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(Reuters) -Nvidia uveiled on Friday the first U.S.-made Blackwell wafer, produced at TSMC's semiconductor manufacturing facility in Phoenix, as demand for AI chips accelerates. Companies have been racing to meet the broader AI industry's voracious appetite for computing power as they develop AI technology that meets or exceeds human intelligence. The move "bolsters the U.S. supply chain and onshores the AI technology stack that will turn data into intelligence and secure America's leadership for the AI era," Nvidia said in a blog post. It also aligns with President Donald Trump's efforts to strengthen U.S. technology and manufacturing leadership. TSMC's Arizona facility will produce advanced technologies including two-, three- and four-nanometer chips, as well as A16 chips, that are essential for applications like AI, telecommunications and high-performance computing, Nvidia said. There has recently been a flurry of mega deals between AI firms and chipmakers such as Nvidia, AMD and Broadcom to build data center capacity. TSMC, the world's biggest producer of advanced chips, raised its full-year revenue forecast on Thursday on a bullish outlook for AI spending after posting a record profit that blew past market estimates. (Reporting by Juby Babu in Mexico City; Editing by Alan Barona)

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(Reuters) -Nvidia uveiled on Friday the first U.S.-made Blackwell wafer, produced at TSMC's semiconductor manufacturing facility in Phoenix, as demand for AI chips accelerates. Companies have been racing to meet the broader AI industry's voracious appetite for computing power as they develop AI technology that meets or exceeds human intelligence. The move "bolsters the U.S. supply chain and onshores the AI technology stack that will turn data into intelligence and secure America's leadership for the AI era," Nvidia said in a blog post. It also aligns with President Donald Trump's efforts to strengthen U.S. technology and manufacturing leadership. TSMC's Arizona facility will produce advanced technologies including two-, three- and four-nanometer chips, as well as A16 chips, that are essential for applications like AI, telecommunications and high-performance computing, Nvidia said. There has recently been a flurry of mega deals between AI firms and chipmakers such as Nvidia, AMD and Broadcom to build data center capacity. TSMC, the world's biggest producer of advanced chips, raised its full-year revenue forecast on Thursday on a bullish outlook for AI spending after posting a record profit that blew past market estimates. (Reporting by Juby Babu in Mexico City; Editing by Alan Barona)

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(This October 16 story is repeated without any changes to the text.) By AJ Vicens and Raphael Satter (Reuters) -A breach at U.S.-based cybersecurity company F5 has been blamed on state-backed hackers from China, two people briefed on the investigation said on Thursday. On Wednesday, U.S. government officials said federal networks are being targeted by an unidentified "nation-state cyber threat actor" that is trying to exploit vulnerabilities in products made by F5. The company did not respond to Reuters' requests for comment. Liu Pengyu, a spokesperson for the Chinese Embassy in Washington, said in a statement he was not familiar with the situation, but that "China consistently opposes and combats hacking activities in accordance with the law, and we are even more opposed to the dissemination of false information for political purposes." The U.S. Cybersecurity and Infrastructure Security Agency, when contacted by Reuters, did not confirm whether the breach was carried out by Chinese state-backed hackers. "These same risks extend to any organization using this technology, potentially leading to a catastrophic compromise of critical information systems," CISA acting Director Madhu Gottumukkala said in a statement, without specifying who was behind the hack. The two people briefed on the investigation said the hackers were inside F5's network for more than a year.  (Reporting by Raphael Satter and AJ Vicens. Devika Nair, Gnaneshwar Rajan, and Nilutpal Timsina provided additional reporting; Editing by Sumana Nandy, Rashmi Aich and Franklin Paul)

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(Removes reference to FY26 revenue in first paragraph, corrects FY26 revenue growth forecast in paragraph 8 to between 17% and 22%, not between 5% and 10%) (Reuters) -Hewlett Packard Enterprise forecast annual profit below Wall Street expectations on Wednesday, as it shifts its server business toward artificial intelligence and networking following its Juniper Networks acquisition. Shares of the company were down about 8.5% in after-hours trading. Starting in the first quarter of fiscal 2026, the company will merge its server, hybrid cloud and financial services business segments into a newly created segment: cloud & AI. HPE is targeting growth in the booming artificial intelligence infrastructure market, as businesses ramp up hardware and software spending to support AI. "In HPE's new chapter, our strengthened portfolio will create more profitable growth, increasing capital return opportunities that deliver even greater value to our shareholders," CEO Antonio Neri said. HPE's Juniper acquisition is expected to double its networking business and close the gap with rival Cisco Systems. HPE projects fiscal 2026 adjusted earnings to be between $2.20 and $2.40 per share, the midpoint of which was below the analysts' average estimate of $2.40 apiece, according to data compiled by LSEG. Revenue for FY26 is expected to grow between 17% and 22%, compared with estimates of 17.2% growth. The company said it plans to cut jobs as part of its integration of Juniper Networks, estimating the total cost of the reductions at about $240 million. HPE expects fiscal 2026 free cash flow to be between $1.5 billion and $2 billion, compared with estimates of $1.88 billion. It said its operations will be organized into three main segments — cloud & AI, networking, and corporate investments and other — starting next fiscal year. (Reporting by Harshita Mary Varghese in Bengaluru; Editing by Alan Barona)

