Oracle and OpenAI scrap deal to expand flagship Texas data centre

ft - Meta in talks to take up additional computing capacity that the ChatGPT maker will not take up

4 hrs / ft

Oracle plans thousands of job cuts as data center costs rise, Bloomberg News reports

5 hrs / reddit / /u/Moonskaraos

Oracle drops after report that it and OpenAI scrapped plans to expand a data center site in Texas

6 hrs / sherwood / Luke Kawa

Oracle and OpenAI drop Texas data center expansion plan

6 hrs / reddit / /u/Possible-Shoulder940

Algorithmic Warfare in the Iran Conflict: Operation Epic Fury and Dawn of the AI Battlefield

Frédéric Lemieux / hstoday - On 28 February 2026, the United States and Israel launched Operation Epic Fury / Operation Roaring Lion, a joint military campaign against Iran that fundamentally altered the strategic landscape of the Middle East.

#ai #cybersecurity #cloud #cloudsec #defensetech #datacenter #cybercrime #us #telecommunications #satellite

Camera hacks, trojan apps and intrusions test national cyber defenses. (8)
Hyperscalers and Gulf AI projects hit as data centers targeted. (4)
Oil, markets and trade disrupted as Gulf conflict snarls commerce. (16)
War widens; post‑war plan skepticism and live strike timeline. (3)
All Other Stories

Camera hacks, trojan apps and intrusions test national cyber defenses.

The World Is Full of GPS Dead Zones. Here’s What Comes Next.

10 hrs / wsj / Christopher Mims

RedAlert Campaign Targets Civilians With Trojanized Rocket Alert App

14 hrs / cyberpress / Varshini

From Ukraine to Iran, Hacking Security Cameras Is Now Part of War’s ‘Playbook’

15 hrs / wired / Andy Greenberg

FBI Confirms Its Networks Were Targeted by “Suspicious” Cyber Activities

16 hrs / hstoday / Homeland Security Today

Iran, Cyber Retaliation, and a Stress Test for America’s Critical Infrastructure Defense

17 hrs / hstoday / David Mussington

Algorithmic Warfare in the Iran Conflict: Operation Epic Fury and Dawn of the AI Battlefield

18 hrs / hstoday / Frédéric Lemieux

IP Cameras In Middle East Face Rising Cyber Threats

19 hrs / cyberpress / Varshini

Cyber Campaign, Evacuations, and GPS Spoofing Escalate as Iran Conflict Expands Across Middle East

24 hrs / hstoday / Homeland Security Today

Hyperscalers and Gulf AI projects hit as data centers targeted.

The Tech Download: Data centers become military targets as Iran war rages on

14 hrs / cnbc

The War on Iran Puts Global Chip Supplies and AI Expansion at Risk

18 hrs / wired / Carla Sertin

Iran hits Amazon data centres in jolt to Gulf AI drive

22 hrs / ft

Iranian news service claims drone strikes on AWS were deliberate, to probe for US datacenter dependencies

23 hrs / theregister / Simon Sharwood

Oil, markets and trade disrupted as Gulf conflict snarls commerce.

Maersk Halts Middle East Shipping Services as Iran War Snarls Global Trade

10 hrs / pymnts / PYMNTS

Jet fuel refining margins are surging to 20-year highs amid Iran war, threatening airlines

10 hrs / sherwood / Max Knoblauch

All March EU meetings in Cyprus rescheduled or made virtual

10 hrs / politico / Nektaria Stamouli

US and Gulf states hold talks with Ukraine over drone detection

10 hrs / ft

The Dow is having its worst week since October. Gas prices are soaring. Welcome to war

11 hrs / qz / Shannon Carroll

Gasoline Prices Surge to 10-Month Peak Amid Middle East Turmoil

11 hrs / parameter / Trader Edge

Markets Tumble as February Jobs Data Disappoints While Oil Prices Spike on Middle East Tensions

12 hrs / parameter / Trader Edge

Gold Prices Tumble Despite Middle East Conflict: Here’s What’s Driving the Decline

