The chip maker that powered your last phone just landed a hyperscaler data center deal, and Wall Street thinks this is the pivot that saves Qualcomm from mobile's shrinking margins.
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Apple's betting it can sell what it can't make—and Wall Street's buying in. Apple forecast Q3 revenue above estimates despite warning Mac shortages will persist "several months" and memory-chip costs are climbing.
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The question isn't whether AI is overhyped — it's whether the overhype builds infrastructure that outlasts the hype cycle.
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Musk's finance guy may have just handed OpenAI a gift on the witness stand, and the jury never heard it. Jared Birchall, Musk's fixer, appeared to accidentally reveal something damaging during testimony after the jury was excused from the courtroom in Oakland
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The AI chip king and the iPhone empire are locked in a valuation knife fight, and Apple just sharpened its blade with the one thing Nvidia can't manufacture: recurring revenue.
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The market is now deciding which AI bets are credible and which are just expensive theater. Amazon, Microsoft, Google, and Meta announced a combined $710-725B AI investment plan through 2026, the largest coordinated tech infrastructure build in history.
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The exchange that survived the crypto winter by staying boring just launched the first product that treats Bitcoin and Tesla stock as ingredients in the same recipe.
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Microsoft just outbid everyone at the AI capex table with a $190 billion bet, and Amazon's free cash flow collapsed 95% to make theirs. The competition isn't about who's winning. It's about who can afford to keep playing.
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The AI boom just turned a Japanese capacitor maker into a bellwether for infrastructure spending. Murata Manufacturing beat Q4 profit estimates driven by AI data center demand, with shares jumping on the news
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Seven hundred billion dollars is more than the GDP of Sweden—and it's all going into a bet that agents will eat the world before someone else's agents do. US Big Tech's combined 2026 capex is projected to hit $725 billion, overwhelmingly targeted at AI data center infrastructure
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Amazon just told Wall Street it might start shipping AI chips to customers who aren't AWS users, which is roughly equivalent to Netflix announcing it's going to sell DVDs.
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While US chipmakers fight export controls, China's domestic AI chip industry just printed a Q1 that looks less like substitution and more like ignition. Cambricon Technologies' Q1 2025 revenue more than doubled year-over-year, driven by surging domestic AI chip demand in China
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SoftBank's betting $50 billion that the AI infrastructure stack needs a vertically integrated giant that builds the robots, runs the data centers, and cuts everyone else out of the middle.
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The companies making picks and shovels for the AI gold rush are printing money faster than the miners themselves. Samsung's semiconductor division saw profits jump 48-fold, riding AI's insatiable appetite for memory chips to margins that beat analyst expectations
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OpenAI just stopped talking about AGI as a research problem and started building it like infrastructure—the kind with power grids and construction timelines. OpenAI is scaling Stargate, its massive compute infrastructure project, to build the physical capacity needed for AGI development
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While everyone's still gawking at AI-generated TikToks, Runway's CEO is already building the simulation layer beneath reality itself.
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The courtroom discovery process is about to do what a decade of tech journalism couldn't: force OpenAI to show its receipts.
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The AI infrastructure gold rush just found its credit card — and the interest rate is eye-watering.
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The guy who turned GPUs into the pickaxes of the AI gold rush just told a generation drowning in "learn to code" advice that the real money is in building the physical world that code runs on.
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The picks-and-shovels play is printing money while everyone watches the Nvidia ticker. Victory Giant Technology reported 28% quarterly sales growth driven by demand for printed circuit boards used in AI servers
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