
Sandisk soars as AI storage frenzy turns Q2 into a blowout and Q3 into a moonshot
Sandisk just turned the AI storage race into its own runway, smashing Q2 expectations, hiking Q3 forecasts and sending SNDK shares into another vertical rally.

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Sandisk just turned the AI storage race into its own runway, smashing Q2 expectations, hiking Q3 forecasts and sending SNDK shares into another vertical rally.

NVIDIA has opened its full Earth-2 AI weather stack, giving researchers, energy companies and weather agencies faster global forecasts and hyperlocal storm alerts in minutes instead of hours.

Microsoft has pulled the curtain back on Maia 200, a custom AI accelerator tuned for Azure that promises up to 3x the FP4 inference performance of Amazon Trainium3 and stronger FP8 throughput than Google’s TPU v7, aiming to cut costs while scaling frontier models.

Nvidia CEO Jensen Huang has arrived in Shanghai just as China weighs whether to let the company’s powerful H200 AI chips cross its borders, putting one of the world’s biggest AI hardware bets under regulatory stress.

Meta’s new Superintelligence Labs has quietly shipped its first internal AI models after just six months of work, as CTO Andrew Bosworth tries to reset the company’s AI story beyond Llama 4 and turn big 2025 bets into consumer‑ready products from 2026 onward.

Elon Musk has escalated his legal fight with OpenAI and Microsoft, asking a US court to award up to $134 billion in “wrongful gains” tied to his early backing of the AI lab. The case, headed for a jury trial in Oakland this April, could reset how nonprofit AI missions, mega‑valuations and Big Tech partnerships collide in the next phase of the AI boom.

OpenAI is testing clearly labeled ads in ChatGPT’s free and Go tiers to keep AI access affordable, protect privacy, and leave premium plans ad‑free.

The US has cleared Nvidia’s H200 AI chips for export to China, but only with strict volume caps, third‑party testing, and bans on military use, reshaping the global AI chip race.

Belgium’s Aikido Security just turned into Europe’s fastest cybersecurity unicorn after a $60 million Series B at a $1 billion valuation, driven by its AI‑ready, developer‑first security platform and rising US demand.

Microsoft has launched a Community-First AI Infrastructure plan that promises data centers will not raise local power bills and will sharply cut and replenish water use across U.S. sites.

Alphabet has smashed through the $4 trillion mark, riding a sharp refocus on AI, cloud and in‑house chips that has turned doubt into fresh optimism on Wall Street. The Google parent is now the world’s second most valuable company, and its AI bet is just getting started.

Meta has struck 20‑year nuclear power deals with Vistra, Oklo and TerraPower, unlocking up to 6.6 GW of clean baseload energy to run its next wave of AI data centers in Ohio and Pennsylvania.