Anthropic is sprinting toward a public listing with a playbook straight from Big Tech's golden era: expand into a regulated vertical, file confidentially, and make competitors sweat before the prospectus even drops.
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The king of AI chips just wrote a $3.5 billion check to ensure Big Tech can't build around it. Nvidia invested $3.5 billion in MediaTek, the Taiwanese chipmaker known for smartphone processors and IoT chips
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The AI land grab just hit its first real political ceiling. Governors in Pennsylvania, Texas, and other states are reversing course on data center incentives, imposing new environmental standards and requiring local approval after years of aggressive courtship with tax breaks and fast-track permits.
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Nvidia just wrote a $3.5 billion check to make sure every chip designer in Taiwan knows who sets the rules for AI inference. Nvidia is investing $3.5 billion in MediaTek through convertible bonds, giving it potential equity stake in Taiwan's largest fabless chip designer
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The chip shortage isn't over—it's just moving to the next bottleneck, and memory makers are scrambling to build capacity without blowing up their balance sheets. SK Hynix is exploring a joint venture to build memory chip fabs in Japan, aiming to meet AI demand while keeping costs in check
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Anthropic just wrote a check bigger than most countries' GDP—for the electricity to think. Anthropic signed a $4.5B compute deal with infrastructure provider Nscale, marking its largest single compute commitment to date
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The richest man in the world just opened a secret factory to speed-run natural gas power plants—because his AI ambitions need more electricity than the grid can deliver, and he's willing to bet billions that he can build dirty infrastructure faster than regulators can stop him.
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The AI talent war isn't going how Silicon Valley expected — and the reasons why tell you everything about what actually matters to people who build things.
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The GPU monopoly just got its first credible challenger, and Europe is the battleground. Microsoft will deploy AMD's next-gen Instinct MI455X GPUs and EPYC Venice processors in Azure, breaking NVIDIA's stranglehold on AI compute infrastructure
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Meta just signed the energy equivalent of annexing a small state — and Wall Street financed the whole occupation. Meta is building a 7.5-gigawatt AI data center in rural Louisiana, powered by 10 new natural gas plants in one of the largest private capital deals ever assembled
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The same company building AI models that can write code is now deploying robots to build the buildings where those models train. Meta is deploying autonomous robots across its data center construction and operations, citing a need for more skilled workers as AI infrastructure expands
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The AI build-out is so capital-hungry it's forcing the U.S. Treasury to compete for money that used to be automatic.
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The world's most regulated industry just handed its risk models to a chatbot company. Deutsche Bank is deploying Google's Gemini AI to assess credit risk, moving core banking decision-making from traditional models to foundation models trained on internet-scale data
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While Meta navigates regulatory heat in India, OpenAI just poached the executive who ran the entire region. OpenAI hired Sandhya Devanathan, a longtime Meta executive, to lead Southeast Asia and Australia operations
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Nvidia just locked in $279 billion worth of supply chain commitments while simultaneously trying to reduce its dependence on the biggest customers writing those checks.
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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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