Applied Materials has given investors another reason to believe advanced packaging will matter to its next growth cycle. It has not given them a new order. That distinction is the center of the October forecast…
Anthropic is the $13.7 billion GPU customer in Trump-linked RUM Group's deal: report
September 13, 2026
Anthropic is the previously unnamed customer that agreed last month to buy about $13.7 billion of AI computing services from RUM Group, The Information reported on Sunday evening. RUM Group, which owns the video platform…
SpaceX spent 13 times more on AI than on rockets last quarter
September 12, 2026
SpaceX spent $1.17 billion on its rocket business last quarter. It spent $15.83 billion on AI compute. That ratio — 13.5 to one — is in the company’s own quarterly filing, and it is the…