Big Tech hiding AI debt
A few trillion here, a few trillion there, and suddenly you are talking about real money
Big Tech companies have moved more than $120 billion of data centre spending off their balance sheets using special purpose vehicles funded by the cocaine nose jobs of Wall Street, stirring fresh jitters about the financial risks of their huge bet on artificial intelligence.
TSMC’s N-2 rule leaves US big tech snuffling around Samsung’s 2nm
Taiwan keeps the sharp stuff at home, so Texas is suddenly popular.
TSMC has one hand tied behind its back, and Samsung Electronics is trying to cash in.
Oracle’s AI binge rattles markets as Blue Owl flies off
Debt fears grow while Wall Street whispers about a popping bubble
Blue Owl Capital has walked away from talks to bankroll a $10 billion data centre for Oracle in Saline Township, Michigan, a flagship project meant to feed OpenAI.
Baltra is just another Apple chip to feed the inference beast
Custom silicon, same old dependency
The Fruity Cargo Cult Apple's over-hyped server chip may be to provide the outfit with its own cloud AI silicon, which is getting too expensive.
OpenAI releases GPT-5.2
Altman hopes a souped-up model will stop Google and Anthropic stealing its lunch
OpenAI rolled out GPT-5.2 and declared it its sharpest tool yet for professional knowledge work as the outfit scrambles to keep punters from wandering off to flashier rivals.
Broadcom rides AI boom, but the market still flinches
Analysts moan about the margins as shares wobble
Broadcom delivered another slab of AI-fuelled growth and still managed to spook the market in after-hours trading.
Brussels pokes Google over AI content grab
EU watchdog eyes whether the search giant juiced its models with other people’s graft
Brussels has fired up a fresh antitrust probe into Google after worries that the outfit has been gobbling up uploaded content from places such as YouTube to bulk out its artificial intelligence tools.
TSMC’s CoWoS backlog sparks outsourcing scramble
Taiwan giant turns to local partners as packaging crunch bites
TSMC is stuffed to the rafters with CoWoS orders, and the AI industry is sweating over it, although the company seems to have a cunning plan.
Google’s homegrown TPU muscles into Nvidia’s turf
Big Tech outfit turns its custom silicon into a serious threat
Google’s custom silicon is giving Nvidia a proper fright as the search outfit’s tensor processing units help its Gemini 3 models overtake OpenAI’s latest efforts.
Nvidia’s grip on AI chips starts to loosen
A growing pack of rivals eyes the crown
One company has sat on the AI chip throne for a decade, but the ground beneath Nvidia is starting to shift.