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Meta Raises Its AI Capex Outlook and Will Issue a New Share Class to Fund the Buildout
2026-10-24
Meta's Q3 earnings (Oct 22) came in at $64.6 billion in revenue (+26% YoY), beating estimates. The company narrowed and raised its full-year data-center capex guidance from $130–145 billion to $135...
Google CEO warns of severe AI compute shortage into 2027
2026-10-23
Google CEO Sundar Pichai said meeting customer demand for 2027 AI compute capacity will be “extremely difficult,” highlighting a widening gap between AI compute supply and demand. Amazon and other ...
Nvidia Unveils DSX POD, a Plug-and-Play "AI Factory" That Cuts Deployment from ~6 Months to 14 Days
2026-10-23
At GTC Berlin on October 21, Nvidia CEO Jensen Huang introduced the DSX POD reference design: fully assembled shipping-container modules packed with the company's latest Vera Rubin compute racks, v...
Goldman Sachs sharply raises global AI server forecast
2026-10-23
NVIDIA CEO Jensen Huang: AI Chip Demand Continues to Outstrip Supply
2026-10-24
China's Big Three Place $35 Billion NVIDIA GPU Order
2026-10-24
TrendForce: CSP AI Infrastructure Expansion Continues, Memory Spending to Exceed 60% of Capex, 2027 Server Shipments Up
2026-10-24
China's AI hardware exports stay strong as infrastructure investment expands
2026-10-24
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