Timeline
Celero raises $275m at more than $3bn valuation
Qualcomm wins Amazon Web Services deal for AI inference silicon
Data centre backlash threatens to become a midterm election flashpoint
SpaceX targets orbital data center launch in late 2027
Nscale seeks about $3.5bn in pre-IPO financing
Nvidia’s equity holdings surge to $99bn as it doubles down on AI ecosystem
Nvidia’s Jensen Huang tells G20 nations to build AI infrastructure or risk being left behind
Microsoft says more memory chips alone won't solve AI infrastructure bottlenecks
Google speeds up custom-chip cadence to stay ahead in AI
Dell shares jump as AI server demand lifts revenue and profit outlook
Together AI will build a large data center in Saudi Arabia with state-backed Humain
Z.ai revenue jumps 400% as Chinese AI developer pivots to cloud
BMO's US chief says clients are taking varied approaches to AI
Nvidia extends its AI advantage beyond the GPU
Why Anthropic's flotation is really a stress test for AI's valuations
America's chip controls keep fighting the last war
Tencent releases Hy4 preview and open-sources flagship model
Reuters joins Snowflake Marketplace to offer AI-ready news content
IBM launches Granite 4.2, small open-weight LLMs tuned for local and enterprise use
ClickHouse’s recurring revenue tops $350m as OpenAI and agent use rises
Anthropic to let enterprise customers store AI data on their own cloud
Broadcom seeks more than $60bn in debt for AI chip deal
Wall Street is trading AI like a commodity, but compute and data are not oil
Cerebras launches CS-4, its fastest AI system, without a new chip
Taiwan tech revenues cool but chip pricing keeps every category ahead of forecasts
Nvidia's $500bn AI financing deal turns on one promise. Here's the insight from the top
The compute crunch is hitting AI's newest labs hardest
WiMi says its quantum AI can tell one handwritten digit from another
Lambda sells $917m leveraged loan to fund Nvidia GPU purchase
Elon Musk and Michael Burry are arguing about agent traffic. But are they behind the curve?
Nvidia to invest up to $3 billion in Lancium, the developer behind Stargate
Google is winning the AI race and losing its pioneers at the same time. Here's why that isn't a contradiction
Anthropic wants to design its own chips as the scramble for compute intensifies
Pinterest beats on earnings but soft guidance sends shares down 7%
As Washington moves to leash American AI, a French rival smells opportunity
Leading analyst tells investors the tech trade that defined 2025 is running out of road
Samsung has built the foldable people might actually want. It still costs too much
Moonshot built Kimi on 20,000 Nvidia chips supplied via Alibaba
The AI scramble is reordering big tech, and it looks like Apple landed on the wrong side of it
TSMC's move into Intel's packaging turf shows how it plans to defend its lead
Microsoft Azure clears $100bn whilst the AI bill gets smoothed down
Meta free cash flow collapses as AI spending accelerates
Intel's 48% jump in server chip prices flatters a genuine recovery
Amazon.com data centers damaged in Bahrain after Iran says it struck the sites
Nvidia weighs $250bn backstop for OpenAI data-center lease
The AI threat that is filling cyber order books is now reaching the sector's minnows
Venture capital rediscovers nuclear with AI footing the bill
Valar Atomics brings a reactor online as Trump-era push accelerates experimental nuclear builds
Google's TPU offensive takes the chip war to Nvidia's best customers
More in Tech
Bloomberg CEO says it is too early to judge the payback from the company's AI push
Vlad Kliatchko says the financial results of Bloomberg’s AI investment will take time to become clear.