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

The biggest US tech firms now plan to spend up to $725 billion this year on AI infrastructure, with Meta, Alphabet, and Microsoft all raising their capital expenditure guidance. Meta increased its spending ceiling to $145 billion, citing higher memory costs, while investor skepticism sent its stock down 6% despite strong revenue growth.

Business24 sources

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

Business24 sources

Drone strikes on data centers force Big Tech to pause Middle East AI infrastructure projects

A major data center developer has halted all Middle East investments after Iranian drone and missile strikes damaged facilities across the Gulf region. Pure Data Centre Group paused projects following shrapnel damage to its Abu Dhabi campus, while Amazon Web Services lost an estimated $150 million after waiving customer charges for an entire month. The attacks are forcing tech companies to rethink trillion-dollar plans for AI and cloud infrastructure in the region.

Business2 sources

Drone strikes on data centers force Big Tech to pause Middle East AI infrastructure projects

Business2 sources

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

The US Department of Commerce has directed chip equipment suppliers including Lam Research, Applied Materials, and KLA to stop shipping tools to Hua Hong facilities developing 7-nanometer chipmaking capabilities. The move targets China's second-largest chipmaker as it prepares to produce artificial intelligence chips, potentially costing US suppliers billions while escalating tech tensions ahead of the Trump-Xi summit in May.

Policy2 sources

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

Policy2 sources

LG Electronics and Nvidia explore AI collaboration across robotics, data centres, and mobility

LG Electronics and Nvidia are in talks over potential AI collaboration spanning robotics, AI data centres, and mobility solutions. The discussions follow a visit by Madison Huang, Nvidia's senior director for physical AI platforms, to LG's Seoul headquarters where CEO Ryu Jae-cheol attended the meeting directly.

Technology3 sources

LG Electronics and Nvidia explore AI collaboration across robotics, data centres, and mobility

Technology3 sources

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

Nvidia CEO Jensen Huang reveals the company now holds zero market share in China's AI accelerator market, down from 66% in 2024. Huawei fills the void with its Ascend 950 chips, expecting $12 billion in revenue this year as US export controls drive Chinese tech firms toward domestic alternatives. The shift highlights how regulatory barriers are reshaping the global AI hardware landscape.

Business10 sources

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

Business10 sources

Asian Suppliers Surge to 90% of Nvidia's Production Costs as Physical AI Drives New Rally

Nvidia's expansion into physical AI has intensified its reliance on Asian partners, with Asian suppliers now accounting for 90% of production costs compared to 65% last year. The shift extends beyond semiconductors into robotics and autonomous systems, triggering stock rallies across the region as companies from LG Electronics to Taiwan's Nanya Technology benefit from deepening partnerships with the chip giant.

Business4 sources

Asian Suppliers Surge to 90% of Nvidia's Production Costs as Physical AI Drives New Rally

Business4 sources

SanDisk and Western Digital crush forecasts as AI demand fuels explosive data storage growth

Memory chip maker SanDisk reported revenue that more than tripled to $5.95 billion, while securing long-term contracts worth at least $42 billion to counter volatile price cycles. The company announced a $6 billion buyback as AI systems drive unprecedented demand for NAND storage memory. Western Digital also beat estimates, with both companies signaling that enterprise spending on artificial intelligence infrastructure remains robust despite investor concerns.

Business13 sources

SanDisk and Western Digital crush forecasts as AI demand fuels explosive data storage growth

Business13 sources

Nvidia releases Nemotron 3 Nano Omni with 30B params for edge AI agents and multimodal tasks

Nvidia launched Nemotron 3 Nano Omni, an open-weight multimodal AI model that unifies vision, audio, and language understanding in a single architecture. With 30 billion parameters but only 3 billion active per inference, the model delivers 9x higher throughput than comparable models while running on a single GPU. Early adopters include Foxconn, Palantir, and H Company, with Dell, Oracle, and Infosys evaluating it for production deployment.

Technology6 sources

Nvidia releases Nemotron 3 Nano Omni with 30B params for edge AI agents and multimodal tasks

Technology6 sources

Neurable licenses BCI technology to flood consumer wearables with brain-scanning capabilities

Boston-based BCI startup Neurable announced it's licensing its non-invasive brain-scanning technology to consumer wearables manufacturers. The company, which raised $35 million in December, is transitioning from direct hardware partnerships to a licensing platform model that could integrate mind-reading tech into headphones, glasses, hats, and headbands across gaming, health, and productivity sectors.

Technology2 sources

Neurable licenses BCI technology to flood consumer wearables with brain-scanning capabilities

Technology2 sources

Nvidia signs record Bengaluru office lease as India AI push accelerates

Nvidia has secured 760,000 square feet of office space in Bengaluru through a 10-year lease valued at over INR 12 billion, marking India's largest single-tenant office commitment to date. The deal nearly doubles the chipmaker's footprint in India to over 1.13 million square feet across six cities, signaling a long-term bet on India's engineering talent to meet surging global AI demand.

Business2 sources

Nvidia signs record Bengaluru office lease as India AI push accelerates

Business2 sources

SpaceX and AMD race to deploy AI in space as orbital data centers tackle Earth's energy crisis

SpaceX unveiled plans to launch one million satellites for orbital data centers, while AMD positions open platforms as essential for AI development in space. The shift addresses mounting concerns over terrestrial data center energy consumption, with companies like Google and Blue Origin joining the race. Edge computing enables satellites to process data locally, reducing latency and enhancing mission autonomy for defense, climate monitoring, and space exploration.

Technology5 sources

SpaceX and AMD race to deploy AI in space as orbital data centers tackle Earth's energy crisis

Technology5 sources

Google DeepMind's Decoupled DiLoCo transforms distributed AI training with resilient architecture

Google DeepMind unveiled Decoupled DiLoCo, a new architecture that trains AI models across geographically distant data centers without tight synchronization. The system maintains 90% efficiency even during hardware failures by dividing training into decoupled compute islands with asynchronous data flow, addressing a critical challenge as frontier models scale.

Technology2 sources

Google DeepMind's Decoupled DiLoCo transforms distributed AI training with resilient architecture

Technology2 sources

Nvidia exec says AI is more expensive than human workers as compute costs explode across tech

A senior Nvidia executive reveals that AI compute costs now exceed employee salaries, challenging assumptions about AI replacing workers. Uber has already exhausted its 2026 AI budget due to soaring token costs, while companies grapple with whether massive AI spending will deliver long-term automation gains or prove an expensive misstep.

Business8 sources

Nvidia exec says AI is more expensive than human workers as compute costs explode across tech

Business8 sources

Intel driver update enables 93% system memory allocation to iGPUs for larger AI models

Intel released a new driver for Arc Pro GPUs that allows users to allocate up to 93% of system RAM to integrated GPUs, up from the previous 87% limit. This memory allocation breakthrough enables users to run substantially larger Large Language Models on affordable hardware without hitting memory capacity constraints.

Technology2 sources

Intel driver update enables 93% system memory allocation to iGPUs for larger AI models

Technology2 sources

Intel demonstrates on-device AI shift with BharatGPT running offline on next-gen AI PCs

Intel's AI PC Innovation Day in Bengaluru showcased a fundamental shift in computing: moving AI workloads from cloud to device. The event highlighted BharatGPT Mini 2 running entirely offline on Intel Core Ultra processors, emphasizing privacy, speed, and accessibility for diverse markets like India where connectivity and language support remain critical factors.

Technology2 sources

Intel demonstrates on-device AI shift with BharatGPT running offline on next-gen AI PCs

Technology2 sources

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