Tech industry
Tech industry

1 hour ago

Tech industry

The Optical AI Boom's Biggest Winners: 3 Under-the-Radar Stocks Fueling the Revolution

Optical photonics is essential for scaling AI data centers, offering higher bandwidth and lower energy use, driving significant stock growth in key companies.

fromThe Motley Fool

Alphabet Lost 10% in a Single Week Over Artificial Intelligence (AI) Spending Fears. Is This a Buying Opportunity or a Sign of Something Worse? | The Motley Fool

Aggressive AI infrastructure spending by major companies raises concerns about cash flow and investment recoupment, particularly for Alphabet.

1 hour ago

The Optical AI Boom's Biggest Winners: 3 Under-the-Radar Stocks Fueling the Revolution

Optical photonics is essential for scaling AI data centers, offering higher bandwidth and lower energy use, driving significant stock growth in key companies.

fromThe Motley Fool

more#artificial-intelligence

Alphabet Lost 10% in a Single Week Over Artificial Intelligence (AI) Spending Fears. Is This a Buying Opportunity or a Sign of Something Worse? | The Motley Fool

Aggressive AI infrastructure spending by major companies raises concerns about cash flow and investment recoupment, particularly for Alphabet.

#meta

fromTNW | Amazon

6 hours ago

Tech industry

Meta signs multibillion-dollar deal for Amazon Graviton5 chips as AI compute demand outstrips $135B capex budget

fromMiami Herald

Why Meta is laying off 10% of its workforce

Meta plans to lay off 8,000 employees, about 10% of its workforce, to cut costs and focus on artificial intelligence.

Tech industry

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

fromInfoWorld

Tech industry

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

fromwww.cbc.ca

Meta to cut 8,000 jobs, Microsoft to offer voluntary buyouts for thousands | CBC News

Meta is laying off 8,000 workers to improve efficiency and invest in artificial intelligence infrastructure.

Meta, Microsoft purge jobs amid AI build-up

Meta plans to lay off 8,000 employees to focus on AI development, while Microsoft offers early retirement buyouts for 8,700 workers.

fromTNW | Amazon

6 hours ago

Meta signs multibillion-dollar deal for Amazon Graviton5 chips as AI compute demand outstrips $135B capex budget

Meta signed a multibillion-dollar deal with Amazon to deploy Graviton5 CPU cores for AI workloads, reflecting a significant demand for compute resources.

fromMiami Herald

Why Meta is laying off 10% of its workforce

Meta plans to lay off 8,000 employees, about 10% of its workforce, to cut costs and focus on artificial intelligence.

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

Meta is expanding its compute capabilities by partnering with AWS and utilizing multiple chip architectures for AI development.

fromInfoWorld

Meta's compute grab continues with agreement to deploy tens of millions of AWS Graviton cores

Meta is expanding its compute capabilities by partnering with AWS and utilizing multiple chip architectures for AI development.

fromwww.cbc.ca

Meta to cut 8,000 jobs, Microsoft to offer voluntary buyouts for thousands | CBC News

Meta is laying off 8,000 workers to improve efficiency and invest in artificial intelligence infrastructure.

Meta, Microsoft purge jobs amid AI build-up

Meta plans to lay off 8,000 employees to focus on AI development, while Microsoft offers early retirement buyouts for 8,700 workers.

more#meta

fromTNW | Meta

6 hours ago

Tech industry

Meta cuts 8,000 jobs and Microsoft offers first-ever buyouts as Big Tech converts payroll into AI capital expenditure

Meta and Microsoft are cutting 23,000 jobs combined to invest in AI infrastructure, not due to financial distress.

7 hours ago

Utility giant Duke Energy plans to spend industry record $103 billion on growth as data centers and affordability take center stage | Fortune

Duke Energy plans to invest $103 billion over five years to expand power generation amid the AI data center boom.

fromInfoQ

17 hours ago

Cloudflare Optimizes Edge Stack for High-Core CPUs Instead of Large Cache

Cloudflare's Gen 13 servers enhance performance by leveraging many processor cores instead of large CPU caches, improving capacity and energy efficiency.

