Advanced Micro Devices crossed the $1 trillion market-cap line on Monday, then held near the milestone Tuesday as investors kept…
Arm Holdings shares closed Monday at $322.90, up 17.16% in one session, after investors linked Meta’s fast-starting Muse agent to…
OpenAI is in early talks with investors about a funding round that would value it at more than $1.2 trillion,…
The 10-year Treasury yield rose above 5% on Tuesday morning and touched 5.04%, its highest level since 2007, as oil…
Oracle is cutting staff to pay for the data centers it is building, and its founder has decided not to…
Firmus Technologies began pitching investors on Monday for an initial public offering that could raise as much as A$7 billion,…
South Korea exported a record $59.98 billion of information and communications technology products in August, up 162.6% from a year…
Anthropic is the previously unnamed customer that agreed last month to buy about $13.7 billion of AI computing services from…
SoftBank Group shares fell nearly 12% in Tokyo on Monday, the steepest drop among the major Asian AI stocks TECHi…
Shares of SK hynix fell 5.4% and Samsung Electronics 3.4% in the first 20 minutes of trading in Seoul on…
Anthropic has told its shareholders it expects positive adjusted operating income for a second consecutive quarter, the Financial Times reported…
U.S. stock futures opened lower on Sunday evening, and the selling was heaviest in the index most tied to artificial…
Building a 10-megawatt data center in Mumbai costs about $66 million, before land and servers. The same building in Silicon…
For the first time, Microsoft has put a dollar figure on Azure, its cloud computing business: $101.9 billion in revenue…
Nvidia's revenue doubled last quarter. Its shares are up 9% since the end of June. Somewhere between those two numbers…
SpaceX spent $1.17 billion on its rocket business last quarter. It spent $15.83 billion on AI compute.That ratio — 13.5…
Amazon reported $62.6 billion of net income for the June quarter, up 245% from a year earlier. Most of it…
We ranked 41 US-listed AI stocks by how they actually performed this quarter. Not one of the nine best is…
Oracle opened Friday at $164.43, traded as high as $166.00, and closed at $150.28. Nothing happened in between except that…
Anthropic is in talks to bring Nvidia in as an anchor investor in what would be the largest initial public…
Article BriefKey takeaways4 Points24s Read01What opened-Firebird has launched an operating Blackwell AI facility in Hrazdan, but the opening documents do…
Article BriefKey Takeaways4 Points24s Read01The flip-Microsoft will now buy GPU compute from Mistral's European fleet, reversing their 2024 roles when…
The headline number out of Korea this week is 200 megawatts. It is the wrong number to watch. NAVER, NVIDIA…
Alphabet did two things in the same quarter it had never done together: it booked the largest profit in its…
Article BriefKey Takeaways4 Points24s Read01The deal-Upper90 committed a debt facility of up to $400 million to inference cloud operator General…
Article BriefKey Takeaways5 Points30s Read01The 95% number-More than 95% of the ~40 trillion tokens Fireworks serves daily come from models…
Article BriefKey Takeaways5 Points30s Read01Availability-Ironwood reached general availability on April 22, 2026, but Google publishes no on-demand price for it,…
Article BriefKey Takeaways5 Points30s Read01The deal-AMD and Cerebras will split AI inference across two machines: AMD Helios racks process prompts…
CoreWeave says the first measured result from a live NVIDIA Vera Rubin NVL72 rack delivered up to 10 times the…
Article BriefKey Takeaways4 Points24s Read01Default boundary-Xinference 3.0 enables its SQLite-backed authentication system by default, so credential-free clients can begin receiving…