Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A recent report on new hyperscaler deals reframed the competition in AI compute, pointing to Qualcomm’s plans for custom data-center chips and next-generation CPUs aimed at “AI agents.”
THE APEX TIMES
THE APEX TIMES
Speaking on CNBC, Karp argued that parts of the frontier AI industry are optimizing for token usage rather than enterprise outcomes, and he said executives are increasingly worried about proprietary data and competitive advantage getting exposed.
THE APEX TIMES
At the ISTE+ASCD 2026 conference in Orlando, Intel and ASUS demonstrated a bundle of education-focused devices aimed at making generative AI tools more accessible in schools. The showcase underscores how Intel is positioning its client and edge hardware beyond traditional “PC replacement” cycles.
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ChatGPT’s parent is said to be leaning toward a public listing that could value it around $1 trillion, sharpening attention on Microsoft’s roughly quarter-sized economic exposure to OpenAI and its long-dated cloud deal.
THE APEX TIMES
A new round of Meta (META) AI messaging is aimed at answering the one issue investors keep pressing: what is the concrete path from big infrastructure costs to measurable earnings power under Mark Zuckerberg’s strategy.
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After a strong first half, Advanced Micro Devices is trading at a steep forward multiple as investors weigh continued gains in AI chips against expectations for another round of execution.
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The chipmaker is positioning itself deeper in the “physical AI” stack, backing security and edge-infrastructure company Verkada and expanding its go-to-market leadership with experience from Microsoft.
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In a recent interview, the billionaire investor argued that even as Wall Street questions Big Tech’s AI spending, the heaviest platform and cloud players remain important ways to participate in the technology cycle.
THE APEX TIMES
A rally tied to processors for AI data centers and renewed confidence in Intel’s foundry strategy has pushed the chipmaker’s shares sharply higher since early January. The key question now is whether the momentum holds beyond near-term results.
