The biggest cloud provider just showed us the real price tag of the AI boom, and it's not slowing down. AWS posted its fastest quarterly growth in over three years, driven by AI demand from Anthropic and OpenAI
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Google Cloud just hit $20B in quarterly revenue and immediately told investors it left money on the table. Google Cloud crossed $20B in quarterly revenue for the first time, driven by AI infrastructure demand
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OpenAI just stopped talking about AGI as a research problem and started building it like infrastructure—the kind with power grids and construction timelines. OpenAI is scaling Stargate, its massive compute infrastructure project, to build the physical capacity needed for AGI development
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While everyone's still gawking at AI-generated TikToks, Runway's CEO is already building the simulation layer beneath reality itself.
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The courtroom discovery process is about to do what a decade of tech journalism couldn't: force OpenAI to show its receipts.
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The AI infrastructure gold rush just found its credit card — and the interest rate is eye-watering.
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The argument over whether OpenAI bought too much compute is already obsolete — the question now is whether Anthropic bought enough.
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The guy who turned GPUs into the pickaxes of the AI gold rush just told a generation drowning in "learn to code" advice that the real money is in building the physical world that code runs on.
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The picks-and-shovels play is printing money while everyone watches the Nvidia ticker. Victory Giant Technology reported 28% quarterly sales growth driven by demand for printed circuit boards used in AI servers
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The AI hype machine just hit its first real speed bump, and Wall Street is trying to decide if this is a pothole or a sinkhole. OpenAI missed internal revenue targets and fell short of its goal of 1 billion weekly active users, per WSJ reporting citing company insiders
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The first domino in the great AI decoupling just fell inside a bank. Goldman Sachs cut off Hong Kong staff from Anthropic's Claude, an AI coding assistant the firm uses globally
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The rescue of DeFi just proved that decentralization has an off switch—and Wall Street's watching who gets to flip it. A hack at KelpDAO triggered a $10 billion bank run on Aave, forcing DeFi's largest coordinated rescue operation in history
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The fastest rise to market dominance in corporate history just hit a speed bump, and the AI infrastructure bet is suddenly looking less like destiny and more like a high-stakes wager.
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The AI industry's obsession with bigger models just collided with the mathematical fact that most of those parameters are zeros doing nothing.
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The AI infrastructure bet just showed its first real crack, and the market's reaction tells you everything about who's been building on assumptions instead of fundamentals.
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Doubling your earnings still isn't enough when Wall Street expects you to print money from the AI gold rush. Foxconn Industrial Internet's earnings doubled, but both sales and profit missed analyst estimates despite China's AI boom
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Tokenized securities just got the one thing that makes them actual securities instead of casino chips with a stock ticker attached.
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The first domino fell when China blocked Meta's Manus deal — now a Chinese billionaire is showing other founders what happens next. China blocked Meta's acquisition of AI startup Manus, triggering immediate restructuring across Chinese-US tech ventures
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The AI gold rush just hit its first public air pocket—and the shockwave is hitting balance sheets before it hits headlines. OpenAI reportedly missed internal sales and user growth targets, triggering sell-offs in partner stocks like SoftBank and Oracle
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The fight over Manus isn't about an app—it's about who controls the rails on which AI agents run, and China just told every founder that code has a nationality whether you like it or not.
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