Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A widely repeated report says Google’s Alphabet has lined up a massive, ongoing cloud computing commitment with SpaceX just as the rocket company prepares for a potential IPO.
THE APEX TIMES
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The six-month program is designed to give early-stage robotics teams access to large-scale simulation, synthetic data, and accelerated compute, components Nebius and NVIDIA say are typically out of reach for small founders.
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Reports say Google is limiting free Google storage to 5GB by default for some newly created accounts, with the full 15GB capacity available only after an added security step.
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The companies say they are working on next-generation memory for NVIDIA platforms across data centers, PCs, and robotics, in a move that suggests memory design and supply are becoming central to AI hardware roadmaps.
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Ahead of its fourth-quarter results scheduled after the close on Wednesday, Oracle is drawing renewed Wall Street optimism tied to expanded GPU capacity and expectations for stronger revenue growth.
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Oracle (ORCL) is scheduled to report results this Wednesday after market hours. The upcoming update is expected to draw attention to how the company monetizes its cloud and AI efforts and what it outlines for future demand.
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Nokia said it is repositioning itself around AI-driven network infrastructure and digital licensing, a strategy that drew a fresh commitment from NVIDIA of €1 billion, shifting how investors view the telecom-equipment maker.
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Intel’s stock jumped roughly 13% on June 8 after market chatter tying Google’s AI hardware buying to Nvidia’s current and backup supply strategy. The move highlights how quickly investors are responding to AI-related manufacturing and sourcing narratives in the semiconductor sector.
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Seventeen years ago, Nvidia CEO Jensen Huang argued that GPUs would overtake CPUs as the engine of innovation. Recent commentary around his remarks highlights how closely that shift has matched today’s AI compute buildout, while Nvidia also outlines it wants a larger role across the processor stack.