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By AJ Vicens (Reuters) -Envoy Air, American Airlines' largest regional carrier, suffered a hack in recent days as part of the wave of extortion attempts from hackers exploiting Oracle E-Business Suite applications, the company confirmed on Friday. A spokesperson for the Irving, Texas-based company, which operates more than 160 aircraft on 875 daily flights, said in an email that it is aware of the incident, and that the company is investigating and has contacted law enforcement.   “We have conducted a thorough review of the data at issue and have confirmed no sensitive or customer data was affected,” the spokesperson said. “A limited amount of business information and commercial contact details may have been compromised.” The company is the second entity to confirm it was hacked as a result of a campaign targeting Oracle E-Business Suite applications claimed by “CL0P,” a cybercriminal extortion group with a history of wide-ranging compromises against third-party software or service providers. CL0P listed American Airlines on its website as a victim late on Thursday. The timing of the attack was not clear.  CL0P did not immediately respond to a request for comment sent to an email address used by the group. An American Airlines spokesperson referred questions on the hacking to Envoy Air.  Experts at Google, a unit of Alphabet, said on  October 9 that “mass amounts of customer data” were stolen in an operation that may have begun as early as three months ago. Harvard University confirmed it had been attacked in a similar fashion earlier this week, according to cybersecurity news outlet the Record. (Reporting by AJ Vicens in Detroit; Editing by Matthew Lewis)

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(Reuters) -Nvidia and TSMC will announce on Friday their first completed U.S.-made wafer that will eventually become Blackwell chips for AI purposes, Axios reported. (Reporting by Juby Babu in Mexico City; Editing by Alan Barona)

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(Reuters) -Nvidia and TSMC will announce on Friday their first completed U.S.-made wafer that will eventually become Blackwell chips for AI purposes, Axios reported. (Reporting by Juby Babu in Mexico City; Editing by Alan Barona)

(The article has been published through a syndicated feed. Except for the headline, the content has been published verbatim. Liability lies with original publisher.)

(Reuters) -Nvidia and TSMC will announce on Friday their first completed U.S.-made wafer that will eventually become Blackwell chips for AI purposes, Axios reported. (Reporting by Juby Babu in Mexico City; Editing by Alan Barona)

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By Gianluca Lo Nostro and Elisa Anzolin (Reuters) -Shares in Ray-Ban maker EssilorLuxottica rose 14% to hit an all-time high on Friday, adding nearly $20 billion in market value as investor enthusiasm for its AI-powered Ray-Ban Meta glasses gathered momentum. The Paris-listed group, founded by late Italian entrepreneur Leonardo Del Vecchio and a possible contender in the race to buy fashion group Armani, reported on Thursday third-quarter sales growth of 11.7% from a year ago to 6.9 billion euros ($8.1 billion). The results beat expectations and marked the company's best quarterly performance ever amid strong demand for wearable products such as the smart glasses it has been developing with Meta since before the pandemic. Even though the smart glasses business has until now accounted for only a fraction of EssilorLuxottica's total revenue, it has become a focal point for analysts and investors, as well as a catalyst for the company's investments. Barclays analysts have predicted smart glasses could become the most disruptive innovation since mobile phones, forecasting 60 million units sold globally by 2035. The AI-powered glasses contributed over four percentage points to sales growth, said Chief Financial Officer Stefano Grassi, with demand prompting EssilorLuxottica to accelerate production capacity plans for the glasses ahead of schedule. "The exponential growth of wearables provided an extra-boost to the top line performance," the company said in a statement on Thursday. SHARES POST BIGGEST DAILY RISE SINCE 2008 EssilorLuxottica's shares were up 13.8% by 1400GMT,  the biggest daily gain since 2008, lifting the company's market capitalisation to 126.5 billion euros. The move drove the European luxury benchmark Stoxx Europe Luxury 10 up over 7% on the week, the index's biggest weekly gain since January. The latest Ray-Ban Meta models, priced from $379 to $799 for a new flagship version with built-in display, are currently sold in limited physical stores with expansion to Canada, France, Italy and Britain planned for early 2026. The emerging success of Meta's Ray-Ban smart glasses has reignited a long dead category of eyewear computers as Google and Microsoft had previously abandoned the market. By marrying upgraded cameras and generative AI features with Ray-Ban's designs, Meta has lured big tech rivals back into the market. Google and Samsung are working on glasses based on the Android XR platform. Apple is reportedly working on smart glasses. J.P. Morgan analysts said in a note to investors the smart glasses were now a "material growth driver" while the company's core business remained resilient. Equita analysts upgraded their annual revenue forecast for wearables, and now expect an impact on the group's sales of about one billion euro this year, according to a research note. "The acceleration in third-quarter revenues and the level of confidence expressed on fourth-quarter and mid-term prospects are an important indicator of the success of the group's strategic drivers," they said. ($1 = 0.8540 euros) (Reporting by Gianluca Lo Nostro, additional reporting by Laura Contemori and Elisa Anzolin; Editing by Milla Nissi-Prussak, Lisa Jucca and Matt Scuffham)

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(Reuters) -A new underground transmission line was approved by the New York State Public Service Commission linking an existing Clay substation with Micron Technology's proposed semiconductor megafab facility in Onondaga County, Governor Kathy Hochul announced on Thursday. The two-mile, 345-kilovolt line is a key piece of infrastructure for Micron’s planned $100 billion investment in Central New York, the largest private investment in the state’s history, Hochul's press release said. The project is expected to create more than 50,000 jobs over the next two decades, including 9,000 direct positions at Micron. "This project is set to transform Central New York — and we're moving quickly ahead with all due speed and deliberation," Hochul said. The transmission line approval follows a 2022 agreement between Micron and New York State, when the chipmaker selected the region for its advanced manufacturing facility. The megafab aims to produce one in four of all U.S.-made semiconductors by 2030. The commission also approved environmental and construction plans for the first phase of the project, including the eastern expansion of the Clay substation and installation of equipment linking it to the Micron facility. (Reporting by Sarah Qureshi in Bengaluru; Editing by Lisa Shumaker)

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