AMD is making an aggressive play for Nvidia’s data center AI dominance. CEO Lisa Su outlined plans to capture double-digit market share with projected 80% revenue growth for Instinct GPUs. The company sees a $1 trillion total addressable market by 2030.
Microsoft has updated its Xbox Game Development Kit with features that strongly suggest a hybrid console-PC device is coming. The October 2025 update includes standardized input, cross-platform saves, and unified packaging tools. This could fundamentally change how developers create games for Xbox’s
NTT Data is exploring data center development in Saudi Arabia to address the region’s AI infrastructure needs. The company aims to invest over $10 billion in global data center expansion through 2027.
Nebius has signed a $3 billion AI infrastructure deal with Meta and reports being completely sold out of available capacity. The company’s revenue surged 355% year-over-year as demand for AI computing explodes.
An ambitious global project is using AI to sequence the genomes of all known eukaryotic species on Earth. The effort could revolutionize conservation and our understanding of biology. Google’s DeepVariant and DeepPolisher are accelerating the process dramatically.
OpenAI’s Sora video app is costing the company an estimated $15 million per day according to Forbes analysis. With 4.5 million users generating millions of videos, the economics appear completely unsustainable despite the company’s massive valuation.
SoftBank just sold its entire Nvidia stake for $5.83 billion while announcing plans to invest over $34 billion in OpenAI. The move comes as the company’s quarterly profits more than doubled to $16.6 billion, largely driven by AI investments. This marks the second time SoftBank has exited Nvidia enti
AI cloud provider CoreWeave reported its revenue backlog doubled to $55.6 billion in Q3, with $25 billion added in just three months. The company signed massive deals with Meta ($14.2bn) and OpenAI ($6.5bn) while diversifying its customer base away from single-client dependency. Despite the explosiv
Microsoft President Brad Smith insists the AI boom won’t turn into a bubble if companies remain “thoughtful and disciplined.” This comes as Microsoft marked down its OpenAI investment, implying a $12 billion quarterly loss for the AI startup.
Destiny 2’s sales have fallen short of Sony’s expectations, forcing the company to record a $204 million impairment loss. The underperformance comes despite Sony’s $3.6 billion acquisition of developer Bungie in 2022. Bungie’s future now hinges on the success of upcoming titles like Marathon.
