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Alibaba raised prices for AI computing and data storage by up to 34% amid demand
Alibaba raised prices for AI computing and data storage services by up to 34%, saying the decision was driven by a sharp rise in demand and higher infrastructure costs, which will hit corporate clients' budgets.
Alibaba targets $100 billion in AI and cloud as Tencent leads
Alibaba wants to generate $100 billion in revenue from cloud and AI over five years, but the first wave of consumer demand for agentic services in China has already given Tencent an early advantage.
Silicon Valley faces an AI PR crisis amid growing distrust in the US
US AI companies are facing not only a race over models, but also a crisis of trust: people are alarmed by layoffs, opaque systems, and the rising cost of data centers.
Meta offers stock options to top executives for the first time since its 2012 IPO amid the AI race
For the first time since going public in 2012, Meta is offering stock options to top executives as it tries to retain its core team while spending on AI development keeps rising.
Why AI Won’t Be the End of Hollywood: Bloomberg Sees a Cautious Opportunity for the Industry
A Bloomberg Opinion columnist argues that generative AI is painfully reshaping Hollywood, but will not destroy it: studios are more likely to integrate new tools into production than replace people entirely.
Martha Gimbel: Why the AI revolution may repeat the logic of the industrial age
Martha Gimbel, director of the Yale Budget Lab, argues that AI’s impact should be assessed not only through the labor market and corporate revenue, but also through the experience of the Industrial Revolution as captured
SK Hynix to invest nearly $8 billion in ASML EUV tools for next-generation memory
SK Hynix plans to invest 11.9 trillion won in advanced ASML EUV scanners to speed up production of next-generation memory amid rising demand from AI servers.
Arm will start selling its own chips, and Meta will be one of the first major customers
Arm is entering the market for its own chips for the first time instead of only licensing its architecture, and Meta is becoming one of the first major customers for the new AGI CPU.
Amazon expands Zoox service: robotaxi launch planned in Austin and Miami
Zoox, Amazon's robotaxi unit, is preparing to enter Austin and Miami while expanding operations in Las Vegas and San Francisco and accelerating the service's scale-up.
Congressman Suhas Subramanyam calls for AI data center construction to be spread across the US
As Bernie Sanders and Alexandria Ocasio-Cortez move to freeze new AI data centers, the Virginia congressman is proposing not a ban but a more even distribution across the country.
Anduril starts production of Fury unmanned fighter jets at new Ohio plant
Anduril has begun producing Fury unmanned fighter jets at the Arsenal-1 plant in Ohio: the first aircraft are expected to roll off the line in summer 2026, after which the company wants to ramp up output quickly.
Moonshot AI considers Hong Kong listing amid boom in AI company stocks
Moonshot AI has begun a preliminary assessment of an IPO in Hong Kong, aiming to benefit from growing demand for shares of AI-related companies.
U.S. Army selects Carlyle and CyrusOne to build AI data centers on bases
The U.S. Army has conditionally selected Carlyle and CyrusOne to build hyperscale data centers on bases in Texas and Utah to quickly gain new AI capacity without upfront budget costs.
NextEra Energy CEO John Ketchum: AI power demand is reshaping the market and dealmaking
At CERAWeek, NextEra Energy CEO John Ketchum discussed how the growth of data centers and AI is accelerating electricity demand and why this is opening up new investment and M&A opportunities in the energy sector.
DeepRoute.ai explores Hong Kong IPO amid new wave of Chinese tech listings
China's DeepRoute.ai is considering a Hong Kong listing — this could become another tech company IPO in the Asian hub and a sign of renewed momentum in the autonomous transport market.
Meta cuts several hundred employees amid record AI investment
Meta is carrying out layoffs affecting several hundred people in sales, recruiting, and Reality Labs while ramping up record AI spending and reshaping the company’s priorities.
Corporate clients are shortening software contracts because of Anthropic and other AI services
Corporate buyers are increasingly choosing annual and month-to-month AI contracts, fearing that over three years a service may become outdated, cheaper, or be displaced by a new agent.
Bloomberg unveiled ASKB: agentic AI built directly into Terminal for finance teams
At the Bloomberg Family Office Summit in Hong Kong, the company unveiled ASKB — an agentic AI built into Terminal for multi-step work with market data and tasks right in the main interface.
Armenian banks to provide Firebird AI with a record $300 million syndicated loan
Armenian banks signed an agreement on a joint $300 million loan to build Firebird AI's data center — the country's largest project of its kind.
Prologis chief: demand for AI and data centers will remain a growth driver for a long time
Prologis's chief believes demand for AI infrastructure and data centers will persist for a long time: the company benefits from ties with hyperscalers and early access to power capacity.
Michelle Giuda: The U.S. needs allied support to outpace China in the AI race
Krach Institute head Michelle Giuda believes U.S. leadership in AI depends not only on companies, but also on allies willing to promote the American technology stack around the world.
CXMT doubled revenue to $8 billion amid the AI boom ahead of listing
Chinese chipmaker CXMT more than doubled revenue to $8 billion in 2025, strengthening its position ahead of a major IPO and gaining prominence in the AI-server memory market.
Aligned Data Centers raises $2.58 billion for U.S. data center expansion
U.S. operator Aligned Data Centers has closed a $2.58 billion revolving credit facility to accelerate the construction and launch of new data centers for cloud and AI workloads in the U.S.
Bloomberg: the AI market still lacks the “secret sauce” of the 1990s internet boom
A senior Bloomberg editor compared the current AI boom to the internet race of the 1990s and said the industry still lacks the “secret sauce” needed for broad, sustainable growth.
New West Data explores a US listing to pivot to high-performance computing
Canada's New West Data, which combines energy production and bitcoin mining, is considering a US IPO to raise money for a shift to more powerful computing infrastructure.
Arm prepares its first in-house chips for Meta as SpaceX lifts space stocks
On March 25, 2026, three stories set the tone for the market: Arm is entering direct chip sales for the first time, SpaceX is fueling IPO expectations, and Kleiner Perkins is raising its largest AI fund.
FERC criticized US tech giants over weak dialogue on power grids for data centers
The head of FERC rebuked US tech giants: as data centers' electricity demand rises, companies are doing too little to engage with the power system regulator.
Microsoft heads for its worst quarter since 2008 amid AI spending and pressure on software
Microsoft shares are posting their steepest first-quarter 2026 drop since the 2008 crisis: the market is uneasy about massive AI investments and weak returns from Copilot and Azure.
Oracle’s credit risk hits a record as the market fears debt from the company’s AI bet
Default insurance on Oracle’s debt has risen to a record level: investors doubt that multibillion-dollar investments in AI infrastructure will start paying off quickly.
Helios: overly strict national regulation of AI agents could slow the market
Helios chief Joe Scheidler backed the idea of national AI rules, but warned that overly strict regulation of agentic systems could slow adoption and make it harder for businesses to work with the government.