Tech industry

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Tech industry
from24/7 Wall St.
57 minutes ago

Microsoft Stock Might Be the New "Big Steal" of the Mag 7

Microsoft appears undervalued, with technical setup, AI strategy changes, and recent institutional buying supporting a potential relief rally.
Tech industry
fromFortune
25 minutes ago

Exclusive: Microsoft is building a super app that combines coding, chat, and other Copilot AI tools | Fortune

Microsoft plans a single super app to unify multiple Copilot tools into one central interface for consumer and enterprise users.
#ai-infrastructure
from24/7 Wall St.
4 hours ago
Tech industry

OpenAI Needs 1.4 Gigawatts of Power. It Called a Michigan Utility Nobody's Ever Heard Of. That Stock Could Beat the Nasdaq

from24/7 Wall St.
6 hours ago
Tech industry

Every AI Chip on Earth Needs This Company's Technology. It Has an 80% Gross Margin. And You've Probably Never Heard of It

Tech industry
from24/7 Wall St.
18 hours ago

Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital Misallocation

Companies are investing about $1 trillion yearly in AI infrastructure that may become obsolete within years, creating liquidity and capital misallocation risks.
Tech industry
from24/7 Wall St.
23 hours ago

Super Micro Computer Spikes 9%, SanDisk Climbs 4% as the AI Infrastructure Trade Heats Up

Super Micro Computer and SanDisk rise on broad AI infrastructure demand expectations, with traders favoring server and NAND “picks-and-shovels” exposure.
Tech industry
from24/7 Wall St.
4 hours ago

OpenAI Needs 1.4 Gigawatts of Power. It Called a Michigan Utility Nobody's Ever Heard Of. That Stock Could Beat the Nasdaq

AI infrastructure demand is shifting from chips to electricity, and regulated utilities with long-term data-center power contracts can compound steadily.
Tech industry
from24/7 Wall St.
3 hours ago

The Secret Energy Play Overlooked by AI Investors That Is Set to Soar

U.S. power shortages constrain AI data center expansion, making grid-interconnect capacity a bottleneck and creating opportunity for under-$30 power-exposed infrastructure providers.
Tech industry
from24/7 Wall St.
6 hours ago

Every AI Chip on Earth Needs This Company's Technology. It Has an 80% Gross Margin. And You've Probably Never Heard of It

Rambus supplies memory interface and controller IP that enables DDR5, LPDDR5X, and HBM for AI accelerators, with high margins and net-cash balance sheet.
Tech industry
fromnews.bitcoin.com
12 hours ago

Terawulf Expands AI Strategy With 1GW Data Campus and $3B Backing

Terawulf acquired a Kentucky data center campus to deliver over 1GW of AI and HPC capacity by 2030, supported by power and transmission readiness.
Tech industry
from24/7 Wall St.
18 hours ago

Peter Schiff: The $1 Trillion AI CapEx Bubble Is Hiding a Massive Capital Misallocation

Companies are investing about $1 trillion yearly in AI infrastructure that may become obsolete within years, creating liquidity and capital misallocation risks.
Tech industry
from24/7 Wall St.
23 hours ago

Super Micro Computer Spikes 9%, SanDisk Climbs 4% as the AI Infrastructure Trade Heats Up

Super Micro Computer and SanDisk rise on broad AI infrastructure demand expectations, with traders favoring server and NAND “picks-and-shovels” exposure.
#ai-semiconductors
Tech industry
from24/7 Wall St.
1 day ago

Broadcom Nearing 52-Week High: Buy, Sell or Hold?

Broadcom faces resistance near its 52-week high as earnings approach, with strong AI revenue growth priced in and valuation leaving limited margin for error.
from24/7 Wall St.
1 day ago
Tech industry

Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now

Tech industry
from24/7 Wall St.
4 hours ago

TSM vs Broadcom: Both Nearing 52-Week High, Only One is a Buy

AI-driven custom silicon growth is lifting both Broadcom and TSMC, with Broadcom scaling revenue and buybacks while TSMC expands leading-edge capacity despite cash-flow pressure.
Tech industry
from24/7 Wall St.
1 day ago

Broadcom Nearing 52-Week High: Buy, Sell or Hold?