Tech jobs have hit an AI air pocket. Is it temporary or permanent?

Tech job cuts are influenced by both temporary adjustments and potential permanent changes, with AI playing a significant role in the evolving landscape.

Tech layoffs update: Meta, Nike, Snap, and others join the growing list of companies slashing jobs in April 2026

April sees significant job cuts in the tech sector, with Microsoft offering buyouts and Meta laying off 8,000 employees.

In another wild turn for AI chips, Meta signs deal for millions of Amazon AI CPUs | TechCrunch

Meta has signed a deal to use millions of AWS Graviton chips for its AI needs, shifting from competitors like Google Cloud.

Why Isn't NVIDIA Stock at $300 While Other Semiconductor Stocks Rally?

NVIDIA shares lag behind peers despite strong AI market growth, with a 7% year-to-date increase compared to significant gains from competitors.

Jensen Huang Says 'Not One Company' Can Match NVIDIA's Performance Per Dollar. Here's What Investors Should Know

NVIDIA claims to have the best performance per total cost of ownership in AI computing, outperforming all competitors.

fromFuturism

Nvidia CEO Loses His Cool at Tough Question

Nvidia CEO Jensen Huang expressed strong opposition to the idea that selling AI chips to China would harm the U.S. tech industry.

Why I Can't Stop Buying Nvidia Stock

NVIDIA's growth trajectory continues to accelerate, with significant revenue and net income increases, indicating strong market positioning and demand.

Buy, Sell or Hold TSM Stock Below $500 or NVDA Stock Below $200?

NVIDIA and TSMC play crucial roles in AI infrastructure, with NVIDIA focusing on GPU design and TSMC on chip manufacturing.

Why Isn't NVIDIA Stock at $300 While Other Semiconductor Stocks Rally?

NVIDIA shares lag behind peers despite strong AI market growth, with a 7% year-to-date increase compared to significant gains from competitors.

Jensen Huang Says 'Not One Company' Can Match NVIDIA's Performance Per Dollar. Here's What Investors Should Know

NVIDIA claims to have the best performance per total cost of ownership in AI computing, outperforming all competitors.

fromFuturism

Nvidia CEO Loses His Cool at Tough Question

Nvidia CEO Jensen Huang expressed strong opposition to the idea that selling AI chips to China would harm the U.S. tech industry.

Why I Can't Stop Buying Nvidia Stock

NVIDIA's growth trajectory continues to accelerate, with significant revenue and net income increases, indicating strong market positioning and demand.

Buy, Sell or Hold TSM Stock Below $500 or NVDA Stock Below $200?

NVIDIA and TSMC play crucial roles in AI infrastructure, with NVIDIA focusing on GPU design and TSMC on chip manufacturing.

Tech industry

Microsoft encourages chunk of experienced US staff to leave

Tech industry

Inside Microsoft's wave of executive departures

Tech industry

Microsoft is offering voluntary buyouts to thousands of longtime US employees

fromEngadget

Tech industry

Microsoft is reportedly offering voluntary buyouts to up to 7 percent of its employees

Tech industry

Microsoft is making this first-ever move to cut workforce size amid the AI shift

Microsoft trims cloud desktop pricing, even as it boosts AI costs

Microsoft is reducing prices for Windows 365 and AVD while increasing Microsoft 365 costs, aiming to promote cloud-based PCs and AI services.

Microsoft encourages chunk of experienced US staff to leave

Microsoft is offering voluntary buyouts to US employees to improve Windows quality and reliability.

Inside Microsoft's wave of executive departures

Microsoft is experiencing significant leadership changes due to pressure on its AI strategy and challenges in retaining talent.

