Nvidia just turned its competitors into customers. Nvidia unveiled server racks that run rival AI chips, including its own networking tech to connect them. The move shifts Nvidia's business model from pure chip sales to infrastructure gatekeeping.
Continue reading ›
Europe's rocket startups are learning Silicon Valley's playbook: raise fast, launch faster, and hope the trajectory holds. Isar Aerospace is raising €250 million just as they prep for a critical launch this week
Continue reading ›
Notion just swapped Cursor for Claude Code and Codex, and the reason tells you everything about where software development is headed.
Continue reading ›
Michael Saylor just switched funding mechanisms mid-playbook, and the choice itself is the signal. Strategy Inc. bought $76.5 million in Bitcoin using common stock, pivoting away from preferred shares after just one week
Continue reading ›
OpenAI just burned its commerce partners mid-integration, and the fallout reveals how fragile the enterprise AI promise really is. OpenAI abruptly pulled back its ChatGPT shopping feature, leaving PayPal, Etsy, and other commerce partners in limbo after they'd already committed engineering resources
Continue reading ›
Elon Musk just announced he's building a chip fab in Austin, and if you think this is about chips, you're missing the point. Musk announced a "Terafab" plant in Austin, jointly run by Tesla and SpaceX, targeting chips for robotics, AI, and space-based data centers
Continue reading ›
SoftBank just bet $225 million that the next AI infrastructure play isn't about training models—it's about moving data faster between chips. Kandou AI raised $225 million from SoftBank, Maverick Silicon, and Synopsys for AI chip interconnect technology
Continue reading ›
BlackRock's Larry Fink just said the quiet part out loud: AI wealth is concentrating, and if you're not invested, you're falling behind. BlackRock CEO Larry Fink warns AI boom risks widening wealth gap unless more people own stakes in companies capturing the value
Continue reading ›
A German observability startup just hit unicorn status by promising to make AI agents actually debuggable. Dash0 raised $110 million at a $1 billion valuation, led by Balderton Capital, to expand its monitoring platform in the US
Continue reading ›
Cathie Wood just doubled down on the thesis that made her famous—and this time, she's betting the convergence itself is the trade. Ark's Cathie Wood laid out her bull case for AI, robotaxis, CRISPR, bitcoin, and SpaceX as the next wave of compounding innovation
Continue reading ›
Korea's Upstage is buying 10,000 AMD AI chips, and the real story isn't the hardware—it's who's not selling them. Korean AI startup Upstage is negotiating with AMD to purchase 10,000 AI accelerators, aiming to build large-scale compute infrastructure domestically
Continue reading ›
China's Unitree just filed to raise $610 million in Shanghai, and the number that matters isn't the fundraise, it's what they're actually selling.
Continue reading ›
The AI influencer industrial complex just formalized its own awards season, and if you're still thinking of this as cute tech demos, you're about to get lapped.
Continue reading ›
Nvidia just fired up H200 production for China again, which means Beijing blinked first in the AI cold war. Nvidia is restarting H200 chip manufacturing for Chinese customers, CEO Jensen Huang confirmed at a Tuesday press conference, signaling Chinese government approval of purchase orders.
Continue reading ›
Xanadu is taking quantum computing public with a 2030 data center promise, betting investors are ready to fund the long road from lab curiosity to commercial infrastructure. Xanadu Quantum Technologies is preparing for a public listing, promising to build quantum-powered data centers by 2030
Continue reading ›
The Pentagon is building AI infrastructure specifically to route around Anthropic, the company that spent years positioning itself as the "safe AI" choice.
Continue reading ›
Software companies are bleeding 13.8% of revenue on stock comp while the rest of corporate America spends 1.1%, and with AI threat vibes rising, that gap just became indefensible.
Continue reading ›
Cathie Wood is calling productivity gains before most people notice them, and if she's right, the job market is about to feel very different. Ark Invest's Cathie Wood says nonfarm productivity is up 2.8% year-over-year, above historical trend, and predicts it will climb much higher due to AI
Continue reading ›
Hon Hai missed earnings but doubled down on AI server forecasts, and the gap between those two facts tells you everything about where we are in the infrastructure build-out.
Continue reading ›
A AAA game studio just admitted it shipped AI slop in the final build and forgot to tell anyone. Pearl Abyss, developer of Crimson Desert, confirmed AI-generated art made it into the game's release build and apologized for lack of transparency
Continue reading ›