Most CEOs are ready to spend even more on AI in 2026 despite no clear path to ROI
Economic uncertainty fails to slow AI investments
Investment articles
Intel's CEO is also a major startup investor, and it's starting to get messy
How Meta, Intel, and a venture capitalist-CEO collided over a $4 billion AI chip startup
Microsoft faces reality check on AI ambitions as Copilot and Foundry struggle to meet goals
Insiders claim it has scaled back sales quotas, Redmond says that's false
Winners & losers: It's hard to argue that we aren't in the midst of an AI bubble – analysts and AI CEOs largely agree. While there are no signs of a crash yet, Microsoft may be the first company to show signs that it overestimated enterprise and consumer interest.
Ex-Intel CEO Pat Gelsinger is back in chipmaking with an xLight deal worth up to $150M
Gelsinger pitches free-electron lasers as next step for Moore's Law
Oracle's credit risk is spiking as Wall Street asks how it's going to pay for all that AI
Oracle debt becomes a pressure point in AI spending race
Sundar Pichai says AI boom shows irrational investment, but Google can weather the coming storm
Don't worry, Big Tech has the money to burn
New data shows companies are rehiring former employees as AI falls short of expectations
A rebounding "layoff boomerang" despite corporate AI investments
IBM cuts thousands of jobs as it pushes deeper into AI and cloud computing
Major tech companies continue to trim corporate headcounts while investing heavily in AI
The US government considers taking equity in quantum computing firms through CHIPS program
The federal investment strategy mirrors previous Intel and rare-earth materials deals
US and Australia sign $8.5 billion critical minerals deal, including a gallium refinery in the Outback
The move aims to loosen China's stranglehold on rare earth
Tim Cook risks Trump's wrath with new Apple investment pledge in China
Apple's new China commitment comes as US tensions hit new highs
Polymarket founder Shayne Coplan becomes youngest self-made billionaire after latest investment round
Prediction market platform Polymarket secures $2 billion investment from NYSE parent
OpenAI and Nvidia's mega-deals fuel an AI arms race – and fears of a circular bubble
Analysts see echoes of the late '90s, when startups inflated growth through circular deals
Trump approves $14 billion TikTok deal backed by Oracle and MGX, but questions linger
The $14 billion valuation is far below TikTok's estimated $40 billion market value without its algorithm
Intel turns to Apple for potential investment as it looks to rebuild chip business
Apple and Intel share a long, uneven history of collaboration and tension
Unlimited power: OpenAI plans trillion-dollar data center network to power AI growth
Oracle and OpenAI building world's largest data center complex in Texas, with five more planned
Oracle billionaire Larry Ellison is building a media empire, with stakes in TikTok, CBS, CNN and more
Editor's take: Larry Ellison has spent decades shaping Silicon Valley through Oracle, the software company he co-founded in 1977. Now 81, and with a fortune that recently placed him among the richest people in the world, Ellison is moving in a new direction: media ownership. His investments, alongside those of his son, David, suggest ambitions that extend well beyond the corporate software world he helped define.
Nvidia to invest $100 billion in OpenAI for 10 gigawatts of AI computing power
The data center expansion will use Nvidia's next-generation Vera Rubin chips
Intel and Nvidia team up on Intel x86 RTX SoCs for future gaming PCs
Nvidia is also investing $5 billion into Intel
What just happened? Intel has received another massive investment from an unlikely source: Nvidia. Team Green is purchasing $5 billion in Intel common stock at $23.28 per share, part of a collaboration that will see the two companies jointly develop x86 system-on-chips – called Intel x86 RTX SoCs – that integrate Intel CPUs and Nvidia RTX GPU chiplets for a wide range of PCs. Intel will also be building custom x86 data center CPUs for Nvidia to integrate into its AI infrastructure platforms.
Microsoft and Nvidia bet big on UK with historic $45 billion AI infrastructure plan
UK faces balancing act as $45B data center boom raises questions from environmental advocates and political leaders
OpenAI projects sales of $100 billion by 2028, but Sam Altman says profits won't come until 2029
Billions in losses test OpenAI's ambitious AI growth strategy
PsiQuantum raises $1 billion, hits $7 billion valuation in quantum race
Startup aims to deliver fault-tolerant quantum system in two years
American funding catapults spyware industry beyond Israel's lead
US money now fuels more spyware firms than Europe, giving new life to surveillance tech
Intel could sell up to 49% of foundry business under US restrictions, but full spinoff or IPO is off the table
Co-investment deals raise funds but leave Intel juggling complex ownership structures
OpenAI forecasts massive $115 billion cash burn by 2029
Huge investment in AI chips and data centers as costs keep surging