Broadcom faces resistance near its 52-week high as earnings approach, with strong AI revenue growth priced in and valuation leaving limited margin for error.
Tech industry
from24/7 Wall St.
1 day ago

Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now

AI chip production depends on ASML EUV scanners, while hyperscalers increasingly build custom accelerators with Broadcom to reduce reliance on NVIDIA.
#meta
fromBenzinga
6 days ago
Tech industry

Meta's $125 Billion AI Bet Might Be The Capex Trap Of The Decade - Meta Platforms (NASDAQ:META)

Tech industry
fromFuturism
1 week ago

Zuckerberg Tells the Tattered Remainder of His Workers That He Won't Conduct Another a Mass Firing for at Least Seven Months

Meta laid off about 8,000 workers and reassigned 7,000 to AI projects while continuing to monitor employees’ computer activity.
Tech industry
fromComputerworld
1 hour ago

Meta considers becoming a hyperscaler

Meta receives requests to offer APIs or sell premium compute, but plans to use its capacity internally until overbuilt, while AI demand is rising.
Tech industry
fromAdExchanger
2 days ago

The Endless Clone Wars; DTC Might Grow Up In Court | AdExchanger

Meta and Google are positioning social and forum-style platforms for advertising growth while ecommerce brands face legal scrutiny in mature channels.
Tech industry
fromTechRepublic
2 days ago

Meta Layoffs Leave Employees Wary Despite Zuckerberg's Reassurance

Meta employees question Zuckerberg’s pledge against further company-wide layoffs as AI-driven restructuring continues and workforce strategy remains uncertain.
Tech industry
fromBenzinga
6 days ago

Meta's $125 Billion AI Bet Might Be The Capex Trap Of The Decade - Meta Platforms (NASDAQ:META)

Meta reported Q1 revenue growth of 33% to over $56 billion, with gross margins near 82% and ARPU up 28.2% to $15.82.
Tech industry
fromThe Washington Times
1 week ago

Meta lays off 10% of its 78,000-strong workforce, moves 7,000 into AI roles

Meta laid off about 8,000 workers, reduced headcount to improve efficiency, and reassigned some remaining staff to AI workflow initiatives.
Tech industry
fromFuturism
1 week ago

Zuckerberg Tells the Tattered Remainder of His Workers That He Won't Conduct Another a Mass Firing for at Least Seven Months

Meta laid off about 8,000 workers and reassigned 7,000 to AI projects while continuing to monitor employees’ computer activity.
#dell-technologies
Tech industry
from24/7 Wall St.
3 hours ago

Dell Surges 33% on AI Server Boom, Super Micro Computer Adds 16% as Hyperscaler Spend Accelerates

Dell shares jumped 33% after fiscal Q1 2027 results, driven by 757% AI-optimized server revenue growth and raised FY2027 AI outlook.
Tech industry
fromFast Company
5 hours ago

Why Dell Technologies stock is on fire today, and why it doesn't have a whole lot to do with legacy PCs

Dell reported Q1 fiscal 2027 results with major revenue and earnings growth driven by AI-optimized servers and infrastructure solutions.
Tech industry
from24/7 Wall St.
23 hours ago

Live: Can Dell Technologies Extend Its 158% YTD Run With Q1 Earnings Tonight?

