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Oracle maintains its capex forecast and reports cloud growth, sending shares up 7%0
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- September 11, 2026
Oracle is holding the line on its data center spending forecast. On Thursday, Oracle reported $28.5 billion in first-quarter capital expenditures, up from $8.5 billion a year earlier. It kept its fiscal 2027 capital expenditure forecast at $90 billion to $95 billion, including data center spending. Its capex forecast has not changed from the guidance
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CEO Jensen Huang went on an AI deal spree in August. Nvidia plans to invest $18 billion more this fiscal year.0
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- August 27, 2026
Jensen Huang is feeling spendy. In the span of a few weeks, the Nvidia CEO has committed billions to deals and investments — with more potentially right around the corner. The spending spree shows how far Nvidia is expanding beyond chips and raises a bigger question: how much of the AI ecosystem does it want
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Anthropic defends and explains its AI watermarking feature 0
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- August 15, 2026
Anthropic is trying to calm everyone down over its new watermark. The company sparked a wave of discourse this week when it updated a support page for its Claude model to reveal its plans to mark AI-generated text as AI-generated. Now, after concerns from Claude users, Anthropic has published a blog post on Friday that
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OpenAI finds a crack in Anthropic’s business AI lead 0
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- August 12, 2026
Although OpenAI still straggles behind Anthropic in a closely watched measure of AI adoption among businesses, there’s a spark of hope for CEO Sam Altman’s company. OpenAI has an advantage over its rival’s priciest and most advanced model, according to new data from Ramp’s AI Index. The data shows that Anthropic’s Fable 5 model generated
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AMD executives say the chip company has a key advantage over Nvidia: being more open 0
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- August 5, 2026
AMD says it has a major advantage in the AI chip race against Nvidia: being more open. AMD has long promoted this strategy through its open-source ROCm software, used to program AI chips. Since ROCm is available as open source, it’s free for anyone to use, download, or modify. On the company’s earnings call on
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These are the AI world’s biggest questions as the White House hashes out a framework with OpenAI, Google, and Anthropic 0
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- August 4, 2026
The AI world is looking to D.C. for clarity. On Tuesday, staffers from OpenAI, Anthropic, Google, and other tech companies convened in Washington to review the administration’s new framework for reviewing advanced AI models. Now, the rest of the industry eagerly awaits answers on what will be included in the framework — a structured way
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