13 hrs / parameter / Trader Edge

Qatar energy minister warns of potential oil spike to $150 within weeks

13 hrs / sherwood / Hyunsoo Rim, Luke Kawa

Airline disruptions hit Saudi as conflict enters second week

13 hrs / semafor / Manal Albarakati

Regional conflict risks knocking Gulf’s image as financial hub

15 hrs / semafor / Tom Chivers

Middle East war sparks global economic, energy disruption

15 hrs / semafor / Tom Chivers

Iran conflict weighs on Ukraine

17 hrs / semafor / Morgan Chalfant

(LEAD) Seoul shares end flat amid prolonged Iran crisis; won declines

19 hrs / co / Kim Boram

Korean won drops to near 2-month low after volatile week amid Middle East crisis

20 hrs / co / Oh Seok-min

Seoul shares end flat amid prolonged Iran crisis; won declines

20 hrs / co / Kim Boram

War widens; post‑war plan skepticism and live strike timeline.

Strikes in Middle East since 28th Feb in real time

9 hrs / ycombinator

Skepticism over workable post-war plan in Middle East

15 hrs / semafor / Tom Chivers

Stakes rising in Middle East as war enters second week

15 hrs / semafor / Prashant Rao

All Other Stories

Iran War Provides a Large-Scale Test For AI-Assisted Warfare

8 hrs / slashdot / BeauHD

Spyware disguised as emergency-alert app sent to Israeli smartphones

8 hrs / theregister / Jessica Lyons

The Cyprus presidency will postpone or move to virtual format all EU meetings scheduled to take place on the island in March due to the ongoing Middle East crisis, two Cypriot officials told POLITICO.

8 hrs / bsky / @politico.eu / politico.eu

All March EU meetings in #Cyprus rescheduled or made virtual www.politico.eu/article/cypr...

8 hrs / bsky / @nstamouli.bsky.social / nstamouli.bsky.social

Oops, the forbidden word "war" is used.. qz.com/stock-market...

8 hrs / bsky / @iddybud.bsky.social / iddybud.bsky.social

New imagery suggests U.S. responsible for Iran school strike

8 hrs / ycombinator

The Race to Replace GPS

9 hrs / wsj / Conor Grant

It’s early days, but: Traders are treating Iran as a much shorter oil market disruption than Russia. And not exactly a more intense one either. sherwood.news/markets/qata...

11 hrs / bsky / @ljkawa.bsky.social / ljkawa.bsky.social

Regional conflict risks knocking Gulf’s image as financial hub www.semafor.com/article/03/0...

11 hrs / bsky / @newnarrative.bsky.social / newnarrative.bsky.social

From helium extraction in Qatar to shipping lanes in the Strait of Hormuz, the semiconductor industry depends on fragile links across the Gulf. Escalation could ripple through global chip production. www.wired.com/story/the-wa...

14 hrs / bsky / @wired.com / wired.com

Tech Giants Pledge to Power Their Own AI Data Centers

Markus Kasanmascheff / winbuzzer - Google, Microsoft, Amazon, Meta, xAI, Oracle, and OpenAI have signed a White House pledge committing to generate their own electricity for new AI data centers.The post Tech Giants Pledge to Power Their Own AI Data Centers appeared first on WinBuzzer.

#climate #ai #cloud #techpolicy #energy #government #business #datacenter #governance #technology

AI Data Centers Are Doing More Harm Than Just Driving Up Utility Prices

12 hrs / bgr

Doosan Enerbility wins U.S. order for 7 gas turbines for data center project

18 hrs / co / Chang Dong-woo

Oracle (ORCL) Stock: Falls Amid Historic Workforce Reductions Over AI Costs

18 hrs / parameter / Newton Kitonga

Protecting the electricity grid is crucial for national security

23 hrs / politico / POLITICO Studio

U.S President gets data center companies to pledge to pay for power generation | With no enforcement and questionable economics, it may not make a difference.

25 hrs / reddit / /u/ControlCAD

Power price rises are from data centres. Nothing but data centres.

