Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
Intel said it plans to issue 210.5 million shares at $95 each, a move investors appeared to weigh against near-term dilution concerns.
THE APEX TIMES
THE APEX TIMES
A growing share of compute used for artificial intelligence is being shaped by the world’s biggest cloud and AI operators, who are increasingly designing their own silicon. The shift could change where profitability concentrates across the data center technology stack, according to a fresh market discussion.
THE APEX TIMES
A reported IBM deal worth $240 million is set to deploy NVIDIA HGX B300 systems and Spectrum-X Ethernet networking, with the cluster expected to go live in Q1 2027.
THE APEX TIMES
In a dispute over the economics of software creation, Curative says it is moving away from a Salesforce arrangement after building more of its own software with AI. Salesforce, meanwhile, flagged concerns about security risks tied to that approach.
THE APEX TIMES
As AI applications move from chat to autonomous “agents” that run continuously and use tools, NVIDIA is expanding its open Nemotron model line with Nemotron 3.5 Lightning and launching NeMo Switchyard, a routing library meant to send each agent step to the best available model for speed, cost, and quality.
THE APEX TIMES
NVIDIA says its new Nemotron 3.5 Lightning model and NeMo Switchyard routing library are aimed at making it easier to run increasingly capable AI agents on users’ own devices and to lower the cost of multi-step agent workflows.
THE APEX TIMES
In its second-quarter 2026 investor letter, Hinde Group pointed to continued demand pressures tied to AI-related capacity at AWS, while also emphasizing what it called a high backlog of enterprise commitments at Amazon.com.
THE APEX TIMES
Meta is advancing a vision in which frontier AI capabilities are made more widely available and cheaper to run, a stance that could complicate the market logic behind the high private valuations of OpenAI and Anthropic.
THE APEX TIMES
The Google Blog says the partnership will combine Abbott’s Lingo continuous glucose monitor outlines with Google Health’s approach to tying meals, workouts and sleep to metabolic and women’s health insights.
