Tech industry
Tech industry

9 hours ago

Tech industry

Cerebras risked it all on dinner plate-sized AI accelerators a decade ago. Today it's worth $66 billion

fromTNW | Investors-Funding

Cerebras raises $5.55bn in the biggest US tech IPO since Snowflake

Cerebras priced its IPO at $185, raising $5.55bn and valuing the company at $56.4bn, driven by a major OpenAI inference contract.

9 hours ago

Cerebras risked it all on dinner plate-sized AI accelerators a decade ago. Today it's worth $66 billion

Cerebras raised $5.55 billion in an IPO, valuing the company above $66 billion, after a decade of wafer-scale AI chip development.

fromTNW | Investors-Funding

Cerebras raises $5.55bn in the biggest US tech IPO since Snowflake

Cerebras priced its IPO at $185, raising $5.55bn and valuing the company at $56.4bn, driven by a major OpenAI inference contract.

Possible Samsung strike puts even more pressure on memory pricing

RAM price gains have driven major Samsung profits, prompting union demands for profit-linked pay and a potential strike that could worsen AI-driven memory shortages.

Forget the AI Hype. Microsoft and Alphabet Just Showed Their Cards. Here Is Which Hand We Think Is Stronger

Microsoft growth is driven by Azure and enterprise AI demand, while Alphabet growth is powered by Google Cloud, Search, and consumer AI offerings.

10 hours ago

Meta Is Burning Cash With Nothing to Show for It. Buy This Stock Instead

Meta’s Q1 results were boosted by a one-time tax benefit, while rising capex and ongoing losses from Reality Labs reduced free cash flow.

15 hours ago

Forget the AI Hype. Microsoft and Alphabet Just Showed Their Cards. Here Is Which Hand We Think Is Stronger

Microsoft growth is driven by Azure and enterprise AI demand, while Alphabet growth is powered by Google Cloud, Search, and consumer AI offerings.

10 hours ago

Meta Is Burning Cash With Nothing to Show for It. Buy This Stock Instead

Meta’s Q1 results were boosted by a one-time tax benefit, while rising capex and ongoing losses from Reality Labs reduced free cash flow.

NVIDIA Robs All of Big Tech. Except Apple

Hyperscalers’ massive AI capex concentrates profits in NVIDIA, driving extreme revenue and free-cash-flow growth while reducing hyperscaler free cash flow.

Tech industry

30,000 Truckloads. Nvidia CEO Jensen Huang Calls AI Infrastructure Buildout the Largest in Human History. Manufacturing Stocks Could Rally for Decades.

Tech industry

AMD CEO Lisa Su Says CPUs Will Match GPUs 1-to-1 in AI's Next Phase

Chip Stocks Are Soaring While Software Slows. Is a Reversal Looming?

Semiconductor AI infrastructure leaders are surging while software laggards stall, creating valuation-driven reversal risk across the most exposed high-multiple names.

Akamai surges on big LLM deal as Cloudflare dims

Akamai secured a seven-year $1.8B AI workload deal, citing scale, low latency, and reliability, while expecting no major capex increase despite datacenter supply constraints.

Alphabet Poised to Overtake Nvidia as the World's Most Valuable Public Company

Alphabet’s Google Cloud growth and custom AI chips are driving investor optimism and narrowing Nvidia’s market-value lead.

14 hours ago

NVIDIA Robs All of Big Tech. Except Apple

Hyperscalers’ massive AI capex concentrates profits in NVIDIA, driving extreme revenue and free-cash-flow growth while reducing hyperscaler free cash flow.

30,000 Truckloads. Nvidia CEO Jensen Huang Calls AI Infrastructure Buildout the Largest in Human History. Manufacturing Stocks Could Rally for Decades.

A 500-megawatt data center requires massive construction and power infrastructure, and supplier companies can benefit early as manufacturing capacity expands.

AMD CEO Lisa Su Says CPUs Will Match GPUs 1-to-1 in AI's Next Phase

AI agentic and inference workloads are expected to increase CPU demand, shifting CPU-to-GPU configurations toward 1:1 and expanding server CPU market growth.