27 hrs / pivot-to-ai / David Gerard

Tech Giants Pledge to Power Their Own AI Data Centers

30 hrs / winbuzzer / Markus Kasanmascheff

Big Tech Promises to Pay for AI Data Center Power, but Who Will Enforce It?

30 hrs / cnet / Alex Valdes

Marvell Technology, Inc. (MRVL) Stock: Q4 Revenue Hits $2.2B Record as AI Demand Drives 42% Annual Growth

Yasmin Werner / parameter - TLDR Marvell hits $2.22B Q4 revenue record as AI data center demand soars. GAAP net income rises to $396M; non-GAAP reaches $685M in Q4. Fiscal 2026 revenue jumps 42% to $8.2B on strong AI chip growth. CEO highlights record design wins fueling future AI i…

#ai #cloud #hardware #semiconductors #chips #stockmarket #earnings #business #datacenter

Marvell (MRVL) Stock Soars 11% Following Impressive Q4 Results and Optimistic Outlook

13 hrs / parameter / Trader Edge

Investors marvel at Marvell’s solid earnings and revenue beat on AI chip demand

26 hrs / siliconangle / Mike Wheatley

Marvell Technology, Inc. (MRVL) Stock: Q4 Revenue Hits $2.2B Record as AI Demand Drives 42% Annual Growth

27 hrs / parameter / Yasmin Werner

Marvell Technology jumps after raising sales guidance for the next two years

29 hrs / sherwood / Luke Kawa

Labubu sues 3D printer maker Bambu Lab for items made by its users — MakerWorld design repository in hot water over IP theft by its users

tomshardware - While Bambu Lab builds tools to protect creators, a Chinese court case over 3D-printed Labubu fakes turns the tables on the 3DP giant.

#ai #cloud #techpolicy #aiethics #genai #energy #government #business #datacenter #us

Munificent 7 vow to spare US households from AI's rising energy costs

32 hrs / theregister / Dan Robinson

US Tech Firms Pledge At White House To Bear Costs of Energy For Datacenters

36 hrs / slashdot / BeauHD

Tech giants make non-binding White House pledge to cover AI data center energy costs

36 hrs / the-decoder / Maximilian Schreiner

Big Tech pledges to cover AI data center power costs

37 hrs / semafor / Tim McDonnell

Labubu sues 3D printer maker Bambu Lab for items made by its users — MakerWorld design repository in hot water over IP theft by its users

37 hrs / tomshardware

Core Scientific Secures Up to $1 Billion From Morgan Stanley for Pivot From Bitcoin Mining to AI

André Beganski / decrypt - The firm continues to pivot away from Bitcoin mining.

#ai #cloud #ml #banking #business #datacenter #bitcoin #crypto

Core Scientific Secures Up to $1 Billion From Morgan Stanley for Pivot From Bitcoin Mining to AI

35 hrs / decrypt / André Beganski

Core Scientific secures up to $1 billion loan facility from Morgan Stanley

37 hrs / coindesk / James Van Straten

Morgan Stanley provides $500 million loan facility to Core Scientific with option to extend to $1 billion

37 hrs / theblock / Brian Danga

Big tech companies agree to not ruin your electric bill with AI data centers

Anna Washenko / engadget - Today the White House announced that several major players in tech and AI have agreed to steps that will keep electricity costs from rising due to data centers. Under this Ratepayer Protection Pledge, companies are agreeing to practices that are intended …

#climate #ai #cloud #techpolicy #genai #energy #government #datacenter #environment #regulation

AI Data Centers: What to Know About Their Water and Energy Use

39 hrs / cnet / Macy Meyer

Tech giants sign White House pledge to curb AI data center energy costs

40 hrs / dataconomy / Aytun Çelebi

AI data centers are America's next political fight. Big Tech is ready

41 hrs / qz / Joseph Zeballos-Roig

Tech Giants Commit to Covering AI Data Center Power Expenses Under White House Agreement

