Meta's TPU Talks Rattle Nvidia's Chip Dominance
Meta is in talks to spend billions on Google TPUs — the report that knocked Nvidia down 2.2% and cracked open the question of AI chip pricing power.
James Whitfield7 min read
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5 results for “AI chips”
Wall Street Ends October With Worst Day Since June
The Nasdaq fell about 3% on October 30, 2026 — its worst day since June — as Amazon and Intel results deepened doubts about AI spending on Wall Street.
James Whitfield7 min read
TechnologyAnalysis
AI Chip Export Controls in 2026: What the Current Rules Mean for Tech Buyers
AI chip export controls entered a new phase in 2026. This guide explains the licensing regime, who is affected, and what compliance teams should do before year-end.
James Whitfield7 min read
Amazon Sinks as AI Spending Eclipses Its Fastest Cloud Growth in Five Years
Despite AWS growth accelerating to a five-year high, investors punished Amazon for its massive capital expenditures on AI infrastructure, revealing a market tension between growth ambitions and returns.
James Whitfield8 min read
Chip Selloff Widens as AI Leaders Call for a Pause
The semiconductor industry's unified optimism has fractured as AI executives publicly call for a pause, triggering a market selloff that raises questions about valuations and industry momentum.
James Whitfield8 min read