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Microsoft plans a $5.5 billion investment in cloud and AI infrastructure in Singapore through 2029, boosting skills and cybersecurity to support expanding AI demand in Asia.
OpenAI raised a record $122B funding, including $110B from Nvidia, Amazon, and SoftBank, boosting AI development and positioning for a major IPO later this year.
Tesla raised 2025 capex to $8.5B, focusing on autonomy, chips, humanoid robots, and Japan expansion, while Q1 deliveries are expected above last year, boosting shares nearly 5%.
Nvidia announced strong gross margins and increased earnings expectations, driven by AI infrastructure demand and a major AI partnership with Eli Lilly involving a $1 billion joint investment for dru…
Microsoft shares are down over 35% from their peak but plans to invest more than $100B in AI this year, launching Critique for Copilot to enhance AI output quality and research speed.
Microsoft continues to strengthen its AI ecosystem with substantial investment in OpenAI and broad integration of AI features, positioning it strongly amid growing enterprise demand for AI solutions.
Wells Fargo highlights drivers behind Alphabet's cloud growth, including TPU licensing and the Wiz cybersecurity deal, projecting significant revenue and operating income boosts in 2026-2027.
Microsoft and NVIDIA collaborate to deploy AI tools that streamline nuclear energy projects, enhancing efficiency and safety. This innovation addresses energy security and rising demand for clean pow…
Meta and Nvidia CEOs join President Trump's new technology council to advise on AI and innovation policies, signaling stronger government collaboration and potential support for U.S. tech leadership.
Amazon shares rise following Barclays’ bullish rating driven by rapid growth in its AWS cloud and AI businesses, with a multi-billion dollar AWS deal boosting long-term revenue expectations.
NVIDIA showed strong growth with record sales and robust demand in its Data Center segment, trading at reasonable valuations despite AI-driven CapEx growth, while Palantir maintains rapid sales growt…
Nvidia led the booming semiconductor market with $150.3B revenue, growing 54% driven by AI demand. The global chip market surged past $830B in 2025 and may exceed $1 trillion by 2026 due to AI expans…
NVIDIA expects continued large-scale chip orders from SpaceX and Tesla, supporting strong demand for its AI and automotive products.
NVIDIA projects over $1 trillion in AI-driven orders through 2027, supported by expanding products and strong cash flow, signaling sustained growth and innovation.
Nvidia showcased its Vera Rubin AI platform and Groq partnership with new AI inferencing chips. Despite hype, no major surprises emerged. The company's AI infrastructure deals hint at strong growth p…
Microsoft's venture fund M12 co-leads Knox Systems' $25M Series A funding round, signaling confidence in emerging tech investments.
Nvidia CEO forecasts $1 trillion in data center hardware sales by 2027, driven by strong AI demand and new AI server shipments, signaling robust growth despite geopolitical risks affecting the broade…
SpaceX merges with xAI, creating a $1.25 trillion AI-focused company aiming for a Nasdaq IPO near June. Tesla shares rose over 1% after two days of losses amid Musk’s AI ambitions and SpaceX’s growin…
Itron partners with NVIDIA to integrate AI-powered distributed intelligence into electric grids, enhancing smart grid capabilities.
Lenovo partners with NVIDIA to integrate production-scale AI in global sports, enhancing fan experience, boosting revenues, and improving operations.