The financing, arranged with Apollo and tied to Starlink and launch revenue, funds GPU purchases while Musk predicts a shakeout among AI cloud providers as cred

The filing reveals Anthropic's vast data center and chip spending commitments against billions in contracted compute, with customers free to walk at any time.

Investors are punishing both capex cuts and hikes as hyperscalers report amid growing scrutiny of whether AI spending will pay off.

The voluntary exit packages cover roughly a quarter of staff as Microsoft reshapes priorities around its AI investment.

The raise adds a preferred share class as AI capital spending pressures Meta's free cash flow.

The Apollo chief economist's assessment challenges the economic case for the broader AI investment boom.

The bank's forecast lands as investors scrutinize whether hyperscaler capex can be justified by returns.

The memory maker reported a strong quarter but its stock fell on valuation concerns despite the sold-out outlook.

South Korea's memory giants prepare to report as AI-driven demand reshapes the semiconductor cycle.

Earnings from the global memory sector will be scrutinized for evidence that AI demand is durable.

The projection underpins Nvidia's growth case as Huang reaffirms his $4 trillion AI spending outlook.

The chipmaker's results reflect sustained AI-driven demand across the semiconductor supply chain.

Amazon sees in-house silicon as the answer to inference cost pressure that weighs on AI economics.

Soaring electricity needs from AI data centers are reshaping power markets and small modular reactor demand.

Researchers call it likely a training quirk rather than espionage, but the incident raises questions about trust in free Chinese models.

The bank's projection underscores the scale of capital being committed to AI data center infrastructure.

Investors sold the memory maker's stock despite strong results, reflecting valuation worries.

Chip stocks rebounded after a rare rout, with this week's earnings seen as pivotal.