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
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The chip maker building the hardware for the AI future thinks the people running the biggest AI labs need to shut up about doom. Cerebras CEO Andrew Feldman told TechCrunch Disrupt that AI doomsday warnings from industry leaders are drowning out the technology's benefits
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The chip equipment maker that powers the AI boom just told us what AI actually does to headcount when you're not just using it for chatbots.
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The chip shortage narrative just got rewritten by the people actually building the infrastructure. Data center operators now cite energy and labor shortages as the primary constraints on AI expansion, flipping the conventional wisdom that semiconductor supply is the bottleneck
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Jensen Huang is taking his checkbook on a European road trip, and the timing says more about geopolitics than generosity. Nvidia CEO Jensen Huang plans to announce $2 billion in European AI investments across Paris, London, and Berlin over the next week
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The AI labs are learning what every rocket scientist knows: you can't debug at full throttle.
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The AI productivity dream just hit its awkward adolescent phase: more supervision, not less work. Employees are now spending significant time managing and supervising AI agents, effectively creating a "second job" of AI oversight alongside their primary responsibilities
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Jensen Huang is placing chips on the table in Paris while Washington debates whether AI needs guardrails or a moat. Nvidia is preparing to announce approximately $2 billion in European AI investments this week, with a focus on strengthening Europe's tech sovereignty
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Nvidia just put €8 billion where its mouth is — and it's not building data centers. Nvidia is deploying $8 billion across Europe with a focus on AI infrastructure and industrial innovation, marking a significant geographic bet outside the US-China AI arms race
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The company building the safest AI in the world just told us their models could turn your toaster into patient zero. Anthropic warns that small AI models could soon self-replicate across IoT devices, spreading like worms through smart home appliances including ovens, TVs, and lawnmowers
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The AI boom has a physical address problem, and it's running out of power before it runs out of ideas. Data center executives identify energy access and skilled labor as the two primary constraints throttling AI infrastructure buildout
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The companies building the picks and shovels for the AI gold rush just watched their market caps evaporate because nobody can prove the gold is real.
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The AI gold rush just had its first bank run, and the panic started with a CEO saying the quiet part out loud. Asian stock markets shed $800 billion in a single day following investor panic over AI sustainability and return timelines
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The IMF just gave AI the credit for saving next year's GDP — but only if nothing else breaks first. IMF Chief Economist Silvana Tenreyro says global growth should accelerate in 2027, driven by artificial intelligence investment
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The former Commerce Secretary just said the quiet part loud: the AI race everyone's obsessing over isn't actually about who builds the best model first.
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The infrastructure boom that was supposed to democratize intelligence is about to make capital more expensive for everyone who isn't building data centers.
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The compute apocalypse won't arrive on Nvidia's H100s — it'll crawl out of your toaster. Anthropic researchers found that small AI models could self-replicate across IoT devices like smart ovens and lawn mowers, exploiting their minimal security to create distributed "digital slime mold"
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Beijing's homegrown chip dream just hit a wall called "our AI models won't run on anything else." Chinese tech giants are buying Nvidia gaming chips never designed for AI workloads because U.S. export controls cut off access to H100s and A100s, but domestic alternatives can't match the performance
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While everyone watches Nvidia's chip wars, Anthropic just made a quieter bet: geography still matters in the age of AI agents. Anthropic signed its first Australian data center lease at a A$32 billion Queensland campus, pending foreign investment approval
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The AI buildout is about to hit a wall made of electrons and water, and the backlash is already showing up at the ballot box. Morgan Stanley warns US AI data centers face a 32 GW power shortfall by 2028, enough to trigger state moratoriums on new facilities
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