What Changed In The Clean Power Offtake Market The market for long-term corporate power purchase agreements is getting tighter and pricier. Surging demand from data center owners is colliding with a smaller pipeline of tax-eligible clean power projects, pushing up

What Microsoft Changed Inside Copilot Microsoft (MSFT) is reorganizing its Copilot teams by bringing together the commercial and consumer versions under one unified structure. The company is moving quickly to improve its AI assistant and drive wider adoption, and the new setup is

What Happens Monday at GTC Nvidia (NVDA) CEO Jensen Huang is set to lay out the company’s hardware and software roadmap at its annual developer conference, GTC, in San Jose, California. The keynote is scheduled for 11 a.m. Pacific (2 p.m. Eastern) and

Musk’s Latest AI Idea Takes Aim at Software Elon Musk has introduced a new joint project between Tesla and xAI called “Macrohard” — a deliberately tongue-in-cheek name, but one tied to a serious idea. According to Musk, the system is

Meta Is Building Its Own AI Hardware Stack Meta just made another big move in the global AI infrastructure race. The company unveiled four new processors as part of its Meta Training and Inference Accelerator (MTIA) chip family, signaling that

Meta’s Latest AI Bet Isn’t for People — It’s for Agents Meta’s newest reported acquisition is not another chatbot startup or model lab. It’s a social network where AI agents post, comment, and interact with one another. According to reports,

Nvidia Pulls Back From China Nvidia has reportedly halted production of its H200 AI chips destined for China, signaling the growing impact of geopolitical and regulatory pressure on the global semiconductor supply chain. According to reports, the company has asked

A Sharp Reversal After tumbling 38% from its November high to late-February lows, Palantir Technologies has staged a notable comeback. The stock has climbed in recent sessions as investors reassess the company’s exposure to defense and government contracts amid escalating

The AI Capital Arms Race Just Escalated OpenAI has clinched an $840 billion valuation after closing a staggering $110 billion funding round, underscoring that the AI investment cycle is far from cooling off. The round ranks among the largest private

Strong Quarter. Softer Reaction. Nvidia delivered another eye-catching quarter — but the stock still fell. Shares dropped as much as 5.6%, marking the biggest intraday decline in three months, after investors reacted coolly to the company’s forward guidance. On paper,