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Nebius Heads Into Q3 Earnings With Microsoft Contract Doubts and Heavy Dilution

The report will determine whether big-client exposure and recent fundraises can support the company’s rapid-growth valuation.

Memory Shortage Sends Global Smartphone Shipments Down 22%

Daly Warns AI Investment Could Prolong Supply Shocks and Raise Inflation Risk

NVIDIA Sets GTC 2026 for March 16–19 in San Jose, With Jensen Huang Keynote

Google Expands Gemini 2.5 Pro Access with Competitive Pricing and Public Preview

OpenAI Launches GPT-4.5 Exclusively for Pro Users Amid GPU Shortages

AMD Unveils New AI Chips and CPUs to Challenge Nvidia and Intel