Ahead of its upcoming IPO, SpaceX announced that Google will pay the company $920 million per month for access to roughly 110,000 Nvidia GPUs and related compute infrastructure. Google says the agreement is short-term "bridge capacity" to meet stronger-than-expected demand for Gemini Enterprise, while SpaceX is using deals like this and its Anthropic contract to bolster its pitch for a historic public offering. TechCrunch reports: The deal is similar in length and scope to the one SpaceX announced with Anthropic in late May. As part of that deal, Anthropic agreed to pay SpaceX $1.25 billion per month through 2029 to rent all the available compute from its Colossus 1 data center near Memphis, Tennessee that xAI -- now part of SpaceX -- originally built for its own artificial intelligence efforts. Google's deal appears to be paying for roughly half the amount of compute that Anthropic has access to at Colossus 1. SpaceX didn't say which specific data center Google would be using. CEO Elon Musk has previously suggested his company would reserve the Colossus 2 data center for xAI. Anthropic was significantly limited in its compute capacity prior to its deal with SpaceX, raising usage limits on the same day the deal was announced. Google is in a very different position, with some estimates naming it as the world's largest single owner of AI compute. [...] Also like the Anthropic deal, the agreement with Google includes a cancellation clause. Both SpaceX and Google have the option to terminate the agreement with 90 days notice after December 31, 2026. Google's access to the data center will ramp up "through September at a reduced fee," according to the filing. "If we fail to deliver access to the committed amount of GPUs by September 30, 2026, then following a one-month grace period, Google may immediately terminate the agreement or accept the number of GPUs provided" with a reduction in the monthly fees, it reads.

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La Linux Foundation a annoncé son intention de lancer la Tokenomics Foundation, une nouvelle fondation dédiée à l'établissement de normes ouvertes pour l'économie de l'infrastructure IA.

schwit1 shares a report from NJ.com: Samsung is pulling up stakes in New Jersey and heading to Texas, a move that could leave roughly 1,000 Garden State workers facing a stark choice: relocate or risk losing their jobs. The South Korean tech giant confirmed this week that it will move its US headquarters from Englewood Cliffs, NJ, to its existing campus in Plano, Texas, marking a stunning reversal less than a year after it celebrated the opening of a new headquarters in Bergen County. The relocation is expected to be completed by the end of the year, according to company statements. "Samsung Electronics America Inc. is undergoing a business transformation designed to better position our organization for long-term growth and future success. As part of this effort, we are relocating our U.S. headquarters from New Jersey to our existing campus in Plano, Texas, building on our 30-year presence in the state," said Samsung in a statement emailed to NJ.com on Tuesday. "As part of this strategy, we will be optimizing parts of the organization to ensure our roles and functions align to key business priorities. We recognize such adjustments will have an impact on our people and we will be providing support to those affected," it continued.

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Anthropic says it has confidentially filed an IPO prospectus with the SEC, "setting up a potentially historic share sale for investors ready to jump into artificial intelligence," reports CNBC. The move puts Anthropic ahead of OpenAI's expected filing and follows explosive reported growth, a massive new valuation, major infrastructure deals, and ongoing tensions with the Pentagon over its models. From the report: "This gives us the option to go public after the SEC completes its review," Anthropic said in a statement on Monday. "The proposed initial public offering will depend on market conditions and other factors." Submitting a confidential prospectus doesn't lock Anthropic into a certain timeframe for going public. Its official prospectus just has to land in the hands of investors at least 15 days before the company begins a roadshow. [...] The company has experienced explosive growth this year, announcing in May that its revenue run rate has ballooned to $47 billion, up from $10 billion in annual revenue last year. Last week, it closed a funding round at a $965 billion valuation, topping OpenAI, which was valued at $852 billion in late March.

