Tech giants like Alphabet and Amazon are issuing investment-grade debt at unprecedented levels, rivaling US Treasury bonds. Alphabet has issued tens of billions in senior notes across multiple maturities, while Amazon's long-term debt nearly doubled to $119.1 billion. This surge in borrowing funds massive capital expenditures for AI infrastructure, with both companies committing hundreds of billions in 2026. The competition for conservative investors between these corporate bonds and government debt is driving up Treasury borrowing costs, potentially leading to higher interest rates that could affect mortgages and business financing despite AI's promise to boost productivity.
Neal Mohan, CEO of YouTube since 2023, participated in the MoffettNathanson Media, Internet & Communications Conference where he discussed his focus on empowering creators, fostering community, and advancing video technology. Mohan, recognized as Tim...
OpenAI is exploring legal options against Apple due to dissatisfaction with the ChatGPT integration on iPhones, which failed to deliver expected subscriber growth and visibility. The partnership, announced in June 2024, integrated ChatGPT into Siri a...
Hyperscale cloud companies like Amazon, Alphabet, and Meta are investing over half a trillion dollars in AI infrastructure in 2026, with most spending directed to NVIDIA's chips and systems. NVIDIA forecasts $215.94 billion revenue for fiscal 2026 an...
Elon Musk introduced Terafab, a project aiming to produce 1 terawatt of AI computing power annually, marking a shift toward orbital AI infrastructure. Intel joined as a key manufacturing partner, boosting its stock significantly. Meanwhile, Jeff Bezo...
Google is massively increasing its capital spending on AI infrastructure, guiding $175-$185 billion for 2026, dwarfing Apple's $12.7 billion capex. This shift highlights Google's growing dominance in AI, with its Gemini AI processing billions of toke...
