What Happened A report citing an internal OpenAI message says ChatGPT has returned to exceeding 10% monthly growth, according to comments OpenAI CEO Sam Altman shared with employees. The same message said OpenAI is preparing to launch an “updated Chat

Amazon Hit as AI Capex Anxiety Spreads Amazon shares fell more than 9% on Friday, extending a brutal week for Big Tech as investor concerns around AI spending discipline intensified. The sell-off follows a string of earnings reports in which

Alphabet Unveils Massive AI Spend — Markets Push Back Shares of Alphabet fell as much as 5% early Thursday after the Google parent stunned investors with plans to spend up to $185 billion in capital expenditures in 2026, sharply exceeding

AMD Stock Drops as Market Questions Outlook Shares of Advanced Micro Devices fell sharply after the company reported quarterly results, as investors focused on guidance that some viewed as conservative despite ongoing strength in artificial intelligence spending. The stock slid

SpaceX Absorbs xAI in Record-Breaking Merger Elon Musk has merged his artificial intelligence startup xAI into SpaceX, creating the largest corporate merger in history and valuing the combined entity at approximately $1.25 trillion. The transaction values SpaceX at roughly $1

Sandisk Raises the Bar on AI-Linked Storage Demand Sandisk (SNDK) issued a fiscal third-quarter outlook that topped Wall Street expectations, pointing to a sharp improvement in both sales and profitability as demand for data storage accelerates alongside the AI buildout. For

Tech Giants Go All-In as AI Spending Explodes U.S. tech leaders are accelerating capital spending at an unprecedented pace as the race for artificial intelligence dominance intensifies. Meta Platforms plans to double capital expenditures to as much as $135 billion

Mozilla Reenters the Ring — This Time for AI Mozilla, the nonprofit best known for Firefox, is once again embracing its underdog roots — this time by taking on the AI industry’s biggest players. Under President Mark Surman, Mozilla is

Microsoft Enters the Next Phase of Custom AI Silicon Microsoft is stepping up its push into custom AI hardware with the launch of Maia 200, a next-generation accelerator designed to run inside its own data centers. The chip will initially

China Moves Closer to Approving Nvidia AI Chip Imports Chinese regulators have told the country’s largest technology firms — including Alibaba Group — that they can begin preparing orders for Nvidia’s H200 artificial intelligence chips, according to people familiar with