SemiAnalysis projects SpaceX will reach 10GW of AI compute by late 2027, generating up to $305B in annualized revenue. Microsoft is positioned as the largest buyer.

Kimsuky North Korea AI hacking expanded significantly: the spy group built a self-hosted LLM lab inside its own attack ...

Microsoft is in a comfortable position to gain as AI inference demand booms, challenging frontier AI labs.

A sweeping ‘superintelligence manifesto’ arrives as firm’s free cash flow craters 91%, raising hard questions for wealth managers about the company's near-term investment case ...

The FCC is drafting a ban on Chinese optical transceivers that carry 60% of AI data center traffic. Western replacements ...

If Elon Musk can expand its compute capacity swiftly, Microsoft could be perfectly positioned to monetize this ...

Las Vegas was hotter than hell last week, but not as hot as the market for artificial intelligence-enabled security at Black ...

Enterprise AI storage is the new GPU bottleneck: KV cache fills GPU memory before compute saturates. Supermicro's free Open ...

Bluechip Stocks coverage examines sector conditions, operating developments, competitive dynamics, and broader market context ...

SPCX Q2’26 surged on AI compute, but massive $400B capex, likely dilution and insider selling threaten the post-lockup rally.

With the realms of computers, the internet and technology in general changing all the time, people often ask how I keep up ...

A $1.3 billion standby letter of credit from J.P. Morgan backs the six-year agreement with Volta Infra Holdings, a ...