AI companies are suddenly debating how fast they should move The race to build more powerful AI models has rarely left much room for restraint. OpenAI, Anthropic, Google, Meta and xAI have competed aggressively on model performance, computing power and

This is much more than another foreign-investment announcement Germany just secured one of the largest investment commitments of the year. The United Arab Emirates plans to deploy €40 billion, or roughly $46.4 billion, across German AI, digital infrastructure, energy and

Amazon isn’t waiting for the AI chip market to come to it Amazon (NASDAQ: AMZN) just added another major supplier to its AI infrastructure buildout. Qualcomm (NASDAQ: QCOM) will work with Amazon Web Services on multiple generations of customized silicon

Two earnings reports just changed the AI debate The argument that AI infrastructure spending is close to peaking took a hit over the last two weeks. First came Nvidia. Now Dell has added another set of numbers showing that customers

Nvidia is walking into earnings with expectations already sky-high Nvidia reports second-quarter earnings after the bell, and this may be one of the more important AI reports of the year. The stock finally snapped a seven-day losing streak on Tuesday,

A $13.7 billion contract can change a company RUM Group shares jumped more than 8% in premarket trading after announcing a six-year AI infrastructure deal worth approximately $13.7 billion. The agreement calls for an unnamed U.S.-based cloud customer to purchase

AI needs more than faster processors The AI race has spent years revolving around one word: GPUs. But the faster AI processors become, the more important everything around those processors becomes too. That is where Micron Technology is making its

This is more than another AI chip contract Marvell Technology (Nasdaq: MRVL) jumped about 6% after revealing an unusual deal with Google that could eventually give the tech giant a major ownership stake in the chipmaker. Under the agreement, Google

Nvidia is putting major financial support behind OpenAI Nvidia has agreed to provide as much as $105 billion of financial support for a massive new data center campus in Ohio that will be leased by OpenAI. OpenAI said Monday it