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Bloom Energy stock surges 400% as AI data centers scramble

Bloom Energy stock surges 400% as AI data centers scramble for faster power solutions

Axios, Benzinga

SpaceX pushes AI data centers into orbit as Musk predicts

SpaceX pushes AI data centers into orbit as Musk predicts space will beat Earth in 36 months

TechCrunch, FT, and 4 more

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Elon Musk merges SpaceX with xAI to build AI data centers in space, creating $1.25 trillion entity

Semiconductor sales set to hit $1 trillion in 2026 as AI

Semiconductor sales set to hit $1 trillion in 2026 as AI demand fuels historic industry growth

Tom's Hardware, Reuters, and 1 more

Apple signals serious push into AI devices as Tim Cook

Apple signals serious push into AI devices as Tim Cook teases new product categories

Gizmodo, Macworld

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Apple's Siri AI upgrade hits another snag, pushing key features to late 2026 or beyond

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Apple Opens CarPlay to Third-Party AI Chatbots Including ChatGPT, Gemini, and Claude

Tesla launches AI training center in China, a critical

Tesla launches AI training center in China, a critical breakthrough for Full Self-Driving

Electrek, Investing.com

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Waymo taps Google's Genie 3 to simulate tornadoes, elephants, and extreme edge cases

MediaTek Dimensity 9500s to power OPPO Find X9s and new

MediaTek Dimensity 9500s to power OPPO Find X9s and new POCO phone in India

FoneArena, Digit

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TSMC to produce cutting-edge 3nm AI chips in Japan as demand from tech giants soars

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Nvidia delays next-gen graphics cards until 2028 as AI chips take priority over gaming GPUs

Wistron Chairman Dismisses AI Bubble Fears, Projects Strong

Wistron Chairman Dismisses AI Bubble Fears, Projects Strong Growth Through 2027

Reuters, ET, and 1 more

Intel and AMD face severe CPU shortages as AI demand

Intel and AMD face severe CPU shortages as AI demand strains global chip supply chain

Tom's Hardware, PC Gamer, and 3 more

Forgent Power hits $8 billion valuation in NYSE debut as AI

Forgent Power hits $8 billion valuation in NYSE debut as AI infrastructure demand accelerates

Reuters, Market Screener

Nvidia delays next-gen graphics cards until 2028 as AI

Nvidia delays next-gen graphics cards until 2028 as AI chips take priority over gaming GPUs

PC Magazine, Engadget, and 4 more

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Infineon ramps up investment by €500M as AI data centers fuel unprecedented chip demand growth

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Cerebras Systems raises $1B at $23B valuation as Benchmark doubles down with $225M investment

Minisforum unveils AI X1 Pro-470 mini PC with Ryzen AI 9 HX

Minisforum unveils AI X1 Pro-470 mini PC with Ryzen AI 9 HX 470 for on-device AI acceleration

Guru3D, Geeky Gadgets

Lagarde says AI investment boom will take time to deliver

Lagarde says AI investment boom will take time to deliver productivity gains across Europe

Bloomberg, Investing.com

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Big Tech AI Race Pushes Capital Expenditures to $650 Billion as Investor Pressure Mounts

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Alphabet doubles AI spending to $185B, sells $20B bonds and rare 100-year notes to fund buildout

TSMC to produce cutting-edge 3nm AI chips in Japan as

TSMC to produce cutting-edge 3nm AI chips in Japan as demand from tech giants soars

AP, Wccftech, and 1 more

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Infineon ramps up investment by €500M as AI data centers fuel unprecedented chip demand growth

/

Germany Opens €1 Billion AI Data Center to Boost Digital Sovereignty and Industrial AI

Nvidia Must Accept Strict Licensing Terms for H200 AI Chip

Nvidia Must Accept Strict Licensing Terms for H200 AI Chip Sales to China, Lutnick Says

Bloomberg, Reuters, and 7 more

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Nvidia's $100 billion OpenAI investment shrinks to $20 billion as chip tensions surface

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Trump UAE deal grants access to 500,000 AI chips after $500M crypto investment raises concerns

Google Gemini reaches 750 million users as Gemini 3 launch

Google Gemini reaches 750 million users as Gemini 3 launch drives explosive growth

TechCrunch, Gizmodo, and 1 more

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Alphabet doubles AI spending to $185B, sells $20B bonds and rare 100-year notes to fund buildout

/

Big Tech AI Race Pushes Capital Expenditures to $650 Billion as Investor Pressure Mounts

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