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Analysts hike Applied Materials forecasts amid surging AI chip fab investments. AMAT's equipment demand exposes hidden supply chain strains but raises questions on sustainability amid chip glut fears.
Amazon negotiates over $10 billion investment in OpenAI to lock in ChatGPT workloads on AWS. Strategic alliance counters Microsoft rivalry bolstering enterprise AI supremacy amid escalating cloud battles
AI data centers devour memory chips sparking RAMageddon. Prices surge up to 60% as shortages hit PCs smartphones and cars by 2026 threatening consumers and industries alike.
Google DeepMind partners with UK government to build worlds first automated materials-science lab, harnessing AI to accelerate breakthroughs in superconductors and solar cells for physical innovation.
Google promotes veteran Amin Vahdat to chief technologist for AI infrastructure, signaling massive $90B+ data center push amid fierce competition with Microsoft and Amazon for AI dominance.
Indian government panel proposes mandatory royalties for AI firms using copyrighted works in training, via a centralized license system challenging OpenAI and Google practices.