A blowout quarter sends investors scrambling for their calculators

Nvidia lit up the market with a quarterly surge that made the cocaine nose jobs of Wall Street forget their nerves about runaway AI spending.

Big Red’s grand AI punt keeps shredding its own valuation

Oracle’s market value has been sliding like a greased ferret since 10 September, when it trumpeted its $300bn deal with OpenAI and watched roughly $315bn vanish in the process.

Heavy debts rattle investors already twitchy about runaway AI spending

Oracle has taken a wallop as tech stocks and bonds tank, landing far harder than its Big Tech pals thanks to its colossal borrowing spree to muscle into the AI circus, which has rattled the cocaine nose jobs of Wall Street something fierce.

Fancy first dibs on AI silicon

Brown box shifter Amazon is standing next to the software King of the World, Microsoft, in cheering new US laws that would clip Nvidia’s exports to China.

Claude maker throws silly money at US data centres

Anthropic has decided that the only way to keep its AI toys from coughing is to pour $50 billion into new infrastructure across the US.

Fidelity’s Huang begs for wafers as fabs hit their limits

TSMC’s latest sports day turned into something of a customer summit when Fidelity boss Huang Renxun publicly pleaded for more chip supply, declaring that “without TSMC, there would be no Fidelity.”

Suleyman says it’s time for Redmond to build superintelligence

Software king of the world, Microsoft, has decided it no longer wants to be shackled to OpenAI and is setting off on its own grand plan for superintelligence.

Cloudy profits surge past expectations

Jeff Bezo's Amazon’s latest results show the company continues to turn artificial intelligence and cloud computing into serious profits.

Nadella snubs tech bros contract grovelling

While the rest of the US tech industry has tripped over itself trying to please President Donald Trump, Microsoft has refused to play along and Computerworld thinks that is soon going to come with a hefty price tag.

Start-up inks deal worth tens of billions to secure computing power

Anthropic has struck a deal to grab hold of one million Google Cloud chips to train and run its artificial intelligence models, tightening its bond with one of its biggest investors.