Nvidia shares fell on a report that Jensen Huang had a relationship with an alleged Chinese intelligence asset.
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Intel warned that weak PC demand could persist into 2027. Its shares fell 25% in pre-market trading.
AI is squeezing Google search growth: Alphabet missed ad revenue estimates and burned billions in cash.
Other AI infrastructure and data centre listings have been pulled or delayed, but Anthropic is pressing ahead.
Apple has unveiled the HomeView, a $299 smart-home hub built around Siri AI, as it takes on rivals in the connected home.
A sell-off in AI chip stocks is the clearest sign yet that investor sentiment is shifting.
Ukraine has struck two Yandex data centres, including one housing supercomputers used to train its AI.
A memory chip crunch means the powerful laptops needed for local AI are very expensive.
The financing would mix bank loans and investment-grade debt, closing in 2027, according to the FT.
Economists question whether AI can deliver the productivity gains needed to justify trillions in spending.