Articles from www.reuters.com

Articles from www.reuters.com

Trump says Nvidia's Blackwell chips would not be available to “other people”; Trump suggested in August he might allow sales of a scaled-down version to China (www.reuters.com)
2025-11-3 Trump China Nvidia

Nexperia's China unit says it has “sufficient inventories” to sustain order fulfillment “through year-end and beyond”, after the parent suspended wafer supplies (www.reuters.com)
2025-11-2 China

Oxford Economics: the AI boom is lifting global trade, with ~60% of US data center capex spent on imported IT gear, mainly from Taiwan, South Korea, and Vietnam (www.reuters.com)
2025-11-2 Korea Taiwan AI Vietnam

How Google Cloud has become one of Alphabet's fastest-growing businesses under Thomas Kurian, driven by investments in AI, data centers, custom chips, and more (www.reuters.com)
2025-11-2 Google AI Alphabet

Anduril conducts the first flight of its jet-powered unmanned drone, flying it “semi-autonomously”, as the US Air Force plans swarms of unmanned jet drones (www.reuters.com)
2025-11-2 Drone

MediaTek says it is on track to generate $1B in revenue from its data center AI accelerator ASIC chips in 2026, after reporting Q3 revenue up 7.8% YoY to $4.64B (www.reuters.com)
2025-11-2 AI

Nvidia says it will supply 260K+ of its most advanced AI chips to the South Korean government and major companies, including Samsung, Naver, and SK Group (www.reuters.com)
2025-11-1 Korea Samsung AI Nvidia

Shares of Seagate and Western Digital have sharply outperformed the broader market in 2025, surging ~200% on AI-related infrastructure demand for hard drives (www.reuters.com)
2025-11-1 AI Western Digital

Vodafone agrees to acquire Skaylink, a German company specializing in managing cloud deployments on Microsoft Azure and AWS, for €175M from PE firm Waterland (www.reuters.com)
2025-11-1 Germany Microsoft

Getty and Perplexity sign a multi-year licensing agreement to let the AI startup display Getty's images across its search and discovery tools; GETY jumps 55%+ (www.reuters.com)
2025-11-1 Startup AI

Nvidia CEO Jensen Huang says he still hopes to sell the company's Blackwell chips to China “someday”, but points out the decision is up to President Trump (www.reuters.com)
2025-10-31 Trump China Nvidia

Letter: Nexperia suspends supplies of wafers to its Chinese assembly plant, citing a failure to “comply with the agreed contractual payment terms” (www.reuters.com)
2025-10-31 China

Filing: Gloo, a developer of AI tools for Christian churches with ex-Intel CEO Pat Gelsinger as its head of technology, seeks an $873.4M valuation in its US IPO (www.reuters.com)
2025-10-31 Intel IPO AI

Filing: Meta plans to raise money through bond offerings worth up to $30B; the company has said its capex next year would be “notably larger” than in 2025 (www.reuters.com)
2025-10-31

Apple expects Q1 revenue to grow 10% to 12% YoY, with iPhone sales up by double digits, and reports Q4 China revenue down 4% YoY to $14.5B, vs. $16.24B est. (www.reuters.com)
2025-10-31 China iPhone Apple 4Q

Swedish startup Legora, whose AI tools help legal teams research and more, raised a $150M Series C at a $1.8B valuation, up from $675M in May after raising $80M (www.reuters.com)
2025-10-30 Startup AI Sweden

Sources: OpenAI is preparing for an IPO that could value it at ~$1T and has looked at raising $60B+, filing as soon as H2 2026 and listing in 2027 (www.reuters.com)
2025-10-30 IPO

Microsoft reports Q1 Azure and other cloud services revenue up 40% YoY, vs. 38.4% est., and capital expenditures at $34.9B, vs. $30.34B est. (www.reuters.com)
2025-10-30 Microsoft

Meta recorded a one-time income tax charge of $15.93B related to Trump's Big Beautiful Bill and expects 2025 capex of $70B-$72B, up from a $66B-$72B forecast (www.reuters.com)
2025-10-30 Trump Tax

The US FCC votes 3-0 to tighten restrictions on telecom equipment from Chinese companies on its Covered List, including Huawei and ZTE, to close loopholes (www.reuters.com)
2025-10-30 China

USC sues Google in Texas federal court, alleging that Google Earth, Maps, and Google Street View violate its patents for overlaying 2D images onto 3D models (www.reuters.com)
2025-10-29 Google Texas

Palantir announces a partnership to use Nvidia's chips and software to help its customers speed up decision-making in complex fields such as logistics (www.reuters.com)
2025-10-29 Nvidia Logistics

Foxconn says it plans to deploy Nvidia's Isaac GR00T N model of humanoid robots at its factory in Houston, Texas, which produces AI servers for Nvidia (www.reuters.com)
2025-10-29 AI Robot Nvidia Texas

Sources: Francisco Partners is in talks to acquire Jamf, which provides remote device management tools, taking it private; Jamf has a market cap of ~$1.5B (www.reuters.com)
2025-10-29

Celebrity video shoutout app Cameo sues OpenAI for trademark infringement, alleging Sora's “cameo” feature is likely to cause confusion and dilute its brand (www.reuters.com)
2025-10-29

Skyworks buys rival Qorvo for ~$9.76B in a cash-and-stock deal, forming a $22B combined company that supplies radio-frequency chips to Apple and others (www.reuters.com)
2025-10-29 Apple

Riyadh-based BNPL startup Tabby completes a secondary share sale of existing shareholders' stakes, valuing it at $4.5B ahead of a possible IPO (www.reuters.com)
2025-10-28 IPO Startup

NXP reports Q3 revenue down 2% YoY to $3.17B, vs. $3.16B est., automotive revenue flat YoY to $1.83B, and expects above estimates Q4 revenue of $3.20B to $3.40B (www.reuters.com)
2025-10-28 4Q

Sources: the Netherlands took control of Nexperia over fears its ex-CEO Zhang Xuezheng was dismantling its European operations and moving production to China (www.reuters.com)
2025-10-28 China Europe Netherlands

A US judge decertifies a class action that accused Apple of monopolizing the market for iPhone apps, citing errors in the plaintiffs' damages model (www.reuters.com)
2025-10-28 iPhone Apple

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