Citadel Securities projects that more than $500 billion in new public and private debt will be issued by 2028 to fund AI chips and data centers, with AI capital expenditures expected to reach $600 bil…
CoreWeave CFO Nitin Agrawal sold approximately $5.96 million in Class A common stock after restricted stock units vested around June 12, a routine post-IPO liquidity move that has drawn investor atten…
Amazon Web Services posted Q1 FY2026 revenue of $37.6 billion, a 28% year-over-year increase and its fastest growth in 15 quarters, driven by surging demand for AI workloads. Amazon plans nearly $200 …
TSMC reported a 77% year-over-year net profit surge to NT$505.74 billion ($16 billion) in its latest quarter, driven by insatiable AI chip demand, marking its eighth consecutive quarter of profit grow…
Nvidia released an open-source toolkit of over 80 AI agent skills under its Metropolis framework on June 1, aimed at developers building vision AI for manufacturing, infrastructure, robotics, and indu…
Meta Platforms announced on July 1, 2026, a new business unit called Meta Compute to sell surplus GPU and AI processing power to external clients, sending its stock up roughly 9%. The company plans $1…
Micron Technology and SanDisk stocks have surged over 200% as AI-driven demand for high bandwidth memory and NAND flash creates a global shortage, with Micron up 550% to a $600B market cap and SanDisk…
Render Network experienced negative GPU supply for the first time since 2018, as surging AI workloads and rapid onboarding consumed all available compute capacity. The decentralized platform added 60,…