AI & Quantum Computing
Amazon Writes the Final Chapter for Mechanical Turk as It Pours Resources into Homegrown Chips
Amazon is drawing a line under one of the earliest pillars of its artificial intelligence strategy. The company will stop...
Physics Deals Nvidia a Rare Handicap as 78-Layer Circuit Board Stalls Its AI Supercomputer Ambitions
The artificial intelligence revolution has long been a story of silicon and software, but Nvidia’s latest roadblock shows that the...
Ams Osram’s €570m Infineon Payout Cuts Debt, but Fitch and Losses Cloud the Photonics Horizon
Ams Osram’s stock has rocketed 155% since the start of 2026, fueled by a €570m cash infusion from the sale...
Nvidia Hires Microsoft’s Parker to Steer Global Operations as AI Infrastructure Pivots to Power and Finance
Nvidia has poached Nicholas Parker from Microsoft to run its worldwide operations, handing him a guaranteed compensation package north of...
With a Memory Advantage and Revenue Milestones, AMD Heads into July’s AI Event Under the Microscope
The chip maker's stock has staged a remarkable rally, gaining more than 140% over the past twelve months, yet it...
Micron Faces a Twin Assault: A Short Seller’s Warning and a Cartel Lawsuit Test the AI Rally
The euphoria over memory chips has drawn two distinctly unwelcome guests to the party. Michael Burry, the investor famous for...
Nvidia Tightens Its Grip on AI Infrastructure With a $500 Billion Backlog and a New Financing Model
Nvidia is no longer content with simply selling chips. The company is rewriting its revenue playbook, moving from upfront hardware...
Bloom Energy’s $25 Billion Infusion and Russell 1000 Ascent Signal a New Phase in AI Power
The arithmetic of artificial intelligence is rewriting the rules of energy procurement. With hyperscalers facing grid bottlenecks and the insatiable...
The $27 Billion Question: Can Micron’s Capacity Splurge Fend Off Burry’s Bear Thesis and SK Hynix’s Nasdaq Debut?
Record quarterly numbers. A stock that has tripled in 2025. And yet Micron Technology finds itself under siege from two...
ServiceNow’s AI Pivot Attracts Analyst Endorsement, Yet Extreme Volatility Exposes a Market Deeply Divided
A curious tension grips ServiceNow. The enterprise software giant has repositioned itself as the "AI control tower" for corporate networks,...
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