Alphabet Class A
- Meta's VR layoffs, studio closures underscore Zuckerberg's massive pivot to AI - Meta began laying off employees in its Reality Labs division focused on virtual reality and shut down several VR studios as it pushes resources towards AI.
- Data center REIT CEO says real estate ‘not in an oversupply state’ - Andy Power, CEO of Digital Realty says data center real estate is not oversupplied as hyperscalers like Nvidia, Amazon, Google and Meta announce more projects.
- Trump says Microsoft will make changes to ensure consumers don't pay for power used in AI buildout - President Trump said in a social media post that Microsoft will "make major changes beginning this week" to make sure Americans don't see rising energy costs.
- Apple picks Google's Gemini to run AI-powered Siri coming this year - Google's market value surpassed Apple for the first time since 2019 as it rolls out updated artificial intelligence features.
- Walmart teams up with Google's Gemini to make it easier for shoppers to find and buy products - The retail giant also has a similar deal with OpenAI's ChatGPT and has its own AI-powered chatbot, Sparky.
- How the AI data center bubble story is playing out inside one booming energy stock - Can Bloom Energy's high-flying stock, fueled by generating onsite power for AI data centers, steer clear of bubble risks?
- Behind Anthropic's stunning growth is a sibling team that may hold the key to generative AI - Daniela Amodei has helped build Anthropic into a serious AI player by betting on safety and enterprise adoption.
- AI memory is sold out, causing an unprecedented surge in prices - Three primary memory vendors — Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.
- Meta signs nuclear energy deals to power Prometheus AI supercluster - Meta said it secured agreements with energy companies Vistra, TerraPower and Oklo, which are all working on nuclear power technologies.
- Microsoft revealed as company behind controversial data center proposal in Michigan township - Locals have concerns about water use in a township that has dealt with shortages.