GoKawiil - Tech News

1.

The AI Demand Bubble (news.ycombinator.com)

2026-08-04 | by View All | tags: nvidia, openai, anthropic

2.

Is the future of data centers portable? Runware builds a pod to find out (techcrunch.com)

2026-08-04 | by Dominic-Madori Davis | tags: runware, sonic inference pod, hyperscalers

3.

EON wants to move the data superhighway from ocean fiber to space lasers (techcrunch.com)

2026-08-04 | by Tim Fernholz | tags: eon, undersea fiber, space lasers

4.

AI's debt binge can't last, hidden borrowing reaches $1.65T (news.ycombinator.com)

2026-08-03 | by Jason Ma | tags: amazon, ai hyperscalers, nvidia

5.

Here's my power rankings for the big 4 hyperscalers after this earnings season (cnbc.com)

2026-08-03 | by Jim Cramer | tags: amazon, aws, hyperscalers

6.

Microsoft stock soars as Meta sinks: Why the two AI giants are heading in opposite directions today (feeds.feedburner.com)

2026-07-30 | tags: microsoft, meta platforms, ai hyperscalers

7.

Zuckerberg lays out Meta's AI capacity dilemma: What to sell vs. what to keep (cnbc.com)

2026-07-30 | by Jonathan Vanian | tags: meta, mark zuckerberg, ai data centers

8.

Bond market anxiety is growing over AI capex budgets (cnbc.com)

2026-07-24 | by Seema Mody | tags: google, amazon, meta

9.

Intel stock is down 27% from June record highs. How the chipmaker can reverse the slide (cnbc.com)

2026-07-23 | by Natasha Abellard | tags: intel, ai server cpu, hyperscalers

10.

Inside optical and the battle for scale – how the AI industry is racing to integrate photonic interconnects (tomshardware.com)

2026-07-23 | by Chris Stokel-Walker | tags: photonic interconnects, lightmatter, hyperscalers

11.

AI tech companies have ‘hidden debt’ worth around $1.65 trillion, report claims — amount is 122% of debt reflected on the balance sheets of Alphabet, Amazon, Meta, Microsoft, and Oracle (tomshardware.com)

2026-07-22 | by Jowi Morales | tags: meta, oracle, data centers

12.

The AI rotation stole the spotlight from a strong start to earnings season (cnbc.com)

2026-07-18 | by Alexa Lomonaco | tags: ibm, arvind krishna, ai trade

13.

AI data centers must produce as much power as they use, Australia PM says — new national AI framework will also ensure water efficiency and protect intellectual property rights (tomshardware.com)

2026-07-17 | by Jowi Morales | tags: ai data centers, australian standards, hyperscalers

14.

The agent security gap: 54% of enterprises have already had an AI agent incident, and most still let agents share credentials (venturebeat.com)

2026-07-16 | tags: ai agents, enterprise security, hyperscalers

15.

The AI compute gap: Enterprises are buying infrastructure faster than they can measure what it costs (venturebeat.com)

2026-07-16 | tags: hyperscalers, gpus, venturebeat

16.

Anthropic is bringing back Claude Fable 5 globally after US lifts export control order — where can enterprises access it? (venturebeat.com)

2026-07-01 | get Claude Fable 5 Software → | tags: anthropic, claude, fable 5

17.

Jim Cramer says the AI trade has shifted — and these stocks are leading now (cnbc.com)

2026-06-30 | by Alexa Lomonaco | get AI Stock Trading Guide → | tags: nvidia, ai data centers, hyperscalers

18.

US Grid Constraints: Towards 40GW+ of Behind-the-Meter Datacenter by 2028? (news.ycombinator.com)

2026-06-29 | by Jeremie Eliahou Ontiveros | get Smart Power Meter → | tags: behind-the-meter, datacenter, us grid

19.

How GE Vernova builds the massive gas turbines powering the AI data center boom (cnbc.com)

2026-06-27 | by Seema Mody | get GE Vernova Gas Turbine Model → | tags: ge vernova, gas turbines, hyperscalers

20.

Micron stock jumps 18% in premarket trading after blockbuster earnings (cnbc.com)

2026-06-25 | by Sawdah Bhaimiya | get Micron Technology Memory Module → | tags: micron, memory chips, ai boom

21.

Memory chip stocks are on fire again: MU, SNDK, WDC, and STX soar as Micron earnings stun Wall Street (feeds.feedburner.com)

2026-06-25 | get Micron Memory Chip Kit → | tags: micron, memory chips, hyperscalers

22.

Micron stock jumps over 16% in premarket trading after blockbuster earnings (cnbc.com)

2026-06-25 | by Sawdah Bhaimiya | get Micron Technology Memory Card → | tags: micron, memory chips, ai boom

23.

AI data center boom hits a human bottleneck — critical skilled labor shortages could slow deployment despite billions in funding (tomshardware.com)

2026-06-24 | by Zak Killian | get AI Data Center Training Kit → | tags: ai data centers, skilled labor shortages, hyperscalers

24.

Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86 (tomshardware.com)

2026-06-22 | by Anton Shilov | get ARM-based Server Processor → | tags: arm, amd, intel

25.

Marvell details vision of optically-interconnected data centers spanning across thousands of kilometers — new interconnects sampling later this year would allow CSPs to pool resources based on workload (tomshardware.com)

2026-06-15 | by Anton Shilov | get Optical Fiber Network Kit → | tags: marvell, optical interconnect, hyperscalers

26.

Alphabet plans to raise $80 billion from stock sales to fund AI build-out (cnbc.com)

2026-06-02 | by Jennifer Elias | get Alphabet AI Development Kit → | tags: alphabet, google io, ai compute infrastructure

27.

Alphabet plans to raise $80 billion from stock sales to fund AI buildout (cnbc.com)

2026-06-01 | by Jennifer Elias | get Alphabet Stock Investment Guide → | tags: alphabet, google io, ai compute infrastructure

28.

Jim Cramer says Nvidia is a clear winner from Dell's monster quarter (cnbc.com)

2026-05-29 | by Alexa Lomonaco | get Nvidia GeForce RTX 4090 → | tags: nvidia, dell technologies, ai servers

29.

Mistral to explore designing own chips, CEO says, as it ramps up infrastructure build (cnbc.com)

2026-05-28 | by Arjun Kharpal Kai Nicol-Schwarz | get FPGA Development Board → | tags: mistral ai, nvidia chips, asml

30.

Italian council sets 200% tax on data center development in agricultural zones — aims to spur the use of old industrial areas instead and limit environmental impact (tomshardware.com)

2026-05-27 | by Jowi Morales | get Data Center Environmental Planning Kit → | tags: data center, lombardy, hyperscalers