Reuters Global 07.05.2026
Arm forecasts upbeat revenue on surging AI data center demand

Arm Holdings , forecast first-quarter revenue above Wall Street ​expectations on Wednesday, benefiting from higher adoption of its chip technology as tech firms spend heavily on artificial ‌intelligence compute....

Reuters Global 07.05.2026
Hut 8 signs about $10 billion AI data center lease in Texas

Hut 8 said on ‌Wednesday it had signed a 15-year lease worth $9.8 billion for its Beacon Point data center campus in Texas, as demand rises for infrastructure to train and serve AI models....

Reuters Global 06.05.2026
Fed's Goolsbee: AI success would be 'lovely,' but Fed would still need to watch for overheating

Even if artificial intelligence is ​as transformative as advertised ‌the U.S. Federal Reserve would still need to ​watch for rising ​inflation, Chicago Fed President ⁠Austan Goolsbee said on ​Wednesday....

Reuters Global 06.05.2026
Samsung says to discontinue China sales of some consumer electronics products

Samsung Electronics , a maker of TVs and home appliances, said on Wednesday that it has decided to discontinue ​sales of some consumer electronics products in mainland China ‌amid intensifying competition in the local market....

Reuters Global 06.05.2026
Anthropic unveils 'dreaming' feature to help its AI agents self-improve

Artificial intelligence lab Anthropic on Wednesday touted a new feature ​for its Claude AI, which it calls "dreaming."...

Reuters Global 06.05.2026
Corning partners with Nvidia to expand US fiber optic output for AI growth

Corning and Nvidia said on Wednesday they would partner to expand U.S. production of optical ​connectivity products used in artificial intelligence data ‌centers....

Reuters Global 06.05.2026
Trimble raises annual forecast on upbeat Q1 results, strong software demand

Navigation equipment maker Trimble on Wednesday raised its annual forecast after strong first-quarter results, ​riding on steady demand for its product bundle ‌tailored for the construction and transportation sectors....

Reuters Global 06.05.2026
Global Payments quarterly profit rises on resilient consumer spending

Payment technology company Global Payments reported a rise in first-quarter adjusted profit on ​Wednesday, helped by resilient consumer spending despite ‌geopolitical tensions in the Middle East and a volatile economic backdrop....

Reuters Global 06.05.2026
Uber forecasts strong second-quarter bookings despite Middle East woes

Uber ​Technologies forecast second-quarter bookings above Wall Street estimates on Wednesday on strong demand for ride-hailing ‌and delivery services, even though the Middle East conflict weighed on its growth....

Reuters Global 06.05.2026
SpaceX files plan for $55 billion Terafab chip facility in Texas

Elon ​Musk's SpaceX has proposed investing $55 ‌billion to build a semiconductor manufacturing facility, called Terafab, in Texas, ​according to a ​filing made public on Wednesday....

Reuters Global 06.05.2026
AMD forecast sparks AI‑driven rally in US chipmaker stocks

U.S. semiconductor stocks rose on Wednesday as Advanced Micro Devices' strong outlook boosted investor confidence about sustained demand for AI infrastructure and that a shift toward CPUs would spur ​the next leg of spending....

Reuters Global 06.05.2026
India's Coforge stock on track for biggest jump in a year on upbeat outlook

India's Coforge stock jumped as much as 11.1% on Wednesday, on track to log its best session in more ​than a year, after the mid-tier IT firm forecast robust earnings ‌and its margin beat surprised analysts....

Reuters Global 06.05.2026
Infineon lifts 2026 outlook as AI demand boosts growth prospects

Infineon Technologies raised its full-year guidance ​on Wednesday as demand for power supply ‌solutions for AI data centers surged and automotive order intake improved, joining a wave of chipmakers ​benefiting from AI infrastructure spending....

Reuters Global 06.05.2026
Exclusive: Rivian mulls making its own lidar sensors, possibly in partnership with Chinese firms

Rivian Automotive is considering making its own lidar sensors and ‌could do so in partnership with a Chinese firm, CEO RJ Scaringe said in an interview with Reuters on Tuesday....

Reuters Global 06.05.2026
Jacobs lifts 2026 profit forecast on strong AI infrastructure demand

Engineering services provider Jacobs Solutions on Tuesday lifted its forecast for annual ​profit, banking on strong demand for its data ‌center infrastructure services....

Reuters Global 06.05.2026
Anthropic commits to spending $200 billion on Google's cloud and chips, The Information reports

Anthropic committed ​to spend $200 ‌billion with ​Google ​Cloud over five ⁠years ​as part ​of their recent ​agreement, ​The Information reported ‌on ⁠Tuesday citing a person ​with ​knowledge ⁠of ​the matter....

Reuters Global 06.05.2026
Super Micro forecasts quarterly revenue above estimates, shares climb

Super Micro Computer on Tuesday forecast fourth-quarter revenue and adjusted profit above ​Wall Street estimates, banking on robust demand for its ‌artificial intelligence servers, sending shares up 17% in extended trading....

Reuters Global 05.05.2026
Skyworks Solutions forecasts higher revenue on strong chip demand

Skyworks Solutions forecast quarterly revenue above estimates on Tuesday, betting on strong demand for ​its radio-frequency chips used in premium smartphones....

Reuters Global 05.05.2026
Freshworks to cut 11% jobs as AI reshapes software sector

Freshworks said on Tuesday it would cut 11% of its workforce, or about 500 jobs, as the business-software company grapples with an industry ​being reshaped by artificial intelligence....

Reuters Global 05.05.2026
AMD forecasts quarterly revenue above expectations as AI chip demand stays strong

Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday, betting on resilient demand for its data-center ​chips as cloud providers accelerate spending on artificial intelligence infrastructure....

Reuters Global 05.05.2026
Flex to spin off AI data-center infrastructure unit into listed company

Contract manufacturer Flex on Tuesday outlined plans for a strategic ​break-up to monetize its exposure to artificial ‌intelligence, saying it would spin off its cloud and power infrastructure business into a separate publicly traded company ​by early 2027....

Reuters Global 05.05.2026
Lumen beats quarterly revenue estimates, to acquire Alkira for $475 million

Digital networking services company Lumen Technologies beat Wall Street estimates for first-quarter revenue on Tuesday and announced it would buy ​networking platform Alkira for $475 million in cash....

Reuters Global 05.05.2026
Meta plans advanced 'agentic' AI assistant for users, FT reports

Meta is building a highly personalized artificial intelligence assistant to carry out ​everyday tasks for its billions of ‌users, the Financial Times reported on Tuesday, as the company faces investor scrutiny over its escalating ​AI spending....

Reuters Global 05.05.2026
OpenAI provided GPT-5.5 to US for national security testing, executive said

OpenAI ‌gave the ​U.S. ​government ⁠early ​access to ​its GPT-5.5 ​model ​for national ‌security ⁠testing, said ​OpenAI ​executive ⁠Chris ​Lehane ​in ⁠a ⁠LinkedIn ​post....