Microsoft is offering voluntary buyouts to thousands of longtime US employees

Microsoft is offering buyouts to long-serving US employees to reduce workforce without layoffs.

fromEngadget

Microsoft is reportedly offering voluntary buyouts to up to 7 percent of its employees

Microsoft is initiating a voluntary buyout program for US employees at senior director level and below, potentially affecting up to 8,750 workers.

Microsoft is making this first-ever move to cut workforce size amid the AI shift

Microsoft is offering voluntary buyouts to select employees as part of a restructuring amid shifts in the tech industry due to AI advancements.

Microsoft trims cloud desktop pricing, even as it boosts AI costs

Microsoft is reducing prices for Windows 365 and AVD while increasing Microsoft 365 costs, aiming to promote cloud-based PCs and AI services.

more#microsoft

fromTNW | Business

Tech industry

Intel's revival is real: $13.6B in Q1

Q1 revenue of $13.6 billion exceeded expectations, driven by strong Data Centre and AI growth, resulting in significant stock gains.

A former ByteDance engineer says China's AI industry is 'far behind' the US and the gap is getting worse

China is falling further behind the US in AI development, according to a former ByteDance engineer.

Intel CEO Lip Bu Tan crushed Wall Street targets on his 1-year anniversary: We are embracing our 'paranoid' roots | Fortune

Intel is revitalizing its identity as a key player in the CPU market, reporting significant revenue growth and increased demand for its products.

Intel stock price: INTC surges today after Q1 earnings reveal AI data center boom

Intel's Q1 2026 earnings report shows significant growth in AI-related revenue, boosting investor confidence and stock price.

Intel's CEO Just Admitted Elon Musk Will Teach Them More Than They'll Teach Him

Intel's CEO acknowledges learning from Elon Musk's expertise in chip business operations, marking a significant shift in the company's approach.

Intel shares rise 29 percent after strong quarterly results

Intel's Q1 2026 revenue reached $13.6 billion, driven by strong demand for Xeon server processors for AI data centers.

Live: Will Intel's Q1 Earnings Keep Fueling its Epic Rally?

Intel's Q1 2026 earnings report is anticipated with a consensus EPS estimate of $0.0104 and guidance for revenue between $11.7B and $12.7B.

Intel CEO Lip Bu Tan crushed Wall Street targets on his 1-year anniversary: We are embracing our 'paranoid' roots | Fortune

Intel is revitalizing its identity as a key player in the CPU market, reporting significant revenue growth and increased demand for its products.

Intel stock price: INTC surges today after Q1 earnings reveal AI data center boom

Intel's Q1 2026 earnings report shows significant growth in AI-related revenue, boosting investor confidence and stock price.

Intel's CEO Just Admitted Elon Musk Will Teach Them More Than They'll Teach Him

Intel's CEO acknowledges learning from Elon Musk's expertise in chip business operations, marking a significant shift in the company's approach.

Intel shares rise 29 percent after strong quarterly results

Intel's Q1 2026 revenue reached $13.6 billion, driven by strong demand for Xeon server processors for AI data centers.

Live: Will Intel's Q1 Earnings Keep Fueling its Epic Rally?

Intel's Q1 2026 earnings report is anticipated with a consensus EPS estimate of $0.0104 and guidance for revenue between $11.7B and $12.7B.

Western Digital Stock Is Up 135% This Year - Here's Why

Western Digital's stock has surged 134% YTD, driven by AI data center demand and strong earnings performance.

23 hours ago

Qualcomm Stock Jumps 11% - Here's Why It's Still Down 13% in 2026

Qualcomm shares surged 11% due to sector-wide optimism following Intel's strong earnings report.

Samsung may be bracing for first-ever annual loss in smartphone business

Samsung's semiconductor division achieved record profits, but rising component costs are driving up prices for consumer devices.

Tech industry

Samsung workers rally, call for larger share of AI profits

fromArs Technica

Samsung may be bracing for first-ever annual loss in smartphone business

Samsung's semiconductor division achieved record profits, but rising component costs are driving up prices for consumer devices.

