Nintendo confirmed a $50 Switch 2 price increase effective September 1 in the US, citing market conditions. The DRAM shortage caused by AI buildouts is the trigger.
Cloudflare laid off 20% of its workforce on May 7 while reporting record Q1 revenue of $639.8M. The stock dropped 18% after hours.
Saline Township rejected rezoning for a 1.4 GW OpenAI-Oracle data center. Related Digital sued in 48 hours, and construction is underway.
Anthropic doubled Claude Code's 5-hour limits, killed peak-hours throttling, and raised Opus API tiers. The capacity comes from xAI's Colossus 1, via a SpaceX deal.
AMD reported Q1 revenue of $10.25B, up 38% YoY. Data center hit $5.8B (+57%) and Q2 guidance midpoint of $11.2B beat consensus by roughly $700M.
Mark Gurman's May 3 Power On reads Apple's quiet capital-allocation shift as cover for John Ternus to spend more on AI infrastructure and acquisitions, less on buybacks.
Alphabet posted $109.9B Q1 2026 revenue with Cloud up 63% and a $460B backlog. Sundar Pichai said Google will sell TPUs to select customers running them in their own data centers.
Big-tech AI capex is projected at $700B in 2026, up from $410B in 2025. Microsoft alone guided $190B. Wall Street is split: Meta got punished for the spend, Alphabet rallied.
Samsung Electronics posted record Q1 2026 results on April 30: 133.9 trillion won revenue and 57.2 trillion won operating profit. Semiconductors did 93% of the work.
Amazon shipped Bedrock Managed Agents powered by OpenAI on April 28, plus Codex on Bedrock. Altman tells Stratechery the runtime matters as much as the model.
Microsoft loses exclusive rights to OpenAI's models. The revenue share now caps at 2030 and stops depending on AGI. Here's what actually changed and who it benefits.
Google committed $10B upfront and up to $40B total at a $350B valuation, plus five gigawatts of Google Cloud capacity. It's Anthropic's second nine-figure deal in a week.
At Cloud Next 2026, Google unveiled TPU 8t and TPU 8i, an 8th-generation split that matches Nvidia on agentic inference. Ironwood hit GA the same day.
Amazon added $5B (up to $20B) to its Anthropic stake. Anthropic committed $100B+ to AWS over 10 years and 5 GW of Trainium capacity.
DDR5 contract prices jumped 100% since 2025, HBM is eating 23% of DRAM wafers, and the fabs that could fix it don't come online until 2028. Here's the shape of the crunch.
Virginia voter support for new data centers crashed from 69% to 35% in three years. The Post/Schar School poll and the Digital Gateway cancellation show why it matters.
The EIA confirmed it will develop a mandatory energy disclosure survey for data centers, two years behind Europe. Here's what it covers and why it matters.