AI companies reliant on debt face higher financing costs as long-dated Treasury yields climb, casting doubt on the economics of the data center buildout.

Goldman's hyperscaler capex forecast is well above consensus, underscoring how much of the AI trade rests on continued spending growth.

Broadcom lifted its AI chip sales outlook as custom silicon demand grows, though the shares remain well off their peak.

AMD's AI accelerator roadmap and share gains have pushed the chipmaker past a trillion-dollar valuation.

Morgan Stanley warned a delay to Oracle's data center project could strain the financing behind its AI buildout as bond yields rise.

The dinner marks the first direct encounter between Trump and Anthropic's chief as AI policy and regulation draw more White House attention.

Goldman's analysis argues the AI infrastructure cycle will extend well past chipmakers to power, cooling and networking suppliers.

The study questions whether end-user demand can justify the scale of data center investment now underway.

Memory pricing strength tied to AI servers has driven Micron shares sharply higher ahead of its quarterly earnings.

Capacity constraints at the world's largest foundry continue to underpin pricing power across the AI supply chain.

Jamie Dimon's estimate adds to the debate over whether AI capital spending is sustainable at current levels.

The disclosures highlight the scale of misuse and safety failures frontier labs are tracking as model deployment widens.

Blue Cross Blue Shield data points to rising costs tied to AI tools in clinical settings over a two-year period.

A new communication channel between Washington and Beijing does little to resolve export controls on advanced chips.

Custom accelerator growth is outpacing GPUs, but Nvidia's data center revenue still dwarfs rivals, leaving Wall Street divided on the trade.

The limited test expands Google's push to turn its AI assistants into commercial channels in a key growth market.

A renewed selloff in semiconductors weighed on the sector after a brief recovery attempt.

Alphabet is accelerating its satellite-based compute experiment while analysts weigh whether it changes the company's AI infrastructure story.