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Amazon's "Subscribe & Save" program — for recurring purchasees — has triggered a new lawsuit, reports Oregon Live. "The lawsuit contends that after luring in customers with 'artificially low prices,' the world's biggest online retailer jacked up the prices in the months after their first shipments arrived." In some cases, the lawsuit claims that customers were paying more for the exact same items through the Subscribe & Save program than they would be if they bought the items from other sellers on the site. That was true even when the up to 15% discount that the subscription program offers was calculated into the final purchase price, according to the suit. The Seattle law firm that filed the May 15 lawsuit says that Amazon's business practices amount to "deceptive," "misleading" and "bait and switch tactics." The firm is seeking class-action status in U.S. District Court for western Washington, a move that could potentially draw tens of millions of Amazon customers from across the U.S. into the litigation... [The suit says the plaintiffs' first order of espresso coffee grounds was $16.60.] When their order auto-renewed a few months later, the price had gone up to $17.04. A few months later, it rose to $21.25. Then in October 2024, the price increased to $28.69 — about $12 more than the Hermans had paid at the beginning of their subscription, according to the lawsuit. [The discount can be as little as 5% or up to 15%, Amazon told Oregon Live in a statement, noting customers do receive an email showing "applicable savings" before the orders ship. But...] The suit says Amazon gave the Hermans little notice to cancel the order or to shop around because it notified them of the latest price increase in an email at 8:54 p.m. — the same night it processed their order and charged them. The suit says if the Hermans had been given the time to shop around for a better price, they would have found that another Amazon seller was charging $25.90 — or $2.79 less — for the identical item. Amazon's "Subscribe & Save Terms & Conditions" page tells customers that it "may change the price for a Subscribe & Save subscription at any time for any reason...." The analytical group Consumer Intelligence Research Partners says about 25% of U.S. Amazon customers are enrolled in the Subscribe & Save program. Oregon Live got Amazon's response, which suggested their program saves customers time and money "through convenient, flexible, and recurring deliveries". (So when customers saw "Subscribe and Save", they were perhaps supposed to intuit the word save referred in part to... time-saving?) The plaintiffs' lawyer argues instead that "When you sign up for something that is called 'Subscribe & Save,' you'd expect that you're saving by subscribing. But that's not actually what's happening in many cases."

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Revolut a récemment montré de nouvelles cartes sur lesquelles il manque quelque chose d'essentiel : les numéros. C'est justement cette absence qui est censée tenir les fraudeurs à distance.

104 milliards pour Facebook, 82 pour Uber : à eux deux, les géants du Web valaient 186 milliards en arrivant en Bourse. Anthropic, elle, en pèse 965 après sa nouvelle levée de fonds -- plus de cinq fois ce duo réuni, et toujours sans cotation. Un cas sans précédent dans la tech.

Dell's stock skyrocketed 32.76% on Friday, "its best day ever," reports CNBC, after Dell "reported its fastest pace for revenue growth for any period since returning to the public market in 2018..." "Shares are now up 234% in 2026." Dell, which reported first-quarter earnings after the bell on Thursday, saw a flood of artificial intelligence-related demand for its servers, which contain graphics processing units from companies like Nvidia. Quarterly revenue soared nearly 88% year over year, with AI server revenue alone increasing 757% from a year earlier to $16.1 billion... Ben Reitzes, head of technology research at [research/investment firm] Melius, said he'd "never seen anything like" Dell's latest quarter. "They beat every line in the model, so this wasn't just AI, it was great execution," Reitzes told CNBC's "Squawk on the Street." "They beat whatever we would've thought...." Morgan Stanley wrote that while they expected a clean beat and raise this quarter, they're "eating our humble pie" off the back of Dell's results. "We got this one wrong, and our model/PT are under review," the analysts wrote. "This was — across the board — one of the most impressive quarters we've seen in our time covering Hardware, especially in the context of what is happening across the component universe."

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Wix is laying off roughly 20% of its workforce, about 1,000 employees, as CEO Avishai Abrahami cites both the rapid evolution of AI and currency pressure from a stronger Israeli shekel against the dollar. The web developer joins a growing list of tech companies making similar cuts, including Amazon, Block, Cisco, Cloudflare, Meta, Microsoft, Oracle and Intuit. Fast Company reports: "We have witnessed the most significant shift in how companies are built since the invention of modern programming languages in the 1970s," [wrote Abrahami]. "This is not just about adopting new tools -- it is about rewiring how companies are built, how they think, how they manage, and how they operate. Companies that embrace this change will not only build faster; they will build things the previous generation literally could not have imagined." Abrahami also cited the poor exchange rate between the Israeli shekel and the U.S. dollar. The Israeli currency has significantly strengthened in the past few quarters against a weakening dollar, and the shekel is up nearly 30% against the greenback over the last year. "As the majority of our teams are Israel-based, a very meaningful portion of our costs are shekel-denominated, while our revenue is largely dollar-denominated," Abrahami explained on X. "This creates a structural pressure on our ability to operate at our current scale. It is a reality that directly shapes what is sustainable for our company."

