Anthropic $2T valuation gets a reality check
Anthropic, the AI company behind the Claude chatbot, faces market skepticism over its ability to reach a $2 trillion valuation without substantial revenue growth and margin expansion, according to pre…
Amazon is a multinational technology company whose AWS cloud platform provides AI infrastructure (SageMaker, Bedrock) and hosts third-party LLMs. Amazon also develops Alexa and the Titan model family.
Anthropic, the AI company behind the Claude chatbot, faces market skepticism over its ability to reach a $2 trillion valuation without substantial revenue growth and margin expansion, according to pre…
Tesla Inc. received its largest order to date for the Tesla Semi, a 500-truck order from Swedish freight company Einride for U.S. routes supporting Amazon, with deliveries beginning in September. The …
Anthropic cut the price of its Claude Opus 5 model by half, launching it on July 24, 2026, at $5 per million input tokens and $25 per million output tokens, down from $15 and $75 for Opus 4.1, as ente…
Nvidia is set to report fiscal Q2 2027 earnings on August 26, with analysts projecting revenue of roughly $92 billion, a 97% year-over-year increase from $46.7 billion, driven by AI infrastructure dem…
The RondoDox botnet began exploiting CVE-2025-62593 in Ray, a framework used by Amazon, Apple, and OpenAI to scale machine learning, on November 24, 2025, two days before the CVE was published, accord…
A Columbia student named Chungin "Roy" Lee built Interview Coder, a tool that screenshots coding problems during interviews and feeds them to an AI for real-time solutions, used it in an Amazon interv…
Nvidia is set to report its second quarter earnings, with analysts expecting adjusted EPS of $2.09 on revenue of $92 billion, a 96% year-over-year increase. The results come amid broader chip stock vo…
Nvidia (NVDA) will report earnings on Wednesday, testing the resurgent AI trade after a week in which the S&P 500 fell 1.4%, the Dow lost 0.9%, and the Nasdaq shed 2%. The company faces high expectati…
OVHcloud will raise prices across most of its catalog this autumn, with 2026-edition gaming servers facing an 87 percent increase, as memory and storage costs have climbed steeply since mid-2025 due t…
Vertiv Holdings lost approximately $12.3 billion in market value, a 12% decline, over the week ending August 21, 2026, as rising bond yields—with the 10-year Treasury at 4.74% and the 30-year at 5.34%…
More than 100 companies, including Microsoft, NVIDIA, OpenAI, Intel, Amazon, Meta, and Hugging Face, signed an open letter supporting open-weights AI, arguing that restricting access would only leave …
A class action lawsuit filed on August 20, 2026, in the U.S. District Court for the Northern District of California accuses Twitch and Amazon of using creators' streams to train generative AI without …
Nvidia has warned hyperscalers that AI server prices are rising more than 15%, driven by memory costs that have become a dominant component. TrendForce reported conventional DRAM contract prices jumpe…
Hyperscalers including Alphabet, Amazon, Meta, Microsoft, and Oracle have issued over $170 billion in new debt in 2026, surpassing the $121 billion issued in all of 2025 and roughly quintupling their …
Munder Difflin founder Chaitanya Giri said on August 19th that one agent rebuilt his project's blog, created hero illustrations for 119 posts, and deployed the redesign through CI, all for $0. The age…
UBS estimates hyperscaler capital expenditures could reach about $4.1 trillion from 2026 through 2028, more than three times the $1.292 trillion spent in the previous six years, with Amazon, Alphabet,…
A National Bureau of Economic Research working paper revised in March 2026, based on a survey of nearly 6,000 CEOs, CFOs and other senior executives at firms in the US, UK, Germany and Australia, find…
A Wall Street Journal analysis found that nine major technology companies, including Microsoft, Amazon, Alphabet, Meta Platforms, Oracle, Nvidia, Broadcom, Advanced Micro Devices, and SpaceX, are carr…
A writer recounts discovering that a former high school classmate, referred to as Teresa, has self-published a fully AI-generated book on Amazon, complete with AI-generated marketing, fake press relea…
David Tepper's Appaloosa Management sold its entire 281,250-share SanDisk position in Q2 2026, worth about $179 million, after a 591% year-to-date rally, and redeployed capital into Amazon, Nvidia, Ta…