AI Infrastructure
Results Deep Dive - Intel's Big Quarter: Real Comeback, or Just Better Timing?
Intel’s Q2 numbers support the case that inference and agentic AI are broadening the CPU growth cycle. The harder question is whether Intel is winning it.
Results Review - Intel 2Q2026 significantly beat expectations
Intel’s stock jumps as chipmaker rides AI boom to fastest revenue growth in almost 15 years.
Breaking News - Nvidia, Amkor strike $1.5 billion chip packaging deal (July 23, 2026)
Amkor Technology Announces Strategic Partnership with NVIDIA to Expand Advanced Packaging and Test for Next-Generation AI Infrastructure. $1.5 Billion Multi-Year Advanced Packaging and Development Agreement to Support Expansion of Amkor’s U.S. Advanced Packaging Capacity.
Result Deep Dive - Alphabet’s Earnings Beat Overshadowed by Record AI Spending
Alphabet reported Q2 revenue of $119.8 billion on Wednesday, up 24% year over year, as accelerating Google Cloud growth and a large investment gain lifted earnings. Net income reached $9.11 a share, well above Wall Street forecasts. All while reporting negative free cash flow.
Market Rumor Confirmed - AMD and Anthropic Sign Major Chips-and-Investment Deal - July 22, 2026
Advanced Micro Devices and Anthropic have signed a deal for tens of billions of dollars' worth of artificial-intelligence servers, strengthening AMD's competitive position against industry leader Nvidia and supplying Anthropic with much needed computing power (Yahoo Finance, July 22, 2026).
AI Speedrun - The Smartest AI Model May Not Win
Developers across the US, China and other markets are pursuing different combinations of closed platforms, open weights, large-scale infrastructure and low-cost deployment. The result is a broader global contest over capability, cost, control and capital efficiency.
OpenAI Says Its Models Accidentally Hacked Hugging Face
OpenAI said its most advanced artificial intelligence models inadvertently breached Hugging Face’s systems during a cybersecurity evaluation, in what the company described as an “unprecedented” incident.
China's Moonshot AI eyes $50 billion valuation, Hong Kong IPO after Kimi K3 breakthrough - July 2026
Moonshot is preparing to begin discussions in August for a final round of fundraising before a Hong Kong initial public offering, targeting a valuation of as much as $50 billion, according to a report from Bloomberg News.
Market Rumor - Microsoft Weighs Kimi K3 for Copilot Despite Trump Administration Pressure
Microsoft is evaluating Moonshot AI’s Kimi K3 model for use in Copilot as the company looks to reduce the rapidly rising cost of running its artificial intelligence products.
Market Rumor - China Broadens Market Rescue With Record Inflows Into Tech ETF
China is stepping up efforts to stabilize its stock market, mobilizing a range of state-linked institutions to stem a tech-driven selloff.
Oracle Credit Risk Hits Near 18-Year High on AI Spending Concerns
The cost of protecting Oracle Corp.’s debt against default reached a fresh multi-year high on Monday while its existing bonds sold off, as doubts grew over whether the company’s massive investments in artificial intelligence will pay off.
Market Rumor - AMD Stock Rises Overnight: Is Anthropic A New Customer? - July 20, 2026
A code file by Anush Elangovan, a vice president of AI software at AMD, reportedly listed Anthropic as a "customer."
