Amazon, Google and Microsoft Are Spending 102% of Cloud Revenue on AI Kit
UBS ran the numbers on how much Amazon, Alphabet and Microsoft are pouring into AI, and landed on a figure […]
AI News
Google’s $12.2bn Marvell Warrant Is a Bet Dressed Up as a Chip Order
Marvell Technology did not sell Google a pile of chips this week. It handed Google a warrant to buy 58,970,907
Alibaba’s Profit Fell 75% and AI Spending Ate the Difference
Alibaba grew its revenue, expanded its cloud business by 45%, and logged a twelfth straight quarter of triple-digit growth in
Nvidia Reports Wednesday and the Whole Market Is Holding Its Breath
Nvidia is worth $5.2 trillion and its shares are up 21% in 2026, which sounds healthy until you notice the
Bitcoin’s $4 Billion Short Squeeze and the Week Crypto Woke Up
A crypto trader on Hyperliquid spent most of 2026 looking like a genius, up $49 million shorting a market that
Scott Bessent Doubled the Bond Buybacks and the 30-Year Barely Blinked
The 30-year US Treasury yield touched above 5.3% on Tuesday, the highest a long bond has paid since 2007, back
Which Local AI Model Should You Actually Run? A Plain Guide by Hardware
Gemma, Llama, Qwen, GPT-OSS: which open model should you run locally? A plain guide by hardware tier, how VRAM and quantisation decide it, matching the model to the job, and the honest ceiling versus the frontier. Part 6 of Own Your AI.
An AI Named David Swore It Was Human. Then Came the Haiku.
A customer pinged American Express about a double payment last week, got passed to a support agent that introduced itself
The Fed Is Talking About Rate Hikes Again, and Markets Noticed
Central bankers rarely blindside anyone with a set of minutes released three weeks after the meeting. On Wednesday the Federal
Walmart Beat Its Own Numbers and the Market Sold It Anyway
Walmart handed Wall Street a quarter most retailers would frame and hang on the wall. Revenue for the three months