China condemned the EU's 20th sanctions package targeting 27 Chinese entities and retaliated within 24 hours against seven EU defence firms. Europe's own rearmament depends on the rare earths Beijing ...

PIMCO bought $10B of Oracle's record $16.3B data centre bond deal after US banks pulled back. The Michigan campus is part of $72B in Stargate infrastructure debt with a 19.5-year maturity.

Meta will deploy tens of millions of Amazon Graviton5 CPU cores in AWS data centres for agentic AI. The deal is part of a $200B+ procurement campaign spanning Nvidia, AMD, CoreWeave, Broadcom, and now ...

Meta and Microsoft eliminated up to 23,000 positions on the same day. Both reported record revenues. Both are redirecting the savings into AI infrastructure worth hundreds of billions.

OpenAI flagged the Tumbler Ridge shooter's ChatGPT account 8 months before the attack. Employees recommended alerting police. Leadership overruled them. Altman's apology cannot close the gap.

Google is committing $10B cash and $30B conditional to Anthropic at a $350B valuation, plus 5GW of compute over five years, as Claude hits $30B ARR and overtakes Gemini in enterprise.

Denis Brovarnyy built AIT Technology School to bridge the gap between education and real-world AI jobs. Here’s how his model focuses on execution, not theory.

The US government's 9.9% Intel stake, acquired for $8.9B from converted CHIPS Act funds, is now worth $36B after a Q1 earnings surge. No exit plan exists.

Stanford's James Zou targets $1B valuation for AI physiology startup backed by Nature-published research and FDA-cleared cardiac AI ...

X-Energy's $1.02B IPO was 15x oversubscribed and priced 21% above range. The same company failed to close a SPAC at $1B in 2023. AI data centre demand changed everything.

Summary: SoftBank Corp. plans to convert part of the former Sharp LCD factory in Sakai, Osaka into one of Japan’s largest battery production lines for AI data centres, with production expected within ...

Q1 revenue of $13.6 billion beat the $12.4 billion consensus by 9.4%. Data Centre and AI revenue rose 22% to $5.1 billion. Non-GAAP EPS of $0.29 beat the 1-cent consensus by a factor of 29. The stock ...