Category Compute

As AI Costs Spike, Companies Start Pulling the Brakes on Employee Token Spending

AI budgets are under pressure as companies limit token-heavy tasks and demand clearer ROI from employee AI use.

China and US AI experts are warning that frontier AI safety risks may require cooperation, even as geopolitical tensions rise.

The memory chip shortage is boosting Micron as AI demand drives record revenue, profit and a stronger outlook for the U.S. chipmaker.

Cerebras stock fell nearly 20% after earnings as investors focused on lower margin guidance, despite strong revenue growth and narrower losses.

Europe is resisting the U.S. chip war as a proposed bill threatens ASML’s China sales and widens semiconductor export controls.

Ford quality reset reveals how automated systems failed, forcing the automaker to rehire engineers and rebuild its quality process.

Amazon India gets a new $13B AI and cloud investment, lifting its total commitment to $48B amid fierce competition from Microsoft and Google.

Fitbit Air blends simple tracking with an optional AI health coach, showing how Google is trying to make Fitbit more useful without forcing AI.

Oracle’s new filing spotlights AI layoffs across tech in 2026, as major companies cut staff while expanding AI investment and automation.

Reflection AI lands a massive compute deal with SpaceX, securing Nvidia GB300 access for its open-weight AI push.