Footsteps continue to echo in Metaâs AI halls â coming and going. This time itâs chief artificial intelligence scientist and Turing Award winner Yann LeCun heading for the exit...
Continue ReadingBERLIN (Reuters) -Alphabet's Google will invest 5.5 billion euros ($6.41 billion) in Germany in the coming years in a push to expand its infrastructure and data centre capacity in Europe's largest economy, company and government officials said on Tuesday. The plan includes a new data centre in Dietzenbach, close to Frankfurt, as well as the expansion of the U.S. company's site in the city of Hanau, also in the central German state of Hesse, Google and state officials said at a news conference in Berlin. Marianne Janik, vice president for Google Cloud Northern Europe, told Reuters that the investment, to be made in the 2026-2029 period, would involve 100 people working in Dietzenbach and Hanau, respectively...
Continue ReadingNebius Group N.V.'s strong Q3 earnings, major tech partnerships, and disciplined strategy drive growth and margins in the neocloud sector. Click for my NBIS update...
Continue ReadingIt is certainly possible that todayâs bottlenecks will prove to be rather short-lived as companies increasingly learn to utilize the full extent of AIâs (current and future) capabilities...
Continue ReadingThe latest investor updates on stocks that are trending on Tuesday...
Continue ReadingMicrosoft Corporation's strong Q1 FY'26 results and robust AI growth offer a compelling 'Strong Buy' case. Click for my updated look at MSFT post earnings...
Continue ReadingAlphabet (GOOGL) delivered record Q3 2025 results, with $102B in revenue and $35B in operating income, driven by AI integration across its ecosystem...
Continue ReadingWhile hyperscalers are getting rewarded for their big spending plans, smaller companies are getting punished by investors...
Continue ReadingSINGAPORE (Reuters) -Private funding for Southeast Asia's internet economy grew 15% from a year earlier to $7.7 billion in the 12 months to June 2025, lagging the global growth rate of 25% for private equity and venture capital investments, an industry report said on Tuesday. The annual report, by Alphabet's Google, Singapore state investor Temasek Holdings and global business consultants Bain & Company, also found that the funding was about 70% below 2021's record high of $27 billion. "Investments are presently concentrated in late-stage rounds, with the funding share for seed to Series B deals declining from about 30% to about 20% in the last twelve months compared to the prior period," they said...
Continue ReadingGet the latest insights on Ginkgo Bioworks (DNA) stock: missed Q3 targets, revenue slowdown, rising losses, and investor dilution...
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