AI 5 March 2026 - 10 March 2026

CoreWeave rolls out flexible AI cloud pricing after capex selloff rattled investors
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CoreWeave rolls out flexible AI cloud pricing after capex selloff rattled investors

CoreWeave launched Flex Reservations and Spot instances Tuesday, expanding its AI cloud offerings as it ramps up spending to $30–$35 billion in 2026. Shares rose 0.7%. The company’s revenue backlog reached $66.8 billion at the end of 2025, but management warned the rapid build-out will pressure margins. Flex Reservations is in preview; Spot is generally available.
March 10, 2026
Qualcomm’s New Wayve Deal Puts Self-Driving AI at the Center of Its Auto Push
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Qualcomm’s New Wayve Deal Puts Self-Driving AI at the Center of Its Auto Push

Qualcomm announced a partnership with UK startup Wayve to combine Wayve’s AI Driver software with Snapdragon Ride chips for advanced driver-assistance and automated driving systems. Qualcomm shares fell 1.9% to $135.54 Tuesday after the company warned last month that a global memory shortage was hitting phone demand. Wayve recently raised $1.5 billion at an $8.6 billion valuation. The joint platform is drawing automaker interest.
March 10, 2026
ServiceNow Partners With Cohesity to Safeguard AI Agents as Enterprise Risks Rise
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ServiceNow Partners With Cohesity to Safeguard AI Agents as Enterprise Risks Rise

ServiceNow and Cohesity announced a partnership Tuesday to enable rapid restoration of AI agents and their data after errors or attacks, integrating ServiceNow’s AI Agent Control Tower with Cohesity Data Cloud later this year. The move comes as more businesses deploy autonomous AI agents, raising the stakes for recovery and resilience. ServiceNow shares fell about 3.2% in early trading.
March 10, 2026
Caterpillar Inc. Lands $840 Million Atlas Power Deal as AI Data Center Power Crunch Deepens
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Caterpillar Inc. Lands $840 Million Atlas Power Deal as AI Data Center Power Crunch Deepens

Atlas Energy Solutions agreed to buy about $840 million in Caterpillar power-generation equipment through 2029, securing roughly 1.4 gigawatts of capacity. The deal comes as data center growth strains the U.S. grid and developers shift to on-site generation. Caterpillar shares rose 3% after the announcement. Atlas expects to own around 2 gigawatts of generation assets by 2030.
March 10, 2026
Visa Inc launches AI payment tool as stablecoins and AI shopping reshape checkout
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Visa Inc launches AI payment tool as stablecoins and AI shopping reshape checkout

Visa launched a new payment-processing service on March 9, offering real-time machine learning analysis and 99.999% uptime, according to company data. The firm is integrating stablecoins into its systems, reporting a $4.5 billion annualized run rate, and expanding stablecoin-linked cards to over 100 countries by year-end. Visa’s first-quarter revenue rose to $10.9 billion as payment volume increased 8%. Stablecoin use at ordinary merchants remains limited.
March 10, 2026
Why Western Digital Stock Is Jumping Again as AI Spending Forecasts Climb
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Why Western Digital Stock Is Jumping Again as AI Spending Forecasts Climb

Western Digital shares rose 6.7% to $279.59 Tuesday, outpacing the S&P 500 after Citigroup raised its global AI capital-spending forecast to $8.9 trillion for 2026-2030. The company reported 25% higher second-quarter sales and projected $3.2 billion in March-quarter revenue. Western Digital plans to raise $3.17 billion by selling part of its Sandisk stake. Deutsche Bank upgraded tech sector ratings to "neutral."
March 10, 2026
Vertiv Holdings launches industrial UPS as S&P 500 move tests next phase of AI growth
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Vertiv Holdings launches industrial UPS as S&P 500 move tests next phase of AI growth

Vertiv Holdings on Tuesday launched an industrial-grade UPS for factories and harsh sites, expanding its lineup before its March 23 S&P 500 entry. The company completed a $2.1 billion bond offering and secured a $2.5 billion credit facility this month. Vertiv forecasts 2026 net sales up to $13.75 billion after a surge in orders and backlog. The industrial UPS market includes established rivals Eaton and Schneider Electric.
March 10, 2026
Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Work
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Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Work

