technology News
AI's New Bottleneck: Power Shortages Idle Microsoft's Advanced Chips
Microsoft CEO Satya Nadella reveals that the primary constraint on AI expansion has shifted from chip supply to the availability of electrical power, creating a new investment focus on energy infrastructure.
Nvidia's AI Chips Caught in Geopolitical Crossfire Amid Mixed Signals
Shifting White House rhetoric on export controls creates a climate of uncertainty for the $4.9 trillion chipmaker and the broader semiconductor industry.
Tech Giants to Boost AI Spending Over $320B in 2025
An escalating investment arms race by Microsoft, Google, Amazon, and Meta is set to fuel a continued boom for the entire AI infrastructure and semiconductor sector.
OpenAI Projects $100B Revenue, Fueling AI Infrastructure Stocks
CEO Sam Altman's bullish forecast signals soaring demand for cloud and chip infrastructure, directly benefiting key partners like Microsoft and Nvidia.
Nebius Surges After Securing $17B Microsoft AI Infrastructure Deal
Shares climb over 5% as the cloud provider also reports a ninefold increase in AI revenue and raises its annual recurring revenue forecast to $1.1 billion.
Navan Stumbles in Debut as Founders Sell $52M in Shares
The corporate travel firm's market valuation falls to $4.7 billion, nearly half its 2022 peak, as top executives cash in during a rocky IPO.
Eos Energy stock surges on 228 MWh storage deal with Frontier Power
The order is the first under a larger 5 GWh framework agreement, bolstering the company's backlog as it scales its zinc-based battery technology.
Palantir Sues Former Engineers, Alleging Theft of AI 'Crown Jewels'
Lawsuit claims two ex-employees stole trade secrets to build a 'copycat' rival, creating a new legal and competitive overhang for the data analytics giant.