Nvidia is about to show us where the AI money is really moving: from teaching models to running them at scale. Nvidia will unveil new AI inference chips at GTC next week, targeting the shift in enterprise spending from model training to deployment
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Amazon just showed the world its $50 billion poker hand, and it's not about the models—it's about the silicon underneath them. Amazon opened its Trainium chip lab to press days after announcing a $50B investment in OpenAI, revealing the infrastructure play behind the partnership.
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Elon Musk just announced he's building his own chip fab in Austin, shared across Tesla, SpaceX, and xAI, because when you need compute at planetary scale, you can't wait for TSMC's production queue.
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Musk is building a chip factory for robots, AI, and satellites—and he's doing it without asking permission from Nvidia.
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People fear AI lying to them more than AI taking their jobs, and that should change how we build agents. Anthropic surveyed 80,000 Claude users and found hallucinations rank as their top concern, above job displacement
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Bitcoin miners are shutting off rigs at a pace not seen since the 2022 collapse, and this time they're not coming back. Bitcoin mining difficulty dropped 7.8% in the latest adjustment, now sitting nearly 10% below January levels despite a brief February rebound
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Nvidia threw a party, and Wall Street left early. Nvidia's latest conference failed to move investors despite the industry shrugging off AI bubble fears The disconnect: builders are bullish, capital allocators are hesitant
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A filmmaker went looking for creative tools and found a eugenics fan club instead. Director Valerie Veatch dove into OpenAI's Sora community in 2024 expecting to find artists, found casual racism and sexism baked into the outputs and normalized by the users
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DuckDuckGo just made privacy-first AI chatbot access real, and it changes the calculus for anyone who's been queasy about feeding their prompts to Big Tech's data vacuum.
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The Pentagon thinks Anthropic could flip a kill switch on military AI mid-war. Anthropic says that's technically impossible. Both can't be right. The Department of Defense claims Anthropic could sabotage AI models during wartime, allegedly through model manipulation or remote access
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Super Micro's stock just lost a third of its value over a smuggling scandal, and the AI infrastructure boom suddenly has a compliance problem. Super Micro Computer, a major AI server provider, saw its stock crater by 33% after being linked to a smuggling scandal
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An open-source AI coding agent just landed on Hacker News and developers are paying attention. OpenCode is a new open-source AI coding agent that gained significant traction, hitting 268 points with 118 comments initially and climbing to 448 points with 203 comments as developers dug in
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SoftBank just announced a $500 billion data center in Ohio, which would be the largest private infrastructure project in human history if it's real. SoftBank CEO Masayoshi Son claims the company is building a $500 billion AI data center campus in Ohio, powered by dedicated gas plants
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The CIA just placed a bet on where America's most sensitive AI workloads will run, and it's not Northern Virginia. In-Q-Tel, the CIA's venture arm, invested in Prometheus Hyperscale, an AI data center developer building campuses in Wyoming and Texas
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China's two tech giants just lost $66 billion because investors finally asked the question that matters: how do you make money from AI? Alibaba and Tencent shed $66 billion in market cap in 24 hours after failing to articulate profitable AI strategies
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SoftBank just announced a half-trillion-dollar data center in Ohio, and the number is so absurd it might actually mean something. SoftBank CEO Masayoshi Son announced plans for a $500 billion AI data center campus in Ohio, powered by dedicated gas plants
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Jensen Huang just told every company on Earth they need an "OpenClaw strategy," and if you don't know what that means yet, you're already behind.
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Trump's new AI blueprint tells states to stand down and Congress to barely legislate, except where kids and power bills are concerned.
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Jeff Bezos just filed to put 51,600 AI compute satellites in orbit, and the real story isn't the satellites. Blue Origin filed with the U.S. government for permission to launch up to 51,600 satellites designed to handle AI computing from space, directly competing with SpaceX's similar January filing
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SoftBank is dropping $33 billion on gas plants to power an AI data center in Ohio, and the location choice tells you everything about where the agent economy is actually being built.
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