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06 Feb 2026

Intel and AMD face severe CPU shortages as AI demand strains global chip supply chain

Intel and AMD are warning Chinese customers of major server CPU supply constraints, with delivery delays stretching up to six months. The AI infrastructure boom is driving unprecedented demand for traditional computing components, pushing Intel's server chip prices up more than 10% in China. Supply constraints stem from manufacturing challenges and TSMC's prioritization of AI chips.

5 Sources

Amazon unveils $200 billion AI spending plan as shares plunge on investor concerns over returns

Amazon announced plans to spend $200 billion on AI infrastructure in 2026, a 50% jump from last year's $131 billion and far exceeding Wall Street's $150 billion estimate. The massive capital expenditure sparked investor concerns about profitability, sending shares down as much as 11% in after-hours trading despite strong AWS revenue growth of 24%.

20 Sources

Atlassian maintains margins with 5M Rovo users as CEO defends AI strategy amid stock decline

Atlassian CEO Mike Cannon-Brookes told investors the company can scale its Rovo agentic AI offering to five million users without inflating AI costs or hurting margins. Despite shares falling 70% over twelve months and $826 million in quarterly R&D spending, the CEO insists AI strengthens rather than threatens the collaborationware giant's business model.

2 Sources

Reddit AI ad sales drive revenue forecast above Wall Street estimates as platform attracts marketers

Reddit forecast first-quarter revenue between $595 million and $605 million, surpassing analyst expectations of $577.2 million. The social media platform credits AI-powered enhancements to its advertising platform for attracting more marketers. The company also announced its first share repurchase program of up to $1 billion while reporting fourth-quarter revenue of $726 million, up 70% year-over-year.

3 Sources

AI disruption risk reshapes stock market as software stocks tumble while hardware firms surge

The stock market is experiencing a dramatic split as AI developments separate winners from losers. Software stocks have plummeted 15% since late January, with investors shorting companies vulnerable to AI disruption. Meanwhile, hardware firms and chipmakers are surging on massive capital spending commitments. The shift reveals growing investor concern over AI's ability to upend traditional business models across industries from legal services to wealth management.

21 Sources

05 Feb 2026

Forgent Power hits $8 billion valuation in NYSE debut as AI infrastructure demand accelerates

Forgent Power debuted on the New York Stock Exchange with a nearly $8 billion valuation, signaling strong investor appetite for AI infrastructure despite market concerns. The company designs electrical distribution equipment for data centers and raised $1.51 billion through its IPO, pricing 56 million shares at $27 each amid significant market volatility.

2 Sources

AI ads flooded Super Bowl 2026, but quality concerns and bubble fears cast shadows over the hype

Super Bowl 2026 featured 10 AI advertisements as tech giants and startups spent up to $10 million per 30-second spot to reach 127 million viewers. But the heavy use of AI-generated commercials drew criticism for poor quality, with brands like Svedka and Artlist producing entirely AI-created spots that many viewers labeled as 'slop.' The saturation has sparked comparisons to previous tech bubbles.

8 Sources

Nvidia delays next-gen graphics cards until 2028 as AI chips take priority over gaming GPUs

Nvidia is pushing back its RTX 6000 graphics cards to 2028, marking a three-year gap without new gaming GPU releases. The delay stems from a global memory shortage fueled by AI data center demand, forcing the company to prioritize its lucrative AI chips over consumer gaming products. With gaming GPUs now representing just 8% of Nvidia's revenue compared to 35% in 2022, PC gamers face extended waits and rising prices.

6 Sources

Lagarde says AI investment boom will take time to deliver productivity gains across Europe

European Central Bank President Christine Lagarde acknowledged that AI investment is fueling a surge in private-sector spending across the euro zone, particularly in information communication technology and data center infrastructure. However, she cautioned that realizing meaningful productivity gains from this AI-driven spending will require patience as the region navigates how artificial intelligence impacts both economic growth and inflation.

2 Sources

TSMC to produce cutting-edge 3nm AI chips in Japan as demand from tech giants soars

Taiwan's TSMC announced plans to manufacture advanced 3-nanometer semiconductors at its second Kumamoto factory in Japan, a significant upgrade from initial plans. The move addresses bottlenecked production capacity driven by surging AI demand from customers like Nvidia, while also reflecting geopolitical considerations as the chipmaker diversifies beyond Taiwan.

3 Sources

One-Third of Consumers Reject AI on Devices, Citing Lack of Need Over Misunderstanding

A new Circana report reveals a significant disconnect with public sentiment as 35% of consumers reject AI on their devices. The primary reason isn't complexity—two-thirds say they simply don't need AI functionality. Privacy concerns and potential costs of AI also drive resistance, with 59% of AI-skeptics worried about personal data security and 43% unwilling to pay more for features they don't want.

3 Sources

AI Slump Wipes $62 Billion from Tech Billionaires as Software Stocks Crater

Software billionaires have lost at least $62 billion this year as fears surrounding artificial intelligence trigger a massive selloff. Larry Ellison dropped nearly $40 billion while AppLovin's CEO Adam Foroughi saw his fortune plunge from $27 billion to $17.3 billion. The crash accelerated after Anthropic released an AI tool that automates legal work, sparking $285 billion in market losses.

3 Sources

Alphabet sidesteps investor questions on Google Apple AI deal worth $1 billion annually

Alphabet declined to answer investor questions about its AI partnership with Apple during Wednesday's Q4 earnings call, leaving the financial implications of the $1 billion deal unclear. While Google pays Apple $20 billion annually for search default status, the AI collaboration's monetization path remains uncertain as the company experiments with ads in AI Mode.

3 Sources

04 Feb 2026

Alphabet doubles AI spending to $185B, sells $20B bonds and rare 100-year notes to fund buildout

Google's parent company Alphabet is doubling down on artificial intelligence with capital expenditure reaching up to $185 billion this year—roughly double last year's total. To finance this unprecedented AI infrastructure buildout, the company sold $20 billion in dollar bonds and is issuing rare 100-year sterling bonds, the first by a tech company since the 1990s.

43 Sources

Cerebras Systems raises $1B at $23B valuation as Benchmark doubles down with $225M investment

AI chipmaker Cerebras Systems secured $1 billion in fresh capital at a $23 billion valuation, nearly tripling its worth in just four months. The funding round, led by Tiger Global, included a massive $225 million commitment from early backer Benchmark Capital, which created special infrastructure funds specifically for the investment. The raise positions Cerebras to compete more aggressively with Nvidia following its recent $10 billion OpenAI partnership.

7 Sources

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