Chip Stocks Are Soaring While Software Slows. Is a Reversal Looming?

Semiconductor AI infrastructure leaders are surging while software laggards stall, creating valuation-driven reversal risk across the most exposed high-multiple names.

Akamai surges on big LLM deal as Cloudflare dims

Akamai secured a seven-year $1.8B AI workload deal, citing scale, low latency, and reliability, while expecting no major capex increase despite datacenter supply constraints.

Alphabet Poised to Overtake Nvidia as the World's Most Valuable Public Company

Alphabet’s Google Cloud growth and custom AI chips are driving investor optimism and narrowing Nvidia’s market-value lead.

more#ai-infrastructure

17 hours ago

Meta is using mouse-tracking software on employees. Now they're pushing back.

Meta uses mouse-tracking on company laptops to train AI models, but employees object through petitions and flyers over privacy and job-security concerns.

Mark Zuckerberg's 1,000-Person Royal Guard: Inside the "Draft" That Forcibly Moved Meta's Top Engineers Into a New AI Division

Meta transferred at least 1,000 top engineers into an Applied AI Engineering division, with refusals reportedly leading to layoffs, signaling a shift from efficiency to forced execution.

fromYahoo Finance

Tech industry

Is Meta Stock a Buy?

Meta shows strong ad-driven revenue growth from AI improvements while Reality Labs generates large operating losses, creating a valuation discount tied to future consumer-tech success.

Mark Zuckerberg's 1,000-Person Royal Guard: Inside the "Draft" That Forcibly Moved Meta's Top Engineers Into a New AI Division

Meta transferred at least 1,000 top engineers into an Applied AI Engineering division, with refusals reportedly leading to layoffs, signaling a shift from efficiency to forced execution.

fromYahoo Finance

Is Meta Stock a Buy?

Meta shows strong ad-driven revenue growth from AI improvements while Reality Labs generates large operating losses, creating a valuation discount tied to future consumer-tech success.

Cisco to fire 4,000 staff and generously give them free training - on Cisco

Cisco plans layoffs of about 4,000 employees to shift investment toward silicon, optics, security, and AI-enabled employee use.

fromWIRED

Meta's New Reality: Record High Profits. Record Low Morale

Meta plans layoffs of about 10% of its workforce, while pay gaps, legal losses, role changes, and AI-tracking software drive historically low morale.

17 hours ago

Even if Dell Laptops Disappeared, I'd Still Buy the Stock

Dell’s AI-optimized infrastructure is growing rapidly, with large AI server orders and backlog, making the data center business the core investment driver.

15 hours ago

Intel Just Ripped 82% in a Month, but Is It Beating AMD?

Intel stock has outperformed AMD across multiple timeframes, driven by turnaround re-rating catalysts, stronger AI-related revenue growth, and strategic customer wins.

If Lisa Su Is Right, AMD Could Be as Big as Nvidia

CPU-to-GPU ratios in AI data centers are shifting toward parity, increasing demand for server CPUs and benefiting AMD’s EPYC share gains.

Why This AI Stock Could Be the Easiest 10x Trade of 2026

MaxLinear’s AI-driven data center demand could expand margins and revenue, making the stock potentially a multibagger despite a high forward earnings multiple.

17 hours ago

If Lisa Su Is Right, AMD Could Be as Big as Nvidia

CPU-to-GPU ratios in AI data centers are shifting toward parity, increasing demand for server CPUs and benefiting AMD’s EPYC share gains.

Why This AI Stock Could Be the Easiest 10x Trade of 2026

MaxLinear’s AI-driven data center demand could expand margins and revenue, making the stock potentially a multibagger despite a high forward earnings multiple.

AMD vs Intel: One Triples Free Cash Flow While Another Burns Billions on Foundry Ambitions

AMD’s AI-driven data center growth produced strong cash flow, while Intel’s foundry and restructuring created a large GAAP loss despite improving underlying segments.

fromTNW | Insider

SK Hynix is about $50bn away from being a trillion-dollar company

SK Hynix is nearing $1 trillion market value as HBM demand for AI accelerators drives rapid growth and potential $2 trillion dual-company status for South Korea.

