Samsung reported Q3 2026 operating profit of KRW 107.4 trillion, driven by AI memory demand. Here is what it means for buyers and rivals.
Google's Project Suncatcher prototype returned its first AI haiku from orbit. Launch costs, radiation and thermal performance remain unproven.
Weekly AI business roundup: Meta's $95B stock offering, Microsoft's $25B bond sale and Nvidia's chip prepayments, and what they mean for AI data center costs.
Four AI infrastructure funding deals this period, led by Nebius's $3.5B Citi loan, plus Nvidia prepayments and Crusoe's $700M gas turbine-backed facility.
Microsoft plans a bond sale of at least $25 billion, its first since 2017, to fund AI data center and cloud capacity amid neocloud bond stress.
ServiceNow shares fell about 27% in their worst day on record. Read how cRPO timing and agentic AI seat-pricing fears shaped the selloff.
Intel data center AI revenue rose 78% to $7.3B in Q3, but a weak Q4 guide of $15-16B sent shares sharply lower after hours.
Mistral Large 4, a 1-trillion-parameter open-weight model, is now available with $0.70 per million input tokens. Here is what it means for self-hosting.
Google's Gemini 4 Carbon leads vendor-reported cyber benchmarks, with access limited to Fairwind Program defenders and API pricing rising to $4 and $20.
Verizon's AWS AI fiber deal tops $2 billion and lifts its 2026 forecast, though contract terms remain undisclosed.
Crusoe's $700M Neuberger facility is secured by gas turbines and engines, shifting AI data center power risk onto debt markets. Megawatt terms remain undisclosed.
Nvidia commits $3B and AMD $1B to Meta's stock offering. Details on the Nvidia Meta investment, undisclosed terms and data center costs.
Meta plans a $95 billion stock offering, with $35 billion initially and a $60 billion Class C program, to fund AI compute build-out.
Microsoft offers buyouts to about 60,000 staff as it funds a $175B AI infrastructure build-out. Savings and costs remain unmeasured.
Tata Communications plans $450M for a 10,000 km AI fibre network in India, funded from operating cash flow, with completion scheduled by FY2036.