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Maintenant que Subnautica 2 est enfin sorti en accès anticipé, il est temps pour Krafton, l’éditeur, de faire les comptes. Et malheureusement pour lui, il semblerait bien qu’il doive verser la coquette somme promise lors du rachat d’Unknown Worlds, le développeur du jeu.

Anthropic vient de boucler une nouvelle levée de fonds qui porte sa valorisation privée à 965 milliards de dollars, la propulsant parmi les entreprises les plus valorisées de la planète -- le tout sans être cotée en Bourse. Il s’agit d’un cas sans précédent pour une startup tech encore loin des salles de Wall Street.

Le 24 mai dernier, le financement participatif de Star Citizen a dépassé le milliard de dollars. D’après les chiffres officiels, cette performance est l’effort conjoint de plus de 6,5 millions de personnes – même si certains ont un peu plus contribué que d’autres. Si la machine à fric marche aussi bien, c’est parce que le projet en fait rêver plus d’un, pour le plus grand bonheur du portefeuille de Saint Chris Roberts. Sûrement lui aussi un doux rêveur et un sacré brise-burnes pour ses équipes de dev, il est certainement le principal responsable d’un état de fait indéniable : Star Citizen ne sera sans doute jamais terminé. Entre les promesses irréalisables en l’état de l’art, les changements de direction soudains et les idées à la con, on n’est pas spécialement étonnés que le projet ait l’air de stagner. Pour autant, il n’a jamais été aussi populaire.

Si à la rédac, on reste assez moqueurs, quelques membres de la communauté prennent le sujet un peu plus au sérieux. L’un d’entre eux, Shamanix, nous précise d’ailleurs que cet exploit est en partie dû au modèle économique particulièrement prédateur mis en place par Cloud Imperium Games. Ils jouent avec l’exclusivité de certains vaisseaux sur des périodes précises et des séries limitées réservées aux joueurs ayant déjà dépensé plusieurs milliers de dollars. On peut notamment citer l’exemple de l’Anvil Odin, mis en vente lors de l’Invictus Launch Week 2956 il y a quelques jours. Annoncé par le studio comme le tout dernier vendu en phase de concept (donc probablement pas jouable avant trois ou quatre ans), il est facturé pas moins de 5 000 dollars, mais disponible en nombre limité et soumis à validation sur lettre de motivation. Évidemment, il ne s’adresse pas à n’importe qui, mais plutôt à des chefs de guilde puisqu’il peut embarquer jusqu’à 65 membres d’équipage, mais 33 au minimum (si on a bien compris). On imagine bien les communautés se cotiser pour avoir le privilège de crâner avec leur JPEG imprimé en A4 lors d’un Bar Citizen.

On en profite pour aussi parler de l’évolution du « jeu » : il est passé en alpha 4.8 récemment, et aurait ajouté des missions plus ou moins scénarisées avec des PNJ à pied toujours aussi cons. Parce que chez NoFrag, nous sommes des journalistes totaux, on a même pris le temps d’aller voir in situ pour constater l’évolution. Après une demi-heure pour s’extraire de la gravité de la planète, ne jamais réussir à contacter une station spatiale pour y atterrir, galérer pour retrouver les objectifs de missions invisibles sur la map, et une visite dans un lieu complètement désert autrefois fortement peuplé, le tout à 40 FPS avec une RTX 4090, on s’est dit qu’on allait encore attendre un peu pour notre reportage.

Mais si vous aimez perdre deux heures parce que vous êtes tombés à travers un ascenseur, sachez que Star Citizen est disponible à partir de 25 €.

Merci à Shamanix pour l’info et les détails.