42 hrs / parameter / Trader Edge

Big Tech Joins White House Energy Pledge as Iran Tensions Threaten Higher Costs

44 hrs / bsky / @decrypt.co / decrypt.co

Big Tech Joins White House Energy Pledge as Iran Tensions Threaten Higher Costs

47 hrs / decrypt / Jason Nelson

US tech firms pledge at White House to bear costs of energy for datacenters

2 days / ycombinator

Big tech companies agree to not ruin your electric bill with AI data centers

2 days / engadget / Anna Washenko

Big Tech Signs White House Data Center Pledge With Good Optics and Little Substance

2 days / wired / Molly Taft

Datacenters pledging to produce their own power but gas turbines in short supply

2 days / reddit / /u/CompetitiveLake3358

Amazon's Bahrain data center targeted by Iran for support of U.S. military, state media says

cnbc - Amazon said the Bahrain facility was damaged due to a nearby drone strike, and two data centers in the UAE were directly hit by drones.

#cybersecurity #cloud #iot #cloudsec #amazon #datacenter #internet #cybercrime #camera #drone

Iranian APT Groups Target Critical Infrastructure Amid Geopolitical Tensions

38 hrs / cyberpress / Varshini

Iran's Shahed drone: How 'the poor man’s cruise missile’ is shaping Tehran’s retaliation

40 hrs / cnbc

Pentagon eyes Ukrainian interceptor drones to counter Iran

46 hrs / ft

US air defenses may not be able to intercept many of Iran’s one-way drones

47 hrs / reddit / /u/esporx

'Hundreds' of Iranian hacking attempts have hit surveillance cameras since the missile strikes

2 days / reddit / /u/Logical_Welder3467

'Hundreds' of Iranian hacking attempts have hit surveillance cameras since the missile strikes

2 days / theregister / Jessica Lyons

Amazon's Bahrain data center targeted by Iran for support of U.S. military, state media says

2 days / cnbc

Broadcom Inc. (AVGO) Stock: Soars on $10B Buyback and Record $19.3B Q1 Revenue Driven by AI Surge

Yasmin Werner / parameter - TLDR Broadcom Q1 revenue hits $19.3B, up 29% YoY Net income jumps 34% to $7.35B on strong demand AI revenue doubles to $8.4B, driving growth momentum $10B share buyback enhances shareholder returns Q2 revenue forecast $22B, powered by AI and software solu…

#ai #cloud #semiconductors #chips #stockmarket #earnings #business #datacenter #technology

AI boom hides software drag and investor unease. (1)
AI demand explodes — Broadcom says hyperscalers can't build chips. (4)
Market cheers record quarter, $10B buyback lifts Broadcom shares. (5)
All Other Stories

AI boom hides software drag and investor unease.

Broadcom’s AI Business Is Booming. The Rest Is Complicated.

40 hrs / wsj / Dan Gallagher

AI demand explodes — Broadcom says hyperscalers can't build chips.

Broadcom: AI companies currently dependent on external chipmakers

40 hrs / techzine / Mels Dees

Broadcom says AI companies can’t make their own silicon any time soon

47 hrs / theregister / Simon Sharwood

Broadcom CEO Hock Tan sees AI chip revenue 'significantly' above $100 billion next year

2 days / cnbc

Broadcom’s AI chip business jumps 106% as it cruises to another solid earnings and revenue beat

2 days / siliconangle / Mike Wheatley

Market cheers record quarter, $10B buyback lifts Broadcom shares.

Broadcom (AVGO) Stock Soars 7% on Massive AI Revenue Forecast Through 2027

40 hrs / parameter / Trader Edge

Broadcom's custom AI chip business stays hot and gives the bulls a much-needed win

2 days / cnbc

Broadcom Inc. (AVGO) Stock: Soars on $10B Buyback and Record $19.3B Q1 Revenue Driven by AI Surge

2 days / parameter / Yasmin Werner

Broadcom posts modest Q1 sales and earnings beats

2 days / sherwood / Luke Kawa

Broadcom set to report earnings after the bell

2 days / cnbc

All Other Stories

How Broadcom CEO Hock Tan won the market over during the earnings call

39 hrs / sherwood / Luke Kawa

Pretty punchy guidance from $AVGO but a light Q1 beat; shares modestly lower sherwood.news/markets/broa...

