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Nvidia projects $108 billion in quarterly revenue, driven by booming data center demand and AI infrastructure growth.

Microsoft reveals Azure’s annual revenue at $33.2 billion, showcasing its rapid growth and narrowing gap with AWS in the cloud market.

Ricursive Intelligence is developing AI that designs and improves chips iteratively, aiming to speed up and automate semiconductor development.

Cerebras CEO Andrew Feldman predicts personal AI assistants will soon be as common in homes as everyday appliances.

SandboxAQ teams up with Claude to simplify AI-powered drug discovery, making advanced models accessible without needing a computing PhD.

Microsoft launches the Surface Laptop Ultra featuring Nvidia AI chips and an AI-enhanced Windows 11 to boost on-device intelligence.

Neocloud Lambda raises $1B debt to purchase Nvidia AI chips for leasing to Microsoft, highlighting rising costs in AI hardware financing.

Meta lays off thousands to fund major investments in AI technology, aiming to streamline operations and focus on future growth.

Ballistic Ventures is raising $490 million across two funds to invest in AI-driven cybersecurity startups amid growing demand for advanced security solutions.

Snap spins off its AI video team into Dotmo, a new company focused on advancing AI video tech while managing costs.

Situational Awareness invests $400 million in chip startup Source Foundry, signaling strong confidence in AI hardware innovation despite market challenges.

As data center moratoriums spread, the AI industry debates whether greater transparency—by easing NDAs—can ease public concerns and foster trust.

Google’s space data centers hinge on around 1,800 Starship launches, highlighting the scale of building cloud infrastructure in orbit.

The US claims ASML’s advanced chip machine may be in China, but ASML denies it, citing strict export controls and business risks.

Anthropic’s S-1 reveals a high-stakes plan to invest heavily in AI compute and growth, balancing ambitious AI goals with financial survival.

An investigation reveals that a Chinese firm approved to buy Nvidia's AI chips operates from an empty office, raising concerns about US export oversight.

AMD is acquiring AI startup World Labs for $8.2 billion, bringing in advanced generative AI tech and researcher Fei-Fei Li to boost its AI ambitions.

Opera launches WebAI, a new web standard enabling AI models to run locally in browsers, improving speed and privacy for users and developers.

Meta plans to issue a new class of non-voting shares to fund AI projects, acquisitions, and employee compensation starting in 2027.

Hugging Face’s policy chief warns that embedding AI evaluators inside models is complex and may not solve benchmarking challenges.

OpenAI pauses new Pro subscription sign-ups to expand capacity after heavy demand from Astra strains its systems.

Anthropic reveals increased AI model distillation attempts by Alibaba, Moonshot AI, and DeepSeek, spotlighting rising competition and IP concerns.

Midjourney has acquired Co-Star, merging AI image expertise with personalized astrology to enhance daily horoscopes and user engagement.