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Market Rumor - Amazon founder Jeff Bezos in talks to join consortium seeking 30% stake in Liverpool - July 22, 2026
The Amazon founder Jeff Bezos has held talks about joining the consortium that is seeking to buy around 30% of Liverpool.
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 - 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.
Alibaba Joins Apple To Bring Qwen AI To Devices In China
BEIJING, July 15 (Reuters) - China's cyberspace regulator said on Wednesday that Apple's on-device generative AI service, Apple Intelligence, has been registered for use on iPhones in China, paving the way for the long-anticipated rollout of the service in the country.
OpenAI, Meta, SpaceXAI Compete for More Cost-Efficient AI Models
Three prominent artificial intelligence developers released new models over the past week. They all promise to be more advanced, but their biggest immediate selling point may not be what they can do but how little they charge to do it.
Volts to Intelligence - Meta to Build First Data Center in Canada, Expanding Global Fleet
Meta Platforms Inc. will invest around $10 billion to build its first data center in Canada as the company expands its infrastructure to support its artificial intelligence ambitions.
Silicon Bakery - Apple Expands Broadcom Partnership with $30 Billion U.S. Supply Chain Commitment
Apple announced it will expand its partnership with Broadcom through a more than US$30 billion commitment focused on strengthening its U.S. supply chain. As part of the initiative, Apple will also invest US$1.5 billion in Broadcom's manufacturing facility in Fort Collins, Colorado.
Breaking News - China to Allow Top AI Firms to Buy Nvidia H200 Chips
China is planning to allow the country's leading AI companies to purchase a limited number of Nvidia's H200 AI chips, according to The Information, citing two people with direct knowledge of the matter.
Volts to Intelligence - The Compute Gold Rush: What Meta's Bet Reveals About the Future of AI Compute Demand
Reading the trajectory of AI infrastructure demand through the industry's purest and riskiest case study - forming consensus of your own.
Silicon Bakery - Apple interest thrusts China’s CXMT into memory chip spotlight
CXMT has been thrust into the global spotlight by the race for memory chips. Apple has begun testing the company’s DRam chips for devices sold in China, according to two people familiar with the matter
AI Speedrun - Anthropic vs Meta: Two Compute Signals, One Confusing Week
Two headlines landed within days of each other and appear to point in opposite directions: Anthropic locking up two decades of dedicated data-center capacity, while Meta suggesting it has AI compute to spare -- analysts, investors, and the companies themselves haven't settled on one story.
Volts to Intelligence - Meta’s AI Cloud Pivot: Monetization Strategy or Overbuild Signal?
Bloomberg (July 1) - Meta is reportedly developing a cloud infrastructure business that would sell access to AI computing power and models to outside customers. The plan could put Meta into a new competitive lane against cloud leaders such as Amazon Web Services, Microsoft Azure, and Google Cloud. The business would