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Nvidia CEO Jensen Huang says the company plans to spend around $150 billion a year in Taiwan, calling it the "epicenter of the AI revolution." "Four years ago, five years ago, Nvidia was spending about $10, $15 billion dollars a year in Taiwan. Now we're spending $100, going to $150 billion dollars in Taiwan each year," Huang said. Reuters reports: Huang was speaking at a launch celebration in Taipei for the chip company's planned Taiwan headquarters, which he said will break ground this year and aims to become operational in 2030. He did not provide a timeframe for the number of years the company plans to invest $150 billion. The Taiwan headquarters will bring Nvidia closer to TSMC, the world's largest contract chipmaker which makes many of the advanced semiconductors powering the trend towards AI and is a major supplier to the U.S. tech company. "Taiwan is booming," Huang said on stage at the celebration which was attended by his parents, wife, daughter and son in addition to around 1,000 employees. "Taiwan is the epicentre of the AI revolution. This is where the chips come, packaging comes, this is where the systems are made, this is where AI supercomputers were created. The number of partners we work with here in Taiwan, incredible."

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Dropbox founder Drew Houston is stepping down as CEO after 19 years and will become executive chairman, with product chief Ashraf Alkarmi set to take over after a co-CEO transition period. CNBC reports: Drew Houston founded Dropbox nearly two decades ago at age 24, eventually becoming a household name in Silicon Valley and the first tech entrepreneur to take a company from the Y Combinator incubator program all the way to the public market. Now, at 43, Houston is ready to do something else. [...] By almost any measure, Houston has had a great run at Dropbox, helping pioneer the cloud storage market, competing head-to-head with Google and Apple and building a net worth of more than $2 billion, thanks to substantial ownership in his company. But in the land of outsized expectations, Houston has overseen a company that peaked too soon and never became a generation-defining brand. Dropbox's current market cap of just over $6 billion is down by half from the high price on its first day of trading in 2018, and is below the $10 billion valuation it was ascribed by private market investors in 2014. [...] In its latest quarterly earnings report, Dropbox said it has more than 18 million paying users, and the service remains popular with media professionals, graphic designers, architects, and others who share files and photos as part of their daily work. "Part of me has always thought, oh yeah, I'll be the CEO of Dropbox until my last gasp of my career," he said. "There's never a perfect time, there was no part of me where I was like, 'oh, this date is the date where it's going to happen.'" Since Alkarmi joined Dropbox from Vimeo in late 2024, the company has "become a lot more responsive to our customers and is taking bigger swings on innovation," Houston said. "I trust the right leader," he said. "The company's in the right place."

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Malgré une progression de ses volumes de livraisons, la division automobile de Xiaomi creuse ses pertes opérationnelles. Le géant chinois de l'électronique perd désormais bien davantage par véhicule vendu qu'il y a un an.

Donald Trump a-t-il vraiment investi plusieurs millions de dollars dans une chaîne de sushis sur tapis roulant ? Cette ligne étonnante dans ses déclarations financières a fait naître une théorie sur les réseaux sociaux : le président américain aurait peut-être confondu Kura Sushi avec Fujikura, un industriel japonais bien plus raccord avec ses investissements dans l’IA.

Réorganisation des marques, plateforme STLA One, nouveaux partenariats : Stellantis a dévoilé sa feuille de route jusqu’en 2030. Mais la rupture avec l’ère Tavares reste particulièrement limitée.

Samsung is reportedly set to pay chip-division workers an average bonus of about $340,000 after reaching a tentative deal with its union, according to Bloomberg (paywalled). The deal ended a standoff that "could have cost the economy as much as 1 trillion won ($658 million) daily, with losses potentially multiplying to 100 trillion won ($68 billion) if in-progress semiconductor wafers were rendered unusable," reports Quartz. From the report: The agreement, subject to a union ratification vote running May 22 through May 27, calls for Samsung to direct 10.5% of operating profit into stock bonuses along with a separate 1.5% cash component, according to Bloomberg. The program runs for 10 years, contingent on the company meeting profit thresholds. One-third of the stock award can be liquidated right away, with the rest parceled out in installments across the next two years, Bloomberg reported. The first payout is expected in early 2027. Not all workers will fare equally. As an illustration, Reuters cited a union source estimating that someone in the memory chip unit earning an 80-million-won base salary could take home roughly 626 million won in total bonuses this year. By comparison, workers at SK Hynix stand to collect upward of 700 million won should their employer post annual profit of 250 trillion won, Reuters calculated. Unlike at Samsung, SK Hynix employees are not limited to stock payouts and may instead opt for cash, Reuters reported.

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