kingfisher — news

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Nvidia Is Named as a Potential Investor in Anthropic's IPO. Here's What to Know.

Fri Sep-18 21:00:26m&a65

Nvidia is reportedly in discussions to serve as an anchor investor with a potential $10 billion commitment in Anthropic's upcoming initial public offering.

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Sweeping EU Child Safety Proposal Would Transform Social Media, Online Gaming and AI Chatbots - CNET

Fri Sep-18 20:40:22regulatory65

The European Commission proposed the EU Kids Act, which would impose strict age verification and safety-by-design requirements on social media and online platforms operated by companies like Meta and Google.

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Ilya Sutskever's SSI Has Raised $8 Billion and Shipped Nothing At All - Startup Fortune

Fri Sep-18 20:30:15partnership65

Nvidia announced a $5 billion equity investment in Ilya Sutskever's Safe Superintelligence Inc., granting the startup priority access to next-generation compute platforms.

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2 Stocks to Buy as Google Starts Selling Its AI Chips

Fri Sep-18 20:30:04product65

Alphabet has begun selling its custom TPU AI chips to external customers for the first time, with Broadcom serving as the key supplier for these systems.

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SpaceX CFO: New Compute Deal Puts Company Closer to $100B ARR Goal

Fri Sep-18 20:10:34other65

SpaceX CFO stated the company is on track to reach over $100 billion in annual recurring revenue by December 2026 following a new hosting deal.

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Why is Qualcomm stock sliding today? By Investing.com

Fri Sep-18 20:00:31analyst65

Qualcomm shares declined due to profit-taking and disclosures that its share of Apple's latest iPhone launch is materially lower than estimated, alongside competitive losses to Samsung.

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Apple Intelligence has 20+ brand new features in iOS 27, here's the full list

Fri Sep-18 20:00:29product65

Apple released iOS 27 featuring over 20 new Apple Intelligence capabilities, including a major overhaul of Siri with personal context understanding and onscreen awareness.

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Brad Gerstner Says AI Labs Need $180B Revenue Run Rate to Keep Nvidia Trade Alive

Fri Sep-18 19:43:42analyst65

Altimeter Capital founder Brad Gerstner warned that AI labs must increase their combined annualized revenue to $180 billion by year-end to justify current valuations and sustain the AI investment trade.

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Apple unveils iPhone Duo: its first foldable iPhone lands in October

Fri Sep-18 19:20:13product85

Apple officially unveiled the iPhone Duo, its first foldable smartphone featuring a custom hinge and A20 Pro chip, scheduled for an October release at a starting price of $1,999.

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Florida joins $20 billion lawsuit accusing Amazon of hidden ad surcharges

Fri Sep-18 19:20:09regulatory65

Florida has joined a multi-state lawsuit and FTC action alleging Amazon secretly inflated advertising costs through hidden surcharges and manipulated auction mechanisms.

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Manus AI seeks $500 million, weighs Hong Kong IPO after Meta split

Fri Sep-18 19:10:51regulatory65

Chinese regulators forced Meta to unwind its acquisition of Manus AI, requiring a share repurchase at a $2 billion valuation.

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CNAS Insights | America Must Expand AI Export Controls Amid Talks with China

Fri Sep-18 19:10:47regulatory65

A policy report urges the U.S. to expand AI export controls and close loopholes regarding remote access and chipmaking equipment servicing ahead of Trump-Xi talks.

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Meta glasses captured and shared intimate images without users' consent, lawsuit claims

Fri Sep-18 18:40:24regulatory65

A proposed class-action lawsuit alleges Meta's AI smart glasses captured and shared intimate images without consent, exposing the company to significant legal and reputational risk.

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Apple starts Siri AI rollout with personal context and privacy limits

Fri Sep-18 18:40:17product65

Apple has begun the beta rollout of its enhanced Siri AI with personal context capabilities across its device ecosystem, emphasizing on-device processing and privacy.

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The Fed Just Raised Rates for the First Time in Three Years. History Says This Is What Comes Next.

Fri Sep-18 18:30:09other65

The Federal Reserve announced a 25-basis-point interest rate hike to combat elevated inflation, marking the start of a new tightening cycle.

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US military faces near miss due to AI-based false intelligence report

Fri Sep-18 18:20:11regulatory65

A US military Tomahawk strike on an Iranian school caused by AI targeting errors has implicated Palantir's Maven Smart System, raising scrutiny over the reliability and liability of its defense AI platforms.

