Severe debt distress at cloud provider CoreWeave has triggered artificial intelligence credit bubble fears, drawing striking parallels to the 2000 dot-com telecom crash.

Nebius shares surged 124.1% over a six-month period amid massive AI infrastructure demand and a 684% revenue spike, sparking a fierce debate on Wall Street.

Anthropic recorded a net loss exceeding US$80 billion in the first half of 2026, driven largely by non-cash accounting charges and massive infrastructure commitments revealed in an IPO prospectus.

The Department of Veterans Affairs is deploying Salesforce technology to modernize administrative workflows, integrate AI, and improve healthcare delivery.

Alibaba's cloud-centric AI strategy faces pressure as U.S. regulators tighten access to Nvidia chips while Beijing considers new export rules for AI models.

IBM shares declined after the company reported that enterprise clients are prioritizing data-center infrastructure investments over software budgets. The shift caused a revenue shortfall and triggered a broader selloff across the software industry.