Broadcom's Hock Tan said many AI investors have 'no clue' and that capital rather than memory chips will become the industry's biggest bottleneck, triggering sh

Semiconductor shares fell across Asia, Europe and the US as investors questioned the scale and payback of AI infrastructure spending ahead of major earnings.

TSMC's Q3 results beat expectations on sustained AI chip demand, with the quarter seen as an early read on the health of the AI trade ahead of Nvidia's results.

Samsung guided to record operating profit as memory demand tied to AI data centers lifts pricing, drawing praise from Vedanta's chairman.

Meta launched larger, more capable Wonder models with higher benchmark scores, marking its return to the frontier-model race alongside a bigger agent push.

Export controls and domestic competition are eroding Nvidia's position in China, with Huawei gaining share and Chinese firms buying a million Nvidia gaming chip

The reported Azure cost review underscores pressure on hyperscalers to offset record AI infrastructure outlays with operating efficiencies.

Amazon's reported pursuit of a three-year-old startup that has not disclosed revenue would be among its largest AI acquisitions and targets faster inference on

Chicago Fed President Austan Goolsbee said AI demand is starting to overheat and warned that leveraged bubble unwinds could be painful.

The bankruptcy of a once high-profile chatbot platform five years after launch highlights the difficulty of sustaining consumer AI businesses.

Nvidia's next-generation platform and open reference designs aim to extend its lead in AI infrastructure, including a new pluggable optics form factor with Cisc

A federal judge granted Apple access to OpenAI interview materials and messages involving former Apple employees, escalating a high-profile talent dispute.

The revised forecast reflects the scale of open-standard data center buildout tied to AI workloads.

The investor's warnings add to a growing debate over hyperscaler debt and the concentration of AI spending among a few firms.

Analysts argue low-cost Chinese and open models could undercut returns on the roughly $2.3 trillion in planned AI capex.

Coverage weighs Nvidia's record valuation and Jensen Huang's repeated $3 trillion to $4 trillion AI infrastructure forecast against bull and bear cases.

The estimate centers on Google's TPU business as a potential external revenue stream beyond internal workloads.

Brad Smith called for urgent AI rules and a 'kill switch' concept, saying everyday appliances face more oversight than AI companies.