What’s changing Nvidia is imposing unusually strict payment terms on Chinese customers seeking its H200 artificial intelligence chips, requiring full upfront payment before orders are accepted, according to people familiar with the matter. Under the policy, buyers must commit capital

Musk Pushes Back on Nvidia’s CES Reveal Confidence in Tesla’s FSD lead Elon Musk said Tuesday that it would take five to six years — or longer — before Nvidia’s latest autonomous driving technology poses serious competition to Tesla’s Full

U.S. Demand Forces Meta to Hit Pause Supply can’t keep up Meta Platforms announced it is delaying the international rollout of its Ray-Ban Display AI glasses after demand in the United States far exceeded expectations. According to the company, product

A Historic Run Meets Reality Momentum slows after an extraordinary surge Nvidia entered 2026 as the world’s most valuable company — but with noticeably shakier footing than just a few months ago. Since peaking in late October, Nvidia shares have

Nvidia is moving to secure additional manufacturing capacity for its H200 artificial intelligence chips, sounding out Taiwan Semiconductor Manufacturing Company about expanding production as demand from Chinese technology firms sharply accelerates, according to multiple sources familiar with the matter. Chinese

SoftBank has officially completed its $40 billion investment into OpenAI, finalizing one of the largest private funding commitments in technology history and cementing its position as a major force behind the global artificial intelligence buildout. Sources familiar with the transaction

SoftBank Deepens Its AI Infrastructure Push Japan-based SoftBank announced Monday that it will acquire DigitalBridge, a major global data center investment firm, in a $4 billion all-cash deal aimed squarely at expanding its artificial intelligence footprint. Under the terms of

Alphabet Moves to Lock In Power for the AI Era Alphabet announced Monday that it will acquire Intersect, a data center and energy infrastructure developer, in a deal valued at $4.75 billion in cash plus the assumption of debt. The

OpenAI is in early discussions with Amazon about a potential investment that could exceed $10 billion, according to people familiar with the matter. The talks are ongoing, details remain fluid, and no final amount has been set, CNBC confirmed. The

Quantum Computing Is Quietly Entering Its Inflection Phase Quantum computing has spent decades living in the realm of theory, academia, and long-dated promises. That narrative is starting to change. Over the past two years, capital investment, enterprise pilots, and government-backed