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Topic: ai

A Google data center in The Dalles, Oregon
Companies
Friday, 7/24, 07:16 PM

Moody's warns Big Tech's AI spending spree is starting to strain its balance sheets

  • The ratings agency Moody's has flagged a credit warning behind the AI boom: the 'unprecedented' capital investment pouring into data centers is making the big cloud companies more asset-heavy and increasing their credit risks.
  • It is one of the first signs that the market's favorite growth story carries a bill that lenders, not just shareholders, will have to weigh.
Sand Hill Road in Menlo Park, home to many venture firms
Tech 35 d

Greylock Caps Its New Fund at $1.5 Billion, Bucking the Mega-Fund Rush

  • Greylock, one of Silicon Valley's oldest venture firms, raised a $1.5 billion fund and says it deliberately stopped there, even though it could have raised much more.
  • In an AI boom that has rivals gathering ever-larger war chests, choosing to stay smaller is a pointed bet that size can hurt returns.

In brief

In brief

A Micron memory module
Tech 50 d

Micron's Revenue Quadruples as AI Triggers a Memory Shortage

  • Micron's quarterly revenue leapt to about $41.5 billion — from just $9.3 billion a year earlier — as an AI-driven shortage of memory chips sends prices soaring.
  • Its CEO offered a striking explanation: years of customers squeezing memory makers on price left the industry unprepared when AI demand exploded.

In brief

In brief

In brief

ai — news and stories on this topic

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