Tag: AI

Nvidia Announces $80B Buyback as Meta Raises 2026 Capex to $145B—AI Cycle Shifts to ROI Accountability

Three major capital signals indicate the AI investment cycle is shifting from capital expenditure to ROI accountability: Nvidia announced an $80 billion share repurchase program leveraging $119B in trail

Samsung's AI Memory Business Faces Market Test Despite Strong Earnings

Samsung AI chip business remains in focus as investors react to earnings and the global AI infrastructure race. Samsung Electronics delivered exceptionally strong preliminary second-quarter results drive

Meta Reportedly Plans AI Cloud Business to Sell Excess Computing Capacity

Meta is building a new cloud business to sell excess AI computing capacity and model access to outside customers. The move positions the social media giant in direct competition with Amazon AWS, Microsof

Anthropic's latest AI models return after U.S. government lifts export restrictions.

Anthropic has restored access to its Claude Fable 5 and Mythos 5 AI models after the U.S. government lifted export controls that had forced a three-week suspension. The resolution introduces new safety c

OpenAI and Anthropic Take Center Stage as AI Dominates NATO Summit Agenda

Artificial intelligence has become a defining topic at this year's NATO summit in Ankara, with OpenAI and Anthropic playing central roles in discussions over military AI, allied access, and strategic aut

Anthropic Restores Advanced Claude Models Following Government Safety Review

Anthropic has restored access to its Claude Fable 5 and Mythos 5 AI models after the U.S. government lifted export controls that had forced a three-week suspension. The resolution introduces new safety c

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