-09-30T19:35:31.272Z Shopify dumps React Native after six years; AI agents rebuilt Shop in 12 weeks https://theinference.org/article/google-says-orbital-ai-breaks-even-in-the-2030s-it-is-paying-spacex-to-fly-it-thursday The Inference en 2026-09-30T19:35:30.228Z Google Says Orbital AI Breaks Even in the 2030s. It Is Paying SpaceX to Fly It Thursday. https://theinference.org/article/an-indicted-co-founder-a-5-6-billion-raise-and-a-probe-of-super-micro-s-board The Inference en 2026-09-30T19:35:28.824Z An Indicted Co-Founder, a $5.6 Billion Raise and a Probe of Super Micro's Board https://theinference.org/article/amd-signed-an-8-2-billion-deal-and-cannot-say-what-it-costs-in-shares The Inference en 2026-09-30T19:35:27.806Z AMD signed an $8.2 billion deal and cannot say what it costs in shares https://theinference.org/article/zscaler-pays-its-outgoing-sales-chief-while-3-of-staff-fund-the-ai-pivot The Inference en 2026-09-30T19:35:26.827Z Zscaler pays its outgoing sales chief while 3% of staff fund the AI pivot https://theinference.org/article/the-one-compute-bill-anthropic-can-cancel-belongs-to-spacex-now-up-to-84-5b The Inference en 2026-09-30T19:35:25.841Z The one compute bill Anthropic can cancel belongs to SpaceX, now up to $84.5B https://theinference.org/article/openai-seeks-1-4-trillion-the-same-day-it-cut-the-price-of-intelligence-fivefold The Inference en 2026-09-30T19:35:24.787Z OpenAI seeks $1.4 trillion the same day it cut the price of intelligence fivefold https://theinference.org/article/tesla-signs-30-billion-of-bank-credit-the-day-before-its-sworn-robotaxi-answer The Inference en 2026-09-30T19:35:23.741Z Tesla signs $30 billion of bank credit the day before its sworn robotaxi answer https://theinference.org/article/td-cowen-s-200-spacex-call-rests-on-ai-leases-tenants-can-cancel-in-90-days The Inference en 2026-09-30T19:35:22.745Z TD Cowen's $200 SpaceX call rests on AI leases tenants can cancel in 90 days https://theinference.org/article/robinhood-takes-four-cuts-of-one-retail-trade The Inference en 2026-09-30T19:35:21.124Z Robinhood takes four cuts of one retail trade https://theinference.org/article/korea-unblocked-amkor-s-next-factory-in-two-days-nvidia-s-1-5-billion-arrives-in-2027 The Inference en 2026-09-30T19:35:17.765Z Korea unblocked Amkor's next factory in two days; Nvidia's $1.5 billion arrives in 2027 https://theinference.org/article/navy-pays-about-1-2-billion-for-30-drone-warships-pricing-autonomy-at-40-million-a-hull The Inference en 2026-09-30T19:35:14.916Z Navy Pays About $1.2 Billion for 30 Drone Warships, Pricing Autonomy at $40 Million a Hull https://theinference.org/article/acm-research-s-2-5-billion-backlog-comes-with-fine-print-and-an-october-28-test The Inference en 2026-09-30T19:35:13.344Z ACM Research's $2.5 Billion Backlog Comes With Fine Print and an October 28 Test https://theinference.org/article/elastic-s-datadog-challenge-runs-on-benchmarks-elastic-graded-itself The Inference en 2026-09-30T19:35:12.338Z Elastic's Datadog challenge runs on benchmarks Elastic graded itself https://theinference.org/article/first-money-into-three-circle-s-hong-kong-ipo-is-leaving-with-all-of-it The Inference en 2026-09-30T19:35:09.230Z First money into Three-Circle's Hong Kong IPO is leaving with all of it https://theinference.org/article/capital-group-sold-asmpt-at-hk-173-11-into-a-record-book-that-converts-in-2027 The Inference en 2026-09-30T19:35:07.552Z Capital Group Sold ASMPT at HK$173.11 Into a Record Book That Converts in 2027 https://theinference.org/article/mongodb-s-board-doubled-its-buyback-the-day-after-its-ceo-gave-notice The Inference en 2026-09-30T19:35:06.251Z MongoDB's Board Doubled Its Buyback the Day After Its CEO Gave Notice https://theinference.org/article/oracle-bought-the-option-to-pay-late-bloom-and-blue-owl-carry-the-2028-date The Inference en 2026-09-30T19:35:02.818Z Oracle Bought the Option to Pay Late. Bloom and Blue Owl Carry the 2028 Date https://theinference.org/article/moonshot-s-kimi-taped-out-a-chip-in-48-hours-and-knocked-9-off-the-eda-duopoly The Inference en 2026-09-30T19:35:01.822Z Moonshot's Kimi taped out a chip in 48 hours and knocked 9% off the EDA duopoly