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Key PlayersNVIDIA, AWS, CoreWeave

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Cohere beats $240M revenue target with 50% growth, setting stage for IPO against OpenAI

Canadian AI startup Cohere hit $240 million in annual recurring revenue in 2025, exceeding its $200 million target with over 50% quarter-over-quarter growth. The enterprise-focused company now eyes a public market debut, potentially competing with OpenAI and Anthropic for investor attention in what could be a crowded AI IPO market.

Business3 sources

Cohere beats $240M revenue target with 50% growth, setting stage for IPO against OpenAI

Business3 sources

Bill Ackman bets $2 billion on Meta's AI investment despite Wall Street's growing concerns

Hedge fund billionaire Bill Ackman has taken a nearly $2 billion stake in Meta, representing 10 percent of Pershing Square's capital. The contrarian bet comes as Wall Street grows anxious over Meta's ballooning AI-related capital expenditures, which could reach $135 billion this year. Ackman believes the market undervalues Meta's long-term AI potential.

Business2 sources

Bill Ackman bets $2 billion on Meta's AI investment despite Wall Street's growing concerns

Business2 sources

Misconfigured AI could shut down critical infrastructure in a G20 nation by 2028, warns Gartner

Gartner predicts that misconfigured AI embedded in national infrastructure could shut down critical services in a major economy as soon as 2028. The warning centers on rapid AI adoption in cyber-physical systems controlling power grids, factories, and transport networks. Unlike traditional software bugs, errors in AI-driven control systems can spill into the physical world, triggering equipment failures and destabilizing entire supply chains.

Technology3 sources

Misconfigured AI could shut down critical infrastructure in a G20 nation by 2028, warns Gartner

Technology3 sources

JPMorgan Names Guy Halamish COO to Accelerate AI Strategy Across Investment Bank

JPMorgan Chase has promoted Guy Halamish to chief operating officer of its commercial and investment bank with a mandate to accelerate AI rollout. The 20-year veteran will oversee data and AI strategy, appointing chief data and analytics officers across payments, global banking, securities services and markets to maximize AI impact.

Business3 sources

JPMorgan Names Guy Halamish COO to Accelerate AI Strategy Across Investment Bank

Business3 sources

Applied Materials projects 20% semiconductor equipment growth as AI demand fuels record results

Applied Materials reported first-quarter earnings that beat analyst expectations, with adjusted EPS of $2.38 on revenue of $7.01 billion. The semiconductor equipment manufacturer projects over 20% growth in 2026, driven by surging demand for AI chips and a worldwide memory shortage. Shares jumped over 12% in extended trading as the company's bullish forecast lifted sentiment across the chip equipment sector.

Business3 sources

Applied Materials projects 20% semiconductor equipment growth as AI demand fuels record results

Business3 sources

Check Point acquires three startups for over $150M to strengthen AI security and MSP offerings

Check Point Software Technologies acquired Cyata, Cyclops, and Rotate in Q1 2026 for an estimated $150 million-plus. The cybersecurity vendor aims to lead in end-to-end AI security with Cyata's agent discovery platform, expand exposure management through Cyclops' CAASM capabilities, and accelerate MSP market growth with Rotate's team.

Business3 sources

Check Point acquires three startups for over $150M to strengthen AI security and MSP offerings

Business3 sources

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

Western Digital soared 970% in less than a year, becoming the second-best S&P 500 performer in 2025. The storage maker secured multi-year procurement agreements with AWS, Microsoft Azure, and Google Cloud as AI training demands overwhelm existing data storage infrastructure. With 215 exabytes shipped in Q2 2026 and margins hitting 46.1%, the company is betting on HAMR technology to deliver 100TB drives by 2029.

Technology2 sources

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

Technology2 sources

Nebius to build 240MW AI data centre in France, set to become one of Europe's largest facilities

Amsterdam-based Nebius is constructing a massive 240-megawatt data centre near Lille, France, transforming a former Bridgestone tyre plant into one of Europe's largest AI infrastructure facilities. The project will begin delivering capacity by late summer 2025, with half the site operational by end of 2026, as European companies increasingly adopt AI tools.

