big tech

Jensen Huang’s resignation from Nvidia will ripple through the global AI supply chain.

Plus, Google’s earnings fall short of Wall Street’s expectations as investors pressure-test Big Tech’s AI spending. And Microsoft announces voluntary buyouts covering about 60,000 employees.

But it remains to be seen whether it’s the hero, or the antihero.

Several movies coming out of Hollywood are related to the tech industry and its founders. Why the focus?

It’s the first time the company has provided a long-term estimate — and it’s much higher than analysts had expected.

Spending on AI infrastructure is consuming almost all of the revenue Big Tech firms are bringing in.

The demand for memory chips has skyrocketed with the rapid growth of AI infrastructure. The shortage poses a major challenge for the consumer electronics industry.

Meta, Google, Microsoft and Amazon report tomorrow. Apple reports on Thursday. These companies are so large that their earning reports can swing the stock market in either direction.

In the new agentic arms race, there’s a sense you’re falling behind if you’re not “10xing” your output while you sleep.

Between huge investments and a strong domestic talent pool, the U.S. is currently on top in the world of AI. How long will that dominance last?