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Tesla: How Serious Is the Regulatory Threat Now Facing Its Cybercab?

Fri Sep-18 18:10:34regulatory65

Federal regulators have formally ordered Tesla to justify the Cybercab's design, specifically its lack of manual controls, raising concerns about potential recalls and regulatory hurdles.

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CoreWeave and Nebius signal strong demand for AI chips with explosive revenue growth

Fri Sep-18 18:10:29earnings65

Neocloud providers CoreWeave and Nebius reported explosive revenue growth and raised GPU pricing, highlighting strong AI demand and revealing significant customer contracts with Meta and Microsoft alongside Nvidia investments.

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Macquarie Says OpenAI Signals AI Boom Still Has Legs

Fri Sep-18 18:00:33analyst65

Macquarie analysts cite OpenAI's $1.2 trillion valuation and reaccelerating commercial momentum as evidence that AI infrastructure demand remains strong and supply-constrained, reinforcing a positive outlook for Microsoft and the broader AI ecosystem.

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Investors scramble for Anthropic exposure ahead of what could be the largest tech IPO in history

Fri Sep-18 18:00:25other65

Anthropic filed a confidential S-1 for a potential IPO with a valuation approaching $1 trillion, backed by significant investments and partnerships from Amazon, Alphabet, and Nvidia.

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Trump Calls A.I. Fears a Hoax. Inside the White House, the Debate Is More Complex.

Fri Sep-18 17:50:22regulatory65

President Trump publicly dismissed AI existential risks as a hoax and engaged with industry leaders like Nvidia's Jensen Huang and Meta's Mark Zuckerberg to advocate for deregulation, signaling a favorable policy environment for AI infrastructure investment.

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Meta's Muse AI Agent Dominates App Store Rankings in Record Time

Fri Sep-18 17:50:22product65

Meta's new AI agent Muse reached the number one spot on Apple's U.S. App Store within seven days, outperforming competitors from Google and Microsoft.

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House China Panel chair Moolenaar urges Trump to tighten AI chip export controls on China

Fri Sep-18 17:40:18regulatory65

House China Panel chair Moolenaar urged the Trump administration to tighten AI chip export controls and close loopholes allowing sanctioned Chinese firms like Huawei to access advanced semiconductors from foundries like TSMC.

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Nebius Offers Fresh Clue About AI's Spending Boom

Fri Sep-18 17:30:32other65

Nebius Group reportedly raised prices for Nvidia GPU and AMD CPU cloud services, signaling strong demand and pricing power in the AI infrastructure sector.

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OpenAI and Microsoft quotes on AI threaten news copyright defense, media outlets argue

Fri Sep-18 17:30:33regulatory65

Unsealed court documents reveal Microsoft and OpenAI executives privately acknowledged AI data scraping as theft, undermining fair use defenses in copyright lawsuits.

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Apple Designers Explain the Thinking Behind iPhone Duo

Fri Sep-18 17:20:16product65

Apple designers detailed the design philosophy and hinge mechanics of the upcoming foldable iPhone Duo in an interview.

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AI Memory Costs Continue to Explode -- And It's About to Get a Lot Worse

Fri Sep-18 17:10:31other65

Intel CEO Lip-Bu Tan and Micron Technology executives warn that severe memory supply constraints will persist through 2027, driving significant price increases that benefit memory suppliers while raising costs for device manufacturers and AI infrastructure builders.

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Nvidia expects to double chip sales next year

Fri Sep-18 17:10:23guidance85

Nvidia CEO Jensen Huang forecast that the company will double its chip sales volume next year driven by strong global AI demand.

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Trump Backs Away From Industry-Funded AI Regulator After Zuckerberg, Musk and Nvidia's Huang Object, Report Says

Fri Sep-18 17:00:27regulatory65

President Trump reportedly abandoned plans for an industry-funded AI regulator after objections from Nvidia, Meta, and Tesla leaders who argued it would entrench the dominance of competitors like Google.

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Apple's iPhone 18 Pro line hits stores with a $100 price bump amid memory crunch, AI pressure

Fri Sep-18 17:00:18product65

Apple launched the iPhone 18 Pro and Pro Max with a $100 price increase and extended delivery wait times, signaling strong demand despite a global memory shortage.

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Meta Is About to Become Mega Cloud Operator

Fri Sep-18 16:50:18guidance85

Meta Platforms narrowed its full-year 2026 capital expenditure guidance to $130 billion-$145 billion, signaling aggressive investment in AI infrastructure.

