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BlackRock bets on 'picks and shovels' as AI spending boom

BlackRock bets on 'picks and shovels' as AI spending boom shows no signs of slowing

CNBC, Benzinga

Nvidia CEO warns China's AI infrastructure advantage could

Nvidia CEO warns China's AI infrastructure advantage could reshape the global AI race

TechRadar, Fortune, and 1 more

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IBM CEO warns $8 trillion AI data center buildout can't turn a profit at current spending rates

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Palantir launches Chain Reaction with Nvidia to solve AI's energy crisis and power crunch

Moore Threads surges over 500% in blockbuster Shanghai IPO

Moore Threads surges over 500% in blockbuster Shanghai IPO as China accelerates chip independence

CNBC, Euronews, and 4 more

Senators Push SAFE Chips Act to Block Advanced AI Chips

Senators Push SAFE Chips Act to Block Advanced AI Chips Sales to China for 30 Months

Tom's Hardware, The Hill, and 4 more

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Nvidia caught between U.S. export controls and China's pushback as AI chip war intensifies

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Trump approves Nvidia H200 exports to China with 25% revenue cut, sparking national security debate

Palantir launches Chain Reaction with Nvidia to solve AI's

Palantir launches Chain Reaction with Nvidia to solve AI's energy crisis and power crunch

The Register, ET, and 3 more

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Environmental groups demand moratorium on data centers as electricity bills surge 13%

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Google Plans Space Data Centers to Power AI with Solar Energy, Targets 2027 Launch

Cambricon Technologies plans to triple AI chip production

Cambricon Technologies plans to triple AI chip production to fill Nvidia void in China

Tom's Hardware, TechRadar, and 1 more

RBC targets up to C$1 billion in enterprise value from AI

RBC targets up to C$1 billion in enterprise value from AI by 2027 as deployment accelerates

Finextra Research, PYMNTS

NVIDIA AI Servers Achieve 10x Performance Boost for Mixture

NVIDIA AI Servers Achieve 10x Performance Boost for Mixture of Experts Models from DeepSeek and Moonshot

Wccftech, Market Screener, and 1 more

Trump approves Nvidia H200 exports to China with 25%

Trump approves Nvidia H200 exports to China with 25% revenue cut, sparking national security debate

Ars Technica, TechCrunch, and 94 more

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Nvidia caught between U.S. export controls and China's pushback as AI chip war intensifies

/

Senators Push SAFE Chips Act to Block Advanced AI Chips Sales to China for 30 Months

AWS unveils AI Factories to deploy full-stack systems

AWS unveils AI Factories to deploy full-stack systems inside customer data centers

TechSpot, TechRadar, and 1 more

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AWS CEO Matt Garman declares AI agents bigger than internet as Amazon stakes claim in AI race

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Palantir launches Chain Reaction with Nvidia to solve AI's energy crisis and power crunch

Nebius leverages Microsoft, Meta contracts to fuel AI

Nebius leverages Microsoft, Meta contracts to fuel AI expansion across Europe and US markets

ET, Market Screener

Nvidia caught between U.S. export controls and China's

Nvidia caught between U.S. export controls and China's pushback as AI chip war intensifies

Tom's Hardware, Fortune, and 6 more

/

Trump approves Nvidia H200 exports to China with 25% revenue cut, sparking national security debate

/

Senators Push SAFE Chips Act to Block Advanced AI Chips Sales to China for 30 Months

HPE raises networking forecast by $11B as Juniper

HPE raises networking forecast by $11B as Juniper integration accelerates AI-native portfolio

SiliconANGLE, CRN, and 3 more

AI Demand Triggers Component Shortage as Dell and Lenovo

AI Demand Triggers Component Shortage as Dell and Lenovo Plan 15% Price Increases for Servers

New Scientist, The Verge, and 9 more

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RAM Prices Explode 240% as AI Data Centers Drain Global DRAM Supply

Google emerges from AI laggard status to lead the race

Google emerges from AI laggard status to lead the race against OpenAI and Nvidia

CNBC, Motley Fool

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OpenAI declares code red as Google's Gemini 3 gains 200 million users in three months

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Google expands Gemini 3 and Nano Banana Pro to 120 countries with seamless AI Mode integration

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