https://theinference.org/article/sap-promises-a-historic-ai-windfall-and-its-own-pricing-shows-where-the-deflation-lands The Inference en 2026-09-30T19:35:00.847Z SAP promises a historic AI windfall, and its own pricing shows where the deflation lands https://theinference.org/article/the-ftc-s-first-ai-probe-lands-two-days-after-anthropic-s-2-trillion-filing The Inference en 2026-09-30T19:34:58.909Z The FTC's first AI probe lands two days after Anthropic's $2 trillion filing https://theinference.org/article/hbm-takes-30-of-the-wafers-and-13-of-the-bits-and-conventional-dram-pays-for-it The Inference en 2026-09-30T19:34:57.083Z HBM takes 30% of the wafers and 13% of the bits, and conventional DRAM pays for it https://theinference.org/article/texas-filings-put-a-2-08-billion-price-on-the-google-campus-crusoe-and-google-won-t-number The Inference en 2026-09-30T19:34:56.025Z Texas filings put a $2.08 billion price on the Google campus Crusoe and Google won't number https://theinference.org/article/skyworks-cleared-to-close-qorvo-on-monday-apple-s-iphone-board-shows-what-the-22-billion-buys The Inference en 2026-09-30T19:34:54.421Z Skyworks Cleared to Close Qorvo on Monday; Apple's iPhone Board Shows What the $22 Billion Buys https://theinference.org/article/the-247-5-million-behind-exa-s-bet-that-research-sells-by-the-run The Inference en 2026-09-30T18:39:55.498Z The $247.5 million behind Exa's bet that research sells by the run https://theinference.org/article/cboe-is-building-the-regulated-answer-to-kalshi-and-it-is-listed The Inference en 2026-09-30T18:16:02.143Z Cboe is building the regulated answer to Kalshi, and it is listed https://theinference.org/article/junk-bond-buyers-just-bankrolled-softbank-s-last-10-billion-payment-to-openai The Inference en 2026-09-30T18:15:51.263Z Junk bond buyers just bankrolled SoftBank's last $10 billion payment to OpenAI https://theinference.org/article/salesforce-s-defense-revenue-grew-80-while-the-market-priced-it-as-meta-s-next-victim The Inference en 2026-09-30T17:58:22.725Z Salesforce's defense revenue grew 80% while the market priced it as Meta's next victim https://theinference.org/article/amadeus-s-defense-of-the-booking-terminal-doubles-as-an-ad-pitch The Inference en 2026-09-30T17:58:06.077Z Amadeus's defense of the booking terminal doubles as an ad pitch https://theinference.org/article/descartes-ceo-sold-every-share-he-held-directly-the-day-before-the-ai-launch The Inference en 2026-09-30T17:57:05.221Z Descartes CEO sold every share he held directly, the day before the AI launch https://theinference.org/article/globalfoundries-may-run-a-19-billion-fab-it-never-has-to-build The Inference en 2026-09-30T17:56:56.050Z GlobalFoundries May Run a $19 Billion Fab It Never Has to Build https://theinference.org/article/xcel-plays-three-state-tables-to-turn-grid-crunch-into-regulated-yield The Inference en 2026-09-30T03:33:33.291Z Xcel Plays Three State Tables to Turn Grid Crunch into Regulated Yield https://theinference.org/article/legrand-s-guidance-raise-is-a-formal-notice-the-building-business-is-being-sold-to-fund-the-ai-bet The Inference en 2026-09-30T03:33:25.304Z Legrand's guidance raise is a formal notice: the building business is being sold to fund the AI bet https://theinference.org/article/kaiser-says-medicare-s-contractor-ban-reaches-inside-its-own-walls The Inference en 2026-09-30T03:25:32.493Z Kaiser says Medicare's contractor ban reaches inside its own walls https://theinference.org/article/nvidia-prepays-1-5-billion-to-skip-the-ai-packaging-queue-america-will-relieve-in-2028 The Inference en 2026-09-29T23:35:08.319Z Nvidia prepays $1.5 billion to skip the AI packaging queue America will relieve in 2028 https://theinference.org/article/undergrads-skip-class-to-grade-ai-for-1-300-a-week-the-startup-behind-them-is-reportedly-worth-3-2-billion The Inference en 2026-09-29T23:35:06.862Z Undergrads Skip Class to Grade AI for $1,300 a Week. The Startup Behind Them Is Reportedly Worth $3.2 Billion https://theinference.org/article/attackers-sat-inside-check-point-s-firewall-brain-for-two-months-the-stock-went-up The Inference en 2026-09-29T23:35:03.566Z Attackers Sat Inside Check Point's Firewall Brain for Two