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…
Amazon’s strongest economic claim for running GPT-5.6 through Bedrock is not that the models are cheaper. It is that the…
Article BriefKey Takeaways4 Points24s Read01Control surface-custom_remat lets AI framework code express forward, rematerialization and backward behavior at a function boundary.02Opt-in…
AWS and xAI published a hands-on Grok 4.3 tutorial on July 16, one month after the model first reached Amazon…
Article BriefWhat matters4 Points24s Read01Scale-Only 41 billion of Inkling’s 975 billion parameters are active per token, but the smallest official…
Thursday's selloff priced in an AI memory glut that, on every published construction timeline, does not exist yet. SanDisk closed…
AMD set its all-time record close, $580.91, on Tuesday, June 30, 2026. It got to keep the record for exactly…
NVIDIA closed at $197.58 on Wednesday, July 1, 2026, down 1.25%. In a normal tape that is rounding error. On…
Palantir Technologies closed at $125.73 on Wednesday, July 1, 2026 — up 7.8% in a session that added roughly $21.7…
Nebius Group closed at $229.18 on Wednesday, July 1, 2026 — down 17% in a single session, the worst one-day…
Vertiv Holdings has become one of the cleanest ways to own the AI build-out without betting on which chip wins.…
CienaNYSECIEN$489.23▼ −46.40 (−8.66%)Q2 FY26 revenue$1.57B, +40% YoYFY26 revenue guide$6.3B midpointBacklog$7.7BCloud exposureDirect cloud +70% YoYAs of Jun 5, 2026 close↻ Refresh…