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NVIDIA CEO Jensen Huang signals the end of direct funding for AI giants OpenAI and Anthropic, marking a strategic shift as both labs prepare for massive public debuts later this year.
NVIDIA shatters expectations with a 262% revenue surge, driven by an insatiable demand for AI chips and global cloud infrastructure transformation.
Meta Platforms expands its custom AI accelerator roadmap with a landmark Broadcom partnership, targeting 2-nanometer production to power its personal superintelligence goals.
Oracle's stock jumped 11% in heavy trading after the company announced a suite of new AI capabilities for the utilities sector, further cementing its role as a leader in specialized cloud infrastructure.
Google and Intel have announced a landmark multi-year agreement to deploy next-generation Xeon processors and IPUs across global data centers, addressing critical bottlenecks in AI agent orchestration.
Anthropic secures massive compute capacity from Google Cloud and Broadcom, signaling a transition from AI pilots to multi-gigawatt infrastructure scaling for the Claude model family.