The notice would let Oracle delay payments if the Project Jupiter facility misses its 2028 online target, amid widening concerns about AI data center debt.

The chipmaker's AI revenue ambitions, tied to customers OpenAI and Anthropic, are being tested by a stock that has fallen more than 30% from its June peak.

Analysts and researchers project AI infrastructure spending could reach roughly $10 trillion over the next decade, exceeding historic railroad investment.

AMD's market value crossed $1 trillion after record AI CPU revenue and strong data center execution, with strategists debating how much further it can run.

Zuckerberg's Connect keynote put Meta's Muse agent at the center of its hardware push, including AI glasses and a small companion device.

The bank argues AI capital expenditure growth cannot be sustained on current trajectories, adding to a growing chorus of bubble warnings.

Critics argue the returns on massive AI infrastructure investment hinge on productivity gains that have yet to materialize.

Bond markets are raising the cost of capital for hyperscalers as AI data center debt obligations draw closer scrutiny.

Microsoft is expanding its Middle East AI footprint despite regional war risk, in one of the largest single-region commitments by a hyperscaler.

The deal deepens OpenAI's reliance on third-party GPU capacity as it scales training and inference.

Local opposition to data center buildouts is spreading across the U.S., with communities citing power costs and land use.

The request signals growing defense demand for AI systems as a budget priority for the coming fiscal year.

China's memory and foundry champions are benefiting from AI-driven demand even as U.S. export controls limit access to advanced tools.

Marvell's advanced node work ups the competitive pressure in custom AI accelerator silicon against Broadcom and Nvidia.

The breach is the first known incident affecting a government agency, and the prime minister has vowed to hold OpenAI accountable.

The potential transaction would be one of the largest data center deals on record, underscoring institutional appetite for AI infrastructure assets.

The agentic calling feature, limited to U.S. Pixel 11 owners with a Gemini subscription, marks a step toward AI-run errands.

Memory shortages are pushing Chinese AI chipmakers to raise prices, a sign of tight supply across the global AI hardware chain.