Months. The Stock Went Up. https://theinference.org/article/delta-raised-1-5-billion-at-0-by-selling-the-upside-on-its-own-subsidiary The Inference en 2026-09-29T23:35:02.444Z Delta raised $1.5 billion at 0% by selling the upside on its own subsidiary https://theinference.org/article/f5-s-authentication-appliance-is-under-active-attack-and-shares-are-up-75-anyway The Inference en 2026-09-29T23:35:01.498Z F5's Authentication Appliance Is Under Active Attack and Shares Are Up 75% Anyway https://theinference.org/article/cognizant-rebuilt-odyssey-logistics-freight-platform-for-37-percent-less-than-a-conventional-rewrite The Inference en 2026-09-29T23:35:00.457Z Cognizant rebuilt Odyssey Logistics' freight platform for 37 percent less than a conventional rewrite https://theinference.org/article/203-protests-six-intervenors-oklahoma-decides-monday-who-can-fight-aep-s-power-line The Inference en 2026-09-29T23:34:59.456Z 203 protests, six intervenors: Oklahoma decides Monday who can fight AEP's power line https://theinference.org/article/minimax-s-public-buyers-paid-hk-1-330-new-money-just-got-in-at-hk-268 The Inference en 2026-09-29T23:34:58.453Z MiniMax's public buyers paid HK$1,330. New money just got in at HK$268. https://theinference.org/article/the-philippines-banned-discord-for-a-day-and-walked-away-with-a-promised-reddit-office The Inference en 2026-09-29T23:34:57.451Z The Philippines banned Discord for a day and walked away with a promised Reddit office https://theinference.org/article/blackrock-s-33-billion-utility-buyout-got-two-answers-ohio-drew-a-line-indiana-kept-billing The Inference en 2026-09-29T23:34:56.422Z BlackRock's $33 Billion Utility Buyout Got Two Answers: Ohio Drew a Line, Indiana Kept Billing https://theinference.org/article/ase-is-spending-10-5-billion-before-the-ai-money-arrives The Inference en 2026-09-29T23:34:55.419Z ASE is spending $10.5 billion before the AI money arrives https://theinference.org/article/anduril-and-general-atomics-are-building-america-s-robot-fighters-on-their-own-dime The Inference en 2026-09-29T23:34:54.466Z Anduril and General Atomics Are Building America's Robot Fighters on Their Own Dime https://theinference.org/article/the-navy-s-blackbeard-receipts-prototype-to-444-hypersonic-rounds-in-seven-months The Inference en 2026-09-29T23:34:53.324Z The Navy's Blackbeard receipts: prototype to 444 hypersonic rounds in seven months https://theinference.org/article/goldman-pays-june-s-price-for-cyera-as-four-camps-fight-over-the-agent-security-budget The Inference en 2026-09-29T23:34:51.098Z Goldman pays June's price for Cyera as four camps fight over the agent-security budget https://theinference.org/article/lakewood-demands-blackout-backup-while-firstenergy-books-an-ai-lifted-quarter The Inference en 2026-09-29T23:34:45.807Z Lakewood demands blackout backup while FirstEnergy books an AI-lifted quarter https://theinference.org/article/fal-courts-a-doubling-of-its-4-5-billion-mark-in-the-week-openai-halved-inference-prices The Inference en 2026-09-29T23:34:44.708Z Fal courts a doubling of its $4.5 billion mark in the week OpenAI halved inference prices https://theinference.org/article/may-mobility-s-1-4b-spac-prices-a-70-margin-it-has-never-earned The Inference en 2026-09-29T23:34:43.706Z May Mobility's $1.4B SPAC prices a 70% margin it has never earned https://theinference.org/article/temu-spent-962-million-on-influencers-and-73-of-the-top-100-were-likely-fake The Inference en 2026-09-29T23:34:42.569Z Temu spent $962 million on influencers, and 73 of the top 100 were likely fake https://theinference.org/article/rwe-feeds-oracle-s-ai-data-centers-while-suing-a-michigan-farm-family-for-30-of-its-solar-site The Inference en 2026-09-29T23:34:41.231Z RWE feeds Oracle's AI data centers while suing a Michigan farm family for 30% of its solar site https://theinference.org/article/sea-s-c-suite-banked-about-18m-shareholders-got-the-compute-bill The Inference en 2026-09-29T23:34:40.238Z Sea's C-suite banked about $18M; shareholders got the compute bill https://theinference.org/article/sandisk-sold-its-flash-future-for-93-9-billion-then-bet-31-billion-on-more-fabs The Inference en 2026-09-29T23:34:38.992Z Sandisk