When the guy who built the $3 trillion AI pickaxe company tells you who's next, the market listens with its wallet. Marvell Technology surged 26% in premarket trading after Nvidia CEO Jensen Huang predicted it would hit $1 trillion valuation
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The companies building the physical infrastructure for AI agents don't get enough attention — until they start naming names about who's powering what. Advantech COO Linda Tsai detailed collaboration with Nvidia to power next-generation AI solutions at Computex 2026
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The coding agent wars just got their defining moment, and it wasn't a benchmark—it was a business model unlock. Anthropic's Claude Opus 4.5 launch in late November transformed Claude Code from promising tool to killer app, setting the company on course for IPO
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Intel's board member just said the quiet part loud: no single company builds the agent economy alone. Lip-Bu Tan, Intel board member, emphasized cross-sector partnerships as essential infrastructure for agentic AI development
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When the world's most profitable search engine needs to sell $80 billion worth of itself to keep building, the AI infrastructure race just stopped being about efficiency.
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The AI lab that burned $8 billion to stay independent just filed to let retail investors pay for the next phase. Anthropic filed confidentially for an IPO, joining SpaceX and an expected OpenAI public debut in what could be the largest tech IPO wave in years
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When a European chipmaker nearly doubles its AI infrastructure forecast mid-year, it's not optimism—it's order books they can't ignore. STMicroelectronics raised its 2026 data center revenue forecast to $1 billion, nearly double its previous estimate
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The company that powers your phone just became the dark horse of the AI chip race. Arm Holdings CEO Rene Haas says the company may hit its $15 billion AI chip revenue target ahead of schedule, driven by stronger-than-expected AI demand
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Humanoid robots don't need hands that look human—they need hands that work like human hands, and China's prosthetics industry just became the parts supplier for the agent economy.
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The CEO whose company everyone says will automate jobs is now saying the companies actually using his tools are hiring, not firing. Sam Altman claims companies adopting AI most aggressively are hiring more, not less, while firms citing AI for layoffs are laggards in adoption
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The man selling the shovels for the AI gold rush just said he's paying miners top dollar—which raises the question of what everyone else is doing wrong. Nvidia CEO Jensen Huang says he pays workers "as much as possible", entering the debate over profit distribution in the AI infrastructure boom
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The king of bitcoin maximalism just blinked, and the market is reading the tea leaves like it's the end of an era. Strategy sold a portion of its bitcoin holdings, marking a rare reversal for Michael Saylor's company that has been buying BTC non-stop since 2020.
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Berkshire Hathaway betting $10 billion on Google's AI buildout is the real headline buried under the stock price noise. Alphabet plans to raise $80 billion in equity to fund AI infrastructure, with Berkshire Hathaway committing $10 billion as anchor investor
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Google just shipped an entire developer conference using its own AI—and documented exactly how they did it. Google used Gemini to produce Google I/O 2026, from content creation to logistics coordination
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The export controls were supposed to be a wall; they're turning out to be a speed bump with a purchase order form.
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The GPU king just declared war on Intel's CPU throne, and your laptop is about to get a lot smarter than you. Nvidia is launching AI agent-capable PCs with Microsoft, Dell, and HP, targeting the $200B CPU market Intel has owned for decades
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OpenAI just told the world it doesn't do lobbying firms or PAC money — which means every other AI company now has to explain why they do. OpenAI published its official stance on AI policy: no outside groups speak for them, no political action committees, direct engagement only with policymakers
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The PC isn't dying — it's getting a brain transplant, and Microsoft just signed up to be the surgeon's assistant.
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The People's Bank of China's daily yuan fixing has been a black box for decades — now traders are training AI to predict what even the Chinese government won't explain.
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Google's parent just became the first big tech company to admit the AI infrastructure race costs more than even its cash pile can handle alone.
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