Nvidia: AI Agents Are the Missing Link Between Thinking and Moving
Nvidia's robotics chief just said the quiet part out loud: AI agents are the missing link between software that thinks and hardware that moves.
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SoftBank's $33B Ohio Data Center Runs on Gas, Not Green Energy
SoftBank just bet $33 billion that the AI boom runs on gas, not dreams about green energy. SoftBank is building a massive AI data center in Ohio on federal land, powered by $33 billion in new natural gas plants to be completed by decade's end
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Microsoft's New Xbox Chief Spent Her First Day With Indie Devs, Not Executives
Microsoft just put a human-shaped bet on gaming's future, and she spent her first big conference talking to indie developers instead of just the suits.
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Amazon Bets Your Next Phone Won't Need Apps
Amazon is building another phone, and this time it's betting your next device won't have apps. Amazon is developing "Transformer," a smartphone centered on Alexa, more than a decade after the Fire Phone flopped
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Trump Tells States: No AI Rules Without Federal Approval
The Trump administration just told states to step aside on AI regulation, and whether you love it or hate it, this matters for every company building agents right now. Trump administration released an AI policy framework Friday calling for federal AI regulation that would preempt state laws
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SoftBank Bets $33 Billion on Gas Power While Big Tech Preaches Green AI
SoftBank just put $33 billion on natural gas to power AI in Ohio, and the renewable energy narrative just hit a reality check. SoftBank is building a massive AI data center on federal land in Ohio, powered by $33 billion in new natural gas infrastructure to be completed by decade's end
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White House Drops AI Regulation Playbook Congress Will Likely Ignore
The White House just handed Congress a framework for regulating AI, and nobody's holding their breath. President Trump released a national AI regulatory framework aimed at creating federal standards for the technology
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SpaceX's $350B Valuation Hides a Problem Wall Street Can't Ignore
SpaceX is prepping what could be the largest IPO in history, and the real question isn't whether Elon can sell the vision—it's whether the numbers can carry the weight. SpaceX is targeting an IPO this summer that could raise tens of billions and potentially set records for offering size
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Claude Just Filed 1 Million Tax Returns That Humans Couldn't Figure Out
AI just passed the world's longest multiple-choice test, and it's called the US tax code. Tax professionals now report AI is capable of navigating the US tax system, marking 2026 as the inflection year for AI in tax prep
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Khosla Ventures Partner Admits AI Startups Are Overvalued While Still Writing Checks
A top-tier VC just admitted the quiet part out loud: some AI startups are overvalued, and the money keeps flowing anyway. Ethan Choi at Khosla Ventures says AI model startups are "a little overvalued" but justifies it with buildout costs and future upside
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Ledger Raids Circle for CFO as Hardware Wallet Wars Heat Up
Ledger hiring a CFO from Circle and opening a New York office isn't about an IPO, it's about survival in a market where hardware wallets are becoming infrastructure. Ledger hired John Andrews, former Circle CFO, as it preps for a potential IPO and opens a New York office
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Meta Fires Thousands of Human Moderators for AI That Costs Less
Meta just put thousands of human content moderators on notice: AI is cheaper, faster, and doesn't need therapy. Meta is replacing third-party human content moderators with AI systems across Facebook, Instagram, and Threads, announced Thursday.
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Nvidia Tried to Hide a $20B AI Deal From Regulators
Nvidia just tried to sidestep antitrust review with a $20 billion licensing deal for AI chip startup Groq, and Warren and Blumenthal aren't buying it. Nvidia structured a $20 billion Groq deal as a licensing agreement, possibly to dodge merger review requirements
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Supermicro Workers Smuggled $2.5B in AI Chips to China
Three Supermicro employees just got charged with smuggling $2.5 billion in AI servers to China, and the compute wars just became a legal minefield.
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OpenAI Kills Three Products to Build One SuperApp
OpenAI is consolidating its scattered tools into one desktop app, and the real story is what they're killing to do it. OpenAI is merging ChatGPT, Codex (coding agent), and Atlas (browser) into a single desktop "superapp", according to someone familiar with the plan
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Google Ships Mac App 18 Months After OpenAI Already Won Desktop
Google finally ships what OpenAI launched 18 months ago, and the timing tells you everything about who's driving the agent economy. Google is testing a native Gemini Mac app to compete with ChatGPT and Claude desktop clients
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Invisibility Cloak Tech Now Powers Nvidia's AI Chips
The physics that promised invisibility cloaks just found a real business model in AI data centers. Lumotive and Neurophos are using optical metamaterials, the same tech behind experimental invisibility cloaks, to build faster optical switches for AI data centers
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Canva Bets $32B Valuation on AI Agents That Design Without You
Canva's going public in 2027, and it's betting the company on AI agents that design while you don't. Canva is planning to go public next year, pivoting hard from design tools to AI-powered automation
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Retail Investors Ask ChatGPT Which War Stocks to Buy
Retail investors are using ChatGPT to navigate Middle East war risk, and that should terrify anyone who understands how these models actually work.
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OpenAI Locks Users Into Desktop App As Model Advantage Evaporates
OpenAI is putting its chatbot, coder, and browser in one desktop app because keeping users inside your product is the only moat left when your competitors can replicate your model in six months.
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