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

Elon Musk’s Terafab Project Pushes Semiconductor Manufacturing to Unprecedented Scale
SpaceX and Tesla unveil Terafab, a $16.8B chip campus in Grimes County, Texas, with 100M sq ft of manufacturing space, aiming to produce AI chips for Musk’s ventures.

AI Demand Locks Up 2027 Memory Capacity
Memory makers reportedly sold out 2027 production capacity as AI demand for HBM surges. The move reshapes supply planning and pricing across the industry.

SpaceX President Gwynne Shotwell Details Starlink Mobile Plan to Rival Major Carriers
SpaceX plans to build a terrestrial mobile network using EchoStar spectrum, directly competing with AT&T, T-Mobile and Verizon. President Gwynne Shotwell confirmed the strategy on an earnings call.

SpaceX Rocket Crash Highlights Growing Space Debris Threat
An abandoned SpaceX rocket stage has impacted the lunar surface. The event underscores mounting risks from unmanaged orbital debris in cislunar space.

VMware's Platform Shift Forces Enterprise Rethinking on Virtualization Strategy
As vSphere 7 nears end of support, enterprises face a strategic decision on virtualization. The choice extends beyond version upgrades to business alignment.

WhatsApp Account Lockouts Traced to Mistaken Flag, Meta Pushes Fix
Thousands of WhatsApp users were locked out after an automated flagging error. Meta is restoring access and rolling out a fix.

Google News Quality Declines as Algorithmic Flood Overtakes Editorial Curation
Google News increasingly features low-quality AI-generated content. Critics compare its randomness to Forrest Gump's shrimp boat. Reliability concerns grow.

Lumentum CEO Warns of Indium Phosphide Crunch as AI Laser Demand Skyrockets
Lumentum CEO Michael Hurlston warns indium phosphide laser supply is over 30% below AI data center demand, with Nvidia investing $2 billion to secure capacity as co-packaged optics demand skyrockets.

WhatsApp Tests New Folder to Separate Business Messages From Chats
WhatsApp is testing a folder that automatically moves messages from large businesses hours after receipt, aiming to reduce inbox clutter. The feature could reshape how users interact with commercial senders.

Speed as a Doctrine: Why the Tech Industry Is Rethinking Its Obsession With Velocity
A recent Hacker News discussion known as the Speed Comments thread has reignited debate over the tech industry's relentless drive for speed. Critics argue this culture, often called The Religion of Speed, leads to burnout and flawed products.

Verizon's $1 Billion Google Deal Targets AI Data Centers With Dark Fiber
Verizon signs a $1 billion deal with Google to connect AI data centers using dark fiber, leveraging its existing infrastructure and signaling a new phase in telecom and AI growth.

Google Expands Age Estimation Tool to Android Developers Globally
Google expands age estimation API to Android developers worldwide, enabling age-appropriate experiences without collecting personal data.

Why Google Maps Fails Rural Drivers: The Data Gap Explained
Google Maps struggles in rural areas due to sparse data and less frequent updates, creating navigation risks for millions.

Waymo Robotaxis Resume Freeway Operations in Phoenix With Expansion Planned
Waymo returns its robotaxis to freeways in Phoenix after a pause, with plans to expand to other cities soon.

Microsoft AI Feature Paywall Shift Fuels Windows Subscription Fears
Microsoft is moving free Copilot features like Deep Research to paid tiers, raising concerns that Windows could eventually become a subscription-based OS.

Google Maps Edit Privacy Raises New Data Visibility Concerns
Google Maps edits may not be private by default. User contributions are often visible to others, raising data exposure risks.

Lyft and Baidu Join London Robotaxi Race With Apollo Go Testing
Lyft partners with Baidu to bring Apollo Go robotaxis to London via Freenow. Testing begins as the city's autonomous vehicle market heats up with multiple players.

Google AI Overviews Now Appear in Nearly Half of All Searches
New data shows Google's AI Overviews appear in 43% of searches. The rapid shift to AI-generated answers reshapes search, raising concerns for publishers, users and regulators.

Amazon's Satellite Phone Network Puts Pressure on SpaceX's Starlink
Amazon expands satellite-to-phone plans, intensifying the direct-to-cell race with SpaceX. The move could reshape mobile connectivity and force faster deployment.