Dell is set to report Q1 FY27 results, with AI backlog growth and margin recovery expected to determine whether AI infrastructure demand accelerates.
Tech industry
from24/7 Wall St.
3 hours ago

Dell Surges 33% on AI Server Boom, Super Micro Computer Adds 16% as Hyperscaler Spend Accelerates

Dell shares jumped 33% after fiscal Q1 2027 results, driven by 757% AI-optimized server revenue growth and raised FY2027 AI outlook.
Tech industry
fromFast Company
5 hours ago

Why Dell Technologies stock is on fire today, and why it doesn't have a whole lot to do with legacy PCs

Dell reported Q1 fiscal 2027 results with major revenue and earnings growth driven by AI-optimized servers and infrastructure solutions.
Tech industry
from24/7 Wall St.
23 hours ago

Live: Can Dell Technologies Extend Its 158% YTD Run With Q1 Earnings Tonight?

Dell is set to report Q1 FY27 results, with AI backlog growth and margin recovery expected to determine whether AI infrastructure demand accelerates.
Tech industry
from24/7 Wall St.
3 hours ago

Live Nasdaq Composite: Tech Stocks Fuel Historic May Gains as AI Earnings Impress

Stocks rise in May’s final session as easing oil prices and Middle East ceasefire optimism lift major indexes, with tech leading and Dell and Meta in focus.
Tech industry
fromTNW | Business
4 hours ago

Autodesk buys MaintainX for $3.6bn to push from design into operations

Autodesk will acquire MaintainX for about $3.6 billion to expand from design and manufacturing software into maintenance and operations.
#microsoft-surface
Tech industry
fromThe Verge
1 hour ago

Microsoft teases new Surface hardware and 'a new era of PC'

A new developer-focused Surface/PC announcement is expected, likely tied to Windows on Arm and upcoming Nvidia chips rather than a new Windows OS version.
Tech industry
fromThe Verge
1 day ago

What's next for Microsoft's Surface PCs?

Microsoft’s Surface lineup is shrinking to Surface Laptop and Surface Pro, with new models focused on incremental refinements and Intel, with Qualcomm versions rumored.
Tech industry
fromThe Verge
1 hour ago

Microsoft teases new Surface hardware and 'a new era of PC'

A new developer-focused Surface/PC announcement is expected, likely tied to Windows on Arm and upcoming Nvidia chips rather than a new Windows OS version.
Tech industry
fromThe Verge
1 day ago

What's next for Microsoft's Surface PCs?

Microsoft’s Surface lineup is shrinking to Surface Laptop and Surface Pro, with new models focused on incremental refinements and Intel, with Qualcomm versions rumored.
Tech industry
fromTNW | Anthropic
9 hours ago

Apollo and Blackstone shop a $36bn debt deal to buy Anthropic its chips

Debt is structured through a leasing vehicle that buys TPUs and leases them to Anthropic, shifting risk to lenders and Broadcom via residual-value support.
#ai-servers
Tech industry
fromTNW | Business
8 hours ago

Dell rallies on Nvidia-powered AI server demand as it lifts its forecast

Dell’s AI server demand surged, driving record revenue, earnings, and sharply raised guidance backed by a growing AI order backlog.
Tech industry
from24/7 Wall St.
1 week ago

Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

Dell shares surged 15% ahead of earnings as AI server demand and raised guidance expectations drive broad AI server momentum.
Tech industry
fromTNW | Business
8 hours ago

Dell rallies on Nvidia-powered AI server demand as it lifts its forecast

Dell’s AI server demand surged, driving record revenue, earnings, and sharply raised guidance backed by a growing AI order backlog.
Tech industry
from24/7 Wall St.
1 week ago

Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

Dell shares surged 15% ahead of earnings as AI server demand and raised guidance expectations drive broad AI server momentum.
Tech industry
from24/7 Wall St.
1 day ago

Mark Zuckerberg's $145 Billion AI Gamble Could Spawn Meta's Next Monster Business

Meta expects capital expenditures up to $145 billion in 2026 as AI infrastructure spending accelerates, raising investor concerns about overspending and capacity risk.
Tech industry
from24/7 Wall St.
1 day ago

