AI2026.04.30OpenAI Shifts AI Infrastructure Strategy: Moves from Stargate Ownership to Flexible Leasing
Markets2026.04.30Amazon’s High-Stakes Cloud Gamble: Record AWS Profits Meet Unprecedented CapEx Surge
AI2026.04.30Meta to Power AI Data Centers with Space-Based Solar Energy: A Bold Leap into Orbital Power Beaming
Markets2026.04.29Supreme Electronics Q1 2026 Analysis: Server Memory Dominance Overtakes Mobile as CSPs Drive Record Revenue Surge
Markets2026.04.29Cognizant to Acquire Astreya for $600M: Strengthening the Physical Stack in Enterprise AI Builder Strategy
Hardware2026.04.29Montage Technology Achieves Record Q1 2026 Growth as DDR5 Transition and AI Server Infrastructure Hit Inflection Point
AI2026.04.28OpenAI Ends Cloud Exclusivity with Microsoft: Strategic Expansion to Amazon Bedrock and the Multi-Cloud Future
Markets2026.04.28The Indispensable Hub: Taiwan’s AI Infrastructure Boom as a Geopolitical and Economic Shield
AI2026.04.27The Co-Packaged Optics (CPO) Revolution: Overcoming the 3.2T Copper Limit in the Age of AI Scaling
Hardware2026.04.25Oracle’s $16.3B 'Stargate' Financing: PIMCO Steps In as US Banks Retreat from AI Infrastructure
Markets2026.04.25Inference and Agentic AI Drive CPU Demand Toward Parity with GPUs; Intel Pivots to Xeon Production
Hardware2026.04.24SK Hynix Signals Multi-Year HBM Supply Deficit: Analyzing the Strategic Bottlenecks in AI Memory Infrastructure
AI2026.04.24Anthropic Debuts Claude Managed Agents to Streamline Production-Grade AI Agent Deployment
