Sources: Nvidia is pitching NemoClaw, an upcoming open-source AI agent platform for enterprises, and plans to offer security and privacy tools as part of it
Ahead of its annual developer conference, Nvidia is readying a new approach to software that embraces AI agents similar to OpenClaw.
Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …
Sources: Oracle and OpenAI abandoned plans to expand a Stargate Texas data center amid financing disputes; Meta considers leasing the planned expansion site
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged …
Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates
Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …
Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings
Kai Nicol-Schwarz /CNBC:
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
Meta agrees to acquire up to 6GW of AMD Instinct GPUs in a deal valued at $100B+ that could see Meta own up to 10% of AMD; Meta plans to deploy 1GW in 2026
The deal could result in Meta owning as much as 10% of AMD's stock as the chip maker seeks to challenge Nvidia
Meta commits to buying millions of Nvidia Blackwell and Rubin GPUs in a multiyear deal; a source says Meta's in-house AI chip strategy had technical challenges
Social media group will purchase millions of chips even as it tries to develop its own AI hardware
Sources: Apple is ramping up work on AI wearables with cameras and Siri, such as smart glasses, AirPods, and a pendant that can be worn as a necklace or pinned
Apple Inc. is accelerating development of three new wearable devices as part of a shift toward artificial intelligence-powered hardware …
Meta expects its 2026 capex to be $115B to $135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in Superintelligence Labs
Meta Platforms Inc.'s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.
Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.
ASML reports record quarterly bookings of €13.2B in Q4, beating €6.32B est., and projects its 2026 full-year sales at between €34B and €39B, above €35B est.
UpdateBenzinga:ASML Q4 Net Bookings Surge To €13.2B, Includi...Associated Press:ASML: Q4 Earnings Snapshot
Meta expects 2026 capex to be $115B-$135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in superintelligence labs
Riley Griffin /Bloomberg:
ASML reports Q4 net sales of €9.7B, vs. €9.6B est., and €2.84B net profit, vs. €3.01B est., and says it expects China to account for 20% of its total 2026 sales
ASML reported on Wednesday orders that smashed past expectations while 2026 sales guidance was also ahead …
Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 9%+ after hours
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.
Microsoft unveils the Maia 200, its second-generation AI accelerator built on TSMC's 3nm process, deploying today in its Azure US Central data center region
The Maia 200 chip is starting to roll out to Microsoft's data centers today. … Microsoft is announcing a successor to its first in-house AI chip today, the Maia 200.
Microsoft unveils the Maia 200, its 2nd-generation AI accelerator built on TSMC's 3nm process, deploying today in its Azure US Central data center region
The Maia 200 chip is starting to roll out to Microsoft's data centers today. … Microsoft is announcing a successor to its first in-house AI chip today, the Maia 200.
OpenAI CFO Sarah Friar says the company's compute grew from 0.2 GW in 2023 to ~1.9 GW in 2025 and its annualized revenue grew from $2B in 2023 to $20B+ in 2025
We launched ChatGPT as a research preview to understand what would happen if we put frontier intelligence directly in people's hands.
Meta agrees to acquire Singapore-based startup Manus, which makes an AI agent for SMBs; Manus said earlier in December its annual revenue run rate was $125M+
Meta Platforms Inc. has agreed to buy Manus, a popular Singapore-based artificial intelligence agent with Chinese roots …
Sources: Meta is buying Manus for $2B+; Manus was raising at a $2B valuation when Meta approached it; Manus CEO Xiao Hong will report to Meta COO Javier Olivan
The deal for more than $2 billion is one of the first in which a major U.S. tech company has bought a startup with Chinese roots