Mark Zuckerberg Just Revealed Meta's "Break In Case of Emergency" AI Plan

Meta has the option to monetize excess AI compute by selling it to outside companies at a premium, supporting confidence in continued high capex investment.
Tech industry
from24/7 Wall St.
1 day ago

While Nvidia Battles AMD, Qualcomm Quietly Signed the Biggest AI Deal in Its History. With ByteDance

Qualcomm’s AI custom-silicon deal, record automotive/IoT growth, and large buyback support a bullish outlook despite cautious handset guidance.
Tech industry
fromTechCrunch
1 day ago

Has the hunt for AI compute uncovered the next Cerebras? | TechCrunch

AI inference businesses must secure the right specialized chips and place them in data centers to generate revenue.
Tech industry
fromtheregister
1 day ago

Bare metal cloud servers now cheaper and more readily available than on-prem hardware, says Nutanix CEO

Hyperscalers can deliver cheaper, faster bare-metal infrastructure than enterprises due to bulk purchasing power, shifting some customers toward cloud while on-prem AI remains cost-predictable.
Tech industry
fromComputerworld
1 day ago

Democratizing AI adoption with Tether's Bitnet LLM fine-tuning framework

AI should be accessible and resource-efficient, enabling fine-tuning and intelligent agents on consumer devices rather than only large cloud providers.
Tech industry
from24/7 Wall St.
1 day ago

Can Synopsys Stock Hit $700 This Year?

Synopsys faces post-acquisition debt, IP weakness, and export restrictions, while a backlog and FY2026 roadmap could drive upside toward $700.
Tech industry
fromMashable India
1 day ago

Meta Layoffs In India: Which Employees Were Most Affected By AI Push?

Meta cut nearly 8,000 jobs worldwide, including India roles, and is flattening management layers to speed decisions during an AI-driven restructuring.
Tech industry
fromTNW | Tiktok
1 day ago

ByteDance is building its own CPUs on Arm and RISC-V to feed its AI infrastructure

ByteDance is building custom data-centre CPUs on Arm and RISC-V to reduce reliance on Intel and AMD amid rising prices and export controls.
Tech industry
fromTNW | Business
1 day ago

Snowflake commits $6bn to AWS over five years, with Graviton chips at the centre

Snowflake signed a five-year $6bn AWS expansion, committing to run on AWS Graviton and deepen integrations for agentic enterprise workloads.
Tech industry
from24/7 Wall St.
1 day ago

Oracle at $192: Buy, Sell or Hold?

Oracle’s AI cloud backlog and valuation support a bull case, but heavy capex, rising debt, and hyperscaler concentration create major downside risk.
Tech industry
fromFortune
1 day ago

As AI slashes white-collar jobs, Salesforce CEO Marc Benioff says there's one department still hiring: sales | Fortune

Salesforce is keeping engineering and most corporate hiring flat while expanding primarily in sales as AI boosts productivity.
Tech industry
fromHoodline
1 day ago

Locked Out Before Logoff: Webflow's Sudden SF Layoffs Jolt Tech Workers

Webflow laid off employees abruptly, restricting system access before termination notices, while citing AI-driven restructuring and offering severance and benefits.
Tech industry
fromtheregister
1 day ago

Three in ten HP customers still clinging to Windows 10

Slow Windows 10 to Windows 11 upgrades are boosting PC sales as HP expects a remaining 30% refresh opportunity, especially in EMEA and APJ.
#semiconductors
Tech industry
from24/7 Wall St.
23 hours ago

Could Micron Hit $2 Trillion? The Price Target Just Tripled

Micron’s rapid earnings and cash flow growth, plus raised price targets, supports a potential path toward a $2 trillion market valuation.
Tech industry
fromTNW | Business
2 days ago

Micron approaches $1tn as UBS sees a path to $1.8tn over 12 months

Long-term HBM and DDR supply agreements could smooth memory earnings into a utility-like profile, supporting a much higher Micron valuation.
Tech industry
from24/7 Wall St.
23 hours ago

