While everyone watches Nvidia's lead, Arm just proved you can win the AI infrastructure war without selling GPUs. Arm's AI chip sales jumped 40% as data centers adopt its architecture, offsetting a smartphone market slump
Continue reading ›
The trade-off is already here: companies get AI superpowers, junior workers get underemployment. Uber is slowing hiring to fund AI investment, with autonomous agents now producing 10% of the company's code changes
Continue reading ›
The nuclear plant that defined America's energy fear is being reborn to feed our AI addiction. Three Mile Island is restarting mid-2027 to power Microsoft's AI workloads, marking the first time the infamous reactor site returns to service since the 1979 partial meltdown.
Continue reading ›
The best engineers are starting to worry they can't tell the difference between code that works and code that just looks like it works.
Continue reading ›
Mozilla just shipped more security fixes in one month than it did in the previous three combined, and the company credits an AI model most developers can't even touch yet.
Continue reading ›
The hyperscalers just lost their first billion-dollar customer to the edge. Akamai landed a $1.8 billion AI cloud contract, client undisclosed, signaling enterprise appetite for alternatives to AWS/Azure/GCP
Continue reading ›
The billionaire running for California governor just promised government jobs to everyone AI replaces, which is either the boldest labor policy in a generation or proof that panic makes for terrible economics.
Continue reading ›
The first wave of AI layoffs isn't about robots stealing jobs — it's about executives using "efficiency" as cover for cuts they were already planning.
Continue reading ›
Google just turned its Gemini ad tools into a creative brief for legends—then shipped the results as proof of concept. Google launched The Small Brief, pairing four advertising legends with local businesses to create campaigns using Google's Gemini AI tools
Continue reading ›
The company that powers half the internet just told Wall Street that AI agents write better code than some of its engineers. Cloudflare announced job cuts and revenue guidance below analyst expectations, sending shares down in premarket trading
Continue reading ›
While Tesla sells the dream of self-driving to millions of car owners, Waymo is building the actual fleet that already drives itself.
Continue reading ›
China's search giant is betting the public markets will pay a premium for picks-and-shovels plays in the AI arms race. Baidu's chip unit Kunlunxin is planning dual IPOs on Shanghai's STAR Market and in Hong Kong
Continue reading ›
When your collateral is so cutting-edge that banks aren't sure how to price it, you get a 40% haircut on day one. SoftBank slashed its planned margin loan from $10 billion to $6 billion after creditors balked at the OpenAI equity backing it
Continue reading ›
London becomes the proving ground for two fundamentally incompatible visions of how machines should learn to drive. Waymo's sensor-heavy, map-dependent approach faces off against Wayve's mapless, end-to-end AI model as both launch commercial operations in London
Continue reading ›
Disney's AI dashboard isn't tracking who uses Claude most—it's tracking who's built the cleanest assembly line of AI agents doing actual work.
Continue reading ›
The race to autonomous driving has three horses, and the scrappiest one thinks selling shovels beats digging for gold.
Continue reading ›
The world's most critical chipmaker just posted numbers that say AI demand is alive and slowing down at the same time. TSMC reported 17.5% revenue growth, fueled by hyperscaler AI spending, but it's the slowest monthly expansion since October
Continue reading ›
OpenAI just handed its most powerful models to the good guys only—and proved that AI alignment isn't just about preventing harm, it's about actively choosing who gets to do what.
Continue reading ›
The data center fundraising cycle used to move on quarterly earnings calls — now it moves at the speed of insomnia. Principal Financial is raising $3 billion across two funds targeting US and European data centers, signaling institutional capital is chasing AI infrastructure at scale
Continue reading ›
Turns out infrastructure beats ideology when you own the pipes and the competition needs somewhere to run their models.
Continue reading ›