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Analysts Warn Laptop Prices Could Jump Up to 40% as PC Component Crunch Deepens

AI infrastructure build-outs are pulling supply to high-margin server parts, leaving PCs with shortages and steep component inflation.

Oracle Reaffirms 4.5GW AI Build as Abilene Expansion Lease Falls Through

Reports Say Toto Wolff Is Leading Bid for Alpine’s 24% Stake, Challenging Horner

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OpenAI and Oracle Scrap Abilene Stargate Expansion as Meta Weighs Lease After Nvidia Deposit

CrowdStrike Tops Q4, Sets FY2027 Outlook as Falcon Expansion Accelerates

AMD Shares Jump on Meta’s 6GW AI Pact and New AI Chips, Ecosystem Investments

OpenAI Is Reportedly Building a GitHub Rival After Outages

Meta, News Corp Seal Three-Year AI Licensing Deal Reported at Up to $50 Million a Year

CoreWeave Slides as Guidance Disappoints and Spending Plan Swells Despite Massive Backlog

Apple Asks Google to Host Gemini‑Powered Siri as Private Cloud Comes Up Short

OpenAI Secures $110 Billion From Amazon, Nvidia and SoftBank at $730 Billion Valuation

Insight Holdings Exits $148 Million SentinelOne Stake as Retail Bull Case Gains Attention

OpenAI Secures $110 Billion From Amazon, Nvidia and SoftBank, Pairing Cash With Cloud and Chips

CPP Investments and Equinix to Acquire atNorth in $4 Billion Deal

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

MARA Partners With Starwood to Convert U.S. Mining Sites Into Hyperscale AI Data Centers

SK hynix and Sandisk Launch Consortium and OCP Workstream to Standardize High Bandwidth Flash for AI Inference

Amazon Ends Publishing Deal for Maverick’s Open-World Racer

Broadcom Confronts Margin and China Risks as TD Cowen Cuts Price Target

Microsoft Taps Starlink to Launch 450 Community Internet Hubs in Kenya