‘Bond market tantrum risks’: Gilt traders brace for Labour leftward pivot as Starmer future uncertain
British firm Stellanor snaps up data centre amid scramble for AI capacity Tech Stellanor Datacenters has expanded its UK footprint with the acquisition of a specialist facility from Imagination Technologies, as demand for AI infrastructure continues to surge. The deal, structured as a ‘sale-and-service-back’ agreement, will see Imagination remain in the Hemel Hempstead site as a customer, while Stellanor takes ownership and integrates the facility into its growing [...]
Oracle chops headcount as AI reshapes Big Tech workforce Tech Oracle has begun a new round of global job cuts, as the software giant ramps up spending on AI infrastructure and follows a broader wave of layoffs across Big Tech. Employees across multiple divisions, including cloud, health, sales and Netsuite, were informed on Tuesday that their roles had been eliminated with immediate effect. In a [...]
Why the AI boom can’t be compared to the dotcom bubble Tech Fears that the AI boom is heading for a dotcom-esque crash have been simmering for quite some time now, as tech stocks wobble and valuations reset. But new data suggests the comparison is flawed, and risks missing what is actually happening in the market. According to Redpoint Ventures’ 2026 market update, today’s AI cycle is [...]
Why Westminster’s finest keep ending up on Big Tech’s payroll March 26, 2026 There is a sense of irony in that the employees Silicon Valley’s tech giants most want to hire, are actually the ones who spent years in the public sector trying to work out what to do about them. Nick Clegg, who served as deputy Prime Minister sat through more than one anxious Whitehall discussion about [...]
Arm is opening a chip shop. This could be transformative March 26, 2026 Fascinating news came on Tuesday night that semiconductor designer Arm confirmed rumours that it would be launching its own chip. For those not in the know, Cambridge-based Arm has so far only focused on semiconductor architecture – the blueprint that determines how chips work – and then licences that out to tech firms who choose [...]
Has YouGov been barraged by Farage? March 25, 2026 Nigel Farage has never been shy in locking horns with big business. Just ask Dame Alison Rose, whose stint at Natwest came to a sharp halt after a row with Farage over a debanking. The British banker resigned after Natwest admitted to “serious failings” in closing the Reform UK leader’s account at its high-net-worth subsidiary [...]
Tesla jumps on Musk’s $20bn AI chip push March 24, 2026 Tesla shares climbed around 3.5 per cent on Monday after Elon Musk unveiled plans for Terafab, a huge semiconductor manufacturing project aimed at securing chip supply for the company’s next phase of growth. The stock rose to about $381 as investors responded positively to the announcement, as the firm looks beyond electric vehicles into AI [...]
Nvidia’s $1 trillion bet keeps bubble fears at bay March 17, 2026 Nvidia has raised its estimate of the potential market for its artificial intelligence chips to $1 trillion by 2027, in a move that helped steady investor concerns about the durability of the AI boom. Speaking at the company’s developer conference in California, chief executive Jensen Huang said demand for AI computing continues to expand as [...]
HPE leans on Juniper deal as AI drives demand for faster networks March 12, 2026 Hewlett Packard Enterprise (HPE) is trying to prove that its $14bn (£10.45bn) takeover of Juniper Networks is already translating into momentum in one of the most competitive corners of the AI infrastructure market. Speaking at Mobile World Congress (MWC) in Barcelona, Rami Rahim, the former Juniper chief executive who now runs HPE’s networking business, told [...]
From toilets to MSG: Four unlikely winners of the AI boom March 11, 2026 Believe it or not, Toto, the Japanese toilet and bidet maker, has become one of the more improbable stock success stories of the AI boom. The company produces electrostatic ‘chucks’, components critical to memory chip production, and when activist fund Palliser Capital took a stake last month and called it “the most undervalued and overlooked [...]