Technology News
Technology stock news including AI, semiconductors, cloud computing, and software. Coverage of Big Tech earnings, product launches, and sector trends.
AMD's EPYC Chips Power Google TPU 8tx, Data Center Sales Hit 64% of Revenue
AMD's EPYC processors power Google Cloud's TPU 8tx host infrastructure, highlighting data center dominance. AMD shares jump 9.6% as data center sales account for 64% of revenue.
Ackman's Data Center Bet: 9%-15% Returns Under Lower Margins
Pershing Square's analysis shows AI data centers could yield 15%-25% returns at 50% operating margins, but lower margins of 30% reduce returns to 9%-15%.
Marvell's $115B Lumentum Buy Priced at 22.8x Sales
Marvell Technology acquires Lumentum in a $115 billion all-stock deal, valuing the optical firm at 22.8 times its latest annualized revenue. The deal is set to close in the first half of 2028.
Wolfspeed Debuts Transparent SiC Substrates, 300mm Samples
Wolfspeed has launched transparent silicon-carbide substrates for AR optics and quantum tech. 150mm and 200mm wafers are now commercially available, but 300mm remains in sampling.
CNES Begins Ground Tests for Callisto Reusable Rocket Communications
CNES has launched a ground campaign to test the Callisto reusable rocket's communication antennas, a step toward future flight tests.
MDA Space Secures Antenna Work for 66 IRIS² Satellites
MDA Space (NYSE:MDA) has received authorization to start antenna production for 66 IRIS² satellites, marking a key step in Europe's secure communications constellation.
Voyager 1's Power-Saving Tweak Extends Science Mission as Contact Delays Grow
NASA confirms Voyager 1 completed a power-saving reconfiguration in September, delaying a science instrument shutdown. The probe now faces two-day radio round trips as it approaches one light-day from Earth.
Indra Secures €52.3M ESA Contracts for Galileo Ground Segment
Indra Group (BME:IDR) lands €52.3M in ESA contracts to develop next-generation Galileo ground stations, boosting resilience against jamming and spoofing.
NASA Assembles Artemis III 'Short Stack' for Key Fueling Test
NASA completed assembly of the Artemis III short stack at Kennedy Space Center, moving closer to a critical cryogenic fueling test that will validate the SLS core stage.
ISS Nears Power Upgrade Goal with Seventh Solar Array Installed
Astronauts completed the seventh ISS solar array installation, moving the orbital lab closer to its 215-kW power target. Redwire (NYSE:RDW) manufactured the new wings.
NVision and HyperLight Partner to Bring Molecular Qubits to Optical Chips
NVision and HyperLight collaborate to put molecular qubits on optical chips after a Nature paper reports 2.2 ms coherence. First prototypes due this quarter.
ISRO's NVS-03 Launch to Bolster NavIC Satellite Constellation
ISRO is set to launch NVS-03 on Oct 30, aiming to expand NavIC to four satellites, the minimum required for standalone positioning. The mission follows a previous failure.