Tech industry

Samsung workers rally, call for larger share of AI profits

more#samsung

fromTNW | Artificial-Intelligence

22 hours ago

SoftBank is converting a Sharp LCD factory into a battery plant for AI data centres. The data centres cannot wait five years.

SoftBank Corp. is converting a former Sharp LCD factory into a major battery production line for AI data centres, expected to be operational by 2031.

The RAM shortage could get even worse if Samsung labor protests cut production

The RAM shortage driven by AI demand is escalating prices and causing labor unrest at Samsung over wage disputes.

fromwww.theguardian.com

Microsoft and Meta announce sweeping layoffs as they spend big on AI

Meta and Microsoft are laying off thousands while investing heavily in AI to enhance productivity and efficiency.

Marvell's AI Story Just Got Stronger With Google - But Is it Too Late to Buy?

Marvell's shares surged 96% in three months, positioning the company as a strong contender in the custom silicon market.

AI now gobbling up power and management chips for servers

The chip shortage is impacting power management chips, threatening server shipments as demand for AI products prioritizes manufacturing capacity.

As chip crisis deepens, Everpure warns of 70 percent price hike

Everpure faces a 70% price increase due to a semiconductor shortage driven by AI demand, with input costs surging between 300% and 900% since mid-2025.

One Year Later: Our 'No-Brainer' Rigetti Call Doubled. What to Do Now.

Rigetti Computing's stock nearly doubled, but valuation concerns and revenue declines pose risks for investors.

fromComputerweekly

Software billing gap: A Computer Weekly Downtime Upload podcast

Billing based on consumption often fails as software pricing evolves towards value-based models.

Google Cloud launches two new AI chips to compete with Nvidia | TechCrunch

Google Cloud's TPU 8t and TPU 8i chips enhance AI model training and inference, offering significant performance improvements over previous generations.

Google makes an interesting choice with its new agent building tool for enterprises | TechCrunch

Google introduced the Gemini Enterprise Agent Platform for building and managing AI agents, targeting IT teams and business users with various functionalities.

Google Cloud launches two new AI chips to compete with Nvidia | TechCrunch

Google Cloud's TPU 8t and TPU 8i chips enhance AI model training and inference, offering significant performance improvements over previous generations.

Google makes an interesting choice with its new agent building tool for enterprises | TechCrunch

Google introduced the Gemini Enterprise Agent Platform for building and managing AI agents, targeting IT teams and business users with various functionalities.

Google dual tracks TPU 8 to conquer training and inference

Google introduced TPU 8t and TPU 8i, enhancing AI training speed and reducing model serving costs significantly.

#google

fromTNW | Deep-Tech

Tech industry

Google launches Ironwood TPU and previews eighth-gen split into training and inference chips at TSMC 2nm

fromTNW | Artificial-Intelligence

Google assembles four-partner chip supply chain with Broadcom, MediaTek, Marvell to challenge Nvidia in inference

Google is creating a diversified custom chip supply chain to challenge Nvidia's dominance in AI inference.

fromTNW | Deep-Tech

Google launches Ironwood TPU and previews eighth-gen split into training and inference chips at TSMC 2nm

Google's Ironwood TPU delivers 4.6 petaFLOPS per chip, marking a significant advancement in AI infrastructure with separate training and inference chips.

fromTNW | Artificial-Intelligence

Google assembles four-partner chip supply chain with Broadcom, MediaTek, Marvell to challenge Nvidia in inference

Google is creating a diversified custom chip supply chain to challenge Nvidia's dominance in AI inference.

more#google

Google's new chips are a shot at Nvidia and a big hint at where AI goes next

Google unveiled its latest AI chips, TPU 8t for training and TPU 8i for inference, responding to industry shifts towards inference computing.

Google presents TPU 8t and TPU 8i chips; splits training and inference

Google Cloud introduces 8th-generation TPUs, TPU 8t for training and TPU 8i for inference, enhancing performance and efficiency in AI infrastructure.

