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Driven by A.I. Boom, Marvell and Lumentum Announce $115 Billion Merger

Marvell and Lumentum said they were combining, in a major bet on a technology, known as optical networking, that is increasingly being used in A.I. data centers.

© Eduardo Munoz/Reuters

Matt Murphy, chairman and chief executive of Marvell Technology, at the company’s investor day in New York last month.

How One Country Became the Unlikely Crossroads of the Global A.I. Boom

In Malaysia, U.S. and Chinese tech giants are pouring billions into vast data centers, straining local resources and testing the limits of Washington’s restrictions on advanced chips.

© Ulet Ifansasti for The New York Times

Intel’s Shares Plunge 20% as A.I. Hinders Some Parts of Its Business

The chipmaker, whose largest investor is the U.S. government, reported that the A.I. boom’s domino effect had hurt sales to personal computer makers.

© Loren Elliott for The New York Times

A silicon wafer at Intel’s campus in Ocotillo, Ariz. The company reported revenue of $16.5 billion in its third quarter.

Nvidia Chief, Jensen Huang, Is Seen as Target of Chinese Spy Plot

A Chinese businesswoman who had a close relationship with Jensen Huang was found to be passing intelligence to Beijing. President Trump was briefed and took no action.

© Manuel Orbegozo for The New York Times

Jensen Huang, the chief executive of Nvidia, is influential at the White House on technology policy and has developed a close relationship with President Trump.

Investors Brace for Big Tech’s A.I. Spending Bill

Tech stocks have rebounded before pivotal earnings reports from artificial intelligence hyperscalers like Google and Microsoft.

© Dimitar Dilkoff/Agence France-Presse — Getty Images

Strong demand for Azure, Microsoft’s cloud computing offering, has helped bolster the tech giant’s bottom line.

What’s Riding on Anthropic Going Public? Nearly Everything.

Anthropic sits atop a pyramid of business partners and suppliers, making it a barometer of the broader economy. Its initial public offering will have widespread implications.

U.S. Government Takes a Cut of Chip Business in Japan-Funded Deal

President Trump’s novel deal-making is on display in upstate New York, where the administration is funneling Japanese funds into a government-owned chip factory.

© Cindy Schultz for The New York Times

A GlobalFoundries factory in Malta, N.Y.

DeepSeek and Huawei Target a Key Source of Nvidia’s A.I. Dominance

In China’s push for self-reliance in artificial intelligence, DeepSeek and Huawei have teamed up to develop software tools for advanced chips.

© Jade Gao/Agence France-Presse — Getty Images

DeepSeek’s headquarters in Hangzhou, China. The company announced a partnership with Huawei for software tools.

Nvidia Adds $150 Billion to Massive Stock Buyback, the Largest Ever

The increase comes four months after the chip giant added $80 billion to its buyback program, bringing the total remaining authorized amount to $235 billion.

© Manuel Orbegozo for The New York Times

Jensen Huang, chief executive of Nvidia, has led the company as its stock price has skyrocketed amid the explosion in demand chips that are the centerpiece of giant A.I. data centers.

Google Is Sending an A.I. Data Center to Outer Space

Next Thursday, Google is sending an experimental satellite into orbit that will have enough computing power to answer simple A.I. queries from space.

© Philip Cheung for The New York Times

A technician in a clean room at the Planet Labs office inspects the solar panels and wires of a Google-commissioned satellite before a vibration test meant to mimic the shaking it will undergo during launch.

Where Is the U.S. Beating China on A.I., and Where Is It Lagging?

As Xi Jinping visits President Trump in Washington, his country lags behind the United States on A.I. development in key areas — but Beijing has advantages elsewhere.

© Ng Han Guan/Associated Press

The World Artificial Intelligence Conference in Shanghai in July. China and the United States are locked in an A.I. race that both sides see as decisive to gaining the upper hand militarily, technologically and economically.
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