The Bitcoin HODLers just watched one of their own turn in the membership card. MARA sold 20,880 BTC for $1.5 billion in Q1, liquidating its treasury to fund a pivot toward AI and power infrastructure
Continue reading ›
The man selling the pickaxes just told the electricians they're the real gold rush. Nvidia CEO Jensen Huang told Carnegie Mellon grads there's "no better time" to start a career, even as AI-driven layoffs hit companies like Cloudflare and Snap
Continue reading ›
The fastest money in finance history just piled into something you can't download, stream, or prompt: actual physical memory chips. Roundhill's DRAM ETF pulled $6.5B in 36 days, obliterating the previous ETF launch record and signaling a massive bet on AI infrastructure bottlenecks
Continue reading ›
The picks-and-shovels play for the AI data center boom just got $500 million more expensive. Fervo Energy raised its IPO target to $1.82 billion, up 37% from the initial $1.33 billion target — signaling stronger-than-expected investor appetite for geothermal infrastructure
Continue reading ›
The AI compute race just ran out of room on Earth, so now someone's building the U-Haul trucks for orbit. Cowboy Space Corporation raised $275 million to build rockets purpose-built for launching data centers into orbit
Continue reading ›
The AI buildout is so expensive that Amazon is borrowing in currencies it's never touched before. Amazon is issuing Swiss franc bonds for the first time, tapping a new debt market to fund AI infrastructure spending
Continue reading ›
SoftBank's pivot from Vision Fund chaos to infrastructure king suggests Son sees the AI boom's next bottleneck—and it's not models, it's power and real estate.
Continue reading ›
The chip wars just got a new heavyweight, and it's betting Wall Street values speed over Nvidia's scale. Cerebras Systems upsized its IPO to $4.8 billion, signaling stronger-than-expected investor demand for AI infrastructure alternatives
Continue reading ›
The race to faster AI responses is about to become irrelevant, because the fastest customer isn't a customer at all. Agentic AI inference will fundamentally differ from current inference models, reshaping compute infrastructure priorities away from speed
Continue reading ›
The hyperscale cloud buildout in Africa just hit a wall that has nothing to do with bandwidth or power—and everything to do with who pays when governments want infrastructure they can't afford upfront.
Continue reading ›
The legal system just discovered what happens when you lower the cost of filing to near zero. Sullivan & Cromwell, a top-tier law firm, apologized for filing fabricated case citations and incorrect statutes in a U.S. bankruptcy case after using AI tools.
Continue reading ›
SoftBank is betting that the real money in AI isn't just training models or running inference—it's keeping the lights on when the grid can't. SoftBank's mobile unit is launching large-scale battery cell manufacturing at its Sakai, Osaka plant to address surging power demand for AI data centers
Continue reading ›
The companies winning at AI aren't running more experiments — they're running fewer, better ones. OpenAI published a playbook showing how enterprises move from pilot purgatory to production AI that compounds value over time
Continue reading ›
The investor class is finally asking the question knowledge workers have been avoiding: what happens when thinking becomes optional?
Continue reading ›
Google's parent company just opened a new funding spigot in Tokyo — because the AI arms race costs more than American debt markets want to carry alone. Alphabet is issuing yen-denominated bonds for the first time, tapping Japanese institutional investors as AI infrastructure costs mount
Continue reading ›
The company that makes your iPhone just proved the AI gold rush is a hardware story, and the picks-and-shovels play is outpacing the miners. Hon Hai (Foxconn) posted 29.7% revenue growth in April, driven by AI server manufacturing for Nvidia and other chip partners
Continue reading ›
The GitHub stars don't matter — what matters is that someone finally built the incremental processing layer AI agents actually need to stay current.
Continue reading ›
Middle America is becoming the new frontier for AI infrastructure—and it's Gulf capital, not Silicon Valley money, leading the charge.
Continue reading ›
The company that made OpenAI sweat is about to raise money at a number that would have seemed delusional six months ago. DeepSeek is reportedly raising its first investment round at a $45 billion valuation, more than double the $20 billion figure floated just weeks ago
Continue reading ›
The world's largest asset manager is now placing bigger bets on AI infrastructure than most hyperscalers are placing on themselves. BlackRock CEO Larry Fink announced at Milken that his firm will partner with an unnamed hyperscaler to build data centers, with details coming this week
Continue reading ›