1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
Bond market anxiety is growing over AI capex budgets
Investors are getting increasingly uncomfortable with the amount of capital needed to make the artificial intelligence buildout a…
Moody’s: AI spending threatens credit quality of Amazon, Meta, Alphabet
Sundar Pichai, CEO of Alphabet, Satya Nadella, CEO of Microsoft, Andy Jassy, CEO of Amazon and Mark Zuckerberg,…
Nvidia, Microsoft, Meta warn against overregulating open-weight models
The White House is visited by tourists on July 17, 2025 in Washington, DC. Michael M. Santiago |…
Alphabet, Tesla test investor patience AI spending overshadows growth
(L-R) Google CEO Sundar Pichai speaks and Tesla and SpaceX CEO Elon Musk arrive for the inauguration ceremony…
Inside India newsletter: Skyroot rocket puts India alongside U.S., China in private orbital launch
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of “Inside India” —…
Nvidia details next-generation Vera CPU, in challenge to AMD and Intel
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a Vera Rubin Ultra Kyber compute tray…
AMD Helios: Microsoft signs on to rack AI system that rivals Nvidia
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for…
Anthropic in early talks with Meta to acquire compute power
Dario Amodei, co-founder and chief executive officer of Anthropic, at the AI Impact Summit in New Delhi, India,…
Alphabet shares fall on report its Gemini 3.5 Pro AI model is delayed
Alphabet shares sank 4% on Thursday following a report that the company has delayed releasing its flagship artificial…
Fireworks hits $17.5 billion valuation and $1B in annualized revenue
Fireworks founders pose for a photo at the startup’s headquarters in San Mateo, California. From left in front…
Alibaba stock rises after Apple inks deal to use Qwen AI models
U.S.-listed shares in Chinese conglomerate Alibaba rose 4% in premarket trading on Wednesday after confirming that its Qwen…