Big Tech’s Anthropic and OpenAI stakes distort corporate earnings
India Prime Minister Narendra Modi, left, with OpenAI CEO Sam Altman, center, and Anthropic CEO Dario Amodei at the AI ...
Wednesday, August 26, 2026
Tag: Techs
Big Tech’s $2.7 trillion AI bill comes due: Chart of the Day
The "Magnificent Seven" plus Broadcom (AVGO) and Oracle (ORCL) have lost roughly $2.7 trillion in market value in June, according ...
Big Tech’s $700 billion AI spending spree has no clear end in sight
Welcome to Eye on AI, with AI reporter Sharon Goldman. In this edition: SoftBank plans to list a new AI ...
HCL Tech’s margins and constant currency growth to remain under pressure: Aditya Shah
The latest quarterly numbers of HCL Tech have sparked a measured response from market watchers, with a tone that leans ...
The hidden menace behind Big Tech’s AI arms race: Meta, Amazon and others are spending billions on hardware that’s worthless in 3 years
There’s a wild paradox in the middle of the biggest story in tech right now. The GPUs and other essential ...
What is tech addiction? A court ruling makes it Big Tech’s next big problem
If you, like many of us, spend most of your waking hours staring at screens—shuttling between work email, TikTok, YouTube, ...
Big Tech’s AI ‘hyperscalers’ are on a $1 trillion borrowing binge after years of printing cash
Almost every major capital spending boom during the past 200 years has ended in bankruptcies, consolidations, and tears—but also wins ...
Nvidia’s Jensen Huang says tech’s $700 billion AI capex is just the start of something far bigger
Nvidia CEO Jensen Huang’s comments on his company’s Q4 earnings call on Wednesday may one day be remembered as the ...
Jordi Visser: Silver is the key to AI and tech’s future
Silver plays a crucial role in advancing machine intelligence, serving as a vital industrial metal. The democratization of AI has ...
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