Boffins bet on quantum computers, AI supers to solve fusion fuel dilemma
Science Department of Energy, Cleveland Clinic, and IBM simulate a soup of molten salts and techno babble in pursuit…
Why Dan Ives Sees NVDA And Korea Memory Stocks Driving AI Demand
Ives says investors are underestimating the earnings power of AI, with benefits set to spread from chips to…
Samsung’s AI Windfall Is Splitting Its Own Workforce in Two
Workers in Samsung’s lucrative chip division are set to receive massive bonuses this year thanks to the AI…
Nvidia GPU Debt Backstop Unleashes the AI Project Trinity: Capital, Offtake and Datacenters
Up until now the majority of AI buildouts have been primarily cashflow funded by the hyperscalers such as…
Broadcom Is 24% Off Its High and Just Unveiled a Custom AI Chip With OpenAI. Time to Buy the Dip?
Broadcom (AVGO +3.78%) has spent 2026 doing two things at once: posting some of the fastest growth of…
Anthropic Signs $19 Billion AI Lease With TeraWulf. NeoCloud Stocks Soar.
The leading AI lab Anthropic signed a 20-year lease for a major data center in Kentucky owned by…
Marvell Is Quietly Chasing Broadcom’s AI Jackpot, and Wall Street Is Finally Waking Up
Quick Read Marvell’s data center revenue hit 76% of total sales, with 50+ custom AI design wins targeting…
Nvidia denies report its next-generation AI server faces delays, says roadmap is intact
Nvidia (NVDA), on Monday, pushed back on a report by SemiAnalysis that the AI chip giant is delaying…
Every major tech layoff in 2026 that has name-checked AI
Microsoft said Monday that it has eliminated about 4,800 roles, or 2.1% of its global workforce, adding to…
Zuckerberg’s Insane AI Spending Could Become a Windfall, If Meta Copies SpaceX’s Playbook
Quick Read META trades below both moving averages as capex scales to $145B in 2026, yet 57 analysts…
AI surveillance is being supercharged – and it will chill social progress | Bruce Schneier and Jon Penney
In the near future, AI-powered surveillance systems will be able to track everything we do in public, and…
Samsung’s AI Earnings Could Decide Chip Stocks’ Next Move
This article first appeared on GuruFocus. Samsung Electronics (SSNLF), the world’s largest memory chipmaker, is expected to deliver…