Wall Street still fears a bubble

The cocaine-nose jobs of Wall Street are not buying Nvidia's stellar results, and still fear that all that investment in AI is a bubble.

A blowout quarter sends investors scrambling for their calculators

Nvidia lit up the market with a quarterly surge that made the cocaine nose jobs of Wall Street forget their nerves about runaway AI spending.

One-gigawatt Claude commitment shows how frantic the AI gold rush has become

Nvidia has finally smoked a peace pipe with Anthropic after years of sniping, proving that the AI boom is now so ravenous it can turn rivals into drinking buddies.

Big Red’s grand AI punt keeps shredding its own valuation

Oracle’s market value has been sliding like a greased ferret since 10 September, when it trumpeted its $300bn deal with OpenAI and watched roughly $315bn vanish in the process.

Zelnick reckons consoles stay alive, but the real action moves elsewhere.

Take-Two Interactive chief executive Strauss Zelnick fired a shot across the bow by saying the games business is drifting toward PCs as the next decade rolls in.

IoT junk kit gangs up for the biggest cloud-crunching flood yet.

Microsoft engineers said the Aisuru botnet launched a 15.7 Tbps distributed denial-of-service barrage against Azure and sprayed more than 3.6 billion packets per second at one unlucky Australian endpoint.

Heavy debts rattle investors already twitchy about runaway AI spending

Oracle has taken a wallop as tech stocks and bonds tank, landing far harder than its Big Tech pals thanks to its colossal borrowing spree to muscle into the AI circus, which has rattled the cocaine nose jobs of Wall Street something fierce.

Fancy first dibs on AI silicon

Brown box shifter Amazon is standing next to the software King of the World, Microsoft, in cheering new US laws that would clip Nvidia’s exports to China.

Fidelity’s Huang begs for wafers as fabs hit their limits

TSMC’s latest sports day turned into something of a customer summit when Fidelity boss Huang Renxun publicly pleaded for more chip supply, declaring that “without TSMC, there would be no Fidelity.”

Suleyman says it’s time for Redmond to build superintelligence

Software king of the world, Microsoft, has decided it no longer wants to be shackled to OpenAI and is setting off on its own grand plan for superintelligence.