13 hours ago

AMD vs Intel: One Triples Free Cash Flow While Another Burns Billions on Foundry Ambitions

AMD’s AI-driven data center growth produced strong cash flow, while Intel’s foundry and restructuring created a large GAAP loss despite improving underlying segments.

fromTNW | Insider

SK Hynix is about $50bn away from being a trillion-dollar company

SK Hynix is nearing $1 trillion market value as HBM demand for AI accelerators drives rapid growth and potential $2 trillion dual-company status for South Korea.

Trump Woo Xi? We'll See. The Tired History of Big Tech's Misadventures in China.

U.S. Big Tech repeatedly retreats or pays costs after perceived China warming, as China blocks, restricts, or extracts payment for market access.

Cisco cuts nearly 4,000 jobs to spend more on AI, reports 'record quarterly revenue' | TechCrunch

Cisco will cut fewer than 4,000 jobs to change its cost structure and fund AI and cybersecurity investments despite strong fiscal third-quarter results.

fromwww.businessinsider.com

Read the memo: Cisco to cut about 4,000 jobs in AI-driven restructuring

Cisco will cut about 4,000 jobs to refocus on AI, while reporting strong results and raising its AI-driven sales forecast.

fromTechCrunch

18 hours ago

Cisco cuts nearly 4,000 jobs to spend more on AI, reports 'record quarterly revenue' | TechCrunch

Cisco will cut fewer than 4,000 jobs to change its cost structure and fund AI and cybersecurity investments despite strong fiscal third-quarter results.

fromwww.businessinsider.com

Read the memo: Cisco to cut about 4,000 jobs in AI-driven restructuring

Cisco will cut about 4,000 jobs to refocus on AI, while reporting strong results and raising its AI-driven sales forecast.

Live: Applied Materials Q2 Earnings Tonight - Can the Stock Continue Its Meteoric Run?

Applied Materials is set to report fiscal Q2 2026 results, with investors focused on DRAM momentum, HBM visibility, and China-related guidance.

#tech-layoffs

fromEntrepreneur

19 hours ago

Tech industry

Tech Sector Layoffs Are Rampant - But These Senior-Level Jobs Are Still Safe From AI

fromSFGATE

14 hours ago

Tech industry

Tech layoffs have been brutal this year. They're likely going to get worse.

Tech layoffs this week: Cloudflare, Coinbase, Upwork, and others point to AI as they slash jobs

Major tech firms are cutting thousands of jobs in May, citing rapid workplace adoption of AI and AI-driven productivity changes.

fromEntrepreneur

19 hours ago

Tech Sector Layoffs Are Rampant - But These Senior-Level Jobs Are Still Safe From AI

Entry-level coding roles are shrinking as AI handles basic work, while mid- and senior engineers with AI skills are increasingly hired to manage AI agents and fix AI errors.

fromSFGATE

14 hours ago

Tech layoffs have been brutal this year. They're likely going to get worse.

Tech layoffs have exceeded 100,000 this year, driven by AI restructuring, and 2026 is projected to match prior downturns’ scale.

Tech layoffs this week: Cloudflare, Coinbase, Upwork, and others point to AI as they slash jobs

Major tech firms are cutting thousands of jobs in May, citing rapid workplace adoption of AI and AI-driven productivity changes.

Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?

U.S. approval could allow Nvidia to sell H200 AI chips to 10 Chinese firms, potentially reopening access to a large Chinese AI market.

fromInc

LinkedIn to Layoff Hundreds in New Job Cuts. But AI Isn't the Reason

LinkedIn will cut about 5% of staff through organizational changes, with growth accelerating and AI not cited as the reason for layoffs.

16 hours ago

NVIDIA Wins. America Loses

About 10 Chinese firms were cleared to buy NVIDIA H200 accelerators ahead of the Trump-Xi summit, with Lenovo and Foxconn approved as distributors.

