The anchor tenant's exit leaves Nscale's flagship Essex project in doubt and signals how grid constraints are reshaping AI infrastructure deals.

Microsoft's custom silicon bet intensifies as Maia 300 targets 7x token throughput and 40% better efficiency than GPUs, with production scale by 2027.

Intraday milestone puts fresh all-time highs within reach and re-arms the AI-led bull case for megacap tech.

The software giant is shifting more AI compute to its own silicon, a move that could reshape its cost structure and loosen Nvidia's grip.

Xbox Cloud Gaming becomes the only place to stream GTA VI at launch, a move CEO Asha Sharma says no rival is matching.

Market cap, Musk wealth, and retail mechanics collide with acquisition-driven AI spend and looming investor scrutiny.