Articles from www.reuters.com

Articles from www.reuters.com

Sources: Apple trained a China-specific LLM with Alibaba's support, which would make Apple the first foreign company to offer a proprietary AI model in China (www.reuters.com)
16 days ago China Alibaba AI Apple

SMIC co-CEO Zhao Haijun says the company raised prices following negotiations with customers in Q1, and that it will charge more for wafers processed in Q3 (www.reuters.com)
16 days ago

Sources: Silver Lake is in talks to acquire HR and financial management software maker Workday, which has a market value of ~$43B; WDAY jumps 18%+ (www.reuters.com)
16 days ago Silver

Sources: Vantage Data Centers, a major hyperscale developer, is exploring options including a sale or an IPO at a valuation of about $100B as soon as next year (www.reuters.com)
16 days ago IPO

Filings and sources: Microsoft shuttered 15+ branch offices and joint ventures in China in the past five years, amid China's push for domestic software (www.reuters.com)
16 days ago China Microsoft

Lenovo reports Q1 revenue up 43% YoY to $26.94B, its highest quarterly revenue growth in five years, as AI-related revenue rose 60% YoY to $9.3B, 35% of total (www.reuters.com)
16 days ago AI Lenovo

Taiwan says it detected AI-assisted cyberattack campaign from overseas targeting government agencies last month, but affected agencies successfully “handled” it (www.reuters.com)
17 days ago Taiwan AI

Cisco reports Q4 revenue up 18% YoY to $17.25B, vs. $16.82B est., AI infrastructure orders from hyperscalers worth $4B, forecasts FY 2027 revenue above est. (www.reuters.com)
17 days ago AI 4Q Cisco

Cerebras reports Q2 revenue up 74% YoY to $180M and raises its annual revenue and gross margin forecasts; CBRS drops 14%+ after hours (www.reuters.com)
17 days ago

Sources detail moves behind Google's AI reshuffle; Sergey Brin urged key staff to go all in on Gemini, and some teams shifted from DeepMind to corporate Google (www.reuters.com)
17 days ago Google AI

Bank of America says it plans to deploy $250B by July 2027 to support US digital and infrastructure projects, including data centers and energy infrastructure (www.reuters.com)
17 days ago U.S. Energy

FlightAware withdraws its lawsuit against Kalshi, a day after it alleged Kalshi is using its data without permission to let users bet on flight cancellations (www.reuters.com)
17 days ago

AI code review startup CodeRabbit raised a $143M Series C co-led by Atomico and Smash at a $1.5B valuation, after raising a $60M Series B in September 2025 (www.reuters.com)
17 days ago Startup AI

TSMC and Sony plan to establish Advanced Vision Semiconductor Manufacturing Corp, a $4.69B JV in Japan to make next-gen smartphone image sensors from 2029 (www.reuters.com)
18 days ago Japan Manufacturing Sony

IBM and Together AI sign a $240M, multi-year deal to build an AI inference cluster on IBM Cloud, using Nvidia's HGX B300 systems, to support open-source models (www.reuters.com)
18 days ago IBM AI Nvidia

A US appeals court allows ~2,400 federal lawsuits against social media companies to proceed over claims their products were designed to addict young users (www.reuters.com)
19 days ago

South Korea plans to launch a ~$3.5B chip fund for promising materials, parts, equipment, and fabless companies, and speed the development of domestic chip hubs (www.reuters.com)
19 days ago Korea

Ukrainian attacks on warehouses of Russia's largest online retailer Wildberries are affecting tens of thousands of small businesses that rely on the platform (www.reuters.com)
21 days ago Russia Ukraine

Retailers are updating their websites to rank highly in chatbot results, while making sure purchases are done on their own sites to collect customer data (www.reuters.com)
22 days ago chatbot

The US Treasury sanctions Dubai-based unlicensed crypto exchange Shelbit, alleging it processed millions in crypto for IRGC and other Iran-linked groups (www.reuters.com)
22 days ago Iran Dubai

Take-Two reports Q1 bookings down 3% YoY to $1.39B, vs. $1.38B est., forecasts Q2 and FY 2027 bookings below est., reiterates GTA VI's November 19 launch date (www.reuters.com)
22 days ago

The White House imposes a series of price floors and a 15% tariff on products made from polysilicon, a chip raw material primarily produced by China (www.reuters.com)
22 days ago China

Sydney-based AI data center company Firmus raised $2B in funding from Coatue, Nvidia, and others at a $10.5B post-money valuation, up from $5.5B in April (www.reuters.com)
23 days ago AI Nvidia Sydney

Sources: Alibaba plans to ask heavy commercial users of its next Qwen open model for a share of revenue; Moonshot's Kimi K3 requires up to a 30% revenue share (www.reuters.com)
23 days ago Alibaba

Atlassian reports Q4 revenue up 28% YoY to $1.77B, vs. $1.66B est., cloud revenue up 31% to $1.2B, forecasts Q1 revenue above est.; TEAM jumps 31%+ after hours (www.reuters.com)
23 days ago 4Q Atlassian

Instacart reports Q2 revenue up 14% YoY to $1.04B, GTV up 14% to $10.35B, above est., forecasts Q3 GTV and core profit above est.; CART jumps 8%+ after hours (www.reuters.com)
23 days ago

Google and data: hackers used phone calls, phishing websites, and “meticulous” tactics to target dozens of US PE firms and other businesses over the past month (www.reuters.com)
23 days ago Google

SpaceX and Tesla plan to initially invest $16.8B to build Terafab in Grimes County, Texas; combined demand from SpaceX and Tesla is forecast to top 1 TW (www.reuters.com)
23 days ago Tesla SpaceX Texas

Filing: DeepSeek has invested ~$20.8M in Unitree Robotics' Shanghai IPO and agreed to jointly develop AI models for humanoid machines (www.reuters.com)
23 days ago IPO AI Robot Shanghai

Block reports Q2 revenue up 9% YoY to $6.62B, vs. $6.49B est., Cash App gross profit up 31% to $1.97B, and raises its FY 2026 gross profit forecast (www.reuters.com)
24 days ago

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