16 hours ago

Micron Is Up 698% in a Year. These 3 Stocks Under $15 Ride the Same AI Memory Wave Before Wall Street Notices

Micron’s AI memory surge drives demand for optical interconnect and connectivity, with under-$15 stocks offering leveraged exposure and higher risk.

fromwww.theregister.com

Tencent admits GPUs only pay for themselves when powering personalized ads

Tencent earns faster returns on GPUs when used in ad tech, while AI GPU investment is viewed as franchise value creation despite longer cycles.

#workforce-reductions

Tech industry

LinkedIn Cuts Jobs Despite Revenue Growth as Tech Layoffs Keep Spreading

fromTNW | Microsoft

LinkedIn becomes the latest name on a 100,000-job tech layoff list

LinkedIn is cutting about 5% of staff due to slower revenue growth and organizational restructuring amid large-scale Big Tech layoffs.

LinkedIn Cuts Jobs Despite Revenue Growth as Tech Layoffs Keep Spreading

LinkedIn is cutting about 5% of its workforce and trimming marketing, vendor, events, and office spending despite revenue growth to refocus resources on priority growth areas.

fromTNW | Microsoft

more#workforce-reductions

LinkedIn becomes the latest name on a 100,000-job tech layoff list

LinkedIn is cutting about 5% of staff due to slower revenue growth and organizational restructuring amid large-scale Big Tech layoffs.

fromTNW | Nvidia

fromwww.businessinsider.com

US clears H200 sales to 10 Chinese firms, but not a single chip has shipped

Washington has approved Alibaba, Tencent, ByteDance, JD.com, and six others to buy Nvidia's H200, with each licence good for up to 75,000 units. Beijing has told its tech sector to wait, and Jensen Huang has now been added to Trump's Beijing trip to try to break the deadlock. The US has cleared roughly 10 Chinese companies to buy Nvidia's H200, the company's second-most powerful AI accelerator, but not a single chip has been delivered, according to three people briefed on the licences and first reported by Reuters on 14 May.

Tech industry

15 hours ago

Delta won't use Starlink. Elon Musk is not happy.

SpaceX says Starlink WiFi should work without annoying portals, while Delta selected Amazon LEO for technical fit and broader partnership plans.

fromTNW | Google

Fanuc partners with Google to bring Gemini AI and Intrinsic platform to 1.1 million industrial robots

Fanuc will integrate Google Cloud Gemini Enterprise and Intrinsic robotics software so existing Fanuc robots can understand instructions, recognize objects, and coordinate autonomously.

fromTESLARATI

19 hours ago

Delta Airlines rejects Starlink, and the reason will probably shock you

Starlink in-flight service must work without a branded portal, and Delta rejected that requirement, choosing Amazon’s Kuiper-based alternative instead.

Windows Azure Will Become Microsoft Azure on April 3

Microsoft renames its cloud platform from Windows Azure to Microsoft Azure effective April 3, 2014.

fromComputerworld

Who's the winner in the new Microsoft-OpenAI deal?

Microsoft and OpenAI renegotiated terms after cloud exclusivity disputes, changing their relationship and financial arrangements.

fromTNW | Microsoft

12 years ago

Windows Azure Will Become Microsoft Azure on April 3

Microsoft renames its cloud platform from Windows Azure to Microsoft Azure effective April 3, 2014.

fromComputerworld

Who's the winner in the new Microsoft-OpenAI deal?

Microsoft and OpenAI renegotiated terms after cloud exclusivity disputes, changing their relationship and financial arrangements.

Windows Update will soon automatically roll back faulty drivers

Windows 11 will gain automatic driver rollback via Cloud-Initiated Driver Recovery and more flexible, less disruptive update controls.

fromArs Technica

Microsoft will lean on your CPU to speed up Windows 11's apps and animations

Low latency profile boosts CPU briefly to reduce Start and Explorer latency, improving responsiveness without relying solely on hardware changes.

fromThe Verge

Windows Update will soon automatically roll back faulty drivers

Windows 11 will gain automatic driver rollback via Cloud-Initiated Driver Recovery and more flexible, less disruptive update controls.

fromArs Technica

Microsoft will lean on your CPU to speed up Windows 11's apps and animations

Low latency profile boosts CPU briefly to reduce Start and Explorer latency, improving responsiveness without relying solely on hardware changes.

