Reddit's stock fell 9% on a report it may end Google's access to its content for AI, as AI Overviews gut the referral traffic publishers rely on.

AMD launched the MI455X accelerator, Helios server rack, and Venice Epyc processor at its Advancing AI event, predicting a $2 trillion market by 2030 ...

Musk told investors Optimus has no existing supply chain and every part is new, as Tesla quietly dropped mass production language from its earnings deck ...

Elon Musk thanked Micron for a 'significant' memory-chip allocation on Tesla's earnings call, even as he builds Terafab, a $55bn Tesla-SpaceX chip factory.

Nvidia donated a DGX GB300 supercomputer to the Naval Postgraduate School, a military first, to teach officers AI's uses and its limits.

Tesla's Q2 revenue hit $28.24B (+26% YoY) with 480,126 deliveries. Operating income collapsed 57% to $398M. R&D spending jumped 49% to $2.37B on AI and robotics.

Alphabet beat on revenue and grew Google Cloud 82%, but a record $205bn capex guide and negative free cash flow sent shares down about 5%.

OpenAI will spend over $30bn on a 3.2-gigawatt data centre near Savannah, Georgia. It's now designing Stargate sites itself, and courting wary neighbours.

Jeff Bezos is pushing an AI-first Prime Video redesign, codenamed Lighthouse, that puts recommendations ahead of the studio ad slots studios pay for.

Intel and AMD are signing longer-term server CPU deals with Chinese buyers as prices jump more than 40% this year, Reuters reports.

Uber cut 10% of its customer-service staff and blamed AI for the first time. It is the company's second round of job cuts in under two months.

A White House official says China's Moonshot used banned Nvidia chips and distilled US models to build Kimi K3. Nvidia's boss disagrees.