Microsoft Pushes Back After AI Sales Miss Report Hits Stock Microsoft (MSFT) shares fell more than 2% on Wednesday after The Information reported that the company scaled back growth targets for its AI software business, citing disappointing sales performance across

Big Tech’s Silicon Strategy: The Race to Reduce Nvidia Dependence Amazon (AMZN) unveiled its new Trainium3 AI chip on Tuesday, the latest move in Silicon Valley’s escalating push to diversify away from Nvidia’s near-total control of high-end AI hardware. At

A Deepening Alliance in the AI Infrastructure Stack Nvidia has taken a $2 billion equity stake in Synopsys, expanding a long-standing relationship into a formal multiyear partnership aimed at speeding up some of the most compute-heavy engineering workflows in the

A New Era for GTM: Fast, Precise, AI-Driven For decades, startups relied on the same core sales and marketing playbooks: hire specialists, build a funnel, run content, scale outbound, add bodies. AI has now shattered that model. At TechCrunch Disrupt,

Blackstone Nears $4 Billion Deal for MacLean Power Systems Blackstone is closing in on a multibillion-dollar acquisition of MacLean Power Systems, valuing the company at over $4 billion, according to people familiar with the negotiations. A formal announcement could arrive

A New AI Chip Battle Takes Shape — and Nvidia Feels the Hit Nvidia shares dropped sharply Tuesday after The Information reported that Google is in advanced discussions with Meta to supply billions of dollars’ worth of Google’s AI chips

xAI’s Blockbuster Raise Signals Another Step in the AI Funding Arms Race Elon Musk’s artificial intelligence startup xAI is on track to close a $15 billion funding round next month at a $230 billion pre-money valuation, according to people familiar

Burry Goes Public With His AI Skepticism Michael Burry — best known for predicting the 2008 housing crash — has launched a new Substack newsletter called Cassandra Unchained, priced at $379 per year. The move follows his decision to deregister

Amazon Drops a $50 Billion AI Bombshell for the U.S. Government Amazon is making one of the largest public-sector technology bets in history, announcing plans to invest up to $50 billion to expand AI and supercomputing capacity across its secure

Nvidia Pushes Back on AI Bubble Talk Nvidia (NVDA) came out swinging during its Q3 earnings call, directly confronting rising fears that the AI boom is overheating — and that GPU demand is being artificially inflated by circular investment deals.