The CEO of the company powering every AI breakthrough just said agents aren't vaporware anymore — they're billing customers. Nvidia CEO Jensen Huang confirms agentic AI is now delivering measurable ROI across industries, marking a shift from experimentation to production deployment
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Bitcoin miners are becoming AI infrastructure plays faster than the market expected, and Nvidia's earnings just proved the bet is real. Nvidia beat earnings expectations with a bullish AI outlook that sent crypto mining stocks higher, even as Nvidia's own shares fell on growth concerns
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Musk is betting $2.8 billion that AI training is worth the public relations nightmare of becoming the infrastructure everyone hates. SpaceX is spending $2.8 billion on gas turbines to power AI data centers for Grok, positioning xAI as a cloud computing player while facing carbon emission complaints.
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The world's AI kingmaker just walked away from a $4.6 billion quarterly customer without blinking, because the line of buyers behind them stretches around the block twice.
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The GPU king just revealed it's also a venture kingmaker with $43 billion staked across the agent economy—more than most VC firms manage in their entire existence. Nvidia posted another record quarter but signaled revenue growth would decelerate next quarter
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The company building the infrastructure for every AI agent just printed $91 billion in forward revenue, and Wall Street shrugged. Nvidia beat Q1 earnings at $1.87 per share versus $1.77 expected, with Q2 revenue guidance of $91 billion against $87.4 billion estimates
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The chip maker that taught computers to think is about to tell Wall Street how much that's worth — and the options market just priced a $350 billion coin flip.
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The cloud wars just got a satellite uplink. SpaceX's IPO filing reveals Anthropic is paying $15 billion annually to access SpaceX's GPU infrastructure, making SpaceX a major player in AI compute rental
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The company building cautious AI just bet $45 billion that Elon Musk can keep the lights on. Anthropic will pay SpaceX $1.25 billion per month through May 2029 for compute capacity at SpaceX's Colossus data centers in Tennessee, totaling nearly $45 billion over three years
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The world's most valuable company just told you what happens when you own the infrastructure of the future: you print money, then you send it home.
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The company that gets us to Mars has been quietly stacking sats, and now every public market investor will own a piece of the world's seventh-largest bitcoin holder.
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The rocket company that ate an AI lab just showed us the bill for both. SpaceX filed its S-1 paperwork, revealing $4.9 billion in losses on $18.7 billion revenue for 2025, including the February acquisition of xAI, Elon Musk's AI startup.
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Nvidia has become the world's most valuable company by selling the shovels for the AI gold rush — tonight we find out if the vein is running dry.
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The companies building the agents that might run your life can't reliably tell you who's winning an election. All four major AI chatbots—ChatGPT, Gemini, Claude, and Grok—fail to accurately answer questions about elections and geopolitics, according to a new Forum AI study
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The audio model wars just went local—and long. Stability AI launched Stability Audio 3.0, which generates music tracks up to six minutes long from text prompts The smaller version runs on-device and creates two-minute tracks, no cloud required
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The machines we're building to make us richer are making money itself more expensive. Bond market indicators suggest AI investment is intensifying inflationary pressures just as Kevin Warsh takes over the Fed amid war-driven price shocks and rising yields
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The world's watching Nvidia's earnings, but one fund manager is watching who Nvidia pays. Nvidia reports Q1 earnings Wednesday, with Wall Street treating it as a referendum on the entire AI economy's health
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The AI arms race just ran headfirst into a problem Silicon Valley can't code its way out of: people who actually live places.
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Steel was the play everyone watched. Rare earths are the play that actually matters. Boston Metal raised $75M to pivot from clean steel to critical metals production using its molten oxide electrolysis tech
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Europe is finally writing checks big enough to matter in the compute wars. A European consortium is bidding on a €10 billion data center campus in France, part of the EU's push to build competitive AI infrastructure on the continent
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