Samsung's blowout preliminary quarter, the largest ever posted by a tech company, underscores how the AI buildout has turned memory chips into the industry's ke

Marvell's long-term guidance lifted custom AI chip peers including Broadcom, signaling hyperscalers expect multi-year demand for bespoke accelerators.

The proposed borrowing would fund a massive GPU buildout at the rocket company, raising questions about leverage across an AI infrastructure boom increasingly f

The arrangement would deepen ties between Broadcom and Anthropic while drawing scrutiny over circular financing structures linking chip suppliers to their AI cu

Analysts now expect AI capital spending to reach a cash-flow negative inflection point, with Wall Street forecasting a slowdown in 2027.

Burry's warnings on Nvidia, Palantir, Micron and data center financing put him at odds with investors such as Steve Eisman, sharpening the debate over AI valuat

Microsoft's move to build AI PCs around Nvidia silicon instead of Qualcomm or AMD expands the GPU maker's reach into client devices.

The hedge fund founder's warning adds a prominent macro voice to concerns that AI capital spending depends on cheap financing that may not persist.

The redesign brings interactive visuals into ChatGPT as OpenAI competes with rival assistants on consumer engagement.

The findings raise fresh questions about teen safeguards as AI chatbots take on roles in young users' social and emotional lives.

The AI computing startup's financing, led by Coatue and Blackstone, shows private capital continuing to pour into GPU cloud capacity.

The public verification tool is Google's latest push to watermark AI content as provenance becomes a central policy issue.

AMD is spending to scale accelerator production as it tries to convert AI momentum into durable data center share.

TSMC's advanced packaging capacity remains a chokepoint that underpins AI accelerator supply and investor enthusiasm for Taiwan equities.

The Hermes Agent developer raised a $90M Series B as enterprise demand for autonomous agents grows.

AI-driven capital spending is carrying earnings growth, though Goldman flags that paper gains inflated prior-quarter results.

Meta built the systems after finding disguised ads on its platforms that funneled users to harmful content elsewhere.

HPE's new AMD-based systems signal broadening server demand for alternatives to Nvidia GPUs in enterprise AI deployments.