When your stock crashes and your CEO blames the market for being dumb, that's either courage or the first stage of grief. CoreWeave's CEO Mike Intrator says markets are acting "irrationally" after the AI cloud company's stock and bond prices plunged
Continue reading ›
The man selling the shovels for the AI gold rush just said he'll stop selling to anyone digging in the wrong place. Jensen Huang says Nvidia would cut off chip supply to customers building unsafe AI, making the chipmaker a de facto gatekeeper for AI safety
Continue reading ›
OpenAI just poached xAI's infrastructure guy—because the real arms race isn't who has the best model, it's who can keep the lights on when you're burning a million GPUs at once.
Continue reading ›
The chip makers supplying AI's infrastructure are printing money, but the math underneath is starting to look like a financial ouroboros eating its own tail.
Continue reading ›
The trillion-dollar AI arms race just discovered it has a $500 drone problem. Ukrainian drones struck three Yandex data centers last week, taking down facilities that housed AI supercomputers and disrupted services for banks and retailers across Russia.
Continue reading ›
When the chip maker funding the AI gold rush starts paying for the guardrails, something has shifted. Nvidia is committing $250 million in compute infrastructure to UK-based AI agent safety research, positioning Britain as a potential regulatory trendsetter
Continue reading ›
The AI inference boom just turned an Estonian battery company into a unicorn without a single token or LLM in sight. Skeleton Technologies hit $1 billion valuation after Siemens invested to scale energy storage systems for U.S. AI data centers
Continue reading ›
The grid can't keep up with AI's appetite, so one of Tesla's original engineers is turning dead EV batteries into a workaround worth billions.
Continue reading ›
Anthropic just told its competitors that winning means losing slower — and they're fine with that. Anthropic's Guillaume Princen revealed that Opus 5.5 is 40% cheaper than prior versions, driving rapid adoption among startups and enterprises building agent-first workflows
Continue reading ›
The company that makes the machines that make the chips just told the world it can't make enough machines. ASML warned of a supply shortfall for its lithography systems over the next two years despite raising its 2026 sales forecast
Continue reading ›
Cathie Wood is betting AI infrastructure will outlast the memory wars—and China's capacity flood is about to prove her right. Wood's ARK is avoiding traditional memory chipmakers, calling the sector's boom-bust cycles "vicious" and worsening as Chinese producers scale capacity
Continue reading ›
The picks-and-shovels play is starting to bottleneck. ASML raised its 2026 sales outlook to €44-45 billion ($49B), the third consecutive quarter it's lifted guidance, driven by AI infrastructure spending
Continue reading ›
The constraint wasn't compute—it was what creators would actually use. Higgsfield pushed AI video generation from sub-1-minute clips to 10+ minutes using GPT-6 Astra, crossing the threshold where AI-generated content starts competing with human production timelines
Continue reading ›
The AI infrastructure arms race just got a $1.2 billion down payment in Southeast Asia, and the smart money is betting on Malaysia over Singapore. Princeton Digital Group, a Singapore-based data center operator, is raising up to $1.2 billion in syndicated loans to build AI infrastructure in Malaysia
Continue reading ›
The PlayStation 6 might be the last console your kids ask for. Cloud gaming projected to hit $38 billion by 2035, threatening the dedicated console as a mass-market product AI-powered game streaming infrastructure makes rendering hardware in your living room increasingly obsolete
Continue reading ›
While hyperscalers fight over grid connections that won't arrive until 2030, a power startup just signed a $4B deal to deliver 1.6 gigawatts in 12 months.
Continue reading ›
Epic just told its Disney game team to stop writing code by hand—and if that works, every studio with a deadline problem is about to try the same thing.
Continue reading ›
The ex-Googler and SpaceX alum who got rejected by both is now launching software on their rockets, turning "no" into orbital irony. Satlyt raised $8M to build open software that runs AI on satellites, positioning itself as the Android to SpaceX's iPhone approach in orbital computing
Continue reading ›
The company building Claude is finally showing its books to the people who might take it public — and the numbers suggest AI inference just became a real business, not a science project.
Continue reading ›
The GPU gold rush is over; the efficiency audit has begun. SambaNova CEO Rodrigo Liang says AI infrastructure is shifting from training to inference, efficiency, and ROI, marking the end of the "build at any cost" era
Continue reading ›