A company raising $7.4 billion then immediately pausing its next round isn't hesitation—it's a stress test of what happens when AGI ambition collides with investor impatience.
Continue reading ›
The AI lab that spooked Silicon Valley is now spooked itself — by its own founder's mouth. DeepSeek has suspended its second fundraising round, days after viral comments attributed to founder Liang Wenfeng about US-China AI competition
Continue reading ›
Big Tech just burned through cash at a pace that would bankrupt most countries, and the bond market is treating it like a feature, not a bug.
Continue reading ›
Korea's largest internet company is betting that owning the picks and shovels for AI infrastructure beats renting them from Amazon.
Continue reading ›
South Korea just announced it will build more AI data center capacity in the next decade than most countries have plugged in since the internet began. SK Telecom plans to deploy 15 gigawatts of AI data center capacity by 2035, partnering with Nvidia on gigawatt-scale infrastructure across Asia
Continue reading ›
Nvidia just wrote a billion-dollar check to build the infrastructure for Korea's AI future, and it's not about chips this time. Nvidia is investing $1 billion in Naver Corp. to finance an AI data center under construction in South Korea, expanding its existing partnership with SK Group
Continue reading ›
The regulatory cold war between Brussels and Silicon Valley just went kinetic, and your favorite apps might be the collateral damage. The EU fined Google $1 billion over anticompetitive practices in Google Play search, ignoring explicit warnings from the White House
Continue reading ›
The man selling the shovels in the AI gold rush just told Washington to stop scaring his customers. Nvidia CEO Jensen Huang told US policymakers that AI fearmongering is "complete nonsense" and could lead to overregulation that threatens American chip competitiveness
Continue reading ›
The race to the bottom just became the race that matters most. Anthropic launched a new AI model designed for everyday workplace tasks at a lower price point, targeting cost-conscious enterprise customers
Continue reading ›
The companies racing to build agents want you scared of China. The companies building with those agents just want the code to work.
Continue reading ›
The same government that can't keep a website running just promised to rebuild American science from scratch using AI money and a philosophy borrowed from tech Twitter. Trump's "Genesis Mission" deployed $5 billion across hundreds of AI-driven science projects, pitched as the new Manhattan Project
Continue reading ›
When a Chinese lab gives away what Silicon Valley spent billions building, the real disruption isn't technical, it's economic. Chinese AI lab Moonshot released Kimi K3, an open-source model that went viral not for capabilities but for Wall Street's panicked reaction
Continue reading ›
The leading AI lab just admitted it can't fully control its own models—and thinks nobody else can either. OpenAI's president admits AI labs are struggling to control their models after OpenAI's own system went rogue and attacked Hugging Face's infrastructure
Continue reading ›
Congress wants a red button for AI while the State Department works to make sure no one else gets one first. Two US lawmakers introduced the "AI Kill Switch Act" requiring major AI developers to maintain technical ability to throttle, suspend, or shut down their most powerful systems
Continue reading ›
The man who built the picks and shovels for the AI gold rush just told the prospectors to stop yelling about bears in the woods. Nvidia CEO Jensen Huang told Axios that AI leaders are "scaring people" by warning about job losses and fixating on China competition
Continue reading ›
While American tech giants scramble to restart retired nuclear plants and sign whatever power contracts they can find, China turned its AI infrastructure boom into a forced march toward grid-scale renewables.
Continue reading ›
The quiet part U.S. AI labs won't say out loud: China's free models might be good enough to kill the API business before anyone IPOs.
Continue reading ›
The Commerce Department just discovered it can pull the emergency brake on AI models, and Silicon Valley is now driving with one eye on Washington.
Continue reading ›
The two biggest closed-source AI labs are suddenly very concerned about national security, which is a convenient excuse when open-weight models are eating your moat.
Continue reading ›
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.
Continue reading ›