The chip designer that powers your phone is quietly becoming the chip designer that powers the machines building the future. Arm Holdings delivered a strong forecast driven by AI data center demand, even as its core smartphone business weakens
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The money flooding into AI infrastructure just found permanent residency. Eldridge Industries' CEO says AI data center demand isn't a bubble, it's structural, while Pimco steps in to finance builds that traditional banks won't touch
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The AI company racing to IPO just signed a compute deal with the man who's been calling AI safety research a scam for years. Anthropic signed a deal with SpaceX/xAI to use all compute capacity at the Colossus 1 data center, part of its infrastructure buildout ahead of a planned June IPO
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The infrastructure bottleneck for AI isn't chips anymore, it's the century-old wires those chips plug into. The largest US power grid needs a fundamental redesign to handle the electricity surge from data centers, according to CEO David Mills
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The first shoe drops on Kraken's $150M Bitnomial acquisition, and it's exactly what US retail traders have been locked out of for years. Kraken launched regulated spot margin trading for US retail users, letting them post crypto as collateral and trade with up to 10x leverage on Kraken Pro.
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When you can raise $19 billion in demand for a $3 billion loan, you don't pay market rates anymore. CoreWeave secured a $3.1 billion loan backed by customer chip contracts, with lower interest rates than initially offered due to overwhelming demand
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The people with the money have made their bet, and it's not on whether AI infrastructure will pay off, but on who gets to finance it.
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Anthropic just gave Claude agents the ability to run internal simulations before acting—and paired it with enough compute firepower to make those dreams matter at scale.
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When the rocket company starts making its own chips, it's not about satellites anymore — it's about securing the infrastructure to train the AI that runs everything else.
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The AI lab bankrolled by Amazon just paid Elon Musk for the one thing you can't manufacture overnight: GPU capacity at scale.
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The White House is about to put a choke collar on AI model releases while Big Tech just announced they're spending three-quarters of a trillion dollars to build them faster.
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Google just admitted its AI can't compete with the collective wisdom of people arguing on the internet at 2am. Google is adding "a preview of perspectives" to AI Search that surfaces comments from Reddit and web forums alongside its AI-generated summaries
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A bankrupt bitcoin miner just bet $421 million that its energy infrastructure is worth more training models than mining coins. Core Scientific is acquiring fellow bitcoin miner Polaris for $421 million to expand its Oklahoma AI data center campus
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The robotics world just got its GPT-4 moment, except this time the model came with fingers. Genesis AI dropped GENE-26.5, their foundation model for robotics, alongside a working demo of robotic hands executing complex manipulation tasks — not just the software, but the hardware too.
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The picks-and-shovels play is getting crowded, and the people selling the shovels are about to cash out. Wall Street banks are preparing billions in IPOs for data center companies, riding the wave of AI infrastructure demand
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A Bitcoin miner just became a billion-dollar AI landlord, and the market noticed before most people finished their coffee. Hut 8 secured a $9.8 billion deal to commercialize its Beacon Point data center in Texas, with infrastructure built to NVIDIA specifications for AI workloads
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The chip maker just bought a stake in the pipe maker, because AI doesn't run on silicon alone. Nvidia bought $500 million in share rights for Corning, the fiber-optic cable manufacturer, as part of a broader AI infrastructure partnership.
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The guy who said he'd colonize Mars is now trying to outspend Intel's entire market cap on a chip factory—and the bill just doubled Wall Street's estimate.
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The chip king's repeat appearances at a workflow software conference reveal more about the coming agent economy than any earnings call ever could.
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While everyone obsesses over AI training clusters, the next wireless standard is being built to make those models run on your phone—and let your phone help train them.
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