TeraWulf is pivoting from crypto mining to AI/HPC data center infrastructure, securing major deals with Core42 and Google/Fluidstack...
Continue ReadingShares of Broadcom rose more than 12% in premarket trading. The companies said on Monday that OpenAI would design the chips, which Broadcom will develop and deploy starting in the second half of 2026. The agreement is the latest in a string of massive AI chip investments that have highlighted the technology industry's surging appetite for computing power as it races to build systems that meet or surpass human intelligence...
Continue ReadingBristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund returned 5.0% in the September quarter, 5.6% for September 2025, net of fees. Since its inception, the fund has produced a cumulative return of 19.3%, net of fees. The […]...
Continue ReadingAmid hype over artificial intelligence, the best AI stocks generate revenue or get a strategic edge from the fast evolving technology...
Continue ReadingNEW YORK, October 13, 2025--Klarna, the global digital bank and flexible payments provider, today announced its support for Google’s Agent Payments Protocol (AP2), an open standard designed to enable secure, agent-led payments across digital environments. The collaboration builds on Klarna’s long-standing relationship with Google, which includes integrations with Google Pay, Chrome’s autofill feature, Google Store, Google Play, and Google Cloud...
Continue ReadingTAIPEI, Taiwan, Oct. 13, 2025 (GLOBE NEWSWIRE) -- TrendForce’s latest investigations reveal that the rapid expansion of AI server demand is propelling global cloud service providers (CSPs), such as Google, AWS, Meta, Microsoft, Oracle, Tencent, Alibaba, and Baidu, to boost investments in NVIDIA’s rack-scale GPU solutions, data center expansion, and in-house AI ASIC design. Total CapEx from the eight major CSPs is expected to surpass US$420 billion in 2025, roughly equivalent to their combined sp...
Continue ReadingHint: It's not Nvidia...
Continue ReadingSAN JOSE, Calif., October 13, 2025--Bloom Energy (NYSE: BE), a global leader in power solutions, and Brookfield today announced a $5 billion strategic partnership to implement a reimagined future for AI infrastructure. This partnership marks the first phase of a joint vision to build AI factories capable of meeting the growing compute and power demands of artificial intelligence...
Continue Reading(Updates with Google's response in the sixth paragraph) Apple (AAPL), Google (GOOG, GOOGL), YouTu...
Continue ReadingThe decision was made after the CMA's investigation earlier this year, consulting over more than stakeholders and directly engaging with Google...
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