Intel reports explosive Q2 2026 revenue of $16.1 billion, a 25% surge fueled by a 59% jump in data center sales driven by AI demand, yet shares are falling Friday despite the massive earnings beat and strong Q3 guidance.
Oracle secures a massive 10-year, $7 billion Pentagon contract to supply software to the U.S. military and intelligence community, saving taxpayers $441 million, sending shares up 3% in extended trading despite a brutal 38% year-to-date decline driven by fears that AI could disrupt its traditional software business.
Runway launches Media Router, a developer tool that automatically selects the best AI image, video, or audio generation model based on quality, speed, or cost priorities, signaling a strategic pivot toward AI infrastructure orchestration as competition from Google, ByteDance, and Alibaba intensifies.
Google launches Gemini Spark, a revolutionary 24/7 AI agent that autonomously manages Gmail, Drive, Calendar, and more across complex multi-step tasks — even when your devices are completely off.
OpenAI breaks ground on a massive $20B data center campus near Savannah, Georgia, while raising its total infrastructure spending to $750B through 2030, though the project's heavy reliance on natural gas power is sparking serious environmental concerns.
Viktor, an AI employee built for Slack and Microsoft Teams, slashes agent thread costs by 81.8% on Claude Opus 4.8 through a prompt caching architecture that drops a 40-step thread from $11.35 to just $2.07 by keeping prefixes byte-stable, treating threads as append-only logs, and timing cache compaction strategically around …
Google's Gemini AI surges to 950 million monthly users as Alphabet reports a massive 24% revenue jump to $119.8 billion in Q2 2026, signaling powerful momentum in the intensifying AI race.
OpenAI commits over $30 billion to build a massive data center complex near Savannah, Georgia, securing 3.2 gigawatts of power through Georgia Power Co., with operations beginning in 2028 and full development extending through 2032.
Replit raises $400M at a $9B valuation — tripling in just six months — while launching Agent 4, a 10x faster AI coding tool, as the platform targets $1B in run-rate revenue by 2026 with 50 million users and Fortune 500 clients worldwide.
AMD commits up to $5 billion in a landmark investment in Anthropic, launching a major multi-year partnership to deploy 2 gigawatts of AMD Instinct MI450 GPU-powered AI infrastructure starting in early 2027.