Intel reports Q2 2026 earnings on July 23, with its stock up roughly 200% year-to-date and more than 400% over the past 12 months, driven by AI chip demand and a revitalized foundry strategy after a b…
U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of Big Tech earnings from Alphabet and Tesla that could determine whether Wall …
The four largest US technology companies are on course to spend close to $700bn on AI infrastructure this year, with combined capital spending set to overtake the cash their core businesses generate, …
Amazon, Alphabet, Meta, and Microsoft are on course to spend about $725 billion on capital expenditure in 2026, up from roughly $410 billion in 2025, while their combined free cash flow is projected t…
Big Tech companies including Meta, Alphabet, and Microsoft are using off-balance sheet financing vehicles similar to those that enabled Enron's collapse, masking billions in debt tied to AI infrastruc…
The U.S. Army is burning through its AI tokens faster than expected, forcing a re-imposition of usage limits just weeks after the Department of Defense (DOD) touted widespread AI adoption. An internal…
Google Cloud grew 82% year-over-year to $24.8 billion in Q2 2026, beating the $22.3 billion consensus, and its growth rate now mirrors NVIDIA's. CFO Anat Ashkenazi said Google began recognizing revenu…
Google is reportedly developing a server chip called 'Frozen v2' that hardwires parts of its Gemini AI model architecture into silicon, aiming to cut inference costs by producing six to 10 times as ma…
Nvidia disclosed a $4B+ passive stake in neo-cloud startup Nebius, sending its stock up 18.8%, as the Nasdaq led a strong market session with a 1.9% gain driven by a semiconductor rally. Oracle faces …
Alphabet is developing an inference chip code-named 'Frozen v2' that hardwires Gemini's architecture into silicon, according to a report by The Information. Google engineers project the chip will deli…
The Nasdaq Composite led US stocks to daily gains on Tuesday as chip stocks began recovering from last week's sell-off, with investors focused on Big Tech earnings this week. Prime Capital Financial C…
Google launched Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber today, but Gemini 3.5 Pro remains delayed after failing internal coding benchmarks, causing Alphabet stock to fall roughly 4.4% an…
Google released three new Gemini AI models on Tuesday, slashing prices to lock developers into its infrastructure while withholding a cybersecurity tool for governments only. Gemini 3.6 Flash uses up …
Google released three new lightweight Gemini AI models—Gemini 3.6 Flash, Gemini 3.5 Flash-Lite, and Gemini 3.5 Flash Cyber—on July 21, 2026, but the flagship Gemini 3.5 Pro remains delayed, missing it…
Alphabet is developing a custom server chip codenamed 'Frozen v2' optimized for its Gemini AI models, targeting a 2028 launch and designed to generate 6 to 10 times more tokens per unit of power than …
Google released Gemini 3.6 Flash, Gemini 3.5 Flash-Lite, and a specialized cybersecurity model Gemini 3.5 Flash Cyber on July 21, while delaying the long-awaited Gemini 3.5 Pro, which remains in testi…
Google is developing a server chip codenamed Frozen v2 that hardwires part of its Gemini AI architecture into silicon, targeting six to ten times the efficiency of current TPUs and a 2028 deployment, …
Alphabet, Microsoft, Amazon, Meta, and Oracle have $1.65 trillion in off-balance-sheet debt tied to AI infrastructure, up eightfold in four years and exceeding their $1.35 trillion in reported debt, a…
A federal judge approved a $1.5 billion class-action copyright settlement between Anthropic and thousands of authors and publishers, the largest known copyright recovery in U.S. history. U.S. District…
Alphabet's Google on Tuesday released three cheaper versions of its Gemini AI model—Gemini 3.6 Flash, Gemini 3.5 Flash-Lite, and Gemini 3.5 Flash Cyber—but provided no timing update for the flagship G…