The Daily Brief: ASML Warns EUV Lithography Supply Trails AI Demand Through 2028
ASML says EUV lithography supply for 2027 and 2028 will fall short of AI demand, as the Daily Brief tracks Arm, Meta, FTC and Waymo news.
ASML says EUV lithography supply for 2027 and 2028 will fall short of AI demand, as the Daily Brief tracks Arm, Meta, FTC and Waymo news.
Apple's updated App Review Guidelines ban nudify apps and hidden features, with removal from the App Store and Developer Program as penalties.
Microsoft says Windows 11 is up to 20% more responsive, driven by Windows 11 memory changes that keep more data in RAM on 8GB PCs.
Venture Global plans up to 10 GW of off-grid gas power for AI data centers, with first power targeted for late 2028 or early 2029.
London robotaxi rollout stalls as TfL guidance is pending, drivers protest and the London Assembly seeks fleet caps and TfL oversight.
Our weekly tech roundup covers memory-driven price rises, iPhone Duo pre-orders, Meta Muse privacy findings, TP-Link lawsuits and console sales declines.
Boston Dynamics says Atlas humanoid robot now takes a day to build and targets one hour by 2027, ahead of Hyundai factory rollout in 2028.
Accenture now centrally funds only $29 per employee per month for Claude, with overage charged to project budgets. Details and cost implications.
This week's AI business roundup: AI data center power limits, Anthropic and OpenAI revenue and compute costs, enterprise trust gaps and EU AI liability.
Six AI funding deals covered this period, including TypeSafe AI's $870M round at a $7.5B valuation, LS Power's $6B fund and Firmus's scrapped listing.
Microsoft announced the Maia 300 AI inference chip, with multi-gigawatt Azure Maia deployments starting in 2027. Customer pricing is not yet disclosed.
AEP plans a $4B, 702 MW Wyoming fuel-cell plant to supply Google under a 20-year PPA. Who carries the stranded-asset and demand risk?
Apple HomeView is a $299 smart display shipping November 13, launching with a $149 HomePod mini 2 and a $299 Apple TV 4K.
Google DeepMind and GovTech Singapore are building an on-device scam detection model on Gemma that screens Android chats without cloud uploads.
YouTube brings Ask YouTube conversational search to US mobile apps, with follow-up questions and no Premium requirement. Details inside.