Snap's Q1 Makes Its AR Glasses Bet Harder To Ignore

Snap reported revenue growth, rising daily active users, improved margins, and narrowed net loss while continuing to invest in Specs AR glasses.

BofA Just Nearly Doubled Micron Price Target to $950: Memory Supercycle Just Got Bigger

Bank of America raised Micron’s price target to $950, citing a larger 2030 AI data center TAM and HBM demand tied to AI accelerator systems.

fromIrish Independent

LinkedIn planning to cut staff as tech industry layoffs continue

About 5% of LinkedIn jobs in Dublin are reported at risk due to a reorganisation, with layoffs aimed at reallocating staff to growing areas.

fromTechzine Global

OpenAI CEO defends commercial strategy in lawsuit with Elon Musk

OpenAI CEO Sam Altman testified that Elon Musk sought control and commercial dominance, while Musk claims OpenAI abandoned its societal mission after becoming tied to Microsoft.

Microsoft Strengthens Partnership with SK Hynix on Its Own AI Chips

Microsoft is deepening its partnership with SK Hynix to support Maia 200 inference accelerators and reduce reliance on NVIDIA AI hardware.

fromTruthout

Microsoft Ousts Head of Israeli Branch Over Use of Tech to Spy on Palestinians

Microsoft’s Israel subsidiary general manager will step down after an investigation into the subsidiary’s collaboration with the Israeli military over Azure surveillance use.

How Microsoft Pulled off 'One of the Best Tech Acquisitions of the Last Decade'

GitHub’s scale and AI coding adoption strengthen Microsoft’s developer pipeline and productivity, making the $7.5B acquisition a high-return technology investment.

fromTechzine Global

Microsoft Strengthens Partnership with SK Hynix on Its Own AI Chips

Microsoft is deepening its partnership with SK Hynix to support Maia 200 inference accelerators and reduce reliance on NVIDIA AI hardware.

fromTruthout

Microsoft Ousts Head of Israeli Branch Over Use of Tech to Spy on Palestinians

Microsoft’s Israel subsidiary general manager will step down after an investigation into the subsidiary’s collaboration with the Israeli military over Azure surveillance use.

How Microsoft Pulled off 'One of the Best Tech Acquisitions of the Last Decade'

GitHub’s scale and AI coding adoption strengthen Microsoft’s developer pipeline and productivity, making the $7.5B acquisition a high-return technology investment.

Ransomware hackers claim breach at Foxconn, a major electronics manufacturer for Apple, Google, and Nvidia | TechCrunch

A ransomware attack hit Foxconn facilities in North America, with affected factories resuming normal production while Nitrogen claimed theft of over 11 million files.

fromArs Technica

The newest AI boom pitch: Host a mini data center at your home

SPAN plans to deploy liquid-cooled GPU nodes in residential neighborhoods to provide subsidized power and internet while expanding AI inference capacity.

fromThe Motley Fool

Amazon's AI Chips Are Driving Growth. Here's Why That Could Accelerate | The Motley Fool

Amazon’s in-house AI chips are improving price performance, reducing supply risk, and driving growth through strong booking and expected margin expansion.

AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

AI-driven gains have broadened beyond core AI leaders, raising froth concerns as valuations rise and software earnings must catch up.

fromTNW | Cars

GM lays off 600 IT workers in AI skills swap as automaker pivots to software-defined vehicles

GM is replacing 500–600 IT workers with AI-native engineers as it shifts from EVs and robotaxis toward software-defined vehicles using Gemini and Nvidia Drive Thor.

fromThe Motley Fool

Alphabet vs. Microsoft: What Recent Revenue Trends Reveal | The Motley Fool

Alphabet and Microsoft show strong year-over-year revenue growth driven by AI investment and major platform advantages.

Which Optics Stock Has Dominated in 2026: Applied Optoelectronics, Lumentum, or Coherent?

Optical connectivity demand for AI data centers is driving major gains in AI-focused optics stocks, with Applied Optoelectronics leading despite ongoing volatility.

