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IBM to acquire Confluent for $11 billion as it bets big on enterprise AI and data streaming

AI demand triggers memory shortage crisis as Dell, Lenovo announce up to 15% price increase

Gradium Emerges from Stealth with $70M to Revolutionize Voice AI with Ultra-Low Latency Models

Anthropic prepares for massive IPO as CEO warns competitors are taking unwise AI bubble risks

IBM to acquire Confluent for $11 billion as it bets big on enterprise AI and data streaming

IBM is acquiring data streaming platform Confluent for $11 billion in cash, paying $31 per share—a 34% premium. The deal positions IBM to strengthen its enterprise AI strategy by integrating Confluent's Apache Kafka-based platform, which enables real-time data processing across hybrid cloud environments. Expected to close mid-2026, this marks IBM's largest acquisition since Red Hat.

25 Sources

AI demand triggers memory shortage crisis as Dell, Lenovo announce up to 15% price increase

The AI industry's insatiable appetite for memory chips is creating a severe computer component shortage that's driving unprecedented price increases across the tech sector. Dell and Lenovo are implementing price hikes of up to 15% for servers and 5% for PCs, while RAM prices have surged 171% year-over-year. Micron has discontinued its 30-year-old Crucial consumer brand to prioritize AI clients, signaling a fundamental shift in the hardware market that will affect everyone from gamers to smartphone users.

10 Sources

Gradium Emerges from Stealth with $70M to Revolutionize Voice AI with Ultra-Low Latency Models

Anthropic prepares for massive IPO as CEO warns competitors are taking unwise AI bubble risks

BlackRock bets on 'picks and shovels' as AI spending boom shows no signs of slowing

Meta prepares to slash metaverse budget by 30% after $70 billion in losses, pivots to AI

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Today

Qatar launches Qai, a national AI firm backed by $524 billion sovereign wealth fund

Qatar has established Qai, a new national AI firm operating under its $524 billion Qatar Investment Authority. The company will invest in AI infrastructure domestically and globally, focusing on trusted AI systems rather than building its own large language models. This positions Qatar alongside UAE and Saudi Arabia in the Gulf's intensifying AI race.

2 Sources

Yesterday

CoreWeave launches $2 billion convertible notes offering to fuel AI infrastructure expansion

AI infrastructure provider CoreWeave announced a $2 billion private offering of convertible senior notes due 2031, marking the latest in a wave of debt-fueled expansion among AI infrastructure companies. The stock dropped as much as 9% as investors weighed future dilution risks against growth potential. The move follows similar financing strategies by Nebius, IREN, and Super Micro Computer.

2 Sources

NextEra Energy locks massive AI power deals with Google and Meta, targets 15 gigawatts by 2035

NextEra Energy has secured major agreements with Google and Meta to supply power for AI data centers, announcing plans to build 15 gigawatts of new generation capacity by 2035. The deals include 2.5 GW for Meta across 13 clean energy projects and expanded partnerships with Google for gigawatt-scale data center campuses, alongside AI-powered operational platforms.

7 Sources

BlackRock bets on 'picks and shovels' as AI spending boom shows no signs of slowing

BlackRock's chief investment strategist says the AI infrastructure spending wave is far from peaking, with chipmakers, energy producers, and copper-wire manufacturers positioned as the clearest winners. Tech giants are only beginning to tap credit markets for the next wave of AI growth, with global AI capex projected to reach $5 trillion to $8 trillion by 2030.

2 Sources

IBM to acquire Confluent for $11 billion as it bets big on enterprise AI and data streaming

IBM is acquiring data streaming platform Confluent for $11 billion in cash, paying $31 per share—a 34% premium. The deal positions IBM to strengthen its enterprise AI strategy by integrating Confluent's Apache Kafka-based platform, which enables real-time data processing across hybrid cloud environments. Expected to close mid-2026, this marks IBM's largest acquisition since Red Hat.

25 Sources

07 Dec 2025

Nvidia CEO warns China's AI infrastructure advantage could reshape the global AI race

Nvidia CEO Jensen Huang highlights China's striking advantages in the AI race, from building data centers at unprecedented speeds to commanding twice the energy capacity of the US. Meanwhile, China AI models have surged from 1% to 30% of global AI usage in just one year, signaling a competitive battle for AI dominance.

