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Alphabet's Google Cloud Hits $514 Billion Backlog as Revenue Soars 82%

The backlog and TPU scale signal near-term revenue visibility that underpins Alphabet's large AI infrastructure investments.

AMD Commits More Than $10 Billion to Build EFB Chip‑Packaging Capacity in Taiwan

Super Micro Taiwan Staff Detained in AI‑Server Export Probe

AI Demand Creates a Multi-Year Memory Shortage

Dell Repriced After Blockbuster AI‑Server Quarter and $60 Billion FY27 Target

Bank of America Raises Dell Price Target to $280 Ahead of May 28 Earnings

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

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