Explosive, sustained demand — Hyperscaler and enterprise AI spending (training + inference + agentic workloads) keeps rising faster than capacity. Demand now spans GPUs, custom ASICs, server CPUs, and...
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- Claude AI Outage Hits Users Worldwide Amid Microsoft Service Disruptions
- Microsoft Global Outage Disrupts Outlook, Teams and Copilot Across 70+ Countries
- Nonprofits Sue OpenAI, Google and Anthropic to Halt Frontier AI Development
- Claude Fable 5.2 Narrowly Leads the AI Model Race in November 2026
- Key reasons the AI chip supply chain stays tight through 2027