Anthropic sued to overturn a Pentagon blacklist barring its AI from military contracts, raising uncertainty for Palantir’s $1 billion Maven program, which uses Anthropic’s Claude. Palantir shares fell 0.4% early Tuesday. U.S. agencies have begun phasing out Anthropic products, switching to OpenAI and Google. The Pentagon has signed separate AI deals worth up to $200 million each with Anthropic, OpenAI, and Google.
March 10, 2026
Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Overhaul
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Palantir Technologies Faces Fresh Pentagon AI Risk as Anthropic Lawsuit Clouds Maven Overhaul

Anthropic sued the Pentagon on Monday, challenging its blacklisting and seeking to block enforcement of the “supply-chain risk” designation. Palantir’s Maven military software, partly built with Anthropic’s Claude model, now faces a forced rewrite, threatening over $1 billion in Defense Department contracts. Palantir shares fell 1.28% to $155.16. Microsoft-backed OpenAI and Lockheed Martin are moving to remove Anthropic tools from military projects.
March 9, 2026
Booking shares jump after OpenAI checkout rethink, but AI pricing questions pile up
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Booking shares jump after OpenAI checkout rethink, but AI pricing questions pile up

Booking Holdings shares climbed about 8% Thursday after a report said OpenAI is scaling back direct bookings in ChatGPT, easing concerns for online travel agencies. U.S. House investigators also asked Booking.com and others to explain if they use AI for individualized pricing. Expedia rose over 12%, while Tripadvisor gained about 5%. Booking.com cited a Dutch court ruling supporting its stance in a European hotel dispute.
March 6, 2026
Credo Technology stock jumps as Broadcom backs copper over optical links in AI data centers
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Credo Technology stock jumps as Broadcom backs copper over optical links in AI data centers

Credo Technology shares surged 11.9% to $114.74 after Broadcom said AI-chip customers would likely keep using direct-attached copper inside data center racks. Credo’s fiscal Q3 revenue jumped 201.5% to $407 million. Lumentum and Coherent shares fell after earlier gains from Nvidia’s $2 billion investments. Broadcom projected over $100 billion in AI chip revenue for 2027.
March 6, 2026
Nokia Oyj annual report flags €2.4 billion AI orders as FMR stake crosses 5%
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Nokia Oyj annual report flags €2.4 billion AI orders as FMR stake crosses 5%

Nokia reported 2025 net sales up 3% and a comparable operating profit of about 2.0 billion euros, driven by over 2.4 billion euros in AI and cloud orders. The company filed its annual report and U.S. Form 20-F on Thursday. Nokia is targeting 2026 comparable operating profit of 2.0–2.5 billion euros. The board seeks approval to distribute up to 0.14 euro per share for 2025.
March 6, 2026
Broadcom stock rises after Q1 earnings, $100 billion AI chip target and OpenAI plan
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Broadcom stock rises after Q1 earnings, $100 billion AI chip target and OpenAI plan

Broadcom forecast $22 billion in current-quarter revenue and reported first-quarter revenue up 29% to $19.31 billion, driven by a 106% jump in AI semiconductor sales to $8.4 billion. Shares rose 4.8% after the company projected over $100 billion in AI chip sales for 2027 and announced a $10 billion stock buyback. Infrastructure software revenue grew just 1% to $6.8 billion.
March 6, 2026
Amazon Launches Connect Health, Pushing AWS Deeper Into Healthcare AI
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Amazon Launches Connect Health, Pushing AWS Deeper Into Healthcare AI

Amazon Web Services launched Amazon Connect Health, an AI service for healthcare administration, on Thursday. The tool integrates with Epic electronic health records to verify patients, schedule visits, and generate billing codes. Patient verification and ambient documentation are available now; other features remain in preview. AWS says UC San Diego Health cut call abandonment by 30% using the system.
March 6, 2026
Nvidia halts China H200 chip output as U.S. weighs tougher AI export rules
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Nvidia halts China H200 chip output as U.S. weighs tougher AI export rules

Nvidia has halted production of its H200 AI chips for China and shifted capacity to its next-generation Vera Rubin platform, the Financial Times reported. The move comes as U.S. officials weigh tighter export controls on AI chips. Nvidia recently disclosed it received licenses to ship only small amounts of H200 chips to China. TSMC declined to comment; Nvidia did not respond to requests for comment.
March 6, 2026
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