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The tech companies, chips and platforms moving indexes and reshaping the economy.

US AI infrastructure spending could hit $10.3 trillion by 2032
Tech

US AI infrastructure spending could hit $10.3 trillion by 2032

US data-center and AI infrastructure investment could hit $10.3 trillion by 2032, surpassing past booms. The spending is already creating jo

Marcus Devlin ·
Oracle's force majeure notice puts $500B Stargate project under scrutiny
Tech

Oracle's force majeure notice puts $500B Stargate project under scrutiny

Oracle reportedly sent a force majeure notice for its massive New Mexico AI data center, Project Jupiter, to shield against cost overruns an

Eleanor Whitfield ·
Oracle invokes force majeure to shield New Mexico data center timeline
Tech

Oracle invokes force majeure to shield New Mexico data center timeline

Oracle has sent a force majeure notice tied to its New Mexico data center campus, aiming to protect itself if Project Jupiter misses its 202

Marcus Devlin ·
China Life to Back $6B AI and Chip Fund in Long-Term Bet
Tech

China Life to Back $6B AI and Chip Fund in Long-Term Bet

China Life Insurance says it may put up to 4.5 billion yuan into a new 6 billion yuan fund focused on artificial intelligence and semiconduc

Eleanor Whitfield ·
Meta's $1,299 VR glasses target spring 2027 launch with sharper screens
Tech

Meta's $1,299 VR glasses target spring 2027 launch with sharper screens

Meta will sell its next VR headset for $1,299.99 in spring 2027, featuring micro-OLED screens and a clip-on battery. The premium price refle

Marcus Devlin ·
Amazon's $3B bet on India's quick commerce: Can it catch up?
Tech

Amazon's $3B bet on India's quick commerce: Can it catch up?

Amazon is pouring $3 billion into India's booming quick commerce market, scaling Amazon Now to 1,300 warehouses by April. The move targets a

Eleanor Whitfield ·
Microsoft tests bulk Copilot discounts to land bigger corporate deals
Tech

Microsoft tests bulk Copilot discounts to land bigger corporate deals

Microsoft is reportedly testing steep bulk discounts for its Copilot AI assistant to win larger corporate contracts, while moving toward usa

Marcus Devlin ·
China's EV Charging Race Heats Up as Geely Claims 4.5-Minute Top-Up
Tech

China's EV Charging Race Heats Up as Geely Claims 4.5-Minute Top-Up

Geely claims its new 2.25-megawatt charger can take an EV from 10% to 70% in 4.5 minutes, sparking a charging-speed war in China. But heat m

Eleanor Whitfield ·
SoftBank's record $11.1B junk bond sale fuels OpenAI push
Tech

SoftBank's record $11.1B junk bond sale fuels OpenAI push

SoftBank tapped the junk bond market for $11.1 billion, a record for Asia-Pacific issuers, to bankroll its aggressive AI push. The deal unde

Marcus Devlin ·
China's livestream shopping turns to AI hosts as growth cools
Tech

China's livestream shopping turns to AI hosts as growth cools

China's livestream shopping boom is cooling, and platforms are turning to AI hosts to cut costs. JD.com says AI can reduce streaming costs b

Eleanor Whitfield ·
Thinkific Cuts 96 Jobs to Double Down on Its Higher-End Platform
Tech

Thinkific Cuts 96 Jobs to Double Down on Its Higher-End Platform

Thinkific Labs is cutting 96 roles and reorganizing around its higher-end Thinkific Plus product. The edtech firm expects about $19 million

Marcus Devlin ·
DeepSeek's efficiency pitch rattles chip stocks as Microsoft eyes Middle East
Tech

DeepSeek's efficiency pitch rattles chip stocks as Microsoft eyes Middle East

DeepSeek's latest research on more efficient AI training hit chip ETFs, reviving fears of cooling hardware demand. Meanwhile, Microsoft outl

Eleanor Whitfield ·