The guy who built Meta's brain-computer interface just left to build AI chips that think like neurons—and investors are already pricing in a future where your agents run on milliwatts, not megawatts.
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SoftBank's betting $50 billion that the AI infrastructure stack needs a vertically integrated giant that builds the robots, runs the data centers, and cuts everyone else out of the middle.
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The companies making picks and shovels for the AI gold rush are printing money faster than the miners themselves. Samsung's semiconductor division saw profits jump 48-fold, riding AI's insatiable appetite for memory chips to margins that beat analyst expectations
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The biggest cloud provider just showed us the real price tag of the AI boom, and it's not slowing down. AWS posted its fastest quarterly growth in over three years, driven by AI demand from Anthropic and OpenAI
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Google Cloud just hit $20B in quarterly revenue and immediately told investors it left money on the table. Google Cloud crossed $20B in quarterly revenue for the first time, driven by AI infrastructure demand
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OpenAI just stopped talking about AGI as a research problem and started building it like infrastructure—the kind with power grids and construction timelines. OpenAI is scaling Stargate, its massive compute infrastructure project, to build the physical capacity needed for AGI development
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The man who helped birth the AI revolution is now in a San Francisco courtroom arguing he got robbed of it. Musk testified for a second day in his civil trial against OpenAI, telling the jury he texted Sam Altman "What the hell is going on?" after Microsoft invested $10 billion in early 2023
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While everyone's watching OpenAI's dominance, Claude's creator just became the most expensive safety-first bet in AI history. Anthropic is considering funding offers that would value the company at over $900 billion, potentially making it more valuable than OpenAI
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The question isn't whether Meta can afford to spend $145 billion on AI infrastructure. It's whether investors believe there's $145 billion worth of revenue waiting on the other side.
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Microsoft just spent $13 billion learning that cloud monopolies don't survive first contact with customer demand.
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Wall Street heard "beat expectations" and still reached for the sell button. Microsoft's Azure cloud unit posted growth that technically beat analyst estimates, but investors weren't buying the narrative
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While everyone's still gawking at AI-generated TikToks, Runway's CEO is already building the simulation layer beneath reality itself.
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The fastest path to a decacorn isn't building product—it's building product while everyone still remembers your last job title. Parallel Web Systems raised $100M at a $2B valuation, just five months after its previous $100M round, led by Sequoia
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Four companies will spend 80 seconds after the bell deciding whether a year's worth of AI infrastructure bets are paying off—or whether the largest capital deployment in tech history is just expensive performance art.
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The AI kingmaker who wanted to call his project "Freemind" as a dig at Google looked less like a visionary and more like a man settling scores on day one.
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The courtroom discovery process is about to do what a decade of tech journalism couldn't: force OpenAI to show its receipts.
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The irony is almost too perfect: the operating system people fled to for control is now the one they're fleeing from. Canonical announced AI features for Ubuntu, sparking immediate backlash from users demanding an AI "kill switch" or threatening to switch distributions entirely
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Your phone already has photos of everything you own, and now Google wants to be your personal stylist with zero new data collection required.
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The database dinosaur is now the most honest tell in AI—because it can't afford to lie. Oracle has pivoted its entire business model to AI infrastructure, moving beyond traditional SaaS into bare-metal datacenter buildouts competing with neoclouds like CoreWeave
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The real cost of letting AI write your code just revealed itself—and it's not the subscription price that'll get you. Anthropic more than doubled its cost estimate for Claude Code, from $6 to $13 per developer per active day, quietly updating its website around April 16
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