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Finance & Banking · 2 min read

SoftBank Posts $7.1 Billion Loss as AI Market Worries Hammer Tech Portfolio

SoftBank reported a $7.1 billion net loss in Q2 FY2026 — its first quarterly loss in nearly two years — as AI spending uncertainty dragged down its Vision Fund portfolio valuations.

1d ago

Finance & Banking · 4 min read

S&P Puts Meta on Negative Credit Watch Over AI Spending Spiral

S&P Global revised Meta's credit outlook to negative, warning that AI infrastructure spending could push free operating cash flow to negative $71 billion by 2027.

Nov 1

Energy & Climate · 4 min read

90% of Energy Leaders Raised AI Spending as Grid Modernization Becomes Top Priority

A new ADNOC-Microsoft study finds nearly 90 percent of global energy leaders increased AI investment last year, with grid modernization leading adoption at 66 percent.

Oct 30

Telecom & Connectivity · 4 min read

89% of Telecom Executives Are Increasing AI Budgets. The ROI Isn't There Yet.

89% of telecom executives plan to increase AI spending over the next 12 months, but power costs, specialized hardware, and uncertain short-term ROI are delaying full AI-native network deployments.

May 6

Telecom & Connectivity · 3 min read

89% of Telecoms Plan to Increase AI Budgets as Network Automation Overtakes Customer Service as Top Priority

A new NVIDIA survey finds 89% of telecom companies plan to grow AI spending — up from 65% last year — with network automation now the industry's top AI priority ahead of customer experience.

Apr 28

Telecom & Connectivity · 4 min read

89% of Telecoms Are Raising AI Budgets as Network Automation Overtakes Customer Service

89% of global telecom operators plan to increase AI spending over the next 12 months, with network automation now surpassing customer experience as the top deployment priority for investment and ROI.

Apr 12