TECHNOLOGY · AI · CYBERSECURITY · THE SYSTEMS SHAPING BUSINESSFinancing, public markets and the capital commitments behind the technology buildout.
The all-cash deal, backed by Thoma Bravo, would fold a leading data-access security vendor into an email security giant as companies give AI agents wider reach into their files.
The Nvidia-backed AI data center operator will turn to private funding after fund managers balked at its price and its projected debt load.
Alphabet's robotaxi unit adds borrowed money to the $16 billion in equity it raised in February as it expands across U.S. cities and prepares London and Tokyo launches.
The Delaware suit, unsealed Monday, tests whether license-plus-hire deals owe more to investors left behind, as Nvidia's own filings value Groq's team above its technology.
Apollo and Blackstone are among the lenders in early talks, and Oracle is separately working on an off-balance-sheet structure to lease the chips it needs.
Preliminary figures make Samsung the first Korean company above 100 trillion won in a quarter, powered by HBM4 for Nvidia and higher DRAM prices, while phones lag.
The quantum computing company plans to pair Elisity's network access controls with its quantum-resistant encryption products, pitching both to buyers facing a post-quantum deadline.
Suppliers told Nikkei Asia that October component orders for the Pro and Pro Max fell 15% to 20% below Apple's original requests.
Shipments rose 60.9% for a 35th straight month of growth, and nine-month exports have already passed the island's total for all of 2025.
The same memory boom behind Samsung's record quarterly profit pushed its Galaxy business deeper into the red, brokerages estimate.
Monthly figures put quarterly revenue near NT$1.49 trillion, above the Bloomberg consensus and, by our rough conversion, above the top of TSMC's July guidance.
The data center developer still posted a $221 million GAAP loss, driven largely by its ChronoScale unit, and raised $1.59 billion in notes for a third building.
The reported financing would pair about $10 billion of bank loans with $30 billion of investment-grade debt and is not expected to close until 2027.
Fourth-quarter sales rose 68% to $566.7 million as neocloud contracts and tight memory supply lifted the former SMART Global Holdings.
Coatue and Blackstone are leading what could be the GPU cloud provider's last private round before a listing it has pushed back to 2027.
At its investor day the chipmaker also lifted its fiscal 2028 goal to $20 billion, well above analyst forecasts, betting on custom AI chips and optical links.
The Kimi developer’s valuation rose by more than half since summer, Bloomberg reported, as recurring revenue climbed from $300 million in June to about $1 billion.
The French electrical group will pay $205 a share for the maker of Creo, its largest acquisition ever, and investors in Paris pushed its stock sharply lower.
The Singapore-based GDS spinout, which Reuters has said was targeting a $20 billion valuation, revealed widening losses as it builds capacity for cloud and AI customers.
The bank says Nvidia and Broadcom can see where their chips land and are unlikely to miss 2027 forecasts, but component makers further down the chain have less warning.
The multi-year deal spans AI, 5G, computing and networking, includes Qualcomm buying some of Huawei's U.S. patents and reverses the direction of payments between the two.
Analyst estimates point to a nearly ninefold jump in operating profit, roughly double what the company earned in all of 2025, ahead of Thursday's guidance.
A report that the smallest of the three drive makers will spend about $400 million on capacity hit two of the AI trade's best-performing stocks.