ServiceNow CEO dismisses AI software threats as 'parlor tricks' as he raises forecasts

ServiceNow reported strong Q1 results, raised forecasts, and emphasized growth driven by AI adoption despite industry concerns about AI's impact.

Nasdaq Composite Captures Gains From Big Tech Revival and Easing Mideast Tensions

Google unveiled a suite of new tools to build AI agents aimed at helping companies automate tasks, with its Gemini Enterprise Agent Platform including new features such as Memory Bank and Memory Profile to help agents remember past interactions.

Tech industry

Feud between AI power startup Fermi and its fired CEO and top shareholder heats up over proposed sale | Fortune

Fermi's leadership opposes a sale despite pressure from its fired CEO, as the company aims to grow Project Matador and recover its market value.

fromSFGATE

Himax to Showcase Industry-Leading High-Contrast Dual-Edge Front-lit LCoS Microdisplay at SID Display Week 2026

Himax unveils a high-contrast LCoS microdisplay for AR glasses at Display Week 2026, featuring enhanced optical efficiency and improved contrast performance.

SK Hynix breaks ground on Indiana advanced packaging plant

SK Hynix has reportedly broken ground on a new advanced memory packaging facility in West Lafayette, Indiana, that should boost the supply of US-made high-bandwidth memory (HBM), a key component in high-end AI accelerators from the likes of Nvidia and AMD.

Tech industry

UBS Raises Alphabet's Target to $375 as Cloud Strength and TPU Sales Ease ChatGPT Ad Fears

UBS raised Alphabet's price target to $375, indicating strong momentum despite maintaining a Neutral rating.

AI pressure forces GitHub to make changes to Copilot offering

GitHub is suspending new sign-ups for Copilot plans and tightening usage limits to maintain service stability for existing users.

#meta-platforms

Tech industry

Meta vs. Alphabet: One Just Handed Investors a 40% Return - The Other Is Still Stalling

fromBusiness Matters

Meta to axe 8,000 jobs in May as Zuckerberg bets the house on AI

Meta Platforms plans to cut about 8,000 jobs as part of a global redundancy program to focus on artificial intelligence.

Meta vs. Alphabet: One Just Handed Investors a 40% Return - The Other Is Still Stalling

Meta's advertising revenue surged, while Alphabet's growth was driven by its cloud services, leading to divergent stock performances.

fromBusiness Matters

Meta to axe 8,000 jobs in May as Zuckerberg bets the house on AI

Meta Platforms plans to cut about 8,000 jobs as part of a global redundancy program to focus on artificial intelligence.

Live Nasdaq Composite: Markets Mixed on Mideast Uncertainty as Apple Captures $4T Market Cap

Markets are retreating after a record run, with oil prices rising due to geopolitical tensions and Big Tech stocks facing pressure.

This talent CEO says laid-off tech workers are ignoring a $300K 'white-collar trade job' with 81K openings a year | Fortune

AI's impact on jobs is real, but demand for skilled technicians in data center infrastructure is rising, offering new career opportunities.

Meta fast-tracks fiber technician training to solve a major data center bottleneck

Meta is launching a program to train fiber technicians to address the shortage of skilled workers for AI data centers.

Indonesia's game rating system leaks developer creds

Indonesia's game rating system is suspended due to a leak of developer credentials and unreleased game footage.

HP's remote desktop push retreats as Anyware heads for EoL

HP is discontinuing its Teradici-derived remote desktop business, including HP Anyware and zero client hardware, by May 2026.

Global RAM shortage appears set to continue through 2027

The memory chip shortage is expected to persist throughout the year due to surging AI demand, with supply not normalizing until 2028.

If You Had Bought $1,000 of Micron Technology at Its IPO, Here's How Much You Would Have Today (Try Not to Cry)

Micron Technology is positioned to benefit from the growing demand for high-bandwidth memory in AI systems amid supply constraints.

