AI compute is becoming infrastructure, and the costs are spreading beyond the companies that buy GPUs to grid operators, utilities, and taxpayers. JPMorgan argues that faster AI revenue growth makes t…
Arista Networks reported second-quarter 2026 revenue of $3.04 billion, up 38% year-over-year and above the $2.83 billion analyst estimate, with adjusted earnings of $1.02 per share versus a $0.89 fore…
SpaceX announced on its first earnings call as a public company that it will build exclusively on NVIDIA's Vera Rubin platform, targeting 10 gigawatts of compute capacity by 2027, with over 2 gigawatt…
Intel is cutting 103 jobs in its Data Center and AI Group, its fastest-growing division, effective August 15, according to TrendForce and confirmed by Benzinga. The division posted $5.05 billion in Q1…
Palantir Technologies Inc. reported second-quarter 2026 revenue of $1.94 billion, up 93% year over year, and raised its full-year revenue guidance to $8.15-$8.16 billion, sending shares up as much as …
Thirty-year Treasury yields have climbed to their highest levels in two decades as investors dump U.S. Treasuries, driven by inflation, fiscal deficits, and a surge in AI-related corporate debt, accor…
Microsoft, Amazon, Apple, and Meta posted record quarterly revenues, with Microsoft at $90.01 billion, Amazon at $200.61 billion, Apple at $109.42 billion, and Meta at $60.80 billion, while AI capital…
Hyperscale Data, listed on NYSE American under the ticker GPUS, sold roughly 100 Bitcoin worth $6.5 million on July 30, 2026, to fund construction of its Michigan AI data center, while pledging over 1…
Samsung's semiconductor arm posted an operating profit of 89.2 trillion won ($62 billion) in the June quarter, a more than 250-fold jump driven entirely by the AI memory crunch, Bloomberg reported. Th…
Intel reported $16.1 billion in Q2 2026 revenue, up 25% year-over-year, marking its strongest revenue growth in more than 15 years, but posted an $11.0 billion GAAP net loss due to a $12.529 billion m…
Tesla reported second-quarter net income of $1.11 billion, down from $1.17 billion a year ago, as R&D spending surged 49% to $2.37 billion, while revenue jumped 26% to $28.24 billion, beating Wall Str…
Texas Instruments beat every estimate on July 22, with revenue up 23% year-over-year to $5.46 billion and EPS of $2.14, yet TXN shares dropped roughly 4% in after-hours trading, signaling that investo…
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 …
Alphabet is signaling it may cut AI capital expenditure, potentially leading a retreat in Big Tech AI spending, while Bank of America maintains a Buy rating on Meta with an $835 price target based on …
Hut 8 Corp. signed a $9.8 billion, 15-year lease to fully commercialize its Beacon Point campus in Texas, bringing its total base-term contract value to $26.6 billion. The company, once dismissed as a…
Tesla is developing voice-intent support for its Full Self-Driving system, allowing drivers to give contextual instructions such as identifying the correct driveway or house near a destination, as con…
A Gallup-Stop Scams Alliance survey found that 12% of successful scams in 2025 involved AI or deepfakes, with 15.1 million Americans losing approximately $68 billion to fraud. Voice cloning, deepfake …
President Trump posted an AI-generated image of a golden eagle on the White House Truman Balcony, prompting media outlets to criticize the concept as tacky while ignoring other pressing issues. The co…
Nicki Minaj publicly thanked Elon Musk for 'saving free speech' on his 55th birthday, a move that signals cultural endorsement of Musk's free speech project. Musk acquired Twitter in 2022 for $44 bill…
Elon Musk predicts SpaceX will exceed $100 billion in annual revenue by 2028, driven by Starlink, Starship, and AI compute leasing, after posting $18.67 billion in 2025 revenue. The company's growth u…