Could Micron Hit $2 Trillion? The Price Target Just Tripled

Micron’s rapid earnings and cash flow growth, plus raised price targets, supports a potential path toward a $2 trillion market valuation.
Tech industry
fromTNW | Business
2 days ago

Micron approaches $1tn as UBS sees a path to $1.8tn over 12 months

Long-term HBM and DDR supply agreements could smooth memory earnings into a utility-like profile, supporting a much higher Micron valuation.
Tech industry
from24/7 Wall St.
20 hours ago

The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain

High-bandwidth memory supply is constrained through 2026–2027, driving strong pricing power and revenue growth for memory makers and shaping ETF exposure choices.
Tech industry
fromTNW | Microsoft
1 day ago

Pentagon gives Dell a $9.7bn contract to consolidate Microsoft licences across the military

Dell will consolidate Microsoft 365 and cloud licensing for the US Department of Defense, intelligence community, and Coast Guard under a five-year $9.7bn contract.
Tech industry
fromTechzine Global
1 day ago

Quarterly results: Snowflake impresses, Salesforce Flattens Out, Zscaler Slumps

SaaS results vary widely: Snowflake rebounds with strong revenue and AWS momentum, while Salesforce, Zscaler, and Nutanix see markedly different stock reactions.
Tech industry
fromTechCrunch
23 hours ago

Just like gold and oil, we'll soon be able to trade AI token futures | TechCrunch

Derivatives exchanges and financial firms are building futures markets for AI tokens and GPU rental to monetize compute demand and pricing.
Tech industry
from24/7 Wall St.
1 day ago

What's The Second Most Valuable Company In The World?

Nvidia leads global market value at $5.15 trillion, while Alphabet ranks second at $4.67 trillion due to dominant search, YouTube scale, and Android reach.
Tech industry
fromtheregister
22 hours ago

Google, Canonical team up to certify Ubuntu images for TPU VMs

Certified Ubuntu images for Google Cloud TPU VMs are now the default, with Canonical-supported Ubuntu 22.04 LTS for v5/v6 and Ubuntu 24.04 LTS for TPU7x.
Tech industry
fromFuturism
21 hours ago

CEO Receives Violent Threats After Kicking Off AI Layoffs

WiseTech reported violent threats against its CEO after AI-related layoffs, prompting increased security and police involvement.
Tech industry
fromtheregister
1 day ago

Snowflake to burn $6B on AWS Graviton CPUs and AI accelerators

Snowflake will invest $6B in AWS Graviton CPUs and AI accelerators to connect governed data with AI services and accelerate AI-driven insights.
Tech industry
fromTechCrunch
1 day ago

In more good news for Amazon, Snowflake signs $6B deal with AWS for AI CPU chips | TechCrunch

Snowflake signed a $6 billion, five-year AWS agreement as customer AWS spending rises, driven by AI workloads needing more CPU capacity, including Graviton access.
#micron-technology
Tech industry
from24/7 Wall St.
2 days ago

Wall Street Thinks This AI Powerhouse Is Headed to $1.6 Trillion, But Historical Cycles Suggest It's a Stock to Avoid Like the Plague

Micron’s valuation assumes continued perfection despite extreme cyclicality in memory markets and downside-skewed risk/reward at current levels.
Tech industry
from24/7 Wall St.
3 days ago

Micron Technology Delivered 2,000% Return for One Investor as Memory Shortage Fuels AI Rally

Memory pricing power shifted due to shortage, enabling Micron to deliver major revenue growth and margin expansion alongside outsized stock returns.
Tech industry
from24/7 Wall St.
2 days ago

Wall Street Thinks This AI Powerhouse Is Headed to $1.6 Trillion, But Historical Cycles Suggest It's a Stock to Avoid Like the Plague

