HPE rides the AI big tin rush
Hewlett Packard Enterprise shares went bananas after the data centre kit seller juiced its 2026…
data centres
SoftBank pledges €75bn for AI data centre mega-project in France
SoftBank has promised up to €75bn to build a massive AI computing cluster network in…
Dell gets a Pentagon-powered AI boost
The Grey Box Shifter, Dell, saw its shares rocket after AI server sales surged and…
Chip stocks ride AI bubble fears
Semiconductor stocks have made their strongest start to a year since the dotcom bubble, as…
Marvell keeps the AI networking gravy train rolling
Marvell Technology managed to meet sales expectations while giving the cocaine nose jobs of Wall…
Nvidia’s memory bill goes daft
Nvidia’s Vera Rubin rack bill shows memory prices going bananas as AI hardware turns into…
Seagate spooks the memory circus
Seagate sparked a memory-stock sell-off after its boss said new factories would take too long…
Meta’s AI decimation begins
Meta has begun its AI decimation, binning ten per cent of its workers while shuffling…
Google and Blackstone build AI cloud rival
Google and Blackstone are plotting a $5 billion AI cloud outfit to flog Google chips…
AI debt binge goes global
Silicon Valley’s AI barons are flogging foreign debt like there is no tomorrow to keep…