Wedbush says “tariff game of poker” will dent 10% to 15% of AI projects, cuts Microsoft price target
Most tariffs might be on hold for now, but the memories of the “economic Twilight Zone” will live on in corporative executives’ nightmares, per Wedbush analyst Dan Ives. Even as President Trump provid...
New Trump order: Dirty power for AI
President Trump wants to use a 19th-century fuel to drive 21st-century technology. Trump is expected to sign an executive order today boosting the declining coal industry, positioning the fossil fuel ...
Super Micro tops S&P 500 as server company screens as a rare ultracheap tech stock
The US stock market as a whole still isn’t cheap , even after the mammoth losses inflicted by President Trump’s reciprocal tariffs . But investors are zeroing in on one AI-linked tech stock that certa...
Meta’s Llama 4 model behind schedule, underperforming: Report
has bet a ton — some would even say the future of the company — on AI. It has poured massive resources into building its AI infrastructure to train and run its Llama 3 AI model, including city-sized d...
More reports of Microsoft stepping back on data center plans
Amid an industry-wide frenzy to build massive data centers to power companies’ AI goals, appears to be taking a significant step back from its plans. Bloomberg is reporting that Microsoft is delaying...
SoftBank is seeking a $16.5 billion loan for its huge AI plans
After announcing eye-popping investments in a bunch of huge AI projects, is looking for a $16.5 billion bridge loan to help pay for it all, according to Bloomberg. This would be the largest dollar-ba...
Microsoft cancels 2 gigawatts’ worth of data centers, analysts say
has walked away from 2 gigawatts’ worth of new data center projects in the US and Europe, according to a new research note from TD Cowen analysts. Another report from the same analysts in February det...
Alibaba chairman warns of AI data center “bubble”
Chairman Joe Tsai mentioned the “B” word today at the HSBC Global Investment Summit in Hong Kong, where he said that the rush from tech companies to build out AI data centers might be outpacing demand...
Microsoft passes on $12 billion worth of CoreWeave data center capacity — but OpenAI snatches it up
In a possible sign of slackening demand for endless AI computing infrastructure, Semafor is reporting that passed on an option to buy $12 billion worth of CoreWeave’s AI data center capacity. Earlier...
Nvidia and xAI join BlackRock’s $30 billion AI infrastructure fund
and Elon Musk’s xAI are the latest to join a major AI infrastructure consortium backed by , investment fund MGX, and , the companies announced Wednesday. The move strengthens a rampant effort to expan...
Meta is the latest AI company to debut its own AI chip
Another day, another AI company rolls out its own AI chip. Today, it’s news of testing its first AI chip, a move that would reduce its reliance on and lower its mammoth AI infrastructure costs . Dep...
Companies probably won’t switch to DeepSeek but they do think it should make AI cheaper
After DeepSeek’s sudden arrival on the AI scene in January, it upended a lot of preexisting assumptions about AI. Namely it subverted the idea that to get better models, companies would have to spend ...
Core Scientific stock plummets after Microsoft reduces commitments with its data center partner
Microsoft has pulled back on commitments with cloud computing provider CoreWeave, which supplies Microsoft with computing capacity from data centers, according to the Financial Times . walked back it...
The great capex divide: How Amazon and Apple are on opposite ends of the AI boom
Everyone wants to be an AI company. Not everyone wants to spend like one. Tech companies have had to square expensive investments in artificial intelligence with the fact that much of its return on in...
Super Micro gaps lower, proceeds to erase double-digit loss
AI server company opened nearly 10% lower, but has since proceeded to erase all of those losses less than an hour into trading. There was no shortage of potentially negative catalysts to point to to ...
Report: Meta seeking $35 billion to pay for all those AI data centers
On the heels of news that may be planning a $200 billion data center campus , a new report from Bloomberg says the company is seeking to raise $35 billion to finance its data center construction boom...
More than a third of Nvidia’s revenue comes from three customers. That’s increasingly precarious.
An interesting reveal from earnings report yesterday is that 34% of the company’s bonkers $130 billion revenue line last year came from just three customers. We don’t definitively know who they are be...
Nvidia added only 6,400 new employees to its workforce last year
Whether AI brings about the golden era of productivity that many tech leaders endlessly talk about — enabling all of us to do more with less — is still worth arguing about. But the main character of t...
Nvidia makes $3.6 million of revenue per employee — more than any of its Big Tech rivals
Among the $17 trillion BATMMAAN tech giants (Big Tech’s version of the Avengers), is squeezing the most out of every employee. After reporting blowout earnings, which the market found reasons to disl...
Right after Nvidia’s earnings affirm AI boom, Deutsche Bank warns on historical busts
“We are currently in the midst of a once-in-a-generation private sector capex boom as AI mania sweeps the world,” Deutsche Bank analysts led by Jim Reid wrote on the heels of ’s fourth-quarter earning...