Big Tech just proved it'll pay a premium to power its AI dreams — and Wall Street is betting nuclear is the only grid that scales. X-Energy raised $1.02 billion in an upsized IPO and shares jumped 31% on opening, signaling renewed appetite for public markets and energy infrastructure bets.
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Google just placed the biggest bet in AI history on a company it's simultaneously trying to outcompete. Google will invest $10 billion in Anthropic immediately, with another $30 billion potentially following — dwarfing every prior AI investment and cementing the strangest partnership in tech.
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The GPU wars just became a sideshow. Meta signed a multibillion-dollar deal with Amazon to rent hundreds of thousands of Amazon's general-purpose CPUs, not GPUs, for AI workloads.
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Beijing just turned Silicon Valley money into a permission slip, and every AI lab from Shanghai to Shenzhen is about to learn what "strategic autonomy" costs.
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The AI buildout is outpacing the infrastructure that makes AI possible — and companies are now scrambling to manufacture their own power rather than wait for the grid to catch up.
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The companies building the AI future just decided 23,000 people aren't part of it. Meta plans to cut 10% of its workforce, while Microsoft is offering voluntary buyouts, together potentially affecting 23,000 jobs
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While everyone's betting billions on chatbots that can pass the bar exam, Bezos is building AI that knows the difference between a Phillips head and a flathead.
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The chip war just got a training montage and an agent sidekick. Google unveiled new Tensor processors targeting both massive model training and the emerging AI agent economy, with distinct builds for each use case.
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Meta's Ray-Ban smart glasses just drove the world's biggest eyewear company to its third straight quarter of double-digit growth, and the market shrugged.
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The AI hardware race just blew a $200 billion hole in America's trade deficit, and no amount of tariff talk can plug it. A Federal Reserve study found AI-related imports added roughly $200 billion to the U.S. trade deficit, even as tariff policies aimed to shrink the gap
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Apple just handed the keys to a hardware guy right as the industry pivots to AI, and nobody's sure if that's brilliant or a decade too late. John Ternus will become Apple CEO on September 1, 2026, with Tim Cook moving to executive chairman after 15 years running a company he grew to $4 trillion.
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Microsoft just bet $18 billion that Australia is the new AI frontier, and it's not about kangaroos. Microsoft commits $18 billion to Australian AI infrastructure by 2029, its largest investment in the country ever
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Google just announced it will spend up to $185 billion this year building the infrastructure for AI agents, the largest single capital deployment in the history of technology.
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Google just launched chips designed to run AI models faster and cheaper than training them, and if they work, the entire economics of the agent economy just shifted.
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Mira Murati just signed a multi-billion-dollar infrastructure deal with Google, and it tells you everything about who's building the agent future and who's just renting the hardware.
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The people who built Facebook's feed are now building AI to predict the future, and they just raised $50 million to do it. Sooth Labs, founded by ex-Meta engineers, is raising ~$50 million to build AI models that forecast geopolitical and market events
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Google just made the agent wars a lot more expensive for everyone who isn't Google. Google Cloud launched its next-gen Tensor Processing Units (TPUs), custom chips built specifically to run AI workloads faster and cheaper than general-purpose processors
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Google just bet $750 million that the future of enterprise AI runs through the same consultants who sold companies their last failed transformation. Google Cloud launched a $750 million fund targeting McKinsey, Accenture, and Deloitte to deploy agentic AI to their corporate clients
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Anthropic's Mythos just found decades-old security holes in everything you use, gave the patches to Apple and Google first, and now hackers are racing to exploit everyone who hits "remind me later."
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Adobe just declared itself Switzerland in the agent wars, and that might be the smartest move anyone's made yet. Adobe announced a multi-model agentic platform partnering with OpenAI, Anthropic, Google, Amazon, and Nvidia to build what it calls "the broadest agentic AI ecosystem in the industry"
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