Technology & Innovation

22:13 EDT · Oct 14, 2026

A $50 billion annualized run-rate against a $70 billion 2026 exit target is a utilization question. Deployed accelerators depreciate on a fixed schedule whether or not tokens get served.

Latest in Technology

Oct 15, 2026

Jabil Just Guided to an $8.5 Billion Revenue Step-Up. The AI Money Has Moved Down the Stack.

Ryan Matsuda · 1 week ago semiconductors

Hyve Billings Up 117% — The AI Buildout Just Showed Up in a Distributor's Ledger

Sarah Chen · 1 week ago TD SYNNEX

CarMax's Q2 Is a Pricing-Algorithm Test, and $0.72 Is the Grade

Sarah Chen · 2 weeks ago CarMax

The Fed Just Repriced the AI Buildout's Cheapest Input: Capital

Sarah Chen · 3 weeks ago data centers

CXMT Hits Mass Production — and a $23.2M Synopsys Stake Looks Like the Tell

Megan Torres · 3 weeks ago Synopsys

Apple's Foldable Is a Packaging Problem, and TSMC Sells the Package

Sarah Chen · 1 month ago Apple

The Data Center Backlash Is an Enterprise Budget Story — and NVDA's $227.09 Is Where It Prices

Megan Torres · 1 month ago data centers

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Arista Networks Breaking AI

The AI Buildout's Marginal Dollar Is Moving Out of the Accelerator

Arista drew the attention, but the real story is where AI capex goes next: the fabric, the test floor, and the power interconnect. Teradyne is already printing triple-digit growth on it.

Sarah Chen · 1 month ago

cybersecurity Breaking AI

Iran Escalation Plus a Hawkish Barclays: Security Spend Gets Defended, SaaS Multiples Don't

Stocks fell Monday as US-Iran tensions flared and long yields rose. Barclays now sees two hikes in 2026. Enterprise software splits into duration risk and non-discretionary spend.

Megan Torres · 1 month ago

SLB Breaking AI

SLB Just Paid $4.1 Billion for Heat Exchangers — Cooling Is Now a Priced Asset Class

An oilfield services company bought a German thermal manufacturer for $3.4 billion cash plus $0.7 billion of assumed debt. That transaction sets a clearing price on data center heat rejection.

Ryan Matsuda · 1 month ago

More Technology Coverage

Oct 2026

Hormuz Prices Electricity, and Electricity Prices...

Sarah Chen

AI infrastructure

Brent added 0.9% to $84.32 as Gulf talks stalled. For technology, a shut waterway reaches the P&L through the power contract — and it does not reach every data center equally.

A Fed Hike Would Reprice SaaS Before It Touches Se...

Megan Torres

cybersecurity

Citadel Securities is telling clients the Fed hikes Wednesday. For enterprise software, a 25bp surprise is a duration event — and the security line item is the one that survives it.

Tariff Inflation Is a Power-and-Silicon Tax on AI...

Ryan Matsuda

AI Infrastructure

New tariff rounds aren't just a consumer-price story. For hyperscalers building AI campuses, they reprice every layer of the hardware stack simultaneously.

GEV Drops on Q2 Miss While CEO Says Data Center Or...

Ryan Matsuda

GE Vernova

GE Vernova beat on revenue and raised guidance, but EPS came in light. The CEO's data center order disclosure is the number that matters.