AI Chip Demand Is Killing the Affordable Smartphone
AI data center demand has triggered a memory chip crisis that is pushing smartphone prices to record highs and reshaping the entire market.
NVIDIA Posts Record $68B Quarter but Shares Fall 4%
NVIDIA hit record Q4 revenue of $68.1B and a $78B Q1 outlook, yet shares fell 4% on capital and competition fears.
Meta and AMD Strike Multi-Year 6GW AI Chip Deal
Meta and AMD sign a 6GW AI chip deal worth $100B, with AMD granting Meta warrants for a 10% stake.
US Tech Giants Plan $650 Billion AI Spending in 2026
US tech giants are projected to spend $650 billion on AI infrastructure in 2026, up 58% from 2025, raising risks to software stocks, inflation, and US growth.
OpenAI Sets $600B Spend Plan With $280B Revenue Target 2030
OpenAI trims 2030 compute spend to $600B, projects $280B revenue, and nears a $100B+ funding round at $850B valuation.
Meta and NVIDIA Sign Multi-Year AI Infrastructure Deal
Meta and NVIDIA form a multi-year deal to power AI data centers with Blackwell, Rubin GPUs and Grace CPUs.
Samsung Hikes Memory Chip Prices 60% on AI Data Demand
Samsung raised DDR5 memory prices up to 60% in November as AI data center demand creates severe chip shortages worldwide.
AWS, OpenAI Announce 38 Billion Dollar AI Partnership
AWS and OpenAI partner for 38 billion dollar deal to scale AI infrastructure with hundreds of thousands of NVIDIA GPUs.
Alphabet Reports Record Breaking 102 Billion Revenue Q3 2025
Alphabet achieves first 100 billion dollar quarter with 102.3 billion revenue in Q3 2025, driven by AI growth and cloud expansion.
Nvidia $1 Billion Investment Accelerates Nokia AI-RAN and 6G Push
Nvidia invests $1B in Nokia to advance AI-native mobile networks, boost 6G innovation, and reshape telecom AI infrastructure globally.
Anthropic Expands Google Cloud TPU Deal Worth Billions
Anthropic secures access to one million Google Cloud TPU chips in deal worth tens of billions bringing gigawatt capacity online in 2026.
Cisco: Malaysian Firms Lag in AI Readiness Despite Growing Ambitions
Only 16% of Malaysian firms achieve AI readiness as infrastructure gaps threaten value despite widespread deployment ambitions.
Cisco unveils new AI-powered solutions for secure business growth
Cisco launches AI-driven technologies to boost secure, efficient, and resilient business networks in the rapidly changing digital era.
Meta Buys 49 Percent Stake in Scale AI for $14.3 Billion
Meta invests $14.3B for 49% of Scale AI to boost its AI push, as Scale remains independent with Wang joining Meta’s AI team.
UK Government Cancels £1.3 Billion AI Infrastructure Projects
The UK cancels £1.3 billion in AI projects, sparking industry concern over future tech investment and economic stability.
ByteDance and Broadcom Collaborate on Advanced 5nm AI Chip
ByteDance partners with Broadcom to develop a 5nm AI chip, manufactured by TSMC, enhancing its AI capabilities amid U.S.-China tensions.
Oracle Shares Surge 13% on Strong Q4 and AI Cloud Deals
Oracle's stock soared 13% after announcing strong Q4 results and major cloud deals with Microsoft-backed OpenAI and Google.
Mistral AI Raises €600M to Challenge U.S. AI Giants
Mistral AI raised €600 million, valuing the French startup at €5.8 billion, aiming to challenge U.S. AI giants like OpenAI.