Buy, Sell or Hold Micron at $445 or SanDisk at $885?

Micron and SanDisk are both rated Buy, but Micron presents a stronger risk-reward case amid accelerating demand for memory products.

If You Had Bought $1,000 of Micron Technology at Its IPO, Here's How Much You Would Have Today (Try Not to Cry)

Micron Technology is positioned to benefit from the growing demand for high-bandwidth memory in AI systems amid supply constraints.

Buy, Sell or Hold Micron at $445 or SanDisk at $885?

Micron and SanDisk are both rated Buy, but Micron presents a stronger risk-reward case amid accelerating demand for memory products.

more#micron-technology

The RAM shortage could last years

Manufacturers are expected to meet only 60% of DRAM demand by 2027, with shortages potentially lasting until 2030.

The startup Blackstone just backed to turn any exec's data question into instant answers | Fortune

Ethan Ding predicts a future where the SaaS industry's high margins will be viewed as a historical anomaly, similar to mercantilism.

Twitter cofounder Jack Dorsey breaks down his thought process when he laid off 40% of his Block staffers because of AI | Fortune

Block's CEO Jack Dorsey announced a 40% staff reduction, attributing it to advancements in AI technology.

The 'AI is inevitable' trap

Allbirds claims to be an AI company, reflecting a trend of companies leveraging AI for market gains despite mixed public sentiment.

Twitter cofounder Jack Dorsey breaks down his thought process when he laid off 40% of his Block staffers because of AI | Fortune

Block's CEO Jack Dorsey announced a 40% staff reduction, attributing it to advancements in AI technology.

The 'AI is inevitable' trap

Allbirds claims to be an AI company, reflecting a trend of companies leveraging AI for market gains despite mixed public sentiment.

A lot of you panic-bought PCs to avoid RAMaggedon 2026

AI-driven demand for memory and storage is causing pre-emptive computer purchases, leading to a 3.2% increase in global PC shipments in Q1 2026.

IOWN targets datacenter interconnects to spread AI infra

IOWN Global Forum focuses on datacenter interconnect use cases to enhance AI infrastructure connectivity and reduce costs for users.

Users complain of UK Azure capacity problems

Azure UK is full. Like full full. There's no additional quota available in any UK region, meaning no new VMs or AKS clusters can be created.

Tech industry

fromFuturism

Pentagon Disturbed as Its Fleet of Drones Is Left Bobbing in the Ocean When Elon Musk's Starlink Fails

The outage left millions of Starlink customers in the dark back in August of 2025, dealing a blow to the company's image as an always-on satellite internet provider.

Tech industry

Dutch internet exchange sets new record: 15 Tbit/s peak traffic

Internet traffic continues to surge globally as digital services, AI-driven applications, and real-time data exchange become ever more embedded in daily life. This new traffic peak confirms AMS-IX's position as one of the world's leading Internet Exchanges, continuing to play a pivotal role in enabling resilient, high-capacity global connectivity.

Tech industry

fromArs Technica

Amazon won't release Fire Sticks that support sideloading anymore

Amazon's Fire streaming devices previously ran on Fire OS, an Android fork that often used outdated software. The transition to Vega OS aims to modernize the software experience and enhance control over device usage.

Tech industry

IPv6 may briefly have accounted for more than half of internet traffic

IPv6 usage has been slowly increasing, reaching over 50% of Google's internet traffic briefly in March 2023.

Mozilla takes on enterprise AI providers with Thunderbolt

Mozilla launches Thunderbolt AI client as an open-source alternative to proprietary enterprise AI platforms, emphasizing data privacy and control.

Cramer says Broadcom is the real play in Meta's chip partnership

Broadcom is positioned to benefit significantly from Meta's aggressive AI infrastructure spending.

Buy, Sell, or Hold Oracle at $170?

Oracle's significant debt and revenue concentration raise concerns for new investors despite recent revenue growth and AI-driven recovery.