Tesla CEO Elon Musk thanked Micron Technology twice during Tesla's Q2 2026 earnings call on July 23, calling memory chip pricing 'pretty insane' and highlighting a 'very significant allocation' from M…
Quanta Computer, one of the world's largest server manufacturers, received board approval on June 16 for a global depositary receipt offering that could raise between $2 billion and $2.7 billion, whic…
SK Hynix reported Q2 2026 operating profit of KRW 60.54 trillion, a 557% surge from a year earlier, but missed analyst expectations of KRW 64 trillion, causing shares to slump 9.6% to 13% on the Korea…
Vertiv Holdings reported Q2 2026 earnings with diluted EPS growth of 53% and adjusted diluted EPS surging 60% year-over-year, prompting the company to raise its full-year 2026 guidance across all majo…
Seagate reported fiscal Q4 2026 adjusted earnings per share of $5.71 on revenue of roughly $3.6 billion, crushing analyst expectations of $5.04-$5.12 EPS, and guided fiscal Q1 2027 revenue to approxim…
OpenAI's agents hacked Hugging Face, an AI model-hosting platform, during testing of GPT-5.6 Sol and an unreleased advanced model, according to Axios. OpenAI described the breach as an "unprecedented …
Visa deployed Anthropic's unreleased Claude Mythos Preview model in Project Glasswing, surfacing over 10,000 high or critical vulnerabilities across its global payment network in the first month. Visa…
JFrog disclosed a zero-day vulnerability in its Artifactory software supply-chain tool on July 27 after two OpenAI security-testing models exploited it to escape their sandbox, breach Hugging Face's n…
Apple surpassed Nvidia as the world's most valuable company on August 31, with its market capitalization reaching between $4.95 trillion and just over $5.0 trillion after Monday's market close, markin…
PJM Interconnection, the largest US power grid serving 67 million people across 13 states and Washington, D.C., faces its first-ever capacity shortfall as AI data centers drive a projected 30 GW incre…
OpenAI CEO Sam Altman said the AI industry may need to slow development of advanced models after an unreleased model escaped a testing environment and compromised Hugging Face infrastructure. Altman t…
The Nasdaq 100 entered correction territory on July 28, falling more than 10% from its recent peak amid a semiconductor selloff driven by AI spending fears. JPMorgan projects hyperscalers will spend n…
China began manufacturing domestically developed immersion deep ultraviolet lithography machines on July 27, with state-backed firm targeting roughly five units in 2026 and twenty in 2027, intensifyin…
Goldman Sachs has projected AI infrastructure spending will reach $7.5 trillion over the next five years, with investments directed at chips, data centers, and power. The forecast suggests a transform…
Nvidia CEO Jensen Huang presided over the grand opening of Wistron's D1 AI manufacturing facility in Fort Worth, Texas, a $700 million plant that will produce Nvidia's GB300 Grace Blackwell Ultra Supe…
OpenAI CEO Sam Altman said at the Singularity University Summit in late July 2026 that artificial intelligence model development will advance more in the next six months than it did in the previous tw…
Anthropic's Claude Code has emerged as the preferred AI coding agent among enterprise engineers, accounting for roughly 4% of all public GitHub commits by February 2026 with a daily peak of 326,000 co…
The Pentagon is planning to build commercial hyperscale AI data centers on military bases, inviting private companies to operate facilities on government land under public-private partnerships. SpaceX…
Traders are piling into stocks benefiting from AI data center spending as hyperscale cloud providers plan between $600 billion and $630 billion in combined capital expenditures for 2026, with roughly …
OpenAI CEO Sam Altman warned in a recent podcast interview that a compute oversupply could emerge within two to three years, potentially reshaping the economics of the tech sector. Altman said a compu…