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Agentic AI Costs Set to Balloon Fivefold by 2028 as Inference Paradox Takes Hold

Gartner predicts AI inference costs per agentic workflow will surge more than fivefold through 2028, driven by increasingly complex token consumption. Despite falling foundation model prices, the cost of implementing agentic AI systems continues to climb as businesses adopt resource-intensive multistep workflows that far exceed simple chatbots in expense.

Business3 sources

Agentic AI Costs Set to Balloon Fivefold by 2028 as Inference Paradox Takes Hold

Business3 sources

Alibaba's Profit Plunges 75% as $10 Billion AI Spending Surge Powers 45% Cloud Revenue Growth

Alibaba reported a 75% drop in quarterly profit to $1.54 billion as AI infrastructure investments reached $9.98 billion. Despite the profit hit, the company's cloud revenue grew 45% year-over-year to $7.14 billion, driven by surging demand for AI products and the company's strategic shift toward self-developed chips.

Business23 sources

Alibaba's Profit Plunges 75% as $10 Billion AI Spending Surge Powers 45% Cloud Revenue Growth

Business23 sources

AI Investment Focus Shifts From Spending Spree to Identifying Long-Term Winners in $1.1 Trillion Race

Big Tech's AI investment strategy is evolving as hyperscalers like Microsoft, Amazon and Google emerge as potential long-term AI winners. After pouring $1.1 trillion into AI infrastructure since 2023, investors now focus on which companies can sustain profit growth beyond current capacity constraints, shifting from concerns about AI spending to identifying sustainable returns.

Business3 sources

AI Investment Focus Shifts From Spending Spree to Identifying Long-Term Winners in $1.1 Trillion Race

Business3 sources

Rising Token Costs Force Enterprises to Rethink AI Economics in 2026

Enterprise AI spending has hit a critical inflection point as token costs become a boardroom priority. Organizations are rethinking AI economics, with mentions of token costs in corporate documents nearly tripling since January. Companies now face tough choices about balancing cloud-based AI with local inference to control escalating expenses while maintaining performance and security.

Business9 sources

Rising Token Costs Force Enterprises to Rethink AI Economics in 2026

Business9 sources

OpenAI Fights Back in AI Competition as Revenue Hits $40B, Anthropic Maintains Lead at $47B

The AI competition between OpenAI and Anthropic intensifies as new data reveals OpenAI's annualized revenue exceeds $40 billion with 20% month-over-month growth in July. Despite Anthropic's $47 billion revenue lead and 44% market share among business users, OpenAI is gaining ground through new privacy features and enterprise products.

Business15 sources

OpenAI Fights Back in AI Competition as Revenue Hits $40B, Anthropic Maintains Lead at $47B

Business15 sources

Lam Research to Invest Over $3 Billion in Global R&D Labs to Speed Up AI Chip Development

Chipmaking equipment supplier Lam Research announced a $3 billion-plus investment over five years to expand its global R&D laboratory network. The move aims to boost experimental capacity by over 50% and accelerate semiconductor innovation driven by AI chips. CEO Tim Archer emphasized that the AI era demands faster development cycles for new chip architectures and materials.

Business4 sources

Lam Research to Invest Over $3 Billion in Global R&D Labs to Speed Up AI Chip Development

Business4 sources

Nokia Stock Surges 8.7% as AI Technology Orders Reach 6.3 Times Quarterly Revenue

Nokia stock jumped 8.7% to $10.27 after revealing AI technology orders grew to 6.3 times its AI and Cloud segment revenue, with €2.8 billion in new orders. Bank of America raised its price target to $18.50 while SEB Equities upgraded to Buy, citing strong structural demand for network infrastructure supporting AI data centers.

Business2 sources

Nokia Stock Surges 8.7% as AI Technology Orders Reach 6.3 Times Quarterly Revenue

Business2 sources

Nvidia's AI Moat Shifts to Capital as Big Short Investors Sound Alarm on $3 Trillion Bubble

Nvidia announced $500 billion in AI chip financing and $105 billion support for OpenAI's Ohio data center as its competitive edge shifts from technology to capital deployment. Meanwhile, Michael Burry and Steve Eisman warn of mounting financial risks from off-balance-sheet commitments and dependence on OpenAI and Anthropic.

