Big Tech
Tracking the heavyweights of innovation. Insightful reporting on how legacy tech giants wield global influence, scale infrastructure, and compete for market dominance.
62 articles

TSMC Adds Four 2nm Fabs to $100 Billion Arizona Expansion
TSMC plans at least four new 2nm chip fabs in Arizona with $100 billion investment, following record profits and raised capex for 2026.

Google AI Mode Expands Beyond Answers to App Actions
Google updates AI Mode to let users link and interact with select apps, moving from Q&A to task completion. The feature expands the assistant's utility across multiple services.

Google Wallet Aims to Streamline Age Verification With On-Device Solution
Google Wallet is developing a device-level age verification feature that could make verifying age more private and seamless. The approach stores credentials locally, reducing reliance on third-party services.

Nvidia and Sega Reunite for AI-Powered Gaming After Three Decades
Nvidia and Sega are partnering again, 30 years after Sega's investment saved Nvidia from bankruptcy. New Sega games will feature Nvidia's ray tracing, DLSS and AI tools.

Stripe and Advent Partners Bid Over $53 Billion to Acquire PayPal
Stripe and Advent have offered over $53 billion for PayPal, a move that could combine two of digital payments' biggest names and accelerate industry consolidation.

Intel Pours $5.7 Billion into Irish Fab as Europe's Chip Ambitions Narrow
Intel invests $5.7B to upgrade its Leixlip, Ireland campus for Intel 3 production, betting on existing infrastructure over the cancelled Magdeburg complex.

Orbital Data Centers Why SpaceX Bets on Satellites, Not Rockets
SpaceX envisions a million-satellite constellation to power orbital data centers, placing AI computing above Earth. The plan faces serious engineering obstacles.

S&P Cuts Oracle Credit Rating To BBB Near Junk Territory
S&P Global Ratings downgraded Oracle's credit rating to BBB, one step above junk. The move reflects concern over high debt from its Cerner acquisition and cloud competition.

Microsoft Slims Down Windows Search After Years of User Complaints
Microsoft is cleaning up Windows Search by removing promotional tiles and low-value features, giving users a simpler interface for faster results.

Google Images Overhaul Targets Pinterest-Style Discovery
Google Images now features a personalized For You feed, shifting from search to discovery. The redesign aims to compete with Pinterest's visual browsing model by prioritizing user interests over exact queries.

Abandoned IBM Site Draws Crowds After Viral TikTok Fame
A deserted IBM campus went viral on TikTok, attracting urban explorers. The surge in trespassing has raised security and liability concerns.

OpenAI Shuts Down ChatGPT Atlas After Less Than a Year
OpenAI is ending its ChatGPT Atlas browser experiment. Users have until next month to download it. Alternatives like Perplexity Comet and Opera continue to offer AI browsing tools.

Musk Cleared to Acquire Mesh Optical as AI Interconnect Race Heats Up
FTC approves Elon Musk's acquisition of Mesh Optical Technologies. The deal gives Musk control over optical interconnects, a critical AI bottleneck, and expands his vertically integrated AI infrastructure stack.

Apple Files Lawsuit Against OpenAI Over Trade Secret Theft by Former Engineers
Apple sues OpenAI, alleging former employees stole hardware secrets. The lawsuit names Tang Tan and Chang Liu along with Jony Ive's IO Products.

Google Search Expands Reach Data for Content Creators
Google Search introduces a new dashboard in Search Console that shows creators detailed metrics on content visibility and audience engagement, helping them optimize for search.

Starship Flips the Script: Payloads No Longer Dictate Rocket Design
SpaceX's Starship is shifting the power dynamic in spaceflight. With massive payload capacity, it is driving satellite design and mission planning rather than the other way around.

SpaceX Targets Orbital Storage To Reshape Space Logistics
SpaceX is developing orbital depots to keep fuel and supplies in space. The move could slash mission costs and enable longer voyages beyond Earth.

Chinese Memory Maker Longsys Sees 60,000% Profit Surge on AI Chip Demand
Longsys, parent of Lexar, forecasts up to $1.62B profit for 1H26, a 73,636% jump from $2.2M, driven by AI demand for memory chips.

Starlink Doubles Private Jet Internet Prices, Hardware Hits $200,000
Starlink has more than doubled the cost of its satellite internet service for private jet owners, with hardware now priced at $200,000 and subscription fees rising sharply, reshaping the business aviation connectivity market.
