The man who bought Twitter for vibes is now betting half of Tesla's cash on becoming a chip manufacturer. Tesla is ramping capex to $25 billion in 2026 — up from $8.5 billion last year and above the $20 billion forecast from January
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The chip king who armed the AI revolution just told you the war isn't against the machines. Nvidia CEO Jensen Huang says AI won't replace workers, but workers who use AI will replace those who don't
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While Microsoft writes an $18 billion check for Australian AI infrastructure, the real story is happening in market cap tables where AI firms now control nearly half the S&P 500.
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China's tech giants are scrambling to get a piece of DeepSeek after spending months watching it embarrass their own AI efforts with a fraction of their budgets. Tencent and Alibaba are negotiating to join DeepSeek's first external funding round, signaling a major shift in China's AI power structure
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The same company that bet $100 billion on AI infrastructure just realized you can't run intelligence without solving power first.
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When your best product starts feeling broken and thousands of power users scream about it online, you can either gaslight them or own it.
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When your partner loses $292 million to hackers, you either walk away or you write a check — Lido's choosing the latter, and the precedent matters more than the dollars.
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The company that lost the AI chip race just convinced Wall Street it might still win the AI infrastructure war. Intel gave a strong sales forecast for Q2, signaling the chipmaker is finally capturing revenue from the massive AI infrastructure build-out
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Elon Musk is betting $25 billion that AI can save a car company that barely made money selling cars last quarter. Tesla plans to spend an additional $25 billion this year to fuel Musk's AI ambitions, even as Q1 earnings from actual car sales approached zero
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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 US just turned OpenAI and Anthropic into national security assets, whether they wanted to be or not.
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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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Musk just wrote the biggest check in AI coding history — and he's not even buying the company yet. SpaceX struck a deal giving it the right to acquire AI coding startup Cursor for $60 billion, or pay $10 billion if the acquisition doesn't happen — the richest deal structure in AI tooling to date.
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The people who make the AI gold rush possible just showed up at the factory gates asking where their cut is. 30,000 Samsung employees rallied outside the company's main chip facility demanding a larger share of AI boom profits
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The AI party just hit the open bar limit—and the bartenders are running out of liquor. GitHub Copilot paused new signups and tightened usage limits; Anthropic experimented with pulling Claude Code from low-tier subscribers—both citing resource strain from agentic AI.
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A prediction market token just validated its own bet, jumping from $300M speculation to $830M reality in 48 hours after landing on two of crypto's biggest exchanges. CHIP token hit an $830M market cap after Binance and Upbit listings, nearly tripling the $300M FDV speculation from just days earlier
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The world's most important chipmaker just told the world's only maker of the machines that make chips: your latest tech is too expensive, we'll pass. TSMC is skipping ASML's high-NA EUV lithography machines through 2029, citing cost as the reason
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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 a $4 trillion company to a hardware engineer, not an AI visionary, and that tells you everything about how the world's most valuable tech company plans to fight the agent war.
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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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