Timeline
DeepSeek's annualised revenue tops $1 billion as it lines up a $7.5 billion raise
Oracle invokes force majeure over New Mexico Project Jupiter
Nvidia's Jensen Huang rejects new AI laws - again
IREN has Microsoft and $14 billion of funding. Now it has to build
Ema raises $77m to turn AI into completed work
IBM bets its operating model on generative AI
Cloudflare jumps 7% as AI crawler controls win over investors
Salesforce opens its AI stack to rival clouds and outside models
Cloudflare flips the default on AI crawlers...and the burden of consent with it
Sony patents an AI system that fixes its devices before users notice faults
Claude Docs: What Anthropic's move into documents means for Microsoft
OpenAI and hyperscalers face a trillion‑dollar data‑center bet that may demand outsized productivity gains
Cornelis raises $205m to challenge Nvidia
Hyperscalers face $1.1 trillion test on AI data-centre spending
Multilogin repositions as cloud-phone platform with free plan
Microsoft plans to more than triple data-center capacity to 38 gigawatts by 2032
S&P warns AI spending spree is quietly eroding hyperscalers' credit quality
Palantir expands Fujitsu, Nvidia and Nebius alliances for sovereign AI
JD.com to build 100,000‑card domestic GPU cluster as logistics automation ramps
Dell and Nvidia unveil six-agent AI healthcare system that fits under a desk
Amazon borrows in pounds for the first time to fund its AI spending spree
Six engineers rebuilt AWS's Bedrock engine in 76 days
Arm chief says AI will help cure cancer within our lifetime
Celero raises $275m at more than $3bn valuation
Qualcomm wins Amazon Web Services deal for AI inference silicon
Data centre backlash threatens to become a midterm election flashpoint
SpaceX targets orbital data center launch in late 2027
Nscale seeks about $3.5bn in pre-IPO financing
Nvidia’s equity holdings surge to $99bn as it doubles down on AI ecosystem
Nvidia’s Jensen Huang tells G20 nations to build AI infrastructure or risk being left behind
Microsoft says more memory chips alone won't solve AI infrastructure bottlenecks
Google speeds up custom-chip cadence to stay ahead in AI
Dell shares jump as AI server demand lifts revenue and profit outlook
Together AI will build a large data center in Saudi Arabia with state-backed Humain
Z.ai revenue jumps 400% as Chinese AI developer pivots to cloud
BMO's US chief says clients are taking varied approaches to AI
Nvidia extends its AI advantage beyond the GPU
Why Anthropic's flotation is really a stress test for AI's valuations
America's chip controls keep fighting the last war
Tencent releases Hy4 preview and open-sources flagship model
Reuters joins Snowflake Marketplace to offer AI-ready news content
IBM launches Granite 4.2, small open-weight LLMs tuned for local and enterprise use
ClickHouse’s recurring revenue tops $350m as OpenAI and agent use rises
Anthropic to let enterprise customers store AI data on their own cloud
Broadcom seeks more than $60bn in debt for AI chip deal
Wall Street is trading AI like a commodity, but compute and data are not oil
Cerebras launches CS-4, its fastest AI system, without a new chip
Taiwan tech revenues cool but chip pricing keeps every category ahead of forecasts
Nvidia's $500bn AI financing deal turns on one promise. Here's the insight from the top
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Google's September 2026 spam update: what it is, who it hits and what Google is trying to fix
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