2 days / bsky / @ljkawa.bsky.social / ljkawa.bsky.social

Drones attack several AWS Middle East region data centers amid Iran war, leading to outages — service health been disrupted after power cut due to fire risk

tomshardware - Amazon’s data center business in the Middle East has been adversely impacted amid the 2026 Iran Conflict.

#cloud #defensetech #amazon #banking #energy #business #datacenter #asia #payments #drone

Amazon (AMZN) Stock: Steadies After AWS Drone Attacks in UAE and Bahrain

2 days / parameter / Newton Kitonga

Amazon Web Services Confirms Damage After Middle East Drone Strikes

3 days / cnet / Gael Cooper

Data centers are caught in the crossfire of the Iran war www.semafor.com/article/03/0...

3 days / bsky / @semafor.com / semafor.com

Data centers are caught in the crossfire of the Iran war

3 days / semafor / Rachyl Jones

Banking, payments services disrupted after Amazon UAE data centers hit in drone strikes

3 days / cnbc

Drones attack several AWS Middle East region data centers amid Iran war, leading to outages — service health been disrupted after power cut due to fire risk

3 days / tomshardware

Bitcoin miner Core Scientific to sell bulk of BTC holdings in 2026 to fund AI pivot

Naga Avan-Nomayo / theblock - Core Scientific has already sold around $175 million in bitcoin as the company accelerates its pivot toward AI-focused data centers.

#ai #blockchain #cloud #crypto #business #datacenter #bitcoin #deeptech #mining

Core Scientific May Sell 'All' Bitcoin to Finance AI Pivot

3 days / decrypt / André Beganski

Bitcoin Miner MARA Says It May Sell BTC Holdings in Strategy Shift

3 days / decrypt / Logan Hitchcock

As bitcoin mining economics “have gone from bad to worse,” companies pivot and sell to survive

3 days / sherwood / Yaël Bizouati-Kennedy

End of bitcoin 'HODL': public miners going all-in on AI, signaling more BTC selling

3 days / coindesk / James Van Straten

Core Scientific (CORZ) Stock Slides as Q4 Earnings Fall Short Amid AI Strategy Shift

3 days / parameter / Trader Edge

Bitcoin miner Core Scientific to sell bulk of BTC holdings in 2026 to fund AI pivot

3 days / theblock / Naga Avan-Nomayo

Core Scientific sells $175 million in bitcoin as AI pivot accelerates

3 days / coindesk / James Van Straten

Nvidia invests $2B in Lumentum lasers for next-gen AI factories

Vignesh R / techfundingnews - NVIDIA has announced a long-term strategic partnership with Lumentum Holdings to develop advanced optics technology for next-generation AI…

#ai #semiconductors #chips #nvidia #gpu #datacenter #deeptech #supplychain #us #manufacturing

NVIDIA, AMD back Ayar Labs’ $500M raise for optical tech crushing AI copper bottlenecks

3 days / techfundingnews / Vignesh R

Nvidia invests $2bn each in Lumentum and Coherent for AI optics R&D

3 days / techmonitor / Swagath Bandhakavi

Ayar Labs Raises $500M in Series E Funding

3 days / finsmes / FinSMEs

Nvidia invests $2B in Lumentum lasers for next-gen AI factories

4 days / techfundingnews / Vignesh R

Nvidia burns $4B to light up American photonics manufacturing

4 days / theregister / Tobias Mann

Nvidia invests $4B in co-packaged optics suppliers Lumentum, Coherent

4 days / siliconangle / Maria Deutscher

Report: Apple Asks Google to Run Siri on Its Servers

Hartley Charlton / macrumors - Apple has asked Google to investigate setting up servers in its data centers to run a future version of Siri powered by Gemini, The Information reports.Currently, Apple sends its more complex AI queries to Private Cloud Compute, a system that runs on Appl…

