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Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

The move spotlights Meta’s multi-vendor compute strategy, advancing Google’s TPU commercialization beyond its own cloud.

NextEra Unveils 15‑GW AI Power Plan as 230+ Groups Urge Moratorium on New Data Centers

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

Nvidia Beats Again, Guides Higher as Markets Whipsaw on AI Spending Jitters

Palantir’s Surge Wobbles as Karp Rips Critics and Burry Details Put Bet

AI Buildout Accelerates as Alphabet Hits $100 Billion and Amazon Raises 2025 Capex