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156 ARTICLES

12h ago

Alphabet Shares Collapse After Q3 as Cloud Booms and Search Monetization Stalls

Investors dumped stock after the company reported blockbuster Cloud growth, weaker ad revenue from AI search, and a warning of much higher 2027 capital spending.

11 ARTICLES

13h ago

Canada Takes Equity Stake as Cohere Secures Initial Close of Planned $7 Billion Round

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7 ARTICLES

yesterday

Caterpillar Earnings Beat Meets Sharp Sell-Off After Unchanged Guidance

76 ARTICLES

yesterday

South Korea Chip Giants Post Record Q3 Profits as AI Memory Runs Short

3 ARTICLES

yesterday

HP, Asus and Acer Shift Some PC Production Back to China

14 ARTICLES

yesterday

Google Will Sell Its TPUs on Oracle Cloud

5 ARTICLES

yesterday

Anthropic’s S-1 Discloses $161.2 Billion Broadcom Lease and Prompts $63 Billion Financing

96 ARTICLES

yesterday

Microsoft Offers Voluntary Buyouts to 60,000 Employees

5 ARTICLES

yesterday

CXMT to Begin Limited HBM3E Output Despite Very Low Yields

8 ARTICLES

yesterday

Anthropic Warns Gas Shortages and Price Spikes Threaten Its AI Data‑Center Buildout

16 ARTICLES

yesterday

Nvidia and AMD Invest Billions in Meta as Partners Deepen Muse AI Collaboration

13 ARTICLES

yesterday

Fed Decision and Big Tech Earnings Test Whether AI Cloud Spending Will Pay Off

3 ARTICLES

2d ago

xAI Subsidiary Is Buying Southaven Homes That Bar Sellers From Joining Noise Lawsuit

4 ARTICLES

2d ago

Calacanis Tells Investors to Sell Bitcoin and Predicts a Fall to $57,000

AI Infrastructure

Alphabet Shares Collapse After Q3 as Cloud Booms and Search Monetization Stalls

Mistral Releases Weights for Trillion‑Parameter ‘Le Chonk’ Open Model

Voters and States Force Reckoning Over AI Data Centers

Nvidia Negotiating to Guarantee Billions in Nscale Debt Tied to Anthropic Deal

Bloomberg Says Marvell in Advanced Talks to Buy Lumentum as Stocks Move Sharply

Micron Slides After a Banner AI Year as Demand Signals Keep Bulls Cautious

Anthropic Files S-1 to Go Public, Laying Out Massive Costs and Safety Warnings

Canada Takes Equity Stake as Cohere Secures Initial Close of Planned $7 Billion Round

Caterpillar Earnings Beat Meets Sharp Sell-Off After Unchanged Guidance

South Korea Chip Giants Post Record Q3 Profits as AI Memory Runs Short

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AI Infrastructure

HP, Asus and Acer Shift Some PC Production Back to China

Google Will Sell Its TPUs on Oracle Cloud

Anthropic’s S-1 Discloses $161.2 Billion Broadcom Lease and Prompts $63 Billion Financing

Microsoft Offers Voluntary Buyouts to 60,000 Employees

CXMT to Begin Limited HBM3E Output Despite Very Low Yields

Anthropic Warns Gas Shortages and Price Spikes Threaten Its AI Data‑Center Buildout

Nvidia and AMD Invest Billions in Meta as Partners Deepen Muse AI Collaboration

Fed Decision and Big Tech Earnings Test Whether AI Cloud Spending Will Pay Off

xAI Subsidiary Is Buying Southaven Homes That Bar Sellers From Joining Noise Lawsuit

Calacanis Tells Investors to Sell Bitcoin and Predicts a Fall to $57,000

Never miss stories about

AI Infrastructure