Meta stock sinks as AI spending surge spooks investors
Zuckerberg’s superintelligence dream rattles Wall Street
Meta’s record revenue couldn’t stop its shares from tumbling after the company warned that its AI ambitions would come with a colossal bill.
Microsoft struggles to keep up with AI and cloud demand
Redmond giant’s capacity crunch boosts profits
Software King of the World Microsoft is swimming in AI money but running short on the servers to handle it.
Nvidia first company to hit $5 trillion
Huang’s outfit worth more than entire S&P sectors
Nvidia just became the first company in history to smash through the $5 trillion mark, proving that the AI hype train shows no sign of slowing down.
Google rides AI wave to record-breaking quarter
Cloud and ad growth push revenues to new highs as AI costs soar
Google’s parent Alphabet is swimming in cash after the AI tide lifted its cloud and ad businesses to record levels.
Apple ships AI servers early
Unlikely to be as good as Nvidia
The Fruity Cargo Cult Apple has started shipping artificial intelligence servers from its new Houston plant months earlier than expected.
Samsung’s Exynos 2600 to outpace Qualcomm’s next flagship chip
2nm Exynos could give the Galaxy S26 a head start
Samsung’s next top-tier mobile processor, the Exynos 2600, is tipped to be built on the company’s own 2nm fabrication process, putting it ahead of Qualcomm’s upcoming Snapdragon 8 Elite Gen 5, which is being produced on TSMC’s 3nm node.
Nvidia links quantum and GPU computing with NVQLink
17 quantum builders and nine US labs join forces
Nvidia has lifted the kimono on NVQLink, a new open system architecture that connects quantum processors directly to potentially dead or alive cat powered GPU supercomputers to power the next wave of quantum-classical research.
OpenAI flips to for profit company
Microsoft stake hits 27 per cent
OpenAI has junked its oddball structure for a plain-vanilla corporation and, in the process, helped Microsoft waft above a $4 trillion valuation.
Nvidia boss appears to go all MAGA
Huang praises Trump, touts US-made GPUs and signs a billion-dollar buddy list
Nvidia chief executive Jensen Huang took to the stage in Washington for the company’s first-ever technology conference in the US capital and turned the whole thing into something a little more MAGA than before.
Agentic AI revamps insurance customer service
Customers still want humans
Agentic AI is transforming customer service in the insurance world by delivering fast, intelligent responses while still leaning on human backup to keep everything from going off the rails.