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Hyperscalers Set $655 Billion AI Spend for 2026 as Power Becomes the New Bottleneck

Power delivery has become the immediate chokepoint for the AI buildout.

CoreWeave Draws Fresh Buy Ratings as Securities Lawsuit Lands Ahead of Feb. 26 Update

Intel Confirms AI Data-Center GPU Plan, Names Eric Demmers Chief Architect

TSMC's Lead in AI Chipmaking Grows as Nvidia Dominance Fuels Demand

MetaX Soars Up to 755% in Shanghai Debut After Heavily Oversubscribed AI Chip IPO

Moore Threads Soars Fivefold in Shanghai Debut After $1.1 Billion IPO

AMD’s Strong Quarter Collides With Split Street as HSBC Trims Target and AI Pricing Assumptions

Commerce Department Approves Nvidia’s H20 Chip Exports to China

Nvidia and AMD to Offer China-Targeted AI Chips Following U.S. Export Restrictions

Elon Musk Confirms xAI’s Major GPU Expansion and Potential Tesla Merger