This Stock Is My Biggest Bet For May

AMD is positioned as a credible second supplier for hyperscalers’ AI infrastructure, supported by strong growth, margins, cash flow, and balance-sheet strength.

The TrumpEra Rally Keeps Extending, and 2 Stocks Still Look Undervalued

Stocks can keep rising through summer despite Iran and inflation risks, but parabolic tech gains warrant profit-taking and caution.

fromMashable India

Google Suffers Global Outage, Users Flood Social Media With Hilarious Memes

Google Search is returning internal server errors globally, prompting users to switch to alternative search engines and AI-powered search tools.

Wells Fargo Hikes NVIDIA Price Target to $315 Ahead of Earnings: Is the AI King Still Cheap at 20x P/E?

NVIDIA receives a Wells Fargo price-target increase to $315 and an Overweight rating, citing durable 2027 earnings and valuation below 20x P/E.

NVIDIA: 'The Party Is Going to End Soon' According to CNBC

AI demand growth is shifting from GPU capacity to power, infrastructure, and optics, while NVIDIA’s valuation and growth expectations drive debate on sustainability.

fromTNW | Nvidia

NVIDIA takes $2.1bn warrant in IREN as part of 5GW AI data-centre deal

NVIDIA will fund IREN’s 5GW data-center pipeline via a five-year warrant, aligning GPU infrastructure supply with neocloud-driven AI demand.

Wells Fargo Hikes NVIDIA Price Target to $315 Ahead of Earnings: Is the AI King Still Cheap at 20x P/E?

NVIDIA receives a Wells Fargo price-target increase to $315 and an Overweight rating, citing durable 2027 earnings and valuation below 20x P/E.

NVIDIA: 'The Party Is Going to End Soon' According to CNBC

AI demand growth is shifting from GPU capacity to power, infrastructure, and optics, while NVIDIA’s valuation and growth expectations drive debate on sustainability.

fromTNW | Nvidia

NVIDIA takes $2.1bn warrant in IREN as part of 5GW AI data-centre deal

NVIDIA will fund IREN’s 5GW data-center pipeline via a five-year warrant, aligning GPU infrastructure supply with neocloud-driven AI demand.

Digg is back again, this time to aggregate AI news - Engadget

Digg relaunched as an AI news aggregator using X social graph signals, aiming to filter internet noise and later expand into more verticals.

Chip Stocks Are Bleeding Today. The 2018 and 2022 Selloffs Tell You Exactly What Comes Next

Semiconductor stocks sold off broadly, with Intel hardest hit, prompting traders to compare the move to prior chip-cycle drawdowns and inventory-capex dynamics.

fromEngadget

Google is reportedly considering working with SpaceX on orbital data centers - Engadget

Google is in negotiations with SpaceX to secure the company's help in its own nascent effort to put orbital data centers in space, reports The Wall Street Journal. If the two sides were to reach a deal, it would see two competitors working together.

Tech industry

fromTelecompetitor

FCC approves AT&T and Starlink purchases of EchoStar spectrum

“These two decisions promise to accelerate Internet speeds, strengthen competition, and bolster rural service while allowing America to lead the world in next-gen connectivity, including new high-speed offerings direct to your smartphone from low-earth orbit satellites.”

Tech industry

fromThe Information

Google to Hire Hundreds of Engineers to Help Customers Adopt Its AI

Google will add hundreds of engineers to help customers adopt its business-focused AI products through a new Google Cloud team.

Alphabet Could Pass Nvidia As World's Most Valuable Company

Alphabet’s AI momentum and distribution advantages strengthen its market position while NVIDIA faces growing skepticism about near-term AI demand.

Microsoft and OpenAI on the 'new paradigm' of search | Fortune

Microsoft is rolling out an OpenAI-powered, AI-enhanced Bing that can plan trips, compare products, write code, draft messages, and translate content.

