Racks AI

Victories by candidates who campaigned against data center construction raise questions about power, permitting and the pace of the AI buildout.

Markets interpreted the election result as a check on AI spending and regulation risk, lifting megacap tech shares.

Arm's forecast topped estimates, underscoring continued royalty and licensing momentum tied to AI chip designs.

Off-balance-sheet and bond financing for AI infrastructure is growing fast, raising questions about who ultimately funds the buildout.

The AI industry's political spending failed to deliver uniformly, and groups are pivoting toward the next election cycle.

Microsoft's shares jumped after earnings and satellite imagery suggested its AI spending pace was being reassessed.

Apple is said to be significantly reducing AI spending for its engineering teams amid margin pressure from chip costs.

Critics including politicians accused Google of acting as an unregulated monopoly by tying AI features to Search access for schools.

The investment extends Google's cloud and AI infrastructure footprint in Southeast Asia.

The deal adds agent-based software engineering tooling to Meta's AI lineup.

The miss highlights softness in the smartphone market even as AI demand boosts other chip segments.

The program aims to ease strain on power grids by making AI data center demand more flexible.

The canceled deal reflects tightening US restrictions on AI technology ties with Chinese firms.

The project is one of the largest planned AI infrastructure investments in Europe.

OpenAI's policy chief wants AI to define the 2028 race in ways that also advance the company's business interests.

The foundry's comments suggest sustained demand for mature-node AI-related chips.

The investment aims to ease advanced packaging constraints that have limited AI chip output.

Memory and logic names including Micron, SanDisk and Western Digital fell on election and pricing worries.

The financing talks highlight the scale of capital being marshaled for AI-related infrastructure.

The upgrade reflects KLA's strengthened financial position on the back of semiconductor equipment demand.

The advanced-node custom chip marks a manufacturing milestone even as investor sentiment stayed muted.

The shift underscores demand for high-speed interconnect as AI clusters scale.

The $1.3B round led by Bessemer signals continued investor appetite for AI inference infrastructure.

The acquisition targets power delivery technology for AI accelerators.

Anthropic's compute margins are worsening at a time when they should be improving, highlighting cost pressure across AI labs.

The tool would let anyone confirm an AI response came from the model it claims to be from.

Years-long waits for grid access and new turbines are pushing builders toward less efficient, less green power sources.

Only four people booked a ride via an AI agent in Uber's busiest week last quarter, a reality check on agentic commerce.

Open source models are gaining ground as enterprises, governments and startups seek lower costs and more control.

The smartphone startup says the product is designed to use AI for productivity gains.

The updates aim to improve reliability of AI agents that act on users' behalf.

The cybersecurity-focused firm is raising a flagship fund and a separate vehicle.

The feature is Netflix's first experiment under the new tab, which suggests content based on users' current mood.

The financing adds to the wave of capital being raised for GPU-based compute capacity.

Apple's AI-powered Siri Recaps drew praise for utility alongside privacy concerns.