#ai #cloud #voice #apple #google #genai #datacenter #alphabet #assistant #gemini

Apple might use Google servers to store data for its upgraded AI Siri

4 days / theverge / Jay Peters

Apple May Pay Google $1 Billion to Host Siri

4 days / iphoneincanada / Usman Qureshi

Apple’s Baltra ASIC Can’t Come Soon Enough As The Vast Majority Of Its Current AI Servers Are Reportedly Rotting On The Shelves

4 days / wccftech / Rohail Saleem

Report: Apple Asks Google to Run Siri on Its Servers

4 days / macrumors / Hartley Charlton

Google may not just power Apple’s Siri — it could host it, too

4 days / sherwood / Rani Molla

Apple either over- or under-invested in server hardware, depending on how you read this report

4 days / appleinsider

Nvidia to invest $4 billion in two photonics companies

cnbc - Coherent and Lumentum will both receive $2 billion each from the chip giant as part of the strategic investment.

#ai #hardware #semiconductors #networking #nvidia #stockmarket #business #datacenter #supplychain #technology

Nvidia’s spending $4 billion on photonics to stay ahead of the curve in AI

4 days / theverge / Stevie Bonifield

Nvidia’s $2 Billion Bet Sends Lumentum (LITE) Shares Soaring

4 days / parameter / Trader Edge

Nvidia gains after being named Morgan Stanley’s top pick in semis, striking two optical communications partnerships

4 days / sherwood / Luke Kawa

Nvidia Commits $4 Billion to Photonics Leaders Lumentum and Coherent for AI Infrastructure

4 days / parameter / Trader Edge

Nvidia to invest $4 billion in two photonics companies

4 days / cnbc

Lumentum and Coherent surge after Nvidia invests $2 billion apiece to develop advanced optics technologies

4 days / sherwood / Luke Kawa

Nvidia to Invest $2 Billion in Both Lumentum and Coherent

4 days / wsj / Nicholas G. Miller

Huawei’s ‘Claimed’ Rival to NVIDIA’s Vera Rubin AI Systems, the Atlas SuperPoD 950, Will Make Its First Public Debut at MWC

Muhammad Zuhair / wccftech - Huawei plans to showcase its most powerful AI cluster, the Atlas SuperPoD 950, at this year's MWC, marking its first public appearance. Huawei's Atlas SuperPoD 950 Has a 'Huge' Lead Over Vera Rubin AI Racks, But Only In Official Disclosures The infrastruc…

#ai #cloud #hardware #ml #china #nvidia #genai #datacenter #huawei #telecommunications

Chip race and export tensions reshape AI infrastructure geopolitics (5)
MWC: a global stage for AI infrastructure rivalries (4)
On the ground: Huawei's Atlas SuperPoD 950 debut (4)

Chip race and export tensions reshape AI infrastructure geopolitics

Benchmarks don’t tell you who’s winning the AI race. Here’s what actually does.

4 days / reddit / /u/JennyAndAlex

Chasing the Chip Smugglers: The exposure of a U.S.-based operation that smuggled Nvidia’s AI chips to China raises questions about the role of major companies and the authorities charged with enforcing export controls.

4 days / reddit / /u/UnscheduledCalendar

Exclusive: Turiyam.ai Raises $4 Mn To Build Full-Stack AI Hardware Platform

4 days / inc42 / Lokesh Choudhary

Cambricon Posts First Full-Year Profit Since Listing as 2025 Revenue Surges 453%

5 days / pandaily

Report: Nvidia is working on a top secret AI inference chip that could debut next month

5 days / siliconangle / Mike Wheatley

MWC: a global stage for AI infrastructure rivalries

(PR) GIGABYTE Powers Telecom AI Transformation with End-to-End Infrastructure at MWC 2026

5 days / techpowerup

The Cloud Beyond The Clouds: Startups Firm Up Orbital AI Data Centre Plans

5 days / inc42 / Shraddha Goled

The Adorable Tech I'm Using The Cover MWC 2026

5 days / slashgear

Just What Is Mobile World Congress (MWC), Anyway?

