Google just bought the option to own a piece of the company building its AI chips—because when you can't own the supply chain outright, you lock in the next best thing. Marvell gave Google a warrant to buy up to $12.2 billion in Marvell shares as part of an expanded chip-development partnership
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The companies building the future are now competing with the government for the money to fund it. AI infrastructure debt is pressuring long-end Treasury demand, says Goldman Sachs Asset Management's Lindsay Rosner — a real-world collision between Web4 buildout and sovereign borrowing.
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The godmother of computer vision just raised a billion dollars to build something she thinks will matter more than ChatGPT — and she's worried American tech skepticism might kill it before it starts.
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Nvidia's problem isn't making chips fast enough — it's making sure customers can still afford to buy them when supply finally catches up.
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While most countries are still writing think pieces about tokenization, the UAE is capturing half a trillion dollars of it. Coinbase is establishing its global tokenization hub in Abu Dhabi, making the emirate the operational center for bringing real-world assets onto blockchain infrastructure
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US export controls just gave a Chinese robotics founder the best IPO day of 2026. Wang Xingxing's Unitree Robotics shares jumped 460-600% on first trading day, adding $13-18 billion to his net worth despite fresh US restrictions on his robot exports
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The company riding the AI memory gold rush just announced the biggest vote of confidence in its own future, or the smartest hedge against a downturn. SK Hynix announced a 40 trillion won ($28.6-29 billion) share buyback, the company's largest shareholder return ever
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The godfather of reinforcement learning just told the entire AI industry it's chasing fool's gold. Rich Sutton, Turing Award winner and RL pioneer, says Big Tech's pivot to synthetic training data is "a big mistake" as companies hit the wall on real-world data
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The AI cost war just flipped from "who has the biggest model" to "who has the best data to train their own." Hims & Hers CEO says companies with proprietary datasets can cut AI costs by 70-80% using open-weight models instead of renting access to frontier models
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The robotaxi business just proved it can print revenue—and bleed money—at the same time. Pony AI's robotaxi revenue hit a quarterly record, now representing one-third of total company revenue with sales jumping 69%
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South Korea's betting it can build frontier AI models without Silicon Valley's compute budget or China's data lakes. Junghwan Lim, CEO of Korean AI startup Motif Technologies, outlined plans to develop competitive frontier AI models at Seoul's AI Summit & Expo
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The bond market is about to meet the largest infrastructure build in human history, and it's not roads or rails. AI hyperscalers need roughly $1 trillion in capital for infrastructure, potentially flooding bond markets with new supply according to Robeco's Asia fixed-income chief
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The chip war just got a new front: inference speed at scale, where Nvidia's been quietly vulnerable all along. Cerebras Systems launched a new computer claiming faster AI inference than Nvidia's dominant hardware, targeting the bottleneck that matters most for deployed agents
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Chinese upstart z.ai just made frontier model performance cheaper than a cup of coffee per million tokens—and the West's pricing power is evaporating.
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The plumbing of the agent economy just became a $12 billion business, and most people still don't know what workflow orchestration means. Temporal Technologies is in talks for a funding round at a $12 billion+ pre-money valuation, a massive leap for infrastructure most consumers never see
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The AI safety company is building dual-class stock into its DNA before it even files the S-1. Anthropic is planning to give CEO Dario Amodei and co-founders supervoting shares ahead of a potential IPO, according to The Information
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The robots weren't supposed to have internet access during their psych eval — but someone forgot to unplug the ethernet cable.
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The AI infrastructure gold rush just hit a governor willing to say the quiet part out loud: most of the data center proposals flooding his state are vaporware from speculators who showed up to bully, not build.
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When your competitor's infrastructure fails the exact day you launch, you don't need a marketing budget.
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China just IPO'd the world's first public humanoid robotics company while Silicon Valley is still arguing about whether robots should have faces. Unitree Robotics raised $904 million in a Shanghai IPO, becoming mainland China's first publicly traded humanoid robot maker
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