Archive

Oracle’s $553B Backlog Reframes the AI Buildout Story

Oracle’s $553B Backlog Reframes the AI Buildout Story

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Mar 14, 2026

Nvidia Backs Thinking Machines—Compute Deal or New Capital Cycle?

Nvidia Backs Thinking Machines—Compute Deal or New Capital Cycle?

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Mar 12, 2026

Tesla Turns Charging Infrastructure Into a Revenue Engine

Tesla Turns Charging Infrastructure Into a Revenue Engine

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Mar 9, 2026

Inside Amazon’s Quiet Automation Strategy

Inside Amazon’s Quiet Automation Strategy

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Mar 7, 2026

When Oil Moves, Silicon Notices

When Oil Moves, Silicon Notices

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Mar 5, 2026

Apple Pushes AI to the Edge–Quietly Reshaping the Upgrade Cycle

Apple Pushes AI to the Edge–Quietly Reshaping the Upgrade Cycle

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Mar 2, 2026

Meta Commits to 6GW of AMD GPUs–A Multi-Billion AI Supply Deal

Meta Commits to 6GW of AMD GPUs–A Multi-Billion AI Supply Deal

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Feb 28, 2026

Nvidia's Stock Stall Signals AI Reality Check

Nvidia's Stock Stall Signals AI Reality Check

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Feb 26, 2026

Nextech3D.ai's AI Boom: 59% Revenue Surge Hits Record 95% Margins

Nextech3D.ai's AI Boom: 59% Revenue Surge Hits Record 95% Margins

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Feb 23, 2026

Big Tech’s $650B AI Spend: Infrastructure Race or Bubble Risk?

Big Tech’s $650B AI Spend: Infrastructure Race or Bubble Risk?

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Feb 21, 2026

AI Fears Stall Software Deals—$1.5T Credit Market at Risk

AI Fears Stall Software Deals—$1.5T Credit Market at Risk

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Feb 19, 2026

ServiceNow’s $7B Cyber Play–Fueling the Next Wave of Tech M&A?

ServiceNow’s $7B Cyber Play–Fueling the Next Wave of Tech M&A?

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Feb 16, 2026