Technology2 sources

Nebius to build 240MW AI data centre in France, set to become one of Europe's largest facilities

Technology2 sources

OpenAI launches Codex-Spark on Cerebras chips, marking first move away from Nvidia hardware

OpenAI released GPT-5.3-Codex-Spark, its first production AI model running on non-Nvidia hardware from Cerebras Systems. The lightweight coding model delivers over 1,000 tokens per second—roughly 15 times faster than its predecessor—using Cerebras' wafer-scale chips packed with 4 trillion transistors. The release marks the first milestone in OpenAI's $10 billion partnership with the AI chipmaker.

Technology14 sources

OpenAI launches Codex-Spark on Cerebras chips, marking first move away from Nvidia hardware

Technology14 sources

NVIDIA Blackwell Ultra slashes AI inference costs by 35x while delivering 50x better performance

NVIDIA's GB300 NVL72 systems powered by Blackwell Ultra GPUs achieve up to 50x higher throughput per megawatt and 35x lower cost per token compared to the Hopper platform. Cloud providers including Microsoft, CoreWeave, and Oracle are deploying these systems at scale for agentic AI and coding assistants, while leading inference providers report 4x to 10x cost reductions using open-source models.

Technology6 sources

NVIDIA Blackwell Ultra slashes AI inference costs by 35x while delivering 50x better performance

Technology6 sources

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

Microsoft's AI chief Mustafa Suleyman announced the company is pursuing AI self-sufficiency by developing its own advanced foundation models. The strategic shift aims to reduce reliance on OpenAI while maintaining their partnership through 2032. Microsoft previewed MAI-1, trained on 15,000 NVIDIA H100 GPUs, and launched the Maia 200 inference chip to control AI economics.

Business3 sources

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

Business3 sources

Nebius Group capex jumps to $2.1 billion as AI cloud firm expands GPU and data center footprint

Amsterdam-based Nebius Group reported capital expenditures of $2.1 billion in Q4, up from $416 million a year earlier, as the AI cloud firm races to meet surging demand. The company plans nine new data centers across the US, France, Israel and UK while serving tech giants Microsoft and Meta.

Business2 sources

Nebius Group capex jumps to $2.1 billion as AI cloud firm expands GPU and data center footprint

Business2 sources

NeevCloud and Agnikul Cosmos to Launch India's First AI Data Centre in Space by 2027

Indian space startup Agnikul Cosmos and cloud firm NeevCloud plan to launch an AI-powered data centre in Low Earth Orbit, with a proof-of-concept mission this year and commercial operations by 2027. The orbital AI data centre platform will host 500 high-performance AI chips on Agnikul's extended upper stage, processing up to 10 million AI-driven calls daily and serving 100,000 concurrent users.

Technology4 sources

NeevCloud and Agnikul Cosmos to Launch India's First AI Data Centre in Space by 2027

Technology4 sources

Infosys and ExxonMobil expand partnership to tackle AI infrastructure cooling challenges

Infosys has expanded its collaboration with ExxonMobil to deploy advanced data center immersion fluids designed to cool energy-intensive AI and high-performance computing workloads. The partnership combines ExxonMobil's thermal management technology with Infosys' AI platforms to deliver scalable cooling solutions across industries, aiming to reduce data center energy costs and carbon emissions.

Technology2 sources

Infosys and ExxonMobil expand partnership to tackle AI infrastructure cooling challenges

Technology2 sources

Lenovo warns of PC shipment pressure as memory shortage hits despite record AI server revenue

Lenovo reported 18% revenue growth to $22.2 billion in its December quarter, driven by strong AI server demand and consumers rushing to beat memory price hikes. However, the world's largest PC maker warned that rising memory costs and supply constraints will pressure unit sales, even as its AI infrastructure business hit record revenue with 31% growth.

Business5 sources

Lenovo warns of PC shipment pressure as memory shortage hits despite record AI server revenue

Business5 sources

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