Uber just gave us the cleanest data point yet on how fast AI is eating white-collar work—and it comes with a return-to-office kicker that tells you everything about who's really expendable.
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While crypto miners bid on last-gen GPUs, Nvidia just placed its most advanced AI chips in a Finnish data center and broke ground on a Texas factory to build the next generation.
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The AI buildout is colliding with the physical world, and the physical world is booing. Developer Brian O'Neill proposed a 4.5 million square foot AI data center campus requiring 500-900 megawatts in Upper Merion Township, PA. The four-hour town hall was packed with opposition.
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The command line just became a chat box—and it's orbiting at 17,000 mph. NASA's Jet Propulsion Laboratory put Google's Gemma 3 LLM on a satellite, marking the first time a vision-language model has analyzed imagery from orbit using the satellite's own sensor
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The economist building AI admits it can't replace you yet, while the billionaire betting on it says it never will. Anthropic's head of economics says AI hasn't moved unemployment rates despite automation fears, with current models working best as augmentation tools for skilled users
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While Blackstone's CEO sees irrational exuberance, Nvidia's CEO sees five more years of infrastructure starvation — two men, $6 trillion in capex between them, opposite diagnoses of the same gold rush.
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The same lockup mechanics that turn crypto token launches into bloodbaths are about to hit the world's most hyped space company, except this time Google is holding $94 billion worth of the bag.
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The man who tweeted "funding secured" now says efficiency is overrated when you're racing toward an AI-driven robotaxi future. Tesla's capital expenditure surged 142% year-over-year to $5.8 billion in Q2, burning through cash as Musk pivots the automaker into an AI company
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China just built an AI that rivals the best American models, and nobody can prove how they did it. Moonshot AI's Kimi K3 model matches Anthropic's Fable in performance, sparking debate about whether the Chinese company distilled knowledge from American frontier models
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Elon's biggest bet yet is printing red ink—and that might be exactly the point. Tesla raised 2026 capex guidance to over $25B, up from $20B in January, to fund Cybercab, Optimus robots, and AI infrastructure
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The smartest companies in AI are now competing on frugality, not capability. Amazon is redesigning Alexa+ to use less of Anthropic's expensive Claude models, routing more requests to cheaper in-house models and optimizing GPU usage to quadruple transactions per unit of computing capacity.
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The export ban was supposed to slow them down. Instead, China's AI labs just posted their best month ever relative to Silicon Valley. Chinese AI models closed the performance gap with US counterparts to just 6% in June, down from 9% in May — the tightest margin on record
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The global AI compute arms race just found a new front — and it's not in Northern Virginia or Iowa. Foreign direct investment applications to Thailand surged 80% year-over-year to $40.6 billion in H1 2026, driven primarily by AI and data center projects
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The AI infrastructure boom was supposed to save the chip sector—STMicro just showed us who's still waiting for a seat at that table. STMicroelectronics plunged after forecasting Q3 sales below analyst expectations, marking the stock's worst day in a year
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The loudest AI infrastructure debate isn't between companies anymore — it's between companies and the communities that don't want their water. Akamai CEO Tom Leighton is challenging the mega-data-center model, arguing that distributed infrastructure makes more sense for AI inference than training
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The byline wars are here, and both sides are losing—news orgs want AI speed, reporters want their names on their own work, and readers are left guessing what's actually human.
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The firm that bet early on OpenAI is now raising more capital than it ever has — a signal that even the sharpest AI investors think we're still in the first inning. Khosla Ventures is raising up to $5.5 billion across new funds, the largest raise in the firm's 20-year history
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Alphabet is lighting $200 billion on fire this year and Wall Street is asking if there's a furnace or just smoke. Alphabet posted its 12th straight quarter of double-digit revenue growth, beating expectations despite delays in releasing Gemini Pro
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Google just put a number on the future: half a trillion dollars in cloud contracts waiting to convert into revenue, and they're spending $200 billion this year to make sure they can deliver.
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The gap between Google and OpenAI just shrank to 50 million users, and Google's playing a different game entirely. Google's Gemini app hit 950 million monthly active users, up from 750 million in February and 650 million in October, putting it within striking distance of ChatGPT's 1 billion users.
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