Micron’s valuation assumes continued perfection despite extreme cyclicality in memory markets and downside-skewed risk/reward at current levels.
Tech industry
from24/7 Wall St.
3 days ago

Micron Technology Delivered 2,000% Return for One Investor as Memory Shortage Fuels AI Rally

Memory pricing power shifted due to shortage, enabling Micron to deliver major revenue growth and margin expansion alongside outsized stock returns.
Tech industry
from24/7 Wall St.
1 day ago

Zuckerberg Just Gave Away Why You Should Buy Micron, Not Meta

Meta is raising infrastructure capex due to higher component costs, especially memory pricing, implying data center spending will rise beyond capacity plans.
#ai-data-centers
Tech industry
fromTNW | Business
2 days ago

The Qualcomm-ByteDance ASIC deal works around US export controls by design

Qualcomm will supply ByteDance with millions of AI ASICs and manufacturing services, enabling ByteDance to scale its own chip design within US export thresholds.
Tech industry
from24/7 Wall St.
6 days ago

Nvidia's Hidden $60 Billion Business Is About to Overtake Broadcom

AI data centers require ultra-fast networking, and Nvidia’s networking revenue has surged to become a dominant full-stack infrastructure business.
Tech industry
fromnews.bitcoin.com
1 week ago

Applied Digital Tops 1 GW as AI Factory Campus Locks $7.5B Hyperscaler Lease

Applied Digital signed a 15-year take-or-pay lease for 300 MW at Polaris Forge 3, valued about $7.5B, increasing contracted revenue to $31B.
Tech industry
fromTNW | Business
2 days ago

The Qualcomm-ByteDance ASIC deal works around US export controls by design

Qualcomm will supply ByteDance with millions of AI ASICs and manufacturing services, enabling ByteDance to scale its own chip design within US export thresholds.
Tech industry
from24/7 Wall St.
6 days ago

Nvidia's Hidden $60 Billion Business Is About to Overtake Broadcom

AI data centers require ultra-fast networking, and Nvidia’s networking revenue has surged to become a dominant full-stack infrastructure business.
Tech industry
fromnews.bitcoin.com
1 week ago

Applied Digital Tops 1 GW as AI Factory Campus Locks $7.5B Hyperscaler Lease

Applied Digital signed a 15-year take-or-pay lease for 300 MW at Polaris Forge 3, valued about $7.5B, increasing contracted revenue to $31B.
Tech industry
fromTNW | Nvidia
2 days ago

NVIDIA's Jensen Huang calls Taiwan the 'epicentre' of the AI revolution as spending hits $150bn a year

Taiwan is positioned as the epicentre of the AI revolution, with Nvidia’s annual island spending projected to reach about $150bn.
#ai-accelerators
Tech industry
fromtheregister
2 days ago

Broadcom's custom ASIC biz adds South Korea's FuriosaAI to its empire

FuriosaAI will build Broadcom-based third-gen AI inference accelerators using multi-die packaging, 2nm fabrication, HBM4/4e memory, and Ethernet/PCIe scaling beyond eight chips.
Tech industry
fromtheregister
1 week ago

Alibaba just admitted it's struggling to keep up with rival chipmakers and AI shops

Alibaba’s T-Head Zhenwu M890 accelerator targets agentic AI workloads with 144GB on-chip memory and high inter-chip bandwidth, but has only produced 560,000 chips.
Tech industry
fromtheregister
2 days ago

Broadcom's custom ASIC biz adds South Korea's FuriosaAI to its empire

FuriosaAI will build Broadcom-based third-gen AI inference accelerators using multi-die packaging, 2nm fabrication, HBM4/4e memory, and Ethernet/PCIe scaling beyond eight chips.
Tech industry
fromtheregister
1 week ago

Alibaba just admitted it's struggling to keep up with rival chipmakers and AI shops