Applied Optoelectronics Rips 24%, Lumentum Jumps 17%, Coherent Rallies 13% as Optics Trade Catches Fire

Optical networking stocks surged together on renewed AI data center capex optimism, led by Applied Optoelectronics with strong 800G transceiver demand.

fromSecurityWeek

Cloudflare Lays Off 1,100 Employees in AI-Driven Restructuring

Cloudflare laid off over 1,100 employees worldwide to restructure for agentic AI, citing a 600%+ rise in AI usage and providing severance and accelerated equity vesting.

Harvard's chip expert has a warning for AI memory investors: 'This too will pass' | Fortune

AI-driven demand has sharply increased memory chip prices and stocks, but the surge resembles past memory cycles and may not last.

China's agentic AI policy wants to keep humans in the loop

Draft rules require humans to retain review and final decision power over AI agent autonomous decisions, with safety, ethics, and sector-specific standards.

fromComputerWeekly.com

What businesses need to fix now to avoid expensive 6G lock-ins | Computer Weekly

6G will integrate AI, edge computing, sensing, and communications into core architecture, enabling unified adaptive digital nervous-system connectivity beyond richer mobile experiences.

AI wins have Alphabet poised to become world's biggest company | Fortune

Alphabet has dominant positions across the AI ecosystem and is closing the gap with Nvidia in market value.

fromYahoo Finance

Why Meta Platforms (META) Still Has a Network-Effect Moat Regulators Can't Ignore

Meta’s WhatsApp network and ad technology create a wide economic moat supported by network effects, user data, and strong growth metrics.

You can put a data center at your house-but who really pays?

Mini data-center nodes beside homes use allocated household power to host GPUs, enabling distributed computing while compensating homeowners for electricity and internet.

fromthenextweb.com

Akamai stock surges 27% on $1.8B Anthropic cloud deal as CDN company pivots to AI infrastructure

Akamai secured a $1.8B seven-year cloud infrastructure deal with Anthropic, driving a 27% stock surge and shifting valuation toward AI cloud services.

Qualcomm's CEO is working with 'pretty much all' major AI players on top-secret devices | Fortune

Qualcomm will supply silicon for AI-driven consumer devices beyond smartphones, enabling an autonomous-agent “ecosystem of you.”

Qualcomm Climbs 8% as Buyback, Snap AR Partnership Power Pivot Beyond Smartphones

Qualcomm shares surged on buybacks, a Snap AR partnership, and improving data-center and automotive momentum, driving a broad re-rating beyond smartphones.

Qualcomm's CEO is working with 'pretty much all' major AI players on top-secret devices | Fortune

Qualcomm will supply silicon for AI-driven consumer devices beyond smartphones, enabling an autonomous-agent “ecosystem of you.”

Qualcomm Climbs 8% as Buyback, Snap AR Partnership Power Pivot Beyond Smartphones

Qualcomm shares surged on buybacks, a Snap AR partnership, and improving data-center and automotive momentum, driving a broad re-rating beyond smartphones.

Coinbase Says Outage Unacceptable' as CEO Weighs Speed-Resilience Tradeoffs

An AWS cooling failure caused Coinbase exchange outages, disrupting trading, account access, and balance displays, prompting a review of resilience tradeoffs.

Tens of Thousands of Tech Workers Are Being Laid Off in 2026. The $725 Billion That Replaced Them Is Going to Four Companies.

Tech giants are redirecting massive capital toward AI infrastructure rather than workforce expansion, with layoffs serving as financing mechanisms for multi-hundred-billion-dollar compute investments.

fromTechzine Global

Quarterly results: Datadog, Akamai soar, Cloudflare, CoreWeave sink

Datadog and Akamai posted strong quarterly results and AI infrastructure deals, driving major stock gains, while CoreWeave and Cloudflare faced investor backlash over costs and layoffs.

fromsfist.com

SF-Based Cloudflare Slashes 1,100 Jobs, Citing 'Agentic AI Era'

Cloudflare will lay off 1,100 employees globally, citing AI-driven changes that require reimagining internal processes, teams, and roles.

Don't Focus Too Heavily on IREN's Q3 Today -- Look at What Comes Next

Energized Texas capacity, a Microsoft-driven revenue ramp, and a Mirantis acquisition shift the company toward a full-stack AI cloud operator with a $3.4B ARR target.

fromThe Verge