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What Is Going on With Broadcom Stock on Friday?

Fri Sep-18 16:42:30guidance75

Broadcom CEO Hock Tan reaffirmed strong long-term AI demand and raised AI semiconductor revenue forecasts to $115 billion for fiscal 2027 and $230 billion for fiscal 2028.

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Brookfield CEO Bruce Flatt warns AI race is slowing due to infrastructure gaps

Fri Sep-18 16:40:53other65

Brookfield CEO Bruce Flatt warned that AI development is decelerating due to acute power shortages and infrastructure bottlenecks, estimating a $7 trillion capital investment need over the next decade.

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Alphabet stock jumps as Wall Street raises targets and search rebounds

Fri Sep-18 16:40:38analyst65

Evercore ISI and Tigress Financial raised price targets for Alphabet citing rebounding Google search market share and a favorable ad-tech court ruling.

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Amazon's AI Bet is Already Starting to Pay Off

Fri Sep-18 16:40:31earnings85

Amazon reported accelerating AWS revenue growth of 37% YoY to $42.23 billion with strong operating margins and significant AI chip adoption, despite negative free cash flow due to high capital expenditures.

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Apple Demands UK Government Come Clean on Secret iCloud Backdoor Order

Fri Sep-18 16:40:25regulatory65

Apple is demanding the UK government publicly admit to a secret order requiring a backdoor into encrypted iCloud data to facilitate a legal challenge.

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Apple iPhone 18 Pro models see launch-day frenzy; fans loosen purse strings

Fri Sep-18 16:20:36product65

Early retail data indicates a 15-20% increase in iPhone 18 Pro pre-orders compared to the previous generation, signaling strong consumer demand.

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Private Meta deal should not set industry-wide child safety standards, UN experts say

Fri Sep-18 16:10:42regulatory85

UN experts criticized Meta's proposed $17 billion settlement with US states over child safety allegations, warning against private deals replacing transparent regulation.

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What to expect from the Trump-Xi summit in Washington

Fri Sep-18 16:10:33regulatory65

Chinese President Xi Jinping is expected to visit Washington for talks with President Trump regarding trade truces, tariffs, and AI relations.

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Intel's 14A Process Is Currently Being Evaluated By Amazon, Apple, AMD, Google, Tesla, Microsoft, NVIDIA, And Qualcomm, According To Piper Sandler

Fri Sep-18 16:10:13analyst65

Piper Sandler reports that Amazon, Apple, AMD, Google, Tesla, Microsoft, Nvidia, and Qualcomm are evaluating Intel's 14A process as a potential alternative to TSMC.

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Apple, Samsung, Google Face iPhone Import Ban Risk Over Spatial Audio Patents

Fri Sep-18 16:00:27regulatory65

The US International Trade Commission has opened a Section 337 investigation into Apple and Google regarding alleged spatial audio patent infringement, creating a risk of import bans on iPhones and Pixel devices.

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AMD Up 155% YTD on Record Revenue, AI Demand

Fri Sep-18 16:00:20earnings85

AMD reported record Q2 2026 revenue of $11.5 billion and raised Q3 guidance to $13.3 billion, driven by strong AI data center demand.

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PLTR Price Prediction: $250 or $170 -- The AI Throne Has a Valuation Tax

Fri Sep-18 15:50:22earnings65

Palantir reported strong Q2 2026 earnings with revenue up 92.8% and raised full-year guidance, though the stock price remained flat as the market digests the high valuation.

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Huawei Accelerates AI Chip Roadmap to 2027 in Aggressive Push Against Nvidia

Fri Sep-18 15:50:21product65

Huawei accelerated the launch of its Ascend 960DT AI chip to early 2027 to challenge Nvidia's dominance in the Chinese market.

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AI leaders to attend state dinner with Trump and Jinping

Fri Sep-18 15:50:17regulatory65

Nvidia and Qualcomm CEOs are expected to attend a White House state dinner with President Trump and Chinese President Xi Jinping to discuss AI and technology rivalry.

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Apple says no to ECJ appeals over DMA designations for App Store, iPhone | MLex | Specialist news and analysis on legal risk and regulation

Fri Sep-18 15:40:39regulatory65

Apple has decided not to appeal the European Court of Justice ruling that upheld its designation as a digital gatekeeper under the EU Digital Markets Act for its App Store and iPhone operating system.

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