Allan Ali
Nvidia's China Comeback Is a $400 Million Ghost Stor...
Nvidia sold its first H200 AI chips to Chinese buyers in over a year — under ...
Amazon Built Its Own Chips to Escape Nvidia — Then J...
Amazon just tripled its Nvidia GPU commitment, adding 2 million more chips fo...
The UK Just Started Charging for Fake AI Demand — an...
The UK's Ofgem is charging data center developers up to £712,500 per megawatt...
Salesforce Just Proved the SaaSpocalypse Wrong — but...
Salesforce delivers a record $11.35 billion quarter and an 87% profit jump fu...
Nebius Just Raised $5.75 Billion of Convertible Debt...
Nebius Group closed a $5.75 billion convertible senior notes offering to fund...
The Utility CEO Just Said AI Demand Isn't Slowing — ...
Southern Company CEO Chris Womack told Bloomberg that AI data center demand i...
Nvidia Just Beat Every Number — and the Stock Fell A...
Nvidia printed $96.2 billion in Q2 FY2027 revenue, up 106 percent, beat earni...
Two Thousand Chips in Egypt Just Started the US-Chin...
Huawei has pitched Egypt's government on AI data centers for military and pub...
Australia Just Wrote Rules for the AI Buildout — and...
Australia agreed national rules for AI data centres as emails revealed Anthro...
Two Labs Are About to Own the World's Compute — and ...
SemiAnalysis' Dylan Patel says Anthropic and OpenAI are on track to control m...
OpenAI Just Lost the Man in Charge of Its Data Cente...
OpenAI's head of data centers, Chris Malone, left last week — one of 13 execu...
So OpenAI Built a Faster Chip Than Nvidia. Now Ask W...
OpenAI's Jalapeño inference chip beat Nvidia's GB300 in first published bench...
Tasmania Just Approved a 288MW AI Data Centre With 2...
Tasmania's George Town Council approved Firmus Technologies' 288-megawatt AI ...
AI Data Centers Are About to Eat 53% of Every Semico...
Gartner now projects semiconductor revenue at $1.6 trillion in 2026, with AI ...
The Cloud Business Just Stopped Paying for Itself — ...
UBS says Amazon, Alphabet, and Microsoft will spend 102% of their cloud reven...
Speculative Builders Are Driving Up Data Center Cons...
Jim Cramer says speculative builders are driving up data center construction ...