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Baseten Raises $1.5 Billion and Is Valued at $13 Billion

Investors are betting on cheaper, lower‑latency infrastructure for running open‑source AI models.

Oracle Cuts About 21,000 Jobs in Fiscal 2026

SK Hynix Overtakes Samsung as South Korea’s Most Valuable Listed Company

Supermicro Shares Jump After GF Securities Upgrade and NVIDIA‑Powered Blueprint Reveal

Chevron Signs 20-Year Deal to Power Microsoft’s West Texas AI Campus

SpaceX Signs $150 Million‑a‑Month Compute Deal With Reflection AI

Amazon Drops Guadagnino’s OpenAI Drama 'Artificial'

Micron and Anthropic Forge Strategic Partnership to Scale AI Memory and Storage

AI Market Shifts From Training to Inference, Lifting ASIC Makers and Rattling Big Chip Winners

Apple Says Device Price Increases Likely as AI Demand Tightens Memory Supply

Amazon Poised to Overtake Microsoft in Race to $3 Trillion Market Value

Sandisk Soars as Western Digital Reports Strong AI-Driven Demand

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AI Market Shifts From Chatbots to a Compute Arms Race

OpenAI and Anthropic Move Toward IPOs

Big Tech and Retailers Cap Employee AI Use to Stop Runaway Token Bills

Micron’s Stock Surges as Company Says 2026 HBM Is Fully Contracted

JPMorgan Urges Aggressive Buying as Broadcom Rebounds

FedEx Readies Q4 Report as Freight Spin-Off Raises Visibility Questions

Meta Reports Deals With Crusoe for About 1.6 Gigawatts of AI Compute

Cipher Digital Stock Hits Record as $810M Debt Funds Amazon‑Leased West Texas Data Center