The bond market is learning what venture capitalists already know: AI infrastructure costs real money, and someone has to believe in the payoff before it arrives.
Continue reading ›
The four horsemen of the AI apocalypse walk into a G20 meeting — except this time they're setting policy, not pitching it.
Continue reading ›
The AI boom just ate your next iPhone's lunch money. Nvidia is halving memory capacity on its upcoming Vera CPU (1.5TB down to 768GB) and downgrading HBM memory in Rubin Ultra systems due to supply constraints, not reduced need.
Continue reading ›
The AI boom's physical infrastructure is meeting organized resistance, and the timing couldn't be worse for hyperscalers racing to deploy frontier models.
Continue reading ›
Nvidia just bet its guidance on a thesis that most of infrastructure hasn't even started the real build yet. Nvidia issued a bullish sales outlook for fiscal 2028, signaling chipmaker confidence that AI infrastructure spending has years of runway left
Continue reading ›
The entire AI infrastructure bet just survived its first real earnings stress test—and $280 billion in market cap hung in the balance. Nvidia shares surged 8% after beating earnings expectations, lifting not just tech stocks but bitcoin and AI infrastructure companies across the board
Continue reading ›
The man building AI's future just admitted nobody wants the infrastructure required to power it. Sam Altman told Time Magazine that "people hate data centers—right now, at least" and acknowledged widespread negativity toward AI
Continue reading ›
Nvidia just told us who's really building the agent economy—and it's not the usual suspects. Nvidia's non-hyperscale cloud customers now account for roughly half of data center revenue, marking a major shift from the company's traditional hyperscaler dependency (AWS, Google Cloud, Azure)
Continue reading ›
A Chinese AI lab just turned anonymous benchmarking into nationalist theater, and the market ate it up. Z.ai revealed Wednesday that Ox Alpha, the mysterious model that topped usage charts, was actually its new GLM-5.3-Flash running on domestic Chinese AI chips
Continue reading ›
The company building the infrastructure for every AI agent just proved demand is real, and the market shrugged. Nvidia beat fiscal Q2 estimates and guided to $108 billion in revenue next quarter, confirming AI infrastructure demand remains white-hot
Continue reading ›
The feds just figured out they need to go after the shippers, not just the buyers. US authorities are investigating Singapore-based Apex Logistics for allegedly smuggling Nvidia AI chips to China, marking the first potential enforcement action against a logistics company in the semiconductor trade.
Continue reading ›
The company that built the AI gold rush is now running uphill just to stay ahead of the crowd it created. Seaport analyst Jay Goldberg says Nvidia faces more downside risk than upside potential heading into Q2 earnings, with competition intensifying across the AI chip landscape
Continue reading ›
The memory boom isn't coming — it's forcing companies to pour concrete and bet billions that AI's appetite for storage has no ceiling. Kioxia is building a new chip fabrication facility in Iwate, Japan to expand production capacity for AI storage needs
Continue reading ›
The AI buildout just hit puberty — investors are done buying promises and now demand proof of progress. Aswath Damodaran calls this AI's "bar mitzvah moment" — investors shifting from faith-based valuations to evidence-based returns following Nvidia's latest earnings
Continue reading ›
The same chip company now finances the purchases that drive its "growth," and Wall Street is still applauding. Nvidia projects 70% revenue growth next year, driven by a data center division that grew 117% last quarter as customers race for AI computing power
Continue reading ›
The AI infrastructure buildout just got a three-year runway extension, and the skeptics who thought capital expenditure would plateau in 2027 need new math. Nvidia CFO Colette Kress projects 70% revenue growth in fiscal 2028, pushing the AI spending supercycle timeline well past analyst expectations
Continue reading ›
Jensen Huang just printed $60 billion in profit in three months, and he says next quarter's going to be bigger. Nvidia posted $96.2 billion in Q2 revenue, up $10 billion from last quarter, with guidance of $108 billion for Q3
Continue reading ›
Amazon just placed the biggest AI bet in cloud history while simultaneously building the chips meant to replace what it's buying. Amazon is buying 2 million Nvidia GPUs over the next two years, a massive expansion despite investing billions in its own competitive chip development
Continue reading ›
The company that prints money selling picks and shovels for the AI gold rush now wants to own the town square where everyone shares their maps. Nvidia held acquisition talks with Hugging Face for more than $13 billion, nearly triple the startup's 2023 valuation of $4.5 billion.
Continue reading ›
The company that doubled its revenue and announced $366 billion in future orders still can't shake the post-earnings curse that's haunted it for three quarters running. Nvidia reported $96.2 billion in Q2 revenue, beating Wall Street's $92.2 billion estimate, and guided Q3 to $108 billion
Continue reading ›