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Blackstone backs Neysa with $1.2B as India scales AI

Blackstone backs Neysa with $1.2B as India scales AI infrastructure to meet surging demand

TechCrunch, SiliconANGLE, and 1 more

Nvidia CEO Jensen Huang pulls out of India AI summit as

Nvidia CEO Jensen Huang pulls out of India AI summit as tech leaders gather in New Delhi

Reuters, Benzinga

AI Disruption Fears Tank US Stocks While Asian Chipmakers

AI Disruption Fears Tank US Stocks While Asian Chipmakers Surge 12% on Hardware Demand

Bloomberg, ET

AI Fears Trigger Historic Stock Market Sell-Offs as New Tools Spark Disruption Concerns

Indian IT Stocks Lose $56 Billion as AI Disruption Fears Test Sector's Resilience

Applied Materials projects 20% semiconductor equipment

Applied Materials projects 20% semiconductor equipment growth as AI demand fuels record results

Reuters, SiliconANGLE, and 1 more

OpenAI launches Codex-Spark on Cerebras chips, marking

OpenAI launches Codex-Spark on Cerebras chips, marking first move away from Nvidia hardware

Ars Technica, TechCrunch, and 12 more

Microsoft pushes for AI self-sufficiency as it builds in-house models to reduce OpenAI dependence

OpenAI faces California AI safety law violations over high-risk GPT-5.3-Codex release

NVIDIA Blackwell Ultra slashes AI inference costs by 35x

NVIDIA Blackwell Ultra slashes AI inference costs by 35x while delivering 50x better performance

NVIDIA, VentureBeat, and 4 more

DRAM Shortage Fueled by AI Boom Sends Laptop Prices Soaring Through 2028

Western Digital's 970% surge reveals AI's hidden storage crisis as hyperscalers lock in supply

Microsoft pushes for AI self-sufficiency as it builds

Microsoft pushes for AI self-sufficiency as it builds in-house models to reduce OpenAI dependence

Quartz, Seeking Alpha, and 1 more

Microsoft Copilot reaches 15 million paid seats, but only 3.3% of users are actually paying

Microsoft AI chief predicts artificial intelligence will automate most white-collar jobs in 18 months

Nebius Group capex jumps to $2.1 billion as AI cloud firm

Nebius Group capex jumps to $2.1 billion as AI cloud firm expands GPU and data center footprint

ET, Market Screener

NeevCloud and Agnikul Cosmos to Launch India's First AI

NeevCloud and Agnikul Cosmos to Launch India's First AI Data Centre in Space by 2027

ET, DT, and 2 more

Anthropic pledges $20 million to back candidates favoring

Anthropic pledges $20 million to back candidates favoring AI regulation and safety measures

Bloomberg, CNBC, and 8 more

AI Safety Concerns Drive Wave of Resignations as Researchers Warn of Existential Threats

Blackstone boosts stake in Anthropic to $1 billion as AI startup hits $350 billion valuation

Lenovo warns of PC shipment pressure as memory shortage

Lenovo warns of PC shipment pressure as memory shortage hits despite record AI server revenue

Bloomberg, TechRadar, and 3 more

Taiwan's AI-powered economy hits 8.6% growth as bubble

Taiwan's AI-powered economy hits 8.6% growth as bubble fears and China threats loom large

AP, Fortune

Cisco Raises Revenue Forecast as Hyperscaler AI Demand

Cisco Raises Revenue Forecast as Hyperscaler AI Demand Drives $2.1B in Infrastructure Orders

Reuters, Diginomica, and 2 more

GlobalFoundries beats estimates, bets big on Physical AI as

GlobalFoundries beats estimates, bets big on Physical AI as data center chips fuel growth

Reuters, Benzinga

Aehr Test Systems stock surges 33% on next-generation AI

Aehr Test Systems stock surges 33% on next-generation AI processor production order win

Benzinga, Motley Fool, and 1 more

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