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HPE Raises Outlook as AI Backlog Tops $5 Billion, Shifts to Higher-Margin Orders

Management signals a margin-first approach under tight supply, with cost pressures persisting through 2027.

Nvidia Details Vera Rubin AI Rack With 10x Performance-Per-Watt

Red Hat Launches Unified ‘Metal-to-Agent’ AI Platform and Unveils AI 3.3, Deepening NVIDIA Collaboration

OpenAI and Paradigm Release EVMbench as an Open-Source Test for AI on EVM Smart-Contract Security

HIVE Reports Record Q3 Revenue, Completes Paraguay Buildout, Accelerates AI With $30M GPU Deal

Applied Digital Kicks Off Delta Forge Build as Analysts Lift Targets on Hyperscaler Talks

Capgemini Beats 2025 Target, Lifts 2026 Outlook on AI Push and Acquisitions

Tesla Veteran Raj Jegannathan Exits After 13 Years as Company Shakes Up Sales Leadership

Alphabet Prepares About $15 Billion Bond Sale With Tranches Up to 100 Years

Super Micro Raises Outlook as AI Server Demand Surges and Shares Whipsaw

Super Micro Posts Blowout Q2 and Raises Full‑Year Outlook to at Least $40 Billion

ChatGPT Restored After Widespread Outage

Budget 2026 Overhauls Tax Compliance With Automatic Fees, Longer Correction Windows and Pro-Business Incentives

SOXX Tops FTEC Over 12 Months as Chip Rally Tests Diversification Tradeoff

IIIT-Delhi, Marvell Launch ‘Networks for AI/ML Systems’ to Build Systems-Focused AI Talent

Meta’s Strong Q4 Fuels $115–$135 Billion AI Spending Plan for 2026

Analysts Raise Palantir Targets After 17% Slide, Citing AIP Momentum

Haryana CM Saini Wraps Pre-Budget Consultations With People-Led Pitch as Opposition Stays Away

Ark Invest Sees AI Infrastructure Reaching $1.4 Trillion by 2030, Elevating Data‑Center and Cooling Providers

Micron Rides HBM Shortage to Fresh Highs as 2026 Capacity Sells Out