Section
Data centers, cloud computing, and AI infrastructure
Anthropic just leased Elon Musk's entire Colossus 1 supercomputer in Memphis. The $4 billion-a-year deal exposes AI's real bottleneck: the megawatt.
Qualcomm beat Q2 estimates, disclosed a "leading hyperscaler" custom silicon win that begins shipping…
Caterpillar shares surged more than 9% to a record high after Q1 earnings crushed…
Four of the five most valuable companies in America report earnings tonight: Microsoft, Meta,…
Google unveiled its eighth-generation TPU at Cloud Next 2026 with two purpose-built chips delivering…
GE Vernova surged 12% to an all-time high as Q1 orders jumped 71% to…
Meta expanded its CoreWeave partnership by $21 billion to a total of $35 billion…
The tech industry just had its worst quarter for jobs since the dot-com crash.…
Oracle has begun cutting up to 30,000 employees, roughly 18.5% of its global workforce,…
French AI startup Mistral just completed its first major debt raise, $830 million backed…
Jensen Huang takes the stage at GTC 2026 with 30,000 attendees watching. The Vera…
Advanced Micro Devices just got the kind of validation that money can’t buy. Except…
Amazon's $8 billion investment in Anthropic has evolved from a perceived desperation play into…
