Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A recent market report says iPhone prices have already moved upward by as much as $300, pointing to ongoing strain from higher memory costs. Apple has previously framed those cost pressures as exceptional, leaving investors and customers watching for what comes next.
THE APEX TIMES
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The chipmaker says it is partnering with six North American investment firms to raise about $500 billion aimed at accelerating AI infrastructure spending, using a securitization structure.
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A fresh snapshot of the U.S. television upfront market shows overall ad commitments increasing, driven by a steep rise in streaming budgets while cable and broadcast networks continue to lose share.
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The company said its latest Oracle Fusion Agentic Applications and related AI agents are designed to help organizations develop talent faster, improve internal job matching, and respond to emerging skills needs.
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A fresh industry report says Microsoft is looking to lock in supply for a large run of chips tied to its Maia 300 effort, a move that could ripple through the custom AI hardware supply chain.
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A U.S. appeals court declined to pause a multistate trial, allowing more than 3,000 federal cases to proceed against Meta, according to a report Tuesday.
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A report citing The Information says Nvidia’s next-generation Nemotron model could be scaled to exceed 1 trillion parameters, underscoring how the company and the broader AI industry are racing toward ever-larger language models.
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In a new blog post, NVIDIA says next-generation accelerated computing will strain traditional AC power conversion paths, making direct, higher-voltage DC distribution a key upgrade for AI factories. The company points to an Open Compute Project effort and a growing ecosystem of vendors building equipment to the specification.
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A Morgan Stanley note cited by Yahoo Finance says Nvidia is preparing as much as $500 billion in funding to build out artificial intelligence infrastructure, a move that analysts believe could reduce market worries about how some companies finance growth through linked channels.
