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Big Tech strategy, semiconductor supply chains and the money behind the technology industry, reported by The Silicon Ledger.
Anthropic's decision to maintain Cursor as a trusted partner after SpaceX's acquisition contrasts sharply with its previous cutoffs of Windsurf and xAI, raising questions about the role of Anthropic's $1.25 billion monthly compute deal with SpaceX.
Memory prices remain elevated due to AI datacenter competition, but bundled offerings with motherboards and CPUs can help builders save on their next system upgrade.
The budget-friendly drive drops to its lowest price in a month, offering solid performance for secondary storage at just 15.7 cents per gigabyte.
Nscale has secured a definitive agreement to buy Anyscale, raising questions about whether AI software platforms can maintain vendor independence when integrated with specialized GPU infrastructure.
Amazon, Google, Meta, and Microsoft have committed over $1.1 trillion to AI infrastructure since 2023, with plans to spend an additional $745 billion this year alone—but the massive outlays are straining power grids, inflating chip prices, and masking trillions in future obligations.
OpenAI has cut API pricing for GPT-5.6 Luna and Terra just weeks after launch, with Luna dropping 80% in cost. The aggressive pricing move reflects mounting pressure from lower-cost competitors and a shift in how developers evaluate model economics.
AMD has submitted kernel patches revealing plans for a third core type—low-power cores designed for background tasks—signaling a shift toward heterogeneous processor designs similar to Intel's recent strategy.
It opened in February 2010 as a small web studio called NiceWeb and took its current name in 2019. The Silicon Ledger looks at what changed along the way, what did not, and how the two brothers at the top divide the work.
