Big Tech

47 articles

Big Tech

Nvidia OpenAI Data Center: The $250bn Gamble

Nvidia is in talks to guarantee $250 billion in financing for OpenAI's 10-gigawatt Ohio data center. Here's what the deal covers, why it's structured this way, and the political backlash

Stuart Kerr ·
Big Tech

Gemini monthly active users

Gemini monthly active users hit 950 million, tripling in a year, as new Sensor Tower data shows ChatGPT's market share slipping below 50% for the first time.

Stuart Kerr ·
Big Tech

AI Valuation Era: $200bn Triple IPO

OpenAI, Anthropic, and SpaceX are heading to public markets within weeks of each other, chasing over $200 billion combined — here's what the shift from private to public accountability means

Stuart Kerr ·
Big Tech

Spatial Computing Reveals a 30% Meta Cut

Meta is cutting its metaverse budget by up to 30%, and consumer platforms are ghost towns. But spatial computing has real enterprise traction. Here's what's actually happening in 2026.

Stuart Kerr ·
Big Tech

Google AI Infrastructure: $9 Billion Bet

Google AI infrastructure spending in Oklahoma has hit $9 billion, one of the company's largest U.S. bets yet. Here's why the state landed the deal, and what it signals about

Stuart Kerr ·