Sold Its Flash Future for $93.9 Billion, Then Bet $31 Billion on More Fabs https://theinference.org/article/ttm-is-paying-6-75-for-money-it-must-hand-back-if-its-1-1-billion-deal-dies The Inference en 2026-09-29T23:34:37.858Z TTM is paying 6.75% for money it must hand back if its $1.1 billion deal dies https://theinference.org/article/100-rejections-356-million-applications-and-a-bid-to-make-workday-pay-for-ai-bias The Inference en 2026-09-29T23:34:36.898Z 100 rejections, 356 million applications, and a bid to make Workday pay for AI bias https://theinference.org/article/ai-s-power-bill-lands-on-the-cheapest-chips-in-your-car The Inference en 2026-09-29T23:34:35.772Z AI's power bill lands on the cheapest chips in your car https://theinference.org/article/deepseek-doubles-revenue-to-1b-then-passes-the-bill-to-investors-with-no-votes The Inference en 2026-09-29T23:34:34.667Z DeepSeek Doubles Revenue to $1B, Then Passes the Bill to Investors With No Votes https://theinference.org/article/cloudflare-s-bouncer-now-runs-the-bank-for-ai-agents The Inference en 2026-09-29T23:34:33.709Z Cloudflare's bouncer now runs the bank for AI agents https://theinference.org/article/the-faa-switched-on-875m-of-ai-and-24-hours-later-asked-for-30b-more The Inference en 2026-09-29T23:34:32.754Z The FAA switched on $875M of AI, and 24 hours later asked for $30B more https://theinference.org/article/the-anthropic-etf-holds-no-anthropic-and-still-out-raised-harbor-s-other-four-ai-funds The Inference en 2026-09-29T23:34:31.770Z The Anthropic ETF holds no Anthropic, and still out-raised Harbor's other four AI funds https://theinference.org/article/louisiana-handed-spacex-a-24-billion-tax-break-in-a-meeting-posted-on-a-courthouse-door The Inference en 2026-09-29T23:34:30.742Z Louisiana handed SpaceX a $24 billion tax break in a meeting posted on a courthouse door https://theinference.org/article/nine-states-sue-as-offshore-wind-buyouts-near-4-billion-booked-to-a-lawsuit-fund The Inference en 2026-09-29T23:34:29.762Z Nine states sue as offshore wind buyouts near $4 billion booked to a lawsuit fund https://theinference.org/article/goldman-turns-alphabet-s-514-billion-backlog-into-a-300-billion-a-year-bill The Inference en 2026-09-29T23:34:28.783Z Goldman turns Alphabet's $514 billion backlog into a $300 billion a year bill https://theinference.org/article/nvidia-s-279-billion-backs-an-estimated-37-of-the-world-s-2027-ai-memory The Inference en 2026-09-29T23:34:27.815Z Nvidia's $279 billion backs an estimated 37% of the world's 2027 AI memory https://theinference.org/article/colossus-went-up-in-122-days-its-subcontractors-are-still-filing-liens The Inference en 2026-09-29T23:34:26.834Z Colossus Went Up in 122 Days. Its Subcontractors Are Still Filing Liens. https://theinference.org/article/shorts-own-40-of-soundhound-s-float-and-the-only-insider-trades-are-sales The Inference en 2026-09-29T23:34:25.881Z Shorts own 40% of SoundHound's float, and the only insider trades are sales https://theinference.org/article/gitlab-cut-one-in-seven-staff-then-told-a-42-growth-story-on-bookings-not-gaap-revenue The Inference en 2026-09-29T23:34:24.736Z GitLab cut one in seven staff, then told a 42% growth story on bookings, not GAAP revenue https://theinference.org/article/sterlite-s-746-rally-just-bought-it-an-18-billion-dealmaker The Inference en 2026-09-29T23:34:23.770Z Sterlite's 746% rally just bought it an $18 billion dealmaker https://theinference.org/article/lithuania-hands-a-3-7b-drone-startup-a-nato-beachhead-for-a-signature The Inference en 2026-09-29T23:34:22.797Z Lithuania hands a $3.7B drone startup a NATO beachhead for a signature https://theinference.org/article/tower-semiconductor-builds-4b-japan-ai-hub-as-insiders-sell The Inference en 2026-09-29T23:34:21.821Z Tower Semiconductor Builds $4B Japan AI Hub as Insiders Sell https://theinference.org/article/subscribers-call-anthropic-s-caution-a-cartel-weeks-before-a-2-trillion-listing The Inference en 2026-09-29T23:34:20.822Z Subscribers call Anthropic's caution a cartel weeks before a $2 trillion listing https://theinference.org/article/mobix-labs-forecasts-a-q4-beat-with-going-concern-doubt-in-the-fine-print The Inference