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Browsing: cloud computing
Amazon Just Crossed $3 Trillion in Market Value and Became Only the Fifth Company in History to Get There. What Pushed It Over the Line Was Not Retail and Not AWS. It Was AI Momentum and the Market Knows It.
By precious
Amazon has crossed a valuation milestone that only four companies had reached before it. On August 3, Amazon shares jumped…
Google, Broadcom, Morgan Stanley, Apollo, and Blackstone Have Assembled Roughly $200 Billion in Financing Just to Keep Anthropic Supplied With Chips and Data Centers. None of It Sits on Google’s Balance Sheet and That Arrangement Is Entirely by Design
By fariehan
Anthropic now sits at the center of a roughly $200 billion financing network for chips and data centers. The company…
Apple Just Passed Nvidia to Become the World’s Most Valuable Company Again. The Flip Says Less About Apple Than It Does About How Investors Are Starting to Feel About the AI Infrastructure Boom
By fariehan
Apple has overtaken Nvidia as the world’s most valuable public company again. The reversal comes as investors reassess the AI…
Intel Just Committed Over $20 Billion in Capital Spending for 2026 and AI Servers Are the Entire Reason Why. The Company That Almost Missed the AI Era Is Now Betting Everything on Not Missing It Twice
By fariehan
Intel is raising its 2026 capital spending forecast as AI demand strengthens its server business. The increase gives Intel more…
AMD and Microsoft Just Expanded Their Helios AI Infrastructure Deal on Azure and the Scale of What They Are Building Together Has No Precedent in the Cloud Industry. Here Is What It Signals About Where Enterprise AI Compute Is Heading
By fariehan
AI infrastructure continues evolving as AMD and Microsoft expand their Azure partnership. The agreement brings AMD’s Helios rack-scale platform to…
Amazon Just Cut Jobs Inside Its AGI Unit While Simultaneously Increasing AI Investment Everywhere Else. The Restructuring Tells You Exactly Which Bets on Artificial General Intelligence Amazon Has Decided Are Not Worth Making
By fariehan
Amazon’s AGI restructuring marks a significant shift in the company’s artificial intelligence strategy. Amazon recently reduced jobs within part of…
Wistron Just Opened a $700 Million Factory in the US Dedicated Entirely to Building Nvidia Superchips. The Facility Is Part of a Quiet but Accelerating Push to Move AI Hardware Manufacturing Onto American Soil
By fariehan
Wistron’s Nvidia Superchips are moving into U.S. production after Wistron opened a $700 million manufacturing facility in Fort Worth, Texas.…
AMD Just Bet $5 Billion on Anthropic and Committed Its Most Advanced AI Chips to Power It. The Deal Is the Most Direct Challenge to Nvidia’s Stranglehold on the AI Supply Chain Anyone Has Announced This Year
By fariehan
AMD just made one of the boldest artificial intelligence moves of 2026. The chipmaker committed up to $5 billion to…
China Just Demonstrated a Fiber Network Transmitting 51.3 Terabits Per Second Without a Single Signal Repeater. Here Is Why That Number Rewrites What Anyone Thought Was Possible for Global Internet Infrastructure
By fariehan
China’s fiber network has reached a major milestone after researchers transmitted 51.3 terabits per second across 206.5 kilometers without using…
Meta’s Custom AI Chip Iris Is Going Into Production in September. The Company Spending $145 Billion on AI This Year Has Decided the Cost of Depending on Nvidia Is No Longer Worth It.
By precious
Meta is preparing to begin production of its latest custom artificial intelligence (AI) chip in September as the company pushes…