Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
In its latest quarterly results and AI product updates, Meta showed momentum in advertising while continuing to fund expensive infrastructure and still absorb losses in its virtual and augmented reality unit.
THE APEX TIMES
THE APEX TIMES
A reported multi-year agreement would give Alphabet access to more than 100,000 Nvidia GPUs housed in SpaceX data centers, even as the company’s planned $85 billion equity increase stirs scrutiny over how the AI push will be funded and valued.
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Meta’s strong ad quarter is funding a steep jump in AI infrastructure spending, while Nvidia’s position at the center of AI compute shows up in record data-center revenue and continued expansion with major customers.
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The company says its next-generation processor improves qubit longevity and reliability using new materials, plus “agentic AI” from Microsoft Discovery, while analysts frame the move as additional validation for the quantum industry.
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Ahead of Apple’s most closely watched developer conference in years, Citi is indicating that the market will be parsing the company’s AI direction and the sustainability of its recent results.
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The Google parent laid out an $80 billion equity raise tied to AI compute scale, including a $10 billion private placement for Berkshire Hathaway. The spending scale has spooked markets, even as the deal underscores durable confidence in Alphabet’s long-term push into artificial intelligence.
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Microsoft disclosed new quantum hardware progress aimed at scalable computing by 2029, while also filing that board director Reid Hoffman will not seek re-election in 2026. Investors are left weighing the credibility and timing of the quantum roadmap against governance and personnel shifts.
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The chip-and-software company reported record Q2 results led by AI semiconductor revenue, but shares slid after the quarter’s earnings-per-share landed slightly below an informal Street target.
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In remarks during Broadcom’s fiscal second-quarter call, CEO Hock Tan said the company is “not seeing” signs that agentic AI will reduce enterprise spending on software. He linked the outlook to VMware’s role in running AI workloads at scale.