en 2026-09-29T23:34:19.875Z Mobix Labs forecasts a Q4 beat, with going-concern doubt in the fine print https://theinference.org/article/s-p-600-funds-had-to-buy-axt-at-4-080x-earnings-insiders-sold-70-million The Inference en 2026-09-29T23:34:18.862Z S&P 600 funds had to buy AXT at 4,080x earnings. Insiders sold $70 million. https://theinference.org/article/the-3-duty-moved-china-s-parcels-from-the-border-to-the-shelf-now-dhl-is-buying-the-shelf The Inference en 2026-09-29T23:34:17.849Z The €3 duty moved China's parcels from the border to the shelf; now DHL is buying the shelf https://theinference.org/article/fujikura-cuts-309-more-jobs-in-romania-while-ai-fiber-makes-it-a-52-billion-stock The Inference en 2026-09-29T23:34:16.738Z Fujikura cuts 309 more jobs in Romania while AI fiber makes it a $52 billion stock https://theinference.org/article/photronics-insiders-moved-to-sell-800-000-of-stock-days-after-its-166-million-buyback-ended The Inference en 2026-09-29T23:34:15.761Z Photronics insiders moved to sell $800,000 of stock days after its $166 million buyback ended https://theinference.org/article/ai-racks-need-600-000-capacitors-each-so-samsung-electro-mechanics-is-rationing-its-phone-book The Inference en 2026-09-29T23:34:14.758Z AI racks need 600,000 capacitors each, so Samsung Electro-Mechanics is rationing its phone book https://theinference.org/article/z-ai-s-coding-agent-swallowed-42-411-files-and-the-developers-got-the-bill The Inference en 2026-09-29T23:34:13.769Z Z.ai's coding agent swallowed 42,411 files, and the developers got the bill https://theinference.org/article/a-950-botnet-burns-your-ai-credits-while-your-site-stays-up The Inference en 2026-09-29T23:34:12.799Z A $950 botnet burns your AI credits while your site stays up https://theinference.org/article/the-malware-that-pays-four-ai-providers-to-plan-its-attacks The Inference en 2026-09-29T23:34:11.830Z The malware that pays four AI providers to plan its attacks https://theinference.org/article/doordash-turns-couriers-shelf-photos-into-a-paid-data-product-days-after-settling-131-5m-over-their-hours The Inference en 2026-09-29T23:34:10.815Z DoorDash turns couriers' shelf photos into a paid data product days after settling $131.5M over their hours https://theinference.org/article/traders-want-a-25-billion-a-quarter-micron-buyback-its-cash-cannot-cover The Inference en 2026-09-29T23:34:09.754Z Traders want a $25 billion-a-quarter Micron buyback its cash cannot cover https://theinference.org/article/solidigm-s-ipo-ceiling-fell-50-billion-in-three-days-sk-hynix-s-new-us-holders-took-the-hit The Inference en 2026-09-29T23:34:08.761Z Solidigm's IPO ceiling fell $50 billion in three days. SK Hynix's new US holders took the hit https://theinference.org/article/freiburg-s-frontier-lab-tells-europe-to-cheer-up-on-american-money The Inference en 2026-09-29T23:34:07.684Z Freiburg's frontier lab tells Europe to cheer up, on American money https://theinference.org/article/the-executive-who-ran-photoshop-just-left-adobe-with-no-successor-and-no-reason The Inference en 2026-09-29T23:34:06.701Z The executive who ran Photoshop just left Adobe with no successor and no reason https://theinference.org/article/goldman-s-bond-managers-are-stepping-aside-from-the-ai-debt-wave-goldman-forecasts The Inference en 2026-09-29T23:34:05.383Z Goldman's bond managers are stepping aside from the AI debt wave Goldman forecasts https://theinference.org/article/ferc-keeps-comed-on-the-hook-for-a-20-billion-data-center-backed-by-1 The Inference en 2026-09-29T23:34:04.349Z FERC keeps ComEd on the hook for a $20 billion data center backed by $1 https://theinference.org/article/innolight-falls-below-a-trillion-yuan-as-four-senators-take-aim-at-china-s-optical-modules The Inference en 2026-09-29T23:34:03.286Z Innolight falls below a trillion yuan as four senators take aim at China's optical modules https://theinference.org/article/china-put-an-ai-compute-node-in-orbit-and-its-backers-are-on-us-blacklists The Inference en 2026-09-29T23:34:01.770Z China put an AI compute node in orbit, and its backers are on US blacklists https://theinference.org/article/alibaba-gives-away-a-ct-reader-that-beat-23-of-26-radiologists