Nvidia's next-gen Vera Rubin architecture is already in full production with robot-assembled server racks deploying in tens of minutes, slaying rollout delay myths and acceleratin…

Intel is rightsizing its data center division with further redundancies after already cutting tens of thousands of employees, aiming to reduce cost structure to competitive levels.

Hyperscaler valuations have compressed to lowest levels since early 2023 before AI boom, with operating cash flows nearing $1T; digestion period may be ending with upward free cas…

Nvidia and Broadcom benefit from durable competitive advantages in data center buildout — security, stability, reliability and data handling — that sustain profit margins better t…

Broadcom shares Nvidia's durable moat in data center infrastructure — custom silicon, networking, and software — providing diversified revenue beyond just running models, which pr…

Memory remains cyclical despite AI-driven HBM demand; three leading players will collectively add excess capacity to gain share, causing prices to collapse and earnings to turn ne…

Chinese AI lab Moonshot is preparing final funding round at up to $50B valuation ahead of Hong Kong listing, but faces US government scrutiny over alleged model distillation of Am…

Frontier closed models will continue extending their lead through recursive learning improvements, while open-source ecosystems flourish in parallel; IP protection for closed mode…

Fireworks AI is scaling at unprecedented speed ($100M ARR in <1.5 years) led by a deep technologist CEO from Meta's ML framework team and a proven go-to-market president (ex-Sales…

Tesla's AI capex spend is tracking far below its $25B target, creating a 'show me the money' moment where investors doubt progress on robotaxi and humanoid robot ambitions, especi…