The AI frontier has expanded from a two-horse race between Anthropic and OpenAI to a five-player contest in the US alone, with SpaceX's Grok 4.5, Meta's Muse Spark 1.1, and Alphabet's upcoming model j…
AI chip infrastructure spending is projected to reach $1.6 trillion by 2030, according to a report cited by Crypto Briefing, signaling significant growth opportunities for Nvidia, AMD, Broadcom, TSMC,…
AI-driven growth risks stalling as energy grids fail to keep pace with innovation, warned Standard Chartered's global head of research Eric Robertsen on Wednesday, citing New York's moratorium on new …
Google is falling behind in the AI coding race due to internal bureaucracy and power struggles, according to a report. The search giant, which caught up with OpenAI and Anthropic last year with its Ge…
New York Governor Kathy Hochul signed an executive order banning new AI data centers, imposing a one-year moratorium on hyperscale facilities exceeding 20 megawatts of peak power demand. The order, ef…
New York Governor Kathy Hochul signed Executive Order 62 on Monday, imposing a one-year moratorium on state environmental permits for data centers consuming 50 megawatts or more of power, making New Y…
Federal Reserve Chair Kevin Warsh said AI investment is becoming a primary driver of economic growth, with high-tech spending surging nearly 25% in the first quarter of 2026, driven by data center con…
Elon Musk's SpaceX projects a $28.5 trillion total addressable market for AI enterprise applications, nearly 70% of U.S. Q1 2026 nominal GDP of $32 trillion, but evidence suggests the AI bubble is def…
Goldman Sachs reported a 78% surge in second-quarter profits to $6.6 billion, or $21 per share, far exceeding analyst expectations of $14.50 per share, driven by a 72% jump in equities trading revenue…
Columbia Threadneedle Investments estimates cumulative global investment in AI data centers will reach approximately $5.8 trillion between 2025 and 2030, with tech hyperscalers Amazon, Alphabet, Meta,…
Alphabet reported a significant profit surge in Q1 earnings, contrasting with Microsoft's stock pressure amid investor concerns over AI profitability timelines, as the tech giant intensifies AI invest…
US data-center spending is projected to reach $40 billion in 2025, driven by AI infrastructure demand, with over 1,500 new facilities planned mainly in rural areas, according to a Wall Street Journal …
Oracle's stock has fallen more than 25% year-to-date and roughly 55% from its September 2025 peak as investor scrutiny intensifies over the company's $56 billion capital expenditure on AI infrastructu…
AI-related debt has surged 99% over the past year to $1.2 trillion, now making up 14% of the investment-grade market, driven by hyperscalers like Amazon, Alphabet, Meta, Microsoft, and Oracle issuing …
Meta and Amazon are leading a $725 billion capital expenditure surge among Big Tech companies for 2026, up from $410 billion in 2025, driven by AI infrastructure costs. Morgan Stanley projects total U…
Alphabet CEO Sundar Pichai announced on April 29 that Google will sell its Tensor Processing Units directly to external customers, targeting Nvidia's key relationships. Google plans to ship 4.3 millio…
A new Verasight survey of 1,690 adults found that 69% of Americans support forcing AI companies to transfer half their stock to a public sovereign wealth fund, and 89% support requiring AI firms to di…
Alphabet Inc. announced a $40 billion stock-sale program as part of a larger $84.75 billion equity capital raise to fund AI infrastructure projects, including data centers and custom TPU chips, markin…
Nvidia, Micron, Broadcom, and Applied Materials are expected to generate a record $430 billion in combined free cash flow over the next 12 months, more than triple the amount two years ago, driven by …
Citizens Financial Group raised its price target for Alphabet to $515 from $385, reiterating a Market Outperform rating, driven by the company's early-stage AI infrastructure growth and strong positio…