The Inference en 2026-09-29T23:34:00.642Z Alibaba gives away a CT reader that beat 23 of 26 radiologists https://theinference.org/article/corgi-s-5-billion-valuation-rests-on-two-unnamed-sources The Inference en 2026-09-29T23:33:59.621Z Corgi's $5 Billion Valuation Rests on Two Unnamed Sources https://theinference.org/article/jane-street-s-18b-fluidstack-bet-the-broker-books-the-contracts-the-miners-carry-the-debt The Inference en 2026-09-29T23:33:58.670Z Jane Street's $18B Fluidstack bet: the broker books the contracts, the miners carry the debt https://theinference.org/article/reddit-s-user-agreement-can-bind-anthropic-a-judge-rules-and-the-meter-is-running The Inference en 2026-09-29T23:33:56.480Z Reddit's User Agreement can bind Anthropic, a judge rules, and the meter is running https://theinference.org/article/robinhood-chain-s-fee-record-and-an-18-4-million-rug-ring-ran-on-the-same-launchpad The Inference en 2026-09-29T23:33:55.269Z Robinhood Chain's fee record and an $18.4 million rug ring ran on the same launchpad https://theinference.org/article/sony-and-universal-price-suno-s-licensed-restart-at-a-9-billion-ceiling The Inference en 2026-09-29T23:33:54.047Z Sony and Universal price Suno's licensed restart at a $9 billion ceiling https://theinference.org/article/uipath-s-agent-interviews-your-staff-a-broker-answers-with-a-10-target The Inference en 2026-09-29T23:33:53.026Z UiPath's agent interviews your staff; a broker answers with a $10 target https://theinference.org/article/server-cpus-now-quote-25-to-30-weeks-the-boring-chip-has-a-waiting-list The Inference en 2026-09-29T23:33:52.048Z Server CPUs now quote 25 to 30 weeks; the boring chip has a waiting list https://theinference.org/article/broadcom-s-230-billion-ai-promise-is-rented-from-six-customers-and-the-stock-trades-like-it The Inference en 2026-09-29T23:33:50.998Z Broadcom's $230 billion AI promise is rented from six customers, and the stock trades like it https://theinference.org/article/the-founder-who-called-legacy-storage-unfit-for-ai-just-sold-to-netapp The Inference en 2026-09-29T23:33:50.027Z The founder who called legacy storage unfit for AI just sold to NetApp https://theinference.org/article/deutsche-telekom-wires-in-decagon-s-agents-and-pre-builds-the-exit The Inference en 2026-09-29T23:33:49.080Z Deutsche Telekom wires in Decagon's agents and pre-builds the exit https://theinference.org/article/nxp-opens-a-sold-out-fab-in-singapore-and-chases-ambarella-on-the-same-balance-sheet The Inference en 2026-09-29T23:33:48.133Z NXP opens a sold-out fab in Singapore and chases Ambarella on the same balance sheet https://theinference.org/article/musk-concedes-anthropic-leads-grok-then-orders-660-000-gpus-before-year-end The Inference en 2026-09-29T23:33:47.101Z Musk Concedes Anthropic Leads Grok, Then Orders 660,000 GPUs Before Year-End https://theinference.org/article/wolfspeed-s-premium-wafer-bets-quality-can-beat-china-s-500-price-machine The Inference en 2026-09-29T23:33:46.116Z Wolfspeed's premium wafer bets quality can beat China's $500 price machine https://theinference.org/article/baseten-locked-three-years-of-gpus-whitefiber-s-convert-holders-carry-the-bill The Inference en 2026-09-29T23:33:45.157Z Baseten locked three years of GPUs. WhiteFiber's convert holders carry the bill. https://theinference.org/article/cape-town-moves-to-triple-rates-on-airbnb-flats-offered-most-of-the-year The Inference en 2026-09-29T23:33:44.108Z Cape Town moves to triple rates on Airbnb flats offered most of the year https://theinference.org/article/softbank-pledged-72-of-arm-for-a-25-billion-loan-everyone-else-holds-the-risk The Inference en 2026-09-29T23:33:43.102Z SoftBank Pledged 72% of Arm for a $25 Billion Loan. Everyone Else Holds the Risk https://theinference.org/article/celestica-sold-nearly-10-of-itself-to-build-ai-racks-for-openai-and-amd The Inference en 2026-09-29T23:33:42.131Z Celestica sold nearly 10% of itself to build AI racks for OpenAI and AMD https://theinference.org/article/louisiana-s-largest-newspaper-threw-meta-a-party-weeks-later-the-state-sealed-meta-s-power-data The Inference en 2026-09-29T23:33:40.579Z Louisiana's largest newspaper threw Meta a