While Microsoft writes an $18 billion check for Australian AI infrastructure, the real story is happening in market cap tables where AI firms now control nearly half the S&P 500.
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China's tech giants are scrambling to get a piece of DeepSeek after spending months watching it embarrass their own AI efforts with a fraction of their budgets. Tencent and Alibaba are negotiating to join DeepSeek's first external funding round, signaling a major shift in China's AI power structure
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OpenAI just published a manual for something that doesn't officially exist yet. OpenAI released four learning modules for "Codex," a system that moves beyond chat to actually complete tasks, connect tools, and produce outputs like documents and dashboards
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The same company that bet $100 billion on AI infrastructure just realized you can't run intelligence without solving power first.
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When your best product starts feeling broken and thousands of power users scream about it online, you can either gaslight them or own it.
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A coding agent company is now worth more than half the companies in the S&P 500, and it's barely two years old. Cognition AI is in talks to raise funding at a $25 billion valuation, more than doubling its previous mark
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The companies building the AI future just decided 23,000 people aren't part of it. Meta plans to cut 10% of its workforce, while Microsoft is offering voluntary buyouts, together potentially affecting 23,000 jobs
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The company that lost the AI chip race just convinced Wall Street it might still win the AI infrastructure war. Intel gave a strong sales forecast for Q2, signaling the chipmaker is finally capturing revenue from the massive AI infrastructure build-out
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Meta's AI ambitions just got a price tag with seven thousand human names attached to it. Meta is cutting roughly 8,000 employees—10% of its workforce—on May 20, plus closing 6,000 internal roles
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The US just turned OpenAI and Anthropic into national security assets, whether they wanted to be or not.
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The chip war just got a training montage and an agent sidekick. Google unveiled new Tensor processors targeting both massive model training and the emerging AI agent economy, with distinct builds for each use case.
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We spent two years teaching agents to work—now we're learning they can't talk to each other without a translator.
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The robot apocalypse won't start in Silicon Valley—it'll start in an Ohio shipyard, wielding a welding torch. Path Robotics launches Rove, a welding robot mounted on a Boston Dynamics quadruped, targeting shipbuilding where the U.S. needs 80,000 new welders annually through 2030.
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The mining industry just figured out what banks learned three years ago: ownership is code now, not paperwork in a filing cabinet. Bridgetower is tokenizing securities tied to the DOM X copper-gold project in Arizona, valued at over $11 billion, using Chainlink's infrastructure
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The free-agent party just ended, and the bill is bigger than anyone expected. Anthropic severely restricted OpenClaw, a viral AI agent tool powered by Claude, forcing millions of users to either pay premium rates or lose access
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The gig economy is about to teach robots what humans already know: context is everything. Spark Capital's Nabeel Hyatt says physical AI needs real-world training data diversity that the internet can't provide, and gig workers may become the collectors
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Musk just wrote the biggest check in AI coding history — and he's not even buying the company yet. SpaceX struck a deal giving it the right to acquire AI coding startup Cursor for $60 billion, or pay $10 billion if the acquisition doesn't happen — the richest deal structure in AI tooling to date.
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The people who make the AI gold rush possible just showed up at the factory gates asking where their cut is. 30,000 Samsung employees rallied outside the company's main chip facility demanding a larger share of AI boom profits
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The government found a loophole: buying your data is cheaper and easier than getting a warrant. Federal agencies are purchasing massive amounts of personal data from commercial brokers, sidestepping Fourth Amendment protections that would apply to direct collection.
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The AI party just hit the open bar limit—and the bartenders are running out of liquor. GitHub Copilot paused new signups and tightened usage limits; Anthropic experimented with pulling Claude Code from low-tier subscribers—both citing resource strain from agentic AI.
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