Business14 sources

Nvidia's AI Moat Shifts to Capital as Big Short Investors Sound Alarm on $3 Trillion Bubble

Business14 sources

IREN Outpaces CoreWeave on Revenue Efficiency, Delivers First Microsoft AI Data Center

IREN topped AI infrastructure providers with $40 million contracted revenue per megawatt, ahead of CoreWeave's $28 million. The company delivered Horizon 1, its first 50-megawatt AI cloud deployment to Microsoft under a five-year, $9.7 billion contract, while earning Nvidia Exemplar Cloud status on GB300 NVL72.

Technology6 sources

IREN Outpaces CoreWeave on Revenue Efficiency, Delivers First Microsoft AI Data Center

Technology6 sources

AI Boom Drives UK Economy Growth as Tech Sector Contributes Nearly Half of Q2 Expansion

Britain's economy posted 0.4% growth in Q2 2026, with the AI boom fueling nearly half the expansion through the information and communications sector. Computer programming output surged 3.7% while hardware investment hit £22.1 billion, signaling AI's measurable economic impact as Prime Minister Andy Burnham prioritizes tech sovereignty.

Business4 sources

AI Boom Drives UK Economy Growth as Tech Sector Contributes Nearly Half of Q2 Expansion

Business4 sources

Nvidia A100 GPUs Defy Depreciation as CoreWeave Signs Contracts Through 2029

CoreWeave has committed to renting Nvidia A100 GPUs through 2029, extending the Ampere-based chip's lifespan to nine years. Power constraints and legacy infrastructure limitations are keeping older AI GPUs profitable, challenging assumptions about rapid hardware deprecation in AI.

Business4 sources

Nvidia A100 GPUs Defy Depreciation as CoreWeave Signs Contracts Through 2029

Business4 sources

Fermi Appoints Lee McIntire as New CEO to Lead 6.0 GW AI Nuclear Campus in Amarillo, Texas

AI nuclear power firm Fermi has appointed Lee McIntire, former TerraPower and CH2M Hill CEO, as its new chief executive over three months after firing co-founder Toby Neugebauer. McIntire will oversee Project Matador, a 6.0 GW nuclear-powered AI campus in Amarillo, Texas that recently secured TensorWave as its first customer.

Business2 sources

Fermi Appoints Lee McIntire as New CEO to Lead 6.0 GW AI Nuclear Campus in Amarillo, Texas

Business2 sources

Cisco AI infrastructure orders hit $9.3 billion as hyperscalers fuel AI-driven growth

Cisco reported Q4 revenue of $17.25 billion, surpassing Wall Street estimates as hyperscalers placed $4 billion in AI infrastructure orders during the quarter. The networking giant forecasts fiscal 2027 revenue between $72.2 billion and $73.4 billion, well above analyst expectations, signaling confidence in sustained AI spending despite stock decline on margin concerns.

Business16 sources

Cisco AI infrastructure orders hit $9.3 billion as hyperscalers fuel AI-driven growth

Business16 sources

AI Stocks Rally as CoreWeave and Super Micro Report Surging Demand for AI Infrastructure

CoreWeave and Super Micro Computer shares surged to multi-month highs after both AI infrastructure companies reported strong quarterly results and raised annual forecasts. The upbeat earnings fueled optimism over AI stocks despite ongoing geopolitical tensions, with chipmakers and data center operators gaining on signs of sustained AI buildout.

Business8 sources

AI Stocks Rally as CoreWeave and Super Micro Report Surging Demand for AI Infrastructure

Business8 sources

SpaceX AI Revenue Could Eclipse Rockets by September, Reach $500 Billion by 2027, Elon Musk Claims

Elon Musk told SpaceX employees that AI revenue will surpass all other company income by September, positioning the rocket maker as an AI infrastructure giant. With $2.56 billion in AI revenue last quarter, SpaceX aims for $300-500 billion annually by 2027 through compute sales and the $60 billion Cursor acquisition.

Business12 sources

SpaceX AI Revenue Could Eclipse Rockets by September, Reach $500 Billion by 2027, Elon Musk Claims

Business12 sources

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