Many of the developers of the largest projects want to install natural gas plants directly at the site of new data centers, ...

Amazon.com, Inc. downgraded to Buy as $200B 2026 CapEx, AWS margins, AI overcapacity, and debt raise risk. Click for this ...

Over two weeks and nearly 2,000 Claude Code sessions costing about $20,000 in API fees, the AI model agents reportedly produced a 100,000-line Rust-based compiler capable of building a bootable Linux ...

Alphabet Inc.’s Q4 and $180B capex signal AI leadership; see why Search, Cloud, and GPUs may help it overtake Nvidia ...

Nvidia's promised investment of $100 billion in OpenAI appears to be turning into $20 billion, raising doubts about AI.

OpenAI's GPT-5.3-Codex is a faster AI work agent that helped build itself, excelling at coding, debugging, and extended multi-tasking.

Pelican Bay Capital Management (PBCM), an investment management company, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. PBCM Concentrated Value Strategy ...