Meta Plans Cloud Business to Monetize Excess AI Compute Capacity
Meta is developing a new cloud offering to monetize its massive AI infrastructure, selling GPUs, servers, and Llama models to external customers.
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Qualcomm Unveils Dragonfly C1000 and Lands Multi-Generation Meta AI Deal
At Investor Day 2026, Qualcomm announced Dragonfly C1000 for AI workloads, major Meta partnership, Microsoft collaboration, and sharply raised long-term targets.
Microsoft Walks Away from $3 Billion Oracle Cloud Deal Over Security Concerns
Microsoft walked away from a potential $3 billion deal to lease Oracle cloud capacity due to security concerns, as Oracle’s public cloud lacks FedRAMP certification.
Microsoft Considers Spinning Out Xbox While Planning New Halo and Fallout Games
Microsoft has discussed restructuring or spinning out Xbox amid profitability pressures. At the same time, it’s doubling down on new Halo, Fallout, and other key titles.
Dell Secures $9.7 Billion Microsoft Software Contract with U.S. Department of Defense
Dell has won a $9.7 billion five-year contract to deliver Microsoft 365, cloud, and enterprise software across the U.S. Department of Defense, Intelligence Community, and Coast Guard.
Trump’s Massive Tech Stock Shopping Spree in Early 2026
U.S. President Donald Trump disclosed hundreds of millions in stock trades in Q1 2026 — heavy buys in Nvidia, Microsoft, Adobe, ServiceNow and more during the tech selloff.