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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

Anthropic pledges to cover electricity costs driven by its

Anthropic pledges to cover electricity costs driven by its AI data centers

The Verge, Tom's Hardware, and 14 more

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

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

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

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

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

Google introduces AI shopping features in Search and Gemini

Google introduces AI shopping features in Search and Gemini to monetize AI infrastructure

Bloomberg, PYMNTS

Shopify bets big on AI commerce as orders from AI search surge 15x in one year

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

Cloudflare stock surges 10% as AI agents fuel networking

Cloudflare stock surges 10% as AI agents fuel networking and security demand

CNBC, Quartz, and 2 more

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

Google offers exit packages to employees as it doubles down

Google offers exit packages to employees as it doubles down on AI-first strategy

ET, Digit

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

AI agents trigger $1 trillion software selloff as enterprise giants face existential threat

Tower Semiconductor beats profit estimates as AI chip

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

Reuters, Benzinga

China's Top Chipmaker Warns AI Chips and Data Centers Could

China's Top Chipmaker Warns AI Chips and Data Centers Could Sit Idle Amid $3 Trillion Spending

Bloomberg, Gizmodo

OpenAI deploys ChatGPT to Pentagon platform as experts warn

OpenAI deploys ChatGPT to Pentagon platform as experts warn of security and human error risks

TechRadar, Decrypt, and 1 more

Anthropic and Pentagon clash over AI safeguards as $200 million contract hangs in balance

Pentagon threatens to cut Anthropic's $200M contract over AI safety restrictions in military ops

T-Mobile builds AI Live Translation directly into network

T-Mobile builds AI Live Translation directly into network to translate phone calls in 50+ languages

CNET, The Verge, and 8 more

China's Premier Li Qiang calls for power and computing

China's Premier Li Qiang calls for power and computing resources to accelerate AI advancement

Reuters, Market Screener

ByteDance pursues AI chip manufacturing deal with Samsung amid $22 billion AI investment push

Zhipu Unveils GLM-5 Model With 744B Parameters, Intensifying Chinese AI Race With DeepSeek

Mistral AI commits $1.4 billion to build data centers in

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

Reuters, CNBC, and 4 more

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

Infosys and ExxonMobil expand partnership to tackle AI infrastructure cooling challenges

Lenovo Tech World '26 India Edition Unveils Next Generation

Lenovo Tech World '26 India Edition Unveils Next Generation AI Ecosystem and Enterprise Strategy

DT, Digit

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