News archive.
Earlier AI news and analysis, kept for reference. Current coverage lives in News & Analysis.
Micron and Qualcomm gain on AI chip demand surge
Chipmakers Micron and Qualcomm are lifting stocks as AI adoption accelerates demand for semiconductors. What this means for component supply and your AI infrastructure plans.
Google loses two more AI researchers to Anthropic
Two senior AI staffers are departing Google for Anthropic, marking the latest defection from the search giant to its competitor. Here's what it signals about talent flow in the AI industry.
Anthropic says Alibaba accessed Claude without permission
Anthropic claims the Chinese e-commerce giant unlawfully obtained its AI models. The allegation raises questions about model security and competitive access in enterprise AI.
Memory Chip Makers Win Big as AI Data Centers Demand Soars
SK Hynix and Micron are capturing outsized gains from AI infrastructure buildout, becoming among the sector's top performers. Here's why chip supply remains the bottleneck.
Alibaba stock hits 16-month low after Anthropic AI safety claims
Alibaba's share price fell to its lowest point in 16 months following accusations from Anthropic regarding AI safety practices. Details on the claims and market reaction.
Anthropic accuses Alibaba of extracting Claude model capabilities
Anthropic claims Alibaba illicitly extracted capabilities from Claude AI without authorization. The complaint marks an escalating dispute over model access and IP protection in China.
Micron's AI boom lifts chip stocks as memory demand surges
Micron posted stronger-than-expected results driven by AI infrastructure demand, triggering a broad rally in semiconductor equities. Here's what the earnings signal about memory supply constraints.
Micron, Qualcomm forecasts ease AI chip demand fears; Nasdaq futures up 2%
Chip makers signaled continued AI spending despite margin pressures. Market is now waiting on PCE inflation data to confirm the rally holds.
$400B AI chip rally fueled by Micron and Qualcomm guidance
Micron and Qualcomm forecasts drove a $400 billion stock rally in AI chip makers. What the outlook reveals about demand beyond the data center.
Amazon commits $13B more to India cloud and AI infrastructure
Amazon is doubling down on India with an additional $13 billion investment in cloud and AI capabilities. The move signals serious regional competition and capacity bets.
Law firms embed AI into workflows, training models shift
Lexpo, LegalTechTalk, and Relativity Fest speakers report firms are rebuilding learning paths and client collaboration as automation reshapes daily practice. What lawyers are actually changing.
Healthcare AI market hits $194.79B by 2031, per MarketsandMarkets forecast
MarketsandMarkets projects the healthcare AI sector will reach $194.79 billion by 2031. The forecast signals sustained vendor investment in clinical automation, diagnostics, and administrative tools—but does not clarify which use cases drive the actual ROI.