Mark Cuban warned on July 28 that Nvidia's vendor financing practices mirror the credit structures that fueled the dot-com bubble, saying 'One breakthrough in another chip provider, or a misstep, and …
OpenAI has announced a $1.5 billion data centre campus in Effingham County, Georgia, to house compute infrastructure for training and serving AI models. The project is part of a broader trend of major…
Nvidia is reportedly investing up to $3 billion in Lancium, a power-infrastructure developer, to secure access to power for its AI accelerators. The deal includes a $2 billion stake for about 20% of L…
Nvidia is reportedly investing up to $3 billion in Lancium, a Texas power-infrastructure developer tied to the Stargate data-center project, with an initial $2 billion for a 20% stake and up to $1 bil…
Tech layoffs hit record highs in June 2026, with 63,000 workers losing jobs, pushing the information sector's layoff rate to 2.3%, more than double since November 2025 and surpassing the 2008 financia…
Microsoft, Google, Amazon, Meta and Oracle are expected to see their combined free cash flow shrink to almost nothing in 2026 and turn negative to $125 billion in 2027, according to a Washington Post …
The AI bubble will not burst because AI fails but because deployable supply and capital commitments grow faster than monetizable demand, according to Breaking Analysis. Global semiconductor revenue is…
A Ramp study of more than 21,000 U.S. firms found that companies investing heavily in AI grew headcount by 10% overall and boosted entry-level hiring by 12% over two years, while the bottom two-thirds…
A July 2026 Blind survey of 1,552 India-based professionals found that 66% of AI/ML workers expect layoffs or significant team cuts within the next three to six months, making them the second-most anx…
The Linux Foundation has formally launched the Tokenomics Foundation, a vendor-neutral standards body established on Aug. 4 with 30 founding members including JPMorgan Chase, BNY, GoDaddy, Hitachi, Le…
Hyperscaler off-balance sheet obligations have reached $3 trillion, according to CNBC's Sara Eisen, as Microsoft, Amazon, Meta, Alphabet, and Oracle finance AI infrastructure through hidden debt. A Mo…
A $1 trillion capital investment by Big Tech companies since the start of the artificial-intelligence boom has been directed into data centers, chips, and energy systems, despite AI not being profitab…
The Linux Foundation's new Tokenomics Foundation launched this week with board members including JPMorganChase COO and CFO Arvind Joshi and Salesforce Chief Availability Officer Nishant Gupta, aiming …
Pakistan is among the nations most vulnerable to AI-driven job displacement, according to the World Bank's World Development Report 2026: The Promise of AI, which finds that educated, skilled workers …
SpaceXAI spent $18.37 billion in capital expenditures in Q2 2026, with $15.83 billion on AI, nearly 40% of Microsoft's total capex. The company's operating cash flow covers only 12% of its capex, comp…
Michael Burry, the investor known for predicting the 2008 housing collapse, has fully exited his long position in Microsoft, closed his short position in Oracle, liquidated his January 2026 puts on Pa…
Sathya AG, Senior Principal Architect at Google (Retail Strategic Industries), said in an interview that generative and agentic AI have shifted enterprise architecture from passive observation to auto…
Free cash flow at the five leading AI companies, including Google, Meta, and Oracle, is projected to plunge to negative $125 billion in 2027, according to data from S&P Global Market Intelligence, as …
A Chinese open-weight AI model called Kimi K3, developed by Beijing-based Moonshot AI, has alarmed US AI executives due to its high performance at a fraction of the cost of proprietary models. OpenAI …
The Linux Foundation launched the Tokenomics Foundation in June 2026 to standardize AI token cost measurement, backed by JPMorgan Chase, Accenture, IBM, Microsoft, Oracle, Google Cloud, Salesforce, SA…