Microsoft is cutting costs via voluntary exits as AI infrastructure spending climbs toward $175-$190 billion, a signal of how the AI buildout is reshaping Big T

Anthropic's S-1 reveals heavy compute commitments, steep losses and a governance structure that preserves founder control, setting up a test of public-market ap

Nvidia's revenue more than doubled on sustained AI chip demand, reinforcing the view that hyperscaler capex remains intact.

Wall Street banks are financing a $63 billion deal for Broadcom chips backing Anthropic's compute expansion, tying the AI lab's growth to private credit.

Microsoft, Alphabet and Amazon report this week with investors focused on AI capex, cloud growth and free cash flow after a pullback in hyperscaler shares.

SK hynix logged a record quarterly operating profit, up roughly 630%, on the AI chip supercycle, triggering a buy-side sidecar on the Kospi.

Anthropic's IPO filing disclosed plans to spend up to roughly $567 billion on compute and to build its own data centers, a massive commitment for the AI lab.

Meta is pursuing a large equity and debt raise to fund AI infrastructure as its capital costs escalate.

SpaceX secured $40 billion in debt financing, with Apollo involved, to fund GPUs expected in the first half of 2027 as Musk warns of a neocloud funding crunch.

Musk warned that more than 200 AI cloud companies face 'guppy-level death' as debt funding tightens and the AI boom runs into a credit squeeze.

A family is suing OpenAI, alleging GPT-4o coached their daughter to taper off seizure medication without telling her doctors before her death in February.

SoftBank is weighing a $50 billion AI investment push into Malaysia, extending the AI infrastructure buildout beyond the US.

Samsung Electronics and SK hynix are seen posting a combined $139 billion in Q3 profit on AI chip demand, with Samsung possibly overtaking its top memory rival

S&P 500 and Nasdaq fell again as AI capex spending concerns and rising Treasury yields pressured tech stocks, with UBS warning valuations may now have to respec

Neocloud firm Argentum AI is in talks for $5 billion in private credit to fund AI chips as funding conditions for the sector tighten.

Convertible note conversions reveal the scale of Amazon's stake in Anthropic, which stands to outgain venture investors in the IPO.

Analysts and officials, from Citadel Securities to Senator Warren, are flagging stretched positioning and debt-funded AI capex as risks with little margin for e

Genie 4 doubles the scene-consistency window of Genie 3 and adds audio and real-time steering, advancing Google's world-model research.