Techmeme
June 25, 2026, 11:55 AM

Top News

Rolfe Winkler / Wall Street Journal:
Mark Gurman / Bloomberg:
Apple says “the rapid expansion of AI data centers has created an extraordinary surge in demand for memory and storage”; the MacBook Neo rises from $599 to $699  —  Apple Inc. took the extreme measure of raising prices of all Macs, iPads, home devices and the Vision Pro on Thursday …
Ethan Gach / Kotaku:
Sony's Bungie says it is laying off a “significant number of employees”, including “most of the Destiny team”; Bungie has an estimated headcount of 800  —  The studio said the sci-fi MMO failed to meet expectations … The studio announced a “reduction in force” …
Don Clark / New York Times:
Maggie Eastland / Bloomberg:
Sources: in a letter to US officials, Anthropic accused Alibaba of adversarial distillation, using Claude 28.8M times from April to June via almost 25K accounts  —  Anthropic PBC accused Chinese technology giant Alibaba Group Holding Ltd. of waging a large-scale effort to “illicitly” …
Jeanny Yu / Bloomberg:
Alibaba's Hong Kong stock closed down 4.43% after Anthropic accused Alibaba of “illicitly” accessing its AI models, down 36.24% YTD; Xiaomi and Baidu fell ~2%  —  Alibaba Group Holding Ltd. shares slid to a 16-month low in Hong Kong after Anthropic PBC accused the Chinese technology giant of …
More: BBC
Kif Leswing / CNBC:
Jacob Reid / Bloomberg:
Exponential View: global AI sales, excluding China, hit $25B in Q1, exceeding an estimated $21B in data center and chip depreciation costs; margins remain thin  —  Revenue from artificial intelligence has reached a tipping point, showing that the hundreds of billions of dollars tech companies …
More: ThurrottX: @alexsjacquez
Samuel Stolton / Bloomberg:
Preliminary findings: the EU says Azure and AWS are “the largest and second largest” cloud services in the EU, as the bloc weighs up tougher DMA oversight  —  Microsoft Corp.'s Azure and Amazon Web Services face tough European Union guardrails after regulators said they should be targeted by the bloc's Digital Markets Act.
Tina Li / Wall Street Journal:
Mirendil, founded by former Anthropic researchers and seeking to build self-improving AI for open-source developers, raised a $200M seed at a $1B valuation  —  Mirendil raises $200 million from Andreessen Horowitz and Kleiner Perkins to make AI that can do the job of an AI engineer
Bloomberg:
NAND flash maker Kioxia, Japan's most valuable company since June 12, plans to offer US depositary shares in spring 2027 amid AI-driven demand for memory chips  —  Kioxia Holdings Corp. plans to offer US depositary shares in the spring of 2027 and a stock split to take advantage of runaway demand …
Cheng Ting-Fang / Nikkei Asia:
Arm EVP Mohamed Awad says its chip architecture now accounts for 50%+ of the hyperscale cloud computing market, as AI demand transforms the data center industry  —  TAIPEI — SoftBank-backed chip designer Arm says it has hit a milestone in its decades-long challenge to Intel and AMD …
More: Silicon UK
Kif Leswing / CNBC:
Micron reports Q3 revenue up 346% YoY to $41.46B, above $35.84B est., gross margin up, to 84.9%, above est., and forecasts Q4 revenue above est.; MU jumps 15%+  —  Micron's revenue more than quadrupled in the fiscal third quarter, the company said on Wednesday, as the memory maker continued …

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More News

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Earlier Picks

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Reuters: