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Nvidia partners with Corning to expand U.S. optical fiber manufacturing, scaling AI data center infrastructure and domestic production capacity.
Elon Musk said xAI will cease operating as an independent company and become fully integrated into SpaceX under a new SpaceXAI structure. The move combines Musk’s AI models, compute infrastructure, and aerospace operations into a single organization.
Anthropic has signed a compute agreement with SpaceX that adds access to more than 220,000 NVIDIA GPUs at the Colossus 1 data center. The added capacity is already being used to raise Claude usage limits and API availability.
Anthropic has signed a deal to access SpaceXAI’s Colossus 1 supercomputer, adding more than 220,000 NVIDIA GPUs to support Claude training and inference workloads.
Intel stock surges to record as Apple explores U.S. chip production, highlighting AI-driven demand and renewed momentum in the semiconductor sector.
Toto Ltd. shares jumped after strong semiconductor growth tied to AI demand. The shift highlights how legacy manufacturers are benefiting from the global AI infrastructure boom.
NXP Semiconductors shares jumped 26% after strong earnings driven by AI and automotive demand. The company highlighted rising data center infrastructure needs.
Google plans to invest up to $40 billion in Anthropic while expanding cloud and chip support. The deal underscores the growing importance of compute capacity in the AI race.
Strong CPU demand in Intel’s earnings report has lifted chip stocks, with AMD surging on expectations of broader AI-driven growth. Analysts say CPUs are becoming critical again.
Meta will deploy tens of millions of AWS Graviton cores to power its next generation of AI systems. The deal highlights rising demand for CPU-driven infrastructure alongside GPUs.
As John Ternus prepares to take over as Apple CEO, investors are demanding a clearer AI strategy. The company risks falling behind rivals investing heavily in AI.
Amazon will invest up to $25 billion more in Anthropic to expand AI infrastructure. The deal deepens their partnership around AWS and custom AI chips.
Researchers at NTU Singapore have developed an AI-powered biochip that detects disease-linked microRNAs in minutes. The system could enable faster, more precise diagnostics.
Strong forecasts from ASML and TSMC signal continued massive AI spending by tech giants, despite rising concerns over sustainability and supply constraints.
Snap’s Specs unit will use Qualcomm chips for upcoming smart glasses, deepening a long-standing partnership. The move comes as competition intensifies in AI-powered wearables.