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Amazon's cloud unit accelerated for another quarter and now earns 63% of the company's operating profit, but $77 billion of quarterly capex pushed trailing free cash flow to minus $42 billion.
Anthropic's updated S-1 shows revenue up about 12x year over year but slowing quarter to quarter, a swing to a $567 million operating loss on short-term compute, and nearly $900 billion in infrastructure commitments. Here's what the numbers say ahead of its Nasdaq listing.
A misconfigured DNS resolver, chained zero-days and a covert channel built from CPU cache timing — OpenAI's own red team found the paths. Here's what happened and why it matters beyond OpenAI.
Search growth slowed, capex hit $51 billion a quarter, and investors finally asked the question Big Tech has dodged all year — when does the AI build-out pay for itself?
OpenAI says future data centers will cut power use when grids are strained, starting with a 3.2 GW campus in Georgia that can shed up to 1,000 MW. The Georgia contract is real and approved; the national program is still a framework, and the headline $950 million in bill savings isn't from OpenAI alone.
According to the Financial Times, Nvidia has verbally told cloud providers that use its AI chips to sell at least 51% of new capacity to non-Chinese customers. It targets the overseas rented compute Chinese AI labs rely on, and Southeast Asian clouds say it will be hard to meet.
Semiconductors were almost half of Korea's $115.3 billion in October exports, and Samsung and SK hynix's latest quarters show how much of that is AI-driven memory pricing.
AMD reported record Q3 2026 revenue of $13.4 billion, up 45%, as MI450 GPUs and Helios racks started shipping to Anthropic, Meta, Microsoft, OpenAI and Oracle. It forecasts about $17 billion for Q4, but free cash flow fell to $554 million as it built nearly $3 billion of inventory.
