Meta just paid more to settle accusations it hurt kids than it spent to buy Instagram, WhatsApp, and Oculus combined. Meta agreed to a $17 billion child-safety settlement—the largest tech payout in history, 12x bigger than the second-largest Big Tech privacy settlement in the past four years
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The company that built the AI gold rush is now running uphill just to stay ahead of the crowd it created. Seaport analyst Jay Goldberg says Nvidia faces more downside risk than upside potential heading into Q2 earnings, with competition intensifying across the AI chip landscape
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The AI infrastructure buildout just got a three-year runway extension, and the skeptics who thought capital expenditure would plateau in 2027 need new math. Nvidia CFO Colette Kress projects 70% revenue growth in fiscal 2028, pushing the AI spending supercycle timeline well past analyst expectations
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Jensen Huang just printed $60 billion in profit in three months, and he says next quarter's going to be bigger. Nvidia posted $96.2 billion in Q2 revenue, up $10 billion from last quarter, with guidance of $108 billion for Q3
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Amazon just placed the biggest AI bet in cloud history while simultaneously building the chips meant to replace what it's buying. Amazon is buying 2 million Nvidia GPUs over the next two years, a massive expansion despite investing billions in its own competitive chip development
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The company that prints money selling picks and shovels for the AI gold rush now wants to own the town square where everyone shares their maps. Nvidia held acquisition talks with Hugging Face for more than $13 billion, nearly triple the startup's 2023 valuation of $4.5 billion.
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While its hyperscaler customers build chips to compete with it, Nvidia is buying its way into every other layer of the AI stack.
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Nvidia just signed a 15-year data center lease and the investor response is "nowhere to go but down." Jack Ablin, who manages $260 billion at Cresset, says Nvidia is "sitting at the North Pole" — meaning any move from peak dominance is directionally south, even if business fundamentals look strong
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The companies that own the silicon own the agent economy, and OpenAI just announced it doesn't want to rent anymore. OpenAI's Jalapeño chip, built with Broadcom, delivers both lower latency and higher throughput for AI inference — a combo that typically requires trade-offs
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The market is betting Nvidia earnings won't move the needle anymore, which tells you everything about who's really building the agent economy.
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The global AI chip war just got a proving ground, and it's not Silicon Valley or Shenzhen. Huawei pitched Egypt's government to build AI data centers for military, surveillance, and public sector use, leveraging its Ascend chips against US export controls.
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The GPU gold rush just got crowded—Google's betting it can flood the market with enough custom chips to make NVIDIA's dominance look temporary.
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Alibaba just raised $10 billion by selling stock to fund its AI war chest, then watched its share price crater 8% — so the chairman and CEO are now buying shares with their own money to steady the ship.
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Apple just put serious AI compute in machines you can actually buy, not cloud servers you rent by the millisecond. Apple launched M6 in the Mac mini and M5 Ultra in Mac Studio, marking its first 2-nanometer chip and a quad-die architecture in consumer hardware
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Meta is about to ask you to pay Netflix money for something Facebook has been free for two decades. Meta plans to launch Hatch, a consumer AI agent platform, in early September, with internal documents pointing to a $199.99 monthly premium tier
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Amazon's betting half a billion dollars that the last mile can finally stop needing human hands. Amazon's Project Tetromino aims to fully automate delivery stations with AI and robotics, targeting the notoriously manual final step before packages hit delivery trucks
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The picks-and-shovels play just became a skyscraper play. Lambda, the Nvidia-backed AI cloud provider, is negotiating a $3 billion funding round as a pre-IPO warmup for 2027
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Bill Gates' nuclear bet is about to power its first AI customer—and the price tag is everything. TerraPower CEO Chris Levesque says the company will announce a deal with a data center customer for a new nuclear plant this year, marking the first direct hyperscaler-to-nuclear commitment
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Apple is firing the people who built yesterday's AI while hiring for tomorrow's — and the bodies are piling up in teams that couldn't ship fast enough.
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When executives reach for their wallets after a share offering tanks the price, they're either panicking or they know something the market doesn't. Alibaba's top two executives bought HK$120 million ($15.3 million) in company shares after stock dropped following capital raise
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