Technology
- Chip giant ASML posts record orders and upbeat 2026 guidance as AI boom continues - ASML is experiencing several tailwinds including an expectation of increased chipmaking capacity and continued demand for AI semiconductors.
- One year after DeepSeek, Chinese AI firms from Alibaba to Moonshot race to release new models - Chinese companies are releasing new AI models and striving to gain an edge in the AI application race as the country's biggest holiday of the year nears.
- Intel says it will match government's 'Trump Accounts' contribution to kids of employees - The 530A program, often called "Trump Accounts," passed last year as part of the administration's "big beautiful bill."
- Big Tech’s AI data center push is spawning a new heat economy - AI’s energy problem may also be its solution, as cities are increasingly exploring opportunities to repurpose excess heat from data centers.
- Chinese tech giant Tencent plots Middle East cloud expansion as spending in the region booms - Tencent's expansion will likely put it into more direct competition with U.S. giants including Amazon, Microsoft and Google.
- Microsoft's plans for 15 more data centers win approval at former Wisconsin Foxconn site - Microsoft intends to expand in a place where it's been welcomed, months after backing down on a rezoning attempt in an adjacent village when residents objected.
- TikTok uninstalls are up 150% following U.S. joint venture - TikTok's daily average U.S. app uninstalls have increased nearly 150% over the past five days compared to the previous three months, Sensor Tower told CNBC.
- AI spending wasn't the biggest engine of U.S. economic growth in 2025, despite popular assumptions - The GDP value of AI is smaller than it might appear given that a lot of high-tech equipment is imported, according to a recent MRB Partners report.
- Nvidia set to supplant Apple as TSMC's top customer, signaling chip industry's 'changing dynamic' - The positional swap will mark a fundamental shift in the semiconductor industry, reflecting Nvidia's growing importance amid the AI infrastructure buildout.
- Meta's Reality Labs cuts sparked fears of a 'VR winter' - Meta's deprioritizing virtual reality in favor of artificial intelligence and Internet-connected smart glasses raised concerns about the future of the industry.