3 Sources

05 Dec 2025

Apple faces unprecedented talent exodus as OpenAI and Meta raid top engineers and executives

Apple is experiencing a wave of high-profile departures as dozens of engineers and senior executives leave for OpenAI and Meta. The talent exodus includes key leaders in AI, design, and display technologies, raising concerns about Apple's ability to compete in artificial intelligence. With speculation mounting about CEO Tim Cook's retirement and potential departure of chip chief Johny Srouji, the leadership shakeup marks a critical moment for the tech giant.

5 Sources

AMD's Lisa Su dismisses AI bubble fears as chip demand surges with OpenAI deal

AMD CEO Lisa Su has emphatically rejected concerns about an AI bubble, calling such fears "somewhat overstated" at WIRED's Big Interview conference. Her comments come as AMD prepares for a massive 6-gigawatt Instinct GPU deployment with OpenAI and navigates a 15% export tax on MI308 chips bound for China.

7 Sources

AI Bust Expected Within 12 Months But Rebound Will Be Bigger Than Internet Era, Says NTT Data CEO

NTT Data Inc. CEO Abhijit Dubey warns that the AI boom is headed for a bust as enterprise demand lags behind the capital rush into AI infrastructure, creating data center overcapacity. However, he predicts the correction will be short-lived, with a bounce back much bigger than the Internet era and compressed into a shorter timeframe.

2 Sources

Moore Threads surges over 500% in blockbuster Shanghai IPO as China accelerates chip independence

Moore Threads, dubbed 'China's Nvidia,' skyrocketed over 500% in its Shanghai trading debut after raising $1.1 billion. Founded by ex-Nvidia executive James Zhang, the Chinese chipmaker's explosive market entry reflects Beijing's aggressive push for semiconductor independence amid tightening US export controls on advanced AI chips.

6 Sources

OpenAI NextDC strike $4.6 billion deal to build massive AI data centre in Sydney

ChatGPT maker OpenAI and Australian data centre operator NextDC have signed a memorandum of understanding to develop a $7 billion AI campus in western Sydney. The hyperscale facility will house a GPU supercluster, run entirely on renewable energy, and create thousands of jobs during construction and operation.

4 Sources

AMD confirms it will pay 15% tax to resume AI chip shipments to China under Trump deal

AMD CEO Lisa Su announced the company has secured U.S. export licenses to ship MI308 AI chips to China and is prepared to pay a 15% tax on these exports. The move follows a Trump administration deal with AMD and Nvidia, though China is simultaneously pushing state-funded data centers to adopt domestically produced AI chips instead of foreign silicon.

3 Sources

04 Dec 2025

UiPath beats Q3 expectations with first profitable quarter as AI orchestration gains traction

UiPath delivered its first GAAP profitable quarter with revenue of $411 million, up 16% year-over-year, surpassing Wall Street expectations. The business automation software company is doubling down on agentic AI orchestration, positioning its Maestro platform as the critical layer that coordinates AI-powered agents with traditional automation to deliver enterprise value.

3 Sources

Meta prepares to slash metaverse budget by 30% after $70 billion in losses, pivots to AI

Meta is planning to cut its metaverse budget by up to 30 percent as early as January 2026, affecting Reality Labs units working on Quest VR headsets and Horizon Worlds. After accumulating over $70 billion in losses since 2020, Mark Zuckerberg is redirecting investments toward AI-powered smart glasses and wearables, where Meta Ray-Bans have exceeded internal sales targets.

11 Sources

RAM Prices Explode 240% as AI Data Centers Create Global Memory Shortage Crisis

Consumer RAM prices have surged over 240% on Amazon as AI data centers consume massive quantities of DRAM chips. Samsung, SK Hynix, and Micron—controlling 95% of global production—are prioritizing AI demand over consumer devices. The crisis could last until 2028 and impact pricing for laptops, smartphones, and gaming consoles.

2 Sources

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