/AI Compute

Older Stories

Big Tech AI spending surges past $725 billion as Meta, Alphabet and Microsoft raise forecasts

Apple warns memory costs will rise sharply as global chip shortage hits iPhone and MacBook Neo

Big Tech AI spending surges past $725 billion as Meta, Alphabet and Microsoft raise forecasts

Samsung warns memory shortage will intensify through 2027 as AI demand outpaces chip supply

Nvidia loses entire China market as Huawei AI chip sales surge 60% to $12 billion

US orders chip equipment companies to halt shipments to Hua Hong over advanced AI chip concerns

OpenAI reaches 10GW capacity milestone early as Stargate strategy shifts from ownership to leasing

SoftBank plans $100B IPO for Roze AI, a robotics company designed to automate data center builds

OpenAI CFO says vertical wall of demand drives growth, not revenue target misses

Greg Brockman says AI writes 80% of OpenAI's code, but productivity claims face scrutiny

Amazon Web Services posts fastest growth in 15 quarters as AI demand fuels cloud sales jump

Microsoft adds $25 billion to AI spending as chip costs surge and cloud demand accelerates

Microsoft shifts to usage-based pricing as AI agents drive $82.9 billion quarterly revenue

Google signals ads may come to Gemini app as AI monetization pressures mount across industry

Nvidia loses entire China market as Huawei AI chip sales surge 60% to $12 billion

Nvidia B300 servers hit $1 million in China as US export restrictions tighten supply