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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

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

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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

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

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

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

Infosys and ExxonMobil expand partnership to tackle AI

Infosys and ExxonMobil expand partnership to tackle AI infrastructure cooling challenges

ET, Benzinga

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Microsoft tests superconductors to shrink data centers and tackle AI power demands

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Mistral AI commits $1.4 billion to build data centers in Sweden, marking Europe's AI autonomy push

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

Aurora triples driverless truck network with software

Aurora triples driverless truck network with software update enabling 1,000-mile nonstop routes

The Verge, InsideEVs

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Waymo's sixth-generation robotaxi is ready for passengers and built for high-volume production

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

Meta breaks ground on $10 billion Indiana data center to

Meta breaks ground on $10 billion Indiana data center to accelerate AI infrastructure buildout

Bloomberg, Reuters, and 2 more

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Big Tech's $660 Billion AI Boom Gamble: Why Amazon and Meta Are Spending More Than They Earn

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Trump Administration Pushes Tech Firms to Sign AI Data Center Compact on Grid Costs

EssilorLuxottica sells 7 million AI glasses in 2025,

EssilorLuxottica sells 7 million AI glasses in 2025, tripling sales as Meta partnership surges

Bloomberg, CNBC

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

Tower Semiconductor beats profit estimates as AI chip

Tower Semiconductor beats profit estimates as AI chip demand fuels $920M silicon photonics push

Reuters, Benzinga

Elon Musk reveals xAI plans for moon factory with giant

Elon Musk reveals xAI plans for moon factory with giant satellite catapult amid co-founder exits

TechCrunch, CNET, and 8 more

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Half of xAI's founding team exits as Elon Musk calls departures necessary reorganization

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