Alibaba’s T-Head Zhenwu M890 accelerator targets agentic AI workloads with 144GB on-chip memory and high inter-chip bandwidth, but has only produced 560,000 chips.
Tech industry
fromTelecompetitor
2 days ago

Broadcom announces Wi-Fi 8, AI, FWA integration, and networking enhancements

Broadcom introduced NPU-enabled SoCs for fiber home gateways and expanded Wi‑Fi 8 SoC options to support AI traffic and fixed wireless access with Samsung.
Tech industry
fromThe Verge
2 days ago

Motorola says affiliate hijacking of Amazon app was 'unintended'

Some Motorola phones briefly routed users through a web tracking link before opening Amazon Shopping, which was unintended and promptly corrected.
Tech industry
fromFortune
3 days ago

Goldman Sachs just ran some ugly numbers on the SaaSPocalypse-and found hedge funds are dumping software and piling into semis | Fortune

Hedge funds and mutual funds are rotating portfolios away from software toward semiconductors, reflecting a reassessment of where AI value accrues.
Tech industry
from24/7 Wall St.
3 days ago

Microsoft Should Be Thrown Out Of Magnificent 7

Microsoft’s AI lead has eroded as OpenAI partnerships weakened and rivals advanced in chips, cloud AI, and search/robotics.
Tech industry
from24/7 Wall St.
3 days ago

Not Just Micron: Memory Melt-Up Pulls SanDisk Up 8%, Western Digital Up 10%

Micron surged 16% as UBS raised its price target, lifting the entire memory complex and boosting DRAM/HBM, NAND, and HDD-related stocks.
Tech industry
fromTNW | Apps
3 days ago

Dropbox founder Drew Houston steps down as CEO

Drew Houston steps down as Dropbox CEO after 19 years, with Ashraf Alkarmi taking over as co-CEO and Michael Torres joining as chief product officer.
Tech industry
fromThe Verge
3 days ago

Sundar Pichai on AI, the future of search, and what's happening to the web

Google is reshaping Search and YouTube with Gemini models and AI agents that can trigger tasks and deliver summarized results, potentially reducing traffic to external sites.
fromtheregister
4 days ago

Digital sovereignty, the musical: One engineer's bizarre crusade against hyperscalers

Amine Raiti, an infrastructure architect and SRE currently working at a European Central Bank-regulated financial institution, has launched what may be the least conventional anti-cloud campaign in enterprise IT history: a multilingual pressure operation called "Operation Dindon," complete with satirical poetry, orchestral music, K-pop, and a fictional turkey trapped in cloud dependency.
Tech industry
Tech industry
fromTNW | Artificial-Intelligence
5 days ago

AI is killing the cheap smartphone. The memory that powers your phone now goes to data centres instead.

Smartphone demand is falling sharply as DRAM supply constraints and AI-driven memory demand reallocate production away from low-cost consumer devices.
#meta-platforms
fromMashable India
1 week ago
Tech industry

Meta Layoffs: Staff Asked to Work From Home Before Shocker 4 AM Layoff Emails Hit Thousands

Meta is laying off about 8,000 employees while moving thousands into AI-focused roles and flattening management to improve efficiency and reduce costs.
Tech industry
fromBusiness Matters
1 week ago

Meta to axe 8,000 jobs as Zuckerberg doubles down on AI race

Meta plans to cut about 10% of global roles, concentrating layoffs in engineering and product, to fund a $145bn AI-focused spending push.
Tech industry
fromMashable India
1 week ago

Meta Layoffs: Staff Asked to Work From Home Before Shocker 4 AM Layoff Emails Hit Thousands

Meta is laying off about 8,000 employees while moving thousands into AI-focused roles and flattening management to improve efficiency and reduce costs.
Tech industry
fromBusiness Matters
1 week ago

Meta to axe 8,000 jobs as Zuckerberg doubles down on AI race

Meta plans to cut about 10% of global roles, concentrating layoffs in engineering and product, to fund a $145bn AI-focused spending push.
Tech industry
fromTNW | China
6 days ago

Corsair is now using Chinese DRAM in its DDR5 kits. Memory prices could finally drop.