party. Weeks later, the state sealed Meta's power data. https://theinference.org/article/inbody-sells-the-scale-for-the-ozempic-era-and-refuses-to-pick-a-favorite-drugmaker The Inference en 2026-09-29T23:33:39.585Z InBody sells the scale for the Ozempic era and refuses to pick a favorite drugmaker https://theinference.org/article/washington-funds-globalfoundries-onshore-photonics-while-china-s-module-makers-fund-its-margins The Inference en 2026-09-29T23:33:38.561Z Washington funds GlobalFoundries' onshore photonics while China's module makers fund its margins https://theinference.org/article/cohu-s-ceo-sold-5-1-million-in-five-days-and-no-insider-has-bought-a-share-in-a-year The Inference en 2026-09-29T23:33:37.588Z Cohu's CEO sold $5.1 million in five days, and no insider has bought a share in a year https://theinference.org/article/dsv-buys-drone-cargo-as-a-product-not-another-wind-farm-trial The Inference en 2026-09-29T23:33:36.529Z DSV Buys Drone Cargo as a Product, Not Another Wind Farm Trial https://theinference.org/article/snap-argued-the-feds-directed-its-teen-ads-a-kansas-judge-sent-the-case-home The Inference en 2026-09-29T23:33:35.399Z Snap argued the feds directed its teen ads. A Kansas judge sent the case home https://theinference.org/article/larry-ellison-pledged-56-6-billion-of-oracle-stock-under-a-rule-that-exempts-only-him The Inference en 2026-09-29T23:33:34.425Z Larry Ellison pledged $56.6 billion of Oracle stock under a rule that exempts only him https://theinference.org/article/848-000-twilio-records-priced-at-a-quarter-cent-each-while-investors-pay-45-times-earnings The Inference en 2026-09-29T23:33:33.463Z 848,000 Twilio records priced at a quarter cent each while investors pay 45 times earnings https://theinference.org/article/seven-yes-votes-and-a-sealed-file-tesla-s-europe-wide-fsd-slips-to-december The Inference en 2026-09-29T23:33:32.394Z Seven yes votes and a sealed file: Tesla's Europe-wide FSD slips to December https://theinference.org/article/constellation-sells-4-4-gw-of-pjm-gas-to-ls-power-for-5-billion-the-toll-for-keeping-calpine The Inference en 2026-09-29T23:33:31.358Z Constellation sells 4.4 GW of PJM gas to LS Power for $5 billion, the toll for keeping Calpine https://theinference.org/article/a-7-metre-drone-boat-struck-iran-now-saronic-is-selling-a-260-metre-shipyard The Inference en 2026-09-29T23:33:30.317Z A 7-metre drone boat struck Iran. Now Saronic is selling a 260-metre shipyard https://theinference.org/article/spacex-froze-falcon-9-s-order-book-past-2028-and-its-customers-carry-the-risk The Inference en 2026-09-29T23:33:29.188Z SpaceX froze Falcon 9's order book past 2028, and its customers carry the risk https://theinference.org/article/volato-nyse-american-soar-promises-1-17-billion-of-amd-compute-on-8-4-million-of-cash The Inference en 2026-09-29T23:33:28.120Z Volato (NYSE American: SOAR) promises $1.17 billion of AMD compute on $8.4 million of cash https://theinference.org/article/astro-digital-hits-587-million-in-imran-khan-s-spac-and-skips-the-revenue-line The Inference en 2026-09-29T23:33:27.138Z Astro Digital Hits $587 Million in Imran Khan's SPAC and Skips the Revenue Line https://theinference.org/article/foxconn-s-most-profitable-quarter-ever-was-paid-for-by-its-own-cost-cuts The Inference en 2026-09-29T23:33:25.610Z Foxconn's most profitable quarter ever was paid for by its own cost cuts https://theinference.org/article/beijing-s-switch-review-now-overhangs-hock-tan-s-december-buyback-call The Inference en 2026-09-29T22:51:06.070Z Beijing's switch review now overhangs Hock Tan's December buyback call https://theinference.org/article/micron-s-50-billion-quarter-meets-an-ai-stack-that-moves-its-cache The Inference en 2026-09-29T22:51:05.746Z Micron's $50 Billion Quarter Meets an AI Stack That Moves Its Cache https://theinference.org/article/fico-s-10-mortgage-toll-just-met-its-99-cent-rival-on-the-same-grid The Inference en 2026-09-29T22:51:05.367Z FICO's $10 mortgage toll just met its 99-cent rival on the same grid https://theinference.org/article/anthropic-s-leaked-filing-warns-of-extinction-then-signs-518-billion-of-compute-it-cannot-cancel The Inference en 2026-09-29T22:50:59.713Z