Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A report citing U.S. defense applications suggests Palantir’s software is embedded in the Pentagon’s Maven Smart System used for AI-driven targeting. The coverage also points to constraints outside the software layer, including missile supply and throughput.
THE APEX TIMES
THE APEX TIMES
Intel says it is preparing a new $15 billion fundraising step aimed at funding its purpose-built silicon efforts for the AI data center buildout, according to a report that frames the move as part of the company’s broader push to expand foundry and accelerate AI demand.
THE APEX TIMES
The chip designer said AI “inference” workloads, including agentic applications, are becoming a larger driver of server CPU and data center expansion.
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A broad market roundup highlights Micron Technology’s reported effort to line up large-scale financing for customers, drawing tentative shareholder support and renewed attention to major semiconductor and adjacent technology holdings.
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Alphabet’s research arm says AMIE can interpret visual and auditory cues, guide simulated physical exams, and provide clinically oriented recommendations during live-style interviews, based on a randomized study using patient actors and primary care physicians.
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Google says Google TV Freeplay has added an expanded library of free on-demand movies and shows and is growing its lineup of free live channels, all supported by advertising and available in the U.S. on Google TV devices.
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Meta says it must unwind parts of a December deal after regulators in China ordered the company to reverse the transaction involving AI agent startup Manus, setting off a user-data deletion process for some users.
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A reported 25% revenue increase, paired with stronger data center sales and growth in AI PC demand, suggests Intel may be stabilizing after a difficult period. Investors are still weighing risks tied to profitability and exposure in China.
THE APEX TIMES
A wide push to finance artificial intelligence infrastructure helped spark a rebound in several “neocloud” companies tied to data-center power and compute. Investors appeared to refocus on how quickly capital could translate into new capacity.
