Good morning. On Fortune’s radar today: OpenAI: ‘Apple is getting this wrong.’ Ukraine is running its war like a business—and the KPIs are brutal. Markets: Let’s gooo! Palantir’s epic earnings call. $1 trillion in AI capex is on the way. Are Iran and Oman car…
The US ban on Chinese optical components may strain domestic supply chains, potentially increasing costs for AI and crypto data centers. The post Applied Optoelectronics surges 17% on reported US ban of Chinese optical components for AI data centers appeared …
Apple says its trade secrets investigation into OpenAI has widened. In a new court filing, Apple claims additional former staff may have retained or accessed...
Apple says its trade secrets investigation into OpenAI has widened. In a new court filing, Apple claims additional former staff may have retained or accessed confidential information.
The Trump administration is drafting a ban on new Chinese data center component imports. This measure aims to protect critical infrastructure underpinning the AI boom. The Federal Communications Commission is working on this restriction for optical transceive…