Anthropic's leaked filing warns of extinction, then signs $518 billion of compute it cannot cancel https://theinference.org/article/ameren-justifies-a-gas-buildout-and-missouri-coal-to-2042-with-2-8-gw-of-signed-demand The Inference en 2026-09-29T22:50:59.424Z Ameren justifies a gas buildout and Missouri coal to 2042 with 2.8 GW of signed demand https://theinference.org/article/cerebras-cto-sells-192-million-ahead-of-looming-lockup-expiry The Inference en 2026-09-29T22:50:59.069Z Cerebras CTO Sells $192 Million Ahead of Looming Lockup Expiry https://theinference.org/article/coinbase-now-clears-its-own-derivatives-with-no-default-fund-behind-them The Inference en 2026-09-29T22:50:53.217Z Coinbase now clears its own derivatives, with no default fund behind them https://theinference.org/article/intel-14a-courts-eight-giants-on-paper-while-tsmc-collects-cash The Inference en 2026-09-29T22:50:52.854Z Intel 14A Courts Eight Giants on Paper While TSMC Collects Cash https://theinference.org/article/poland-s-cert-could-not-reach-dayforce-and-published-three-payroll-flaws-anyway The Inference en 2026-09-29T22:50:52.426Z Poland's CERT could not reach Dayforce, and published three payroll flaws anyway https://theinference.org/article/big-tech-erases-32-billion-in-taxes-by-expensing-the-ai-data-center-boom The Inference en 2026-09-29T22:50:40.785Z Big Tech Erases $32 Billion in Taxes by Expensing the AI Data Center Boom https://theinference.org/article/hikvision-s-ai-margins-are-a-memory-bill-handed-to-china-s-surveillance-buyers The Inference en 2026-09-29T21:01:51.006Z Hikvision's AI margins are a memory bill handed to China's surveillance buyers https://theinference.org/article/roblox-loses-content-shield-just-as-bookings-break The Inference en 2026-09-29T21:00:44.600Z Roblox Loses Content Shield Just as Bookings Break https://theinference.org/article/openai-broke-in-then-sold-the-lock-25-of-its-engineers-now-do-defense The Inference en 2026-09-29T20:59:40.684Z OpenAI broke in, then sold the lock: 25% of its engineers now do defense https://theinference.org/article/openevidence-gives-doctors-ai-for-free-the-court-fight-shows-what-free-costs The Inference en 2026-09-29T20:57:45.980Z OpenEvidence Gives Doctors AI for Free. The Court Fight Shows What Free Costs. https://theinference.org/article/meta-hired-mongodb-s-ceo-mongodb-s-shareholders-got-the-bill The Inference en 2026-09-29T20:56:41.889Z Meta Hired MongoDB's CEO. MongoDB's Shareholders are freaking out https://theinference.org/article/michael-burry-just-gave-his-ai-crash-call-an-expiry-date The Inference en 2026-09-29T20:10:24.269Z Michael Burry just gave his AI crash call an expiry date https://theinference.org/article/robotaxi-firms-are-buying-the-garages-before-the-votes The Inference en 2026-09-29T20:09:20.702Z Robotaxi Firms Are Buying Up the Garages Before the Votes https://theinference.org/article/tesla-s-fsd-read-30-showed-50-and-averaged-44-in-brussels The Inference en 2026-09-29T20:08:29.752Z Tesla's FSD read 30, showed 50 and averaged 44km in Brussels https://theinference.org/article/broadcom-cuts-off-the-vmware-reseller-it-steered-customers-to-last-year The Inference en 2026-09-29T20:07:12.241Z Broadcom cuts off the VMware reseller it steered customers to last year https://theinference.org/article/aurora-wants-5-billion-for-driverless-trucks-werner-says-the-math-does-not-work-yet The Inference en 2026-09-29T20:06:45.634Z Aurora Wants $5 Billion for Driverless Trucks. Werner Says the Math Does Not Work Yet https://theinference.org/article/jana-pushes-fiserv-to-deepen-cuts-and-hand-palantir-the-toll The Inference en 2026-09-29T20:05:58.400Z Activist Investor Pushes Fiserv to Deepen Cuts and Hand Palantir the Toll https://theinference.org/article/gitlab-s-founder-sold-101m-in-three-sessions-months-after-the-14-layoffs The Inference en 2026-09-29T20:02:27.944Z GitLab's founder sold $101M in three sessions, months after the 14% layoffs https://theinference.org/article/why-fico-fell-17-in-a-day-and-kept-falling-its-moat-was-a-rule-washington-could-change The Inference en 2026-09-28T22:56:24.556Z Why FICO fell 17% in a day and kept falling: its moat was a rule Washington could change