Meta’s stock struggles despite beating earnings expectations as investors question Zuckerberg’s $600 billion AI infrastructure bet. The company faces familiar challenges from its metaverse playbook with no clear revenue story for its superintelligence ambitions.
New research reveals Google’s Pixel phones have created an insurmountable security advantage, leaving both iPhone and other Android manufacturers struggling to keep up. The gap highlights fundamental challenges in Android’s fragmented ecosystem.
The Supreme Court is set to hear arguments in a landmark case challenging presidential authority to impose tariffs under emergency powers. The outcome could reshape constitutional separation of powers and international trade policy for decades to come.
Seagate’s impressive earnings tell only part of the story. The real revolution lies in how AI is fundamentally changing storage economics and creating structural advantages for companies with next-generation technology.
Pakistan’s massive adoption of Chinese solar panels is creating a utility death spiral while testing China’s willingness to lead global energy transitions. The country imported 16GW of panels in 2024 alone, matching its national grid capacity.
Exa Infrastructure’s acquisition of Conexio’s Serbian assets marks another strategic move in Europe’s escalating fiber infrastructure race. The deal creates a unified Balkan network connecting Western Europe to Turkey and beyond. This signals a broader industry consolidation trend with geopolitical
Tata Group’s massive 1GW data center initiative represents India’s strategic pivot toward sovereign AI infrastructure. The $6.6 billion project could reshape the subcontinent’s technological trajectory for decades.
Ingram Micro is deploying its first AI Agent within the Xvantage platform, combining 400+ trained AI models with Google’s Gemini to create a Sales Briefing Assistant that can think, learn, and sell at enterprise scale. The technology represents a major step in the company’s three-year AI operational
In a bold admission, Huntress CEO Kyle Hanslovan says his company’s current offerings must be disrupted by its future self. The cybersecurity vendor faces a critical juncture as SMB threats escalate beyond current capabilities.
Microsoft and Lambda’s multi-billion dollar AI infrastructure partnership represents a strategic shift in cloud computing. This analysis explores the technical and market implications of their Nvidia-focused approach.
