The AI infrastructure war just got a new front: stranded energy meets search. Crusoe Energy, the data center operator that turns flared natural gas into compute, signed a multiyear cloud deal with Perplexity AI to provide GPU capacity for the AI search company's models
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The billable hour just hired its own undertaker. OpenAI made Telon, a six-month-old London startup, a "select partner" to embed "legal engineers" inside law firms — mostly ex-lawyers who configure models, write prompts, and train attorneys to use AI
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Nvidia just wrote the playbook for neutralizing a competitor without buying them outright — and the DOJ is taking notes. Nvidia paid $20 billion to license Groq's chip architecture and hire its leadership, leaving behind a $3.5 billion AI cloud company stripped of its technical differentiation
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The smart money isn't bailing on AI, it's just done betting on the people selling shovels. JPMorgan Private Bank says the AI trade is in a "digestion phase" but remains constructive long-term, shifting focus to integration and application layers over infrastructure
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The calls to pump the brakes just became the starting gun for the next spending race. AllianceBernstein says major tech companies will ignore AI slowdown calls and continue aggressive fundraising and capital expenditures, even as markets retreated on warnings from AI companies themselves
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The cybersecurity arms race just went recursive: AI defending against AI, at the firmware level, for every connected device you forgot was hackable. Italian cybersecurity startup Exein raised $270mn to build a foundation model that protects IoT devices from AI-powered attacks
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The man who helped build the future just walked out because he thinks we won't survive it. Alex Turner resigned from Google DeepMind with a public warning that AI may "kill us all" if development continues at current pace
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Musk just moved the AGI goalposts two generations forward, and Wall Street is scrambling to price in what that means for everything built on yesterday's models.
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The world's most powerful AI chipmaker just became the president's favorite prop in a very public bet against doomerism. Nvidia CEO Jensen Huang took a live call from President Trump onstage at the All-In Summit, putting the president on speakerphone before a crowd of tech's elite
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Kalanick just hired the guy who made AI fast enough to run on your face to build foundation models for robots that cook, mine, and move things. Vikas Chandra, Meta's AI lead for smart glasses, joins Travis Kalanick's Atoms as VP of AI to build "foundation models for the physical world"
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The company that makes the picks and shovels just started using AI to manage its own supply chain, and now it's selling that system to everyone else trying to build data centers.
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The Bitcoin mining companies that survived the 2022 bear market just figured out they've been sitting on the picks and shovels for a much bigger gold rush.
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The biggest names in AI just agreed to pump the brakes, and nobody can tell if it's a genuine safety play or the smartest anticompetitive move of the decade.
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When the upstarts start sounding like trustbusters, the power map has already shifted. Cohere CEO Aidan Gomez is warning against letting dominant AI labs like OpenAI and Anthropic set industry safety standards, calling it a potential "cartel"
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While tech CEOs warn about existential risk, Democrats just decided to actually do something about it. House Democrats launched a dedicated AI commission to develop policy frameworks as industry safety warnings intensify
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The most powerful chipmaker in the AI race just told the doomers to show their work, with a presidential assist. Nvidia CEO Jensen Huang said AI extinction predictions lack scientific grounding during Monday's All-In Summit in Los Angeles
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The people building AGI are now publicly worried about AGI, but they need you to keep funding it anyway. An Anthropic researcher resigned last week, intensifying debate over AI development speed among tech leaders who've already committed hundreds of billions to the technology
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The same AI chiefs who spent 2025 racing to AGI just hit the brakes — and the market is treating it like a product recall, not a safety win.
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The man who saw the housing crash coming says the AI doomsayers are running a racket. Michael Burry called AI leaders "self-serving" for advocating slowdowns after researchers warned AI could eliminate humanity
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The president who promised to let AI run wild just collided with the CEO whose models already did.
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