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…
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,…
Equinix CEO Adaire Fox-Martin confirmed that approximately 60% of the company's largest contracts now involve AI-related workloads, as the data center operator invests heavily in AI infrastructure. In…
The White House launched the AI-driven 'Gold Eagle' vulnerability coordination program on July 2, 2026, under President Donald Trump's administration, aiming to streamline vulnerability detection and …
IBM on July 8, 2025, unveiled its Power11 server family, promising 55% core performance gains, 99.9999% uptime via autonomous operations, and on-chip AI acceleration for enterprise workloads. The syst…
Alibaba has integrated its Qwen AI model, known as Tongyi Qianwen, into Apple Intelligence for Chinese users, enabling on-device text comprehension, image understanding, and content generation across …
Samsung Electronics is reportedly in consideration to handle back-end design work for Google's next-generation 2nm Tensor Processing Unit, a potential deal that would reshape the semiconductor supply …
ASML, the world's sole supplier of EUV lithography machines, reported Q2 2026 net sales of €9.326 billion and net profit of €2.9 billion, with a gross margin of 54%, and raised its full-year 2026 reve…
Virtuals Protocol has gone live on Robinhood Chain, enabling users to create custom indexes of tokenized assets and earn fees when others invest in them. The integration went live around July 1, and t…
Nvidia is investing $1 billion in Nokia at $6.01 per share to co-develop AI-RAN technology, with commercial products expected in 2027 and field trials in 2026. The partnership, announced at GTC Washin…
Mizuho Financial Group is partnering with Nvidia to develop secure private AI environments, deepening its AI strategy as financial institutions race to deploy confidential computing infrastructure. Th…
Anthropic, the AI safety company behind the Claude models, is expanding its hiring push with hundreds of open roles and a structured fellowship program for 2026 to address AI safety risks. CEO Dario A…
Nvidia trades at roughly 28x forward earnings with analysts suggesting 30% upside to intrinsic value near $323 per share, while Cerebras Systems reported $510 million in 2025 revenue and a $24.6 billi…
Common Sense Media rated Google's Gemini AI products for children as 'High Risk,' finding that the supposedly age-appropriate versions fail to adequately filter content related to sex, drugs, and ment…
OpenAI employees have donated more than $215,000 to a super PAC opposing Leading the Future, the political action committee backed by OpenAI president Greg Brockman, who personally contributed $25 mil…
Anthropic, the AI safety company behind the Claude model series, is developing a framework to push for AI regulations on a state-by-state basis rather than waiting for a single federal solution. The i…
ASML raised its full-year 2026 revenue forecast to €36 billion-€40 billion, up from €34 billion-€39 billion, driven by surging demand from AI-focused clients. The Dutch chip-equipment maker reported Q…
ASML CEO Christophe Fouquet announced during the company's Q1 2026 earnings call on April 15 that ASML will boost its Low-NA EUV lithography system capacity by roughly 30% for 2027, targeting at least…
ChangXin Memory Technologies (CXMT) has raised its IPO target to 66.6 billion yuan ($9.8 billion) for AI chip expansion on Shanghai's STAR Market, nearly doubling its previous goal of 29.5 billion yua…
A selloff in AI chip stocks erased over $1 trillion in combined market value in July 2026, with the Philadelphia Semiconductor Index dropping roughly 10%, as custom silicon from Amazon, OpenAI, and ot…