Anthropic says “Claude will remain ad-free”, its users “won't see ‘sponsored’ links adjacent to” conversations, and responses won't be influenced by advertisers
There are many good places for advertising. A conversation with Claude is not one of them.
Anthropic plans a 30-second ad during the Super Bowl that parodies the prospect of intrusive ads in AI conversations, and will also air a 60-second pregame ad
Chatbot wars are heating up, with Anthropic's Claude highlighting the potential frustration of bringing ads into ChatGPT
TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027
AI companies' need for a type of once-affordable microchip threatens to drive up prices of all electronics—and limit data-center ambitions
Micron breaks ground in New York for its memory manufacturing complex, announced in 2022, that it says will be the largest semiconductor facility in the US
a $100B investment, the largest private investment in the state's history. This historic project will create 50,000 jobs and strengthen America's semiconductor manufacturing capacity—producing [video]...
Micron reports Q1 revenue up 57% YoY to $13.64B, above $12.84B est., net income up 180% YoY to $5.24B, and Q2 revenue forecast above est.; MU jumps 5%+
CEO says it can only meet half to two-thirds of demand Akriti Shah / NewsMax.com : Micron Surges 13% on Upbeat Profit Forecast James Van Straten / CoinDesk : Micron crushes earnings, calming markets a...
Cloudflare says “a fix has been implemented and we believe the incident is now resolved”, after a major outage impacted X, ChatGPT, and others from 11:48am UTC
Outage comes around a month after Amazon Web Services outage also took much of the internet offline
TrendForce estimates DRAM in 2026 will bring in over 4x as much revenue as the 2023 trough, reaching a record ~$231B, driven by AI industry demand for HBM chips
Jiyoung Sohn / Wall Street Journal :
Samsung reports Q3 revenue up 8.85% YoY to ~$60.5B, vs. ~$60.4B est., and operating profit up 32.9% YoY to ~$8.57B, vs. ~$7.9B est., more than doubling from Q2
Samsung Electronics reported a rebound in earnings on Thursday, with operating profit more than doubling from the previous quarter …
Sources: under the US-China framework, a US investor consortium that includes Oracle, Silver Lake, and a16z would hold an ~80% stake in TikTok's US business
Oracle, Silver Lake and Andreessen Horowitz are part of consortium that would control 80% stake — TikTok's U.S. business …
The US Commerce Department finalizes $6.1B+ for memory chipmaker Micron to fund its New York and Idaho factory projects, one of the largest CHIPS Act subsidies
The U.S. Department of Commerce has finalized a subsidy of more than $6.1 billion for memory chip maker Micron Technology (MU.O) …
The US awards Intel $8.5B in CHIPS Act funding and $11B in loans to expand in Arizona, Ohio, New Mexico, and Oregon; Intel plans to spend $100B over five years
Preliminary agreement under US Chips Act also includes $11bn loan as company expands capacity in Arizona and other states
The US awards $1.5B to GlobalFoundries from the $52B CHIPS Act to build a new fab in Malta, New York, and to expand its Fab 8 plant, plus $1.6B in loans
The massive grant, part of the Chips Act, will help the U.S. establish a homegrown supply for some of the most critical components of modern life.
Micron plans to spend up to $100B over 20 years to build a chipmaking complex in upstate New York, helped by federal and state government incentives
The company is planning a giant complex in Clay, N.Y., a sign that the government's investments in semiconductors are steering firms' decisions.
New York Gov. Andrew Cuomo signs an executive order allowing people to get a marriage license remotely and letting clerks perform ceremonies over video
New York Gov. Andrew Cuomo (D) signed an executive order Saturday allowing New Yorkers to obtain marriage licenses and perform ceremonies remotely.
Google creates an application portal to help New York State with the recent surge of unemployment filings, says it could bring a similar service to more states
- The state of New York announced a partnership with Google for an online unemployment application system.
New York governor signs executive order requiring ISPs with state contracts to abide by net neutrality rules; Montana signed similar order Monday
Colin Lecher / The Verge :
New York's correctional dept., at Gov. Cuomo's behest, makes playing online games a parole violation for sex offenders, spurred by report on Pokémon Go usage
Adi Robertson / The Verge :