Corsair DDR5 modules use ChangXin Memory Technologies DRAM, reflecting AI-driven DRAM shortages and supply-chain diversification as PC memory prices rise.
#artificial-intelligence
Tech industry
from24/7 Wall St.
1 week ago

Alphabet's Growing Overlap With NVIDIA Is Getting Hard to Ignore

Nvidia and Alphabet are accelerating in AI, but investor expectations are rising, and Nvidia’s post-earnings stock reaction suggests profit and growth may be discounted.
Tech industry
from24/7 Wall St.
1 week ago

Google Reveals Plan to Dominate AI: Copy Apple

AI competition increasingly centers on control of underlying hardware and semiconductors, making chip ownership a key driver of profitability and advantage.
Tech industry
from24/7 Wall St.
1 week ago

Alphabet's Growing Overlap With NVIDIA Is Getting Hard to Ignore

Nvidia and Alphabet are accelerating in AI, but investor expectations are rising, and Nvidia’s post-earnings stock reaction suggests profit and growth may be discounted.
Tech industry
from24/7 Wall St.
1 week ago

Google Reveals Plan to Dominate AI: Copy Apple

AI competition increasingly centers on control of underlying hardware and semiconductors, making chip ownership a key driver of profitability and advantage.
Tech industry
from24/7 Wall St.
6 days ago

Dominic Chu: The Trump Bull Market's AI Rally Is Powering the S&P 500 Toward an 8th Straight Winning Week

AI-driven earnings and guidance from major tech firms are sustaining a steady market uptrend with shallow dips and rapid recoveries.
Tech industry
from24/7 Wall St.
1 week ago

Are There Still Bargains in Software? The SmartMoney Is Pointing Straight at These Names

Semiconductor strength contrasts with software weakness as AI accelerates disruption, pressuring software valuations and creating potential deep-value opportunities.
Tech industry
fromTNW | Apps
1 week ago

Salesforce's Agentforce hype outpaces its delivery

Salesforce’s Agentforce deal and ARR figures have not translated into customer-ready deployments, widening the gap between demos and real usage and driving stock declines.
fromTNW | Finance
1 week ago

Lenovo Q4 revenue tops estimates on strong PC sales, shares jump 15%

Lenovo posted Q4 revenue of $21.6bn, up 27% year-on-year and roughly $2.2bn ahead of consensus, sending shares up about 15% on Friday in Hong Kong. Net profit attributable to shareholders jumped 479% to $521m, almost double the $271m analysts had penciled in, according to data compiled by CNBC.
Tech industry
fromComputerWeekly.com
1 week ago

Google AI engineer dismissed for opposing tech sales to Israel | Computer Weekly

Following this, the engineer was called into a meeting with Google's human resources department, where they were "actively discouraged" from making any communications that either criticised the change to Google's AI principles, or linked the company to Israel's conduct in Gaza.
Tech industry
Tech industry
fromThe Verge
1 week ago

Microsoft's consumer marketing chief to leave next year

Yusuf Mehdi is leaving Microsoft after 35 years, with a transition focused on Windows, consumer Copilot, and Microsoft 365 until 2027.
Tech industry
fromFortune
1 week ago

Cloudflare posted record revenue, then cut 20% of its workforce. CEO Matthew Prince says AI has made an entire category of workers obsolete | Fortune

Cloudflare cut 20% of its workforce, mainly middle-management roles, while reporting fast growth and expanding customers.
Tech industry
fromTNW | Apps
1 week ago

ClickUp cuts 22% of staff, offers $1M salaries in AI restructuring

ClickUp cut 22% of staff and created $1M salary bands while restructuring around a 100x org model where AI agents outnumber employees 3:1.
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