5 days / cnet / Jeff Carlson

On the ground: Huawei's Atlas SuperPoD 950 debut

Huawei launches full U6GHz product suite at MWC 26

4 days / dataconomy / Aytun Çelebi

Huawei holds global debut for AI computing clusters in challenge to Nvidia

4 days / scmp

Huawei Unveils U6GHz Full-Series 5G-A Solutions and Launches Open-Source A2A-T Project at MWC 2026

5 days / pandaily

Huawei’s ‘Claimed’ Rival to NVIDIA’s Vera Rubin AI Systems, the Atlas SuperPoD 950, Will Make Its First Public Debut at MWC

5 days / wccftech / Muhammad Zuhair

OpenAI raises $110B at $730B valuation, expands AWS and Nvidia partnerships

Maria Deutscher / siliconangle - OpenAI Group PBC today announced that it has raised $110 billion in funding at a pre-money valuation of $730 billion. Nvidia Corp. and SoftBank Group PBC provided $30 billion each. The remaining $50 billion came from Amazon Web Services Inc., which has al…

#ai #vc #cloud #chips #nvidia #amazon #openai #genai #datacenter #softbank

Amazon, Nvidia and partners racing to supply OpenAI's infrastructure. (6)
Insider-trading claim and global rivals escalate the AI arms race. (3)
OpenAI faces government talks and surging ChatGPT usage. (2)
Record $110B raise reshapes OpenAI's valuation and capital power. (6)
All Other Stories

Amazon, Nvidia and partners racing to supply OpenAI's infrastructure.

Nvidia Partners with Groq to Address OpenAI’s Performance Concerns

6 days / parameter / Trader Edge

OpenAI Is Set to Be the Biggest Customer for the Upcoming NVIDIA-Groq AI Chip, Allocating 3GW of Dedicated ‘Inference Capacity’

6 days / wccftech / Muhammad Zuhair

Nvidia’s sales rocket while its shares flatline

6 days / ft

Amazon bets $50 billion on OpenAI as AI infrastructure race heats up

6 days / betanews / Wayne Williams

How Amazon's massive stake in OpenAI could boost its AI and cloud businesses

7 days / cnbc

OpenAI raises $110B at $730B valuation, expands AWS and Nvidia partnerships

7 days / siliconangle / Maria Deutscher

Insider-trading claim and global rivals escalate the AI arms race.

Dylan Patel of SemiAnalysis on the $200B AI CapEx, Chip Wars, and Why Google Might Have No Profits in 2027 — In-Context Cooking

7 days / latent / Latent.Space

DeepSeek to release long-awaited AI model in new challenge to US rivals

7 days / ft

The Great Insider Trading Reckoning Reportedly Hits OpenAI

7 days / gizmodo / AJ Dellinger

Meta signs multibillion-dollar deal to rent Google TPUs for AI training

Kerem Gülen / dataconomy - Meta Platforms has signed an agreement to rent Google’s tensor processing units through Google Cloud to develop new AI models. The deal marks a major expansion of Google’s TPU commercialization strategy, which previously restricted the chips to its own in…

#ai #cloud #ml #meta #chips #google #genai #business #datacenter

Meta signs multi-billion dollar deal to rent Google's TPUs in a direct challenge to Nvidia's AI chip dominance

7 days / the-decoder / Matthias Bastian

Google is aggressively moving into Nvidia’s territory by leasing and selling training chips. https://sherwood.news/tech/meta-reportedly-strikes-multi-billion-dollar-ai-chip-deal-with-google-as-it/

7 days / bsky / @sherwood.news / sherwood.news

Meta reportedly strikes multi-billion dollar AI chip deal with Google as it struggles to design its own

7 days / sherwood / Rani Molla

Meta signs multibillion-dollar deal to rent Google TPUs for AI training

7 days / dataconomy / Kerem Gülen

Meta scraps advanced AI training chip after design roadblocks

7 days / dataconomy / Emre Çıtak

Meta Secures Google TPU Partnership Alongside Nvidia and AMD Chip Contracts

7 days / parameter / Trader Edge

MARA Shares Rise After Bitcoin Miner Strikes AI Data Center Deal

Vince Dioquino / decrypt - The Bitcoin miner moved to convert U.S. sites into AI-ready campuses, though analysts say confirmed tenants will be key.

