What happenedMeta Platforms announced plans on Monday to raise roughly $95 billion to fund its investments in artificial intelligence infrastructure, and by Tuesday the company had lifted the planned size of its largest-ever equity offering to $97…
2026-10-28 03:49:51
The editorial viewAI is now everywhere in supply chain software, and that is precisely the problem: the industry has solved the problem of getting AI into the demo, but not the problem of getting AI to make decisions that a planner can actually tr…
2026-10-28 01:06:43
A quarter of the company, invited to leaveMicrosoft said Monday that it is offering a voluntary exit package to roughly 60,000 employees - about a quarter of its global workforce, or nearly 30% by some counts - in what is now its third workforce a…
2026-10-27 03:17:35
What happenedUPS will increase its published daily rates for UPS Ground, UPS Air and International services, and UPS Air Freight, by an average net of 5.9% effective December 21, 2026, according to the rate notice on the carrier's website (Source:…
2026-10-25 10:02:28
The editorial viewThe office software war has entered a new phase, and it is not being fought over feature lists. Rohit Patel, the former director at Meta's Superintelligence Labs, left the company after eight years working on AI evaluation and re…
2026-10-25 05:24:59
The editorial view: read it as a buyer's manual, not a stock pitchAnthropic made its S-1 registration statement public on Oct. 26, after confidentially submitting a draft to the SEC on June 1, with a planned Nasdaq listing under the ticker ANT and…
2026-10-25 00:38:37
A two-month extension, published for commentThe Office of the United States Trade Representative on Oct. 26 published a Federal Register proposal to extend for two more months the suspension of Section 301 measures targeting China's maritime, logi…
2026-10-24 19:41:32
President Donald Trump signed a proclamation on October 23 further modifying the scope of Canadian products subject to the 50 percent tariffs imposed under Section 338 of the Tariff Act of 1930, the White House said. The changes take effect on Oct…
2026-10-24 02:36:05
An exemption that says more than the rule By the editorial desk Intel asked the US Federal Communications Commission for an expedited waiver this month so that the foreign-made robots inside its American chip plants can keep running. The FCC gran…
2026-10-24 00:47:01
The editorial view: watch the network, not the savings lineFedEx has spent most of 2026 telling investors and customers about Network 2.0, and most coverage has framed it as a cost program. That framing misses the point. Network 2.0 is the physica…
2026-10-23 18:37:11
Instacart's reported decision to explore a sale to DoorDash or Uber is not a surprise, and it is not a failure. It is the logical conclusion of a market that has finally priced grocery delivery for what it is: a scale business where the standalone…
2026-10-23 13:00:07
Levi Strauss & Co. will not complete its U.S. distribution network transition by the end of 2026 as previously stated, with operational challenges continuing to push the overhaul into 2027, Supply Chain Dive reported on October 23, citing the …
2026-10-23 02:11:29
The most honest moment in Jensen Huang's GTC Berlin remarks this week was not the claim that demand for neoclouds is "off the charts" — it was the admission that the companies supplying AI compute are running short of working capital, and that in…
2026-10-22 18:28:44It was a brutal week for the AI infrastructure trade — neocloud stocks tanked, credit default swaps on data-center operators soared, at least one flagship IPO was pulled, and a major hyperscaler's cash flow turned negative — and the most importa…
2026-10-22 17:05:37
Announcement DHL Global Forwarding has expanded its healthcare cold chain network with six new dedicated, bi-directional corridors connecting Europe and North America to pharmaceutical and healthcare hubs in Asia, the company announced on October…
2026-10-22 15:10:56
Container dwell times at the San Pedro Bay port complex - Los Angeles and Long Beach combined - are climbing again as an extended peak season keeps import volumes elevated, according to Pacific Merchant Shipping Association (PMSA) data cited by Su…
2026-10-22 05:08:33
Apple on October 20 announced new and expanded partnerships with U.S. companies supplying critical materials and components for the iPhone Duo and iPhone 18 Pro, the latest additions to its American Manufacturing Program (AMP). The company said it…
2026-10-21 21:17:46
What happenedAmazon has formalized internal guidance telling software engineers to be selective about when they use AI, and published it on the company's website on October 27 (Source: https://particle.news/story/amazon-formalizes-guidance-discour…
2026-10-21 16:58:18
The biggest number yet in Southeast Asia's AI arms race By the editorial desk Malaysia's prime minister, Anwar Ibrahim, told a crowd in Malacca on Saturday that SoftBank Group chairman and CEO Masayoshi Son has picked sites for a US$50 billion te…
2026-10-21 12:59:51
What happened Pennsylvania has become one of the first states in the United States to require disclosures on advertisements that use AI-generated or significantly AI-modified content. Governor Josh Shapiro signed the bill into law on Thursday, Oc…
2026-10-21 04:43:32
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