Nvidia
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Business Tech
IREN signs $2.8 billion more in AI cloud contracts and lifts its target past $4 billion
IREN added $2.8B in AI cloud contracts with Microsoft, NVIDIA, Perplexity, Figure AI and others, raising its 2026 ARR target above $4…
Business Tech
TSMC’s record $39.6B quarter is the cleanest read on AI demand
TSMC posted record Q2 2026 revenue of roughly NT$1.27 trillion, about US$39.6 billion, up 36 percent year over year on AI accelerator…
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Business TechIs there an AI bubble? The 2026 evidence, both sides
Business TechNscale’s $900M is a credit line, not a raise, and that is the point
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1Samsung guides to a record $58 billion quarter on AI memory demand2Margin, not growth, is the real scoreboard in AI software3Dell’s AI server business grew 757% and the backlog hit $51 billion4America now searches “agentic AI” more than “chatbot”. We ran the data5AI startups now hit $100M revenue in 18 months, not seven years