#ai #blockchain #cloud #crypto #stockmarket #business #datacenter #bitcoin

Mara Holdings (MARA) Stock: Revenue Climbs, Losses Spike and New AI/HPC Strategy Sparks Investor Interest

7 days / parameter / Yasmin Werner

MARA Holdings Shares Soar 17% Following Starwood AI Data Center Partnership

7 days / parameter / Trader Edge

MARA Shares Rise After Bitcoin Miner Strikes AI Data Center Deal

8 days / decrypt / Vince Dioquino

MARA swings to $1.7 billion Q4 loss on bitcoin markdown, shares jump 15% after Starwood AI deal

8 days / theblock / Kyle Baird

Bitcoin Miner MARA jumps 17% after striking a deal with Starwood to build AI data centers

8 days / coindesk / Krisztian Sandor

Smartphone Sales to Plummet 13% in 2026 Due to RAM Crisis, Says IDC

Jeff Carlson / cnet - AI-fueled memory scarcity is hitting the phone market hard this year, particularly for inexpensive, low-end devices.

#ai #mobiletech #semiconductors #chips #business #datacenter #supplychain #manufacturing #smartphone #memory

AI hardware prices spike; DGX Spark rises $700 (2)
Chip crunch threatens budget PCs and phones (3)
DRAM price surge: suppliers hike quotes and contracts (3)
IDC warns record 13% smartphone slump in 2026 (4)
All Other Stories

AI hardware prices spike; DGX Spark rises $700

Nvidia DGX Spark gets 18% price increase as memory shortages bite — Founders Edition now $4,699, up from $3,999

7 days / tomshardware

NVIDIA DGX Spark Sees $700 Price Hike Due To Ongoing Memory Shortages, $4699 New Pricing

7 days / wccftech / Hassan Mujtaba

Chip crunch threatens budget PCs and phones

RAM chip demand driving up PC costs, HP says

7 days / semafor / Tom Chivers

Memory Price Hikes Will Kill Off Budget PCs and Smartphones, Analyst Warns

7 days / slashdot / BeauHD

Chip crunch to hit smartphone, PC shipments in 2026 by over 10pc

7 days / siliconrepublic / silicon

DRAM price surge: suppliers hike quotes and contracts

What is causing the RAM shortage? Chip and supply chain experts explain

7 days / techxplore

The New Memory Prices Quoted by Samsung & SK Hynix for Q2 Are So ‘Absurd’ That Buyers Might Find It Better to Give Up

7 days / wccftech / Muhammad Zuhair

Samsung secures 100% price hike from Apple for iPhone 17 memory

7 days / dataconomy / Emre Çıtak

IDC warns record 13% smartphone slump in 2026

Smartphone market poised for 'sharpest decline on record' in 2026

7 days / cnbc

Smartphone Sales to Plummet 13% in 2026 Due to RAM Crisis, Says IDC

8 days / cnet / Jeff Carlson

Smartphone Mkt to Decline 13% in '26, Largest Drop Ever Due to Memory Shortage

8 days / ycombinator

Smartphone sales could be in for their biggest drop ever

8 days / theverge / Emma Roth

All Other Stories

Memory Price Hikes Will Kill Off Budget PCs and Smartphones, Analyst Warns https://hardware.slashdot.org/story/26/02/27/008259/memory-price-hikes-will-kill-off-budget-pcs-and-smartphones-analyst-warns?utm_source=rss1.0mainlinkanon&utm_medium=feed

7 days / bsky / @slashdot.org / slashdot.org

Dell’s stock pops as soaring AI demand drives stellar 39% revenue increase

Mike Wheatley / siliconangle - Data center hardware and personal computer maker Dell Technologies Inc. easily beat Wall Street’s expectations today as it posted its latest financial results, benefiting from surging artificial intelligence demand. The company reported fourth-quarter ear…