The AI boom's power problem just got a $600 million vote of confidence in nickel-zinc chemistry. ZincFive, a battery maker focused on data centers, is going public via SPAC merger with SparkLabs at a $600 million pre-money valuation
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The credit card company that built the old rails just announced it's betting on the new ones. Visa declared stablecoins are "reshaping the back end" of commerce while rolling out AI tools and tokenization features alongside a partnership with OpenAI
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When a Chinese state newspaper warns about worker displacement, you know the AI job crisis just got real enough to scare the Party. A state-run Chinese newspaper has issued an unusually direct call to protect labor rights as AI adoption accelerates across Chinese workplaces
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Washington just figured out that if AI companies fail, they might take banks with them. Senator Elizabeth Warren introduced legislation requiring financial institutions to report their exposure to AI companies, targeting the opacity in how Wall Street funds the agent economy
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The company that made AI real for a billion people is about to let Wall Street decide what it's worth. OpenAI has confidentially filed for an IPO, joining an accelerating wave of AI companies racing to public markets as sector competition intensifies.
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The AI infrastructure war just opened a Southeast Asian front, and the Philippines is the beachhead. A US-backed AI hub in the Philippines is targeting at least $10 billion in initial investment, positioned as economic relief amid Iran war economic pressures
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When your workplace collaboration app becomes a battleground for corporate AI strategy, someone's head rolls. Alibaba replaced the head of Dingtalk, its enterprise collaboration platform, following internal conflict over how the product fits into the company's AI ambitions.
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Two founders who failed at groceries are now backed by Nvidia to reinvent how humans collaborate with math — the kind of unsexy infrastructure play that actually matters when AI needs to do more than generate text.
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When your data breach becomes a diplomatic incident, you've graduated from cybersecurity problem to geopolitical liability. South Korea hit Coupang with a record $409 million fine for a cyber-intrusion so severe it sparked a diplomatic row with the United States
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Oracle just proved you can win the quarter and still lose the confidence of the market when your $70 billion infrastructure bet hasn't started printing returns yet.
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Anthropic just shipped an AI that can spin up video games instantly, but locked the door so tight that the security researchers who need to test it can't get in.
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While everyone's watching the IPO clock, Altman's real play is Samsung's chip pipeline — and what that says about who controls the rails of the agent economy.
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While other AI CEOs are adding layers of direct reports to handle hypergrowth, the man running one of OpenAI's fiercest competitors is managing exactly one person.
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The world's most important chip maker just confirmed that AI infrastructure spending isn't slowing down — it's compounding. TSMC reported monthly sales up 30%, driven by the sustained global rush to build AI infrastructure
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Someone finally built the speedometer for the job-pocalypse everyone keeps predicting but nobody can measure. ADP and Stanford's Digital Economy Lab launched the Canaries Dashboard, a real-time tracker showing how AI reshapes specific occupations using live labor market data
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The most famous short seller in finance just called SpaceX's valuation a Musk-flavored fever dream, and he's betting real money that the market agrees with him eventually.
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While Washington debates federal AI rules, tech companies are quietly writing state laws themselves, building the regulatory reality they prefer one legislature at a time.
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The enterprise AI deal just got simpler: use the cloud credits you already negotiated to buy the models you actually want. OpenAI models, including GPT-4 and o1, are now available through Oracle Cloud Infrastructure, letting enterprises apply existing Oracle cloud commitments to AI model usage
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When a bank with $800 billion in assets hands 100,000 employees an AI assistant, that's not a pilot program, that's infrastructure. BBVA deployed ChatGPT Enterprise to all 100,000 employees globally and partnered with OpenAI to build AI-powered banking products at scale
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The irony is almost too perfect: China-linked actors used American AI to argue against American AI infrastructure. OpenAI banned ChatGPT accounts linked to China after detecting them running an influence operation to generate opposition to US data centers
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