#AI News

148 articles

Peter Smith Peter Smith Artificial Intelligence
11 hours ago

NVDA Guides Higher as $500B AI Demand Pipeline Emerges

Nvidia raised its Q4 outlook and highlighted extraordinary demand for its Blackwell and Rubin AI platforms, signaling visibility toward a five-hundred-billion-dollar AI pipeline.

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Peter Smith Peter Smith Artificial Intelligence
1 day ago

Tesla Unveils Rapid AI Chip Roadmap, Targets Annual AI5–AI6 Cycle

Tesla has been quietly building advanced AI chips for years and just announced an aggressive new plan: releasing a new chip design every 12 months. The company is expanding its engineering team and aims to eventually outproduce all other AI chipmakers combined.

Marina Lyubimova Marina Lyubimova Artificial Intelligence
1 day ago

AMZN: AWS Revenue Hits $122B as Cloud Unit Posts Strong 20% Growth

Amazon Web Services pulled in $122 billion in annual revenue and $44 billion in operating income, showing why AWS remains Amazon's cash cow and one of the biggest players in cloud computing.

Usman Salis Usman Salis Artificial Intelligence
3 days ago

NVDA Stock Faces New Threat as Google's TPU Shift and Buffett's $5.1B Bet Reshape AI Chips

Berkshire Hathaway just dropped a bombshell with a multi-billion-dollar stake in Alphabet right after Google rolled out new TPU hardware and AI models that don't need Nvidia GPUs at all. The timing's got people wondering if Nvidia's stranglehold on AI compute might finally be facing real competition.

Eseandre Mordi Eseandre Mordi Artificial Intelligence
3 days ago

GOOGL Jumps 73% as Google's Early AI Bets Pay Off Big

Alphabet shares have surged more than 72 percent over the past year, driven by renewed attention to Google's early AI strategy and smart management calls. The stock keeps climbing as investors take another look at the company's foundational position in advanced AI development.

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Eseandre Mordi Eseandre Mordi Artificial Intelligence
3 days ago

Physical Intelligence Scores $600M at $5.6B Valuation in Major Robotics AI Round

Physical Intelligence, a robotics AI startup, just pulled in $600 million in fresh funding, pushing its valuation to $5.6 billion. Alphabet's CapitalG led the round with backing from Amazon founder Jeff Bezos and other major investors.

Marina Lyubimova Marina Lyubimova Artificial Intelligence
1 week ago

MSFT Stock News: Leaked Data Shows $1.36B in OpenAI Revenue Flows to Microsoft

Internal documents show OpenAI paid Microsoft close to $1.36 billion in revenue share through Q3 2025, exposing the financial backbone of their AI partnership and raising questions about profitability amid soaring inference costs.

Eseandre Mordi Eseandre Mordi Artificial Intelligence
1 week ago

NVDA Stock: 3 Major Investors Exit as AI Bubble Concerns Grow

Nvidia remains the defining AI stock of the decade, yet major investors—including Michael Burry, SoftBank, and Peter Thiel—have exited or slashed positions, raising questions about whether the AI boom is entering a more cautious phase.

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Usman Salis Usman Salis Artificial Intelligence
1 week ago

Oracle's Credit Default Swaps Surge 102% as AI Spending Raises Debt Concerns

Oracle's credit default swap prices have jumped to 102.97 basis points—the highest in over two years—as investors worry about the sustainability of the company's heavy AI infrastructure investments.

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Marina Lyubimova Marina Lyubimova Artificial Intelligence
1 week ago

U.S. Cloud Giants Plan $685B AI Spending by 2027 as China Lags Behind

Fresh data reveals a massive gap in AI infrastructure investment, with American tech companies planning to spend nearly nine times more than their Chinese counterparts by 2027.

Artem Voloskovets Artem Voloskovets Stocks
1 week ago

xAI Secures Additional $15 Billion in New Funding

Elon Musk's AI company xAI has raised another $15 billion from investors, according to CNBC. The massive funding round strengthens the firm's position in the increasingly competitive AI landscape.

Sergey Diakov Sergey Diakov Artificial Intelligence
1 week ago

Anthropic to Invest $50 Billion in AI Data Centers With Fluidstack

Anthropic partners with Fluidstack for a massive $50 billion investment in AI infrastructure, building data centers in New York and Texas to secure compute independence and support next-generation AI development.

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Peter Smith Peter Smith Artificial Intelligence
1 week ago

Big Tech Tightens Grip on U.S. Ad Market Amid AI Expansion

How Amazon, Meta, and Alphabet leveraged artificial intelligence to capture over half of America's $400 billion advertising market—and why their dominance keeps growing.

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Marina Lyubimova Marina Lyubimova Artificial Intelligence
1 week ago

OpenAI Reaches $500B Valuation Amid AI Investment Boom

OpenAI's valuation has hit $500 billion, tripling in just one year as investors worldwide race to lead the artificial intelligence industry.

Eseandre Mordi Eseandre Mordi Artificial Intelligence
1 week ago

AI Giants Face Accusations of Inflated Earnings

Major AI companies are being accused of manipulating financial results to appear more profitable than they actually are, raising concerns about market sustainability.

Alex Dudov Alex Dudov Artificial Intelligence
1 week ago

AI Data Center Spending Triggers Record $126B Debt Surge

Big Tech companies have unleashed an unprecedented borrowing spree to fund AI infrastructure, with debt issuance hitting $126 billion in 2025—a 500% jump that signals a fundamental shift in how the AI race is being financed.

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Eseandre Mordi Eseandre Mordi Artificial Intelligence
2 weeks ago

Meta Faces Downgrade as AI Spending Surges

Wall Street grows cautious on Meta as AI ambitions clash with rising costs and shrinking buybacks

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Victoria Bazir Victoria Bazir Artificial Intelligence
2 weeks ago

AI Boom Pushes Cloud Backlogs to Record Highs

Cloud infrastructure spending tied to AI is exploding, with AWS, Microsoft Azure, and Oracle seeing their revenue backlogs hit unprecedented levels as enterprises rush to secure compute capacity.

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Sergey Diakov Sergey Diakov Artificial Intelligence
2 weeks ago

Grok Web Launches Smart Real-Time Text Suggestions

Grok Web introduces real-time smart text suggestions that predict user queries as they type, making AI conversations faster and more intuitive through context-aware recommendations.

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Saad Ullah Saad Ullah Artificial Intelligence
2 weeks ago

DeepSeek Researcher Warns of Major Job Loss From AI

A senior DeepSeek researcher warned that accelerating AI capabilities could automate a large share of human work within 5–20 years, raising concerns about massive job displacement.

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