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Nvidia plans include use its technology to build AI factories developed and operated by CoreWeave
Intel expects CPU supply will improve after the first quarter
If AI were a bubble, Big Tech wouldn’t be pouring trillions into compute — 2026 will be defined by who controls inference power.
The plan is to reduce the country's dependence on foreign technology.
DigitalBridge’s assets in data centers, fiber, and towers would bolster SoftBank’s $500B Project Stargate and other AI bets.
Despite shrinking share, Intel decides to hold on to its network/edge NEX business.
The company’s restructuring and memory cost warnings signal challenges ahead for enterprise buyers on pricing and service delivery.
Their exits may strain Microsoft’s push to expand AI capacity as energy constraints and infrastructure bottlenecks increasingly dictate the pace of cloud growth.
Microsoft’s partnership with Nvidia and Anthropic continues the incestuous couplings that may force changes in how IT makes AI choices.
Analysts say enterprises may face higher GPU costs and delivery delays by late 2025 as Nvidia absorbs potential revenue losses.