Major tech companies are tapping bond markets to fund massive AI infrastructure expansions, with Meta, Alphabet and Oracle issuing billions in debt. But investors are questioning whether the returns will justify the enormous capital expenditures as these formerly asset-lite companies increasingly re
AI’s voracious appetite for computing power is causing memory chip shortages that could impact consumer electronics prices. Meanwhile, Japan’s startup ecosystem is seeing unprecedented investment and valuation growth in the AI space.
Adobe is making a massive $1.9 billion all-cash acquisition of Semrush to strengthen its position in AI-driven search and discovery. The deal, expected to close in the first half of 2026, comes as traffic from generative AI sources to retail sites surged 1,200% year-over-year. Semrush shares jumped
The deep learning pioneer is departing Meta to create an independent entity focused on AI systems that understand the physical world. LeCun has been openly skeptical about large language models and AI safety concerns for years.
Google’s AI-powered summaries and competitors like ChatGPT are creating a “zero-click search” phenomenon. Businesses relying on search traffic face an existential threat as users get answers without visiting websites.
Nvidia CEO Jensen Huang directly addressed concerns about an AI bubble during the company’s earnings call. He stated that from Nvidia’s perspective, they’re seeing something fundamentally different happening in the market. The comments come as Nvidia’s market cap has soared to $4.5 trillion on AI de
AI inference is rapidly evolving to meet enterprise needs, becoming tiered, distributed and optimized for RAG, agentic, and generative AI. The enterprise data lake remains crucial for aggregating organizational data from siloed applications and shared drives. Storage infrastructure is at the core of
Nvidia just reported another blockbuster quarter with $57 billion in revenue and raised Q4 guidance to $65 billion. The company addressed AI bubble fears while announcing major partnerships with OpenAI, Anthropic, and xAI. Despite China restrictions, Nvidia remains bullish on robotics and AI infrast
Nvidia crushed earnings expectations again, reporting $51.2 billion in data center revenue and guiding for $65 billion next quarter. The most impressive number? Reiterating its $500 billion sales guidance for Blackwell and Rubin chips through 2025-2026.
Nvidia just reported staggering quarterly results that crushed expectations, with revenue soaring to $57 billion. CEO Jensen Huang used the earnings call to directly address AI bubble concerns, arguing the company is positioned at the center of three massive platform shifts happening simultaneously.
