The chipmaker is about to guarantee a lease worth more than Ford's market cap so its best customer can keep buying chips. Nvidia is in talks to back a $500 billion data center lease for OpenAI in Ohio, with the chipmaker potentially guaranteeing $250 billion of the total commitment
Continue reading ›
The chip makers won the contracts but lost the narrative. SK Hynix and Samsung signed $950 billion in AI chip deals with Nvidia and Broadcom, yet both stocks fell Monday on profit-taking
Continue reading ›
China just minted its most valuable publicly traded company — and it makes the memory chips that AI can't run without. Chinese memory chipmaker CXMT surged more than 500% in its market debut, becoming China's most valuable listed company
Continue reading ›
The picks-and-shovels play just became the whole mine. Nvidia is in talks to guarantee $250 billion for OpenAI to lease compute from a massive data center project in southern Ohio, per WSJ sources
Continue reading ›
The chip giant that powered the AI boom is now directly backing the infrastructure for its tokenized future.
Continue reading ›
Beijing just minted its largest public company not with search or social, but with memory chips — the same tech Washington is trying to choke off. CXMT Corp. raised $9.8 billion in China's second-largest IPO and opened up 472%, instantly becoming the country's largest onshore listed company
Continue reading ›
The chip company that powers every AI agent you'll use this year just locked in half a trillion dollars to build the infrastructure that will run them all.
Continue reading ›
While everyone obsesses over making AI models bigger, Cornell researchers just figured out how to beam them through the air with light.
Continue reading ›
Silicon Valley just discovered that Congress writes the rules for their trillion-dollar future, and they're spending accordingly. AI companies and executives have dumped $65 million into super PACs ahead of 2026 midterms, with tens of millions more in reserve and undisclosed dark money still hidden
Continue reading ›
China's playing the long game on chips while everyone else is still arguing about tariffs. CXMT raised $8.6 billion in Asia's largest IPO of 2026, debuting on Shanghai's STAR Market with 700% revenue growth driven by AI demand
Continue reading ›
The fight over open-source AI isn't about research ethics anymore — it's about whether American companies can afford to compete. Chamath Palihapitiya warns a US ban on open-source AI would create a 50x cost disadvantage for American firms, crushing stock valuations
Continue reading ›
The world's most efficient AI lab just admitted it can't close the compute gap with the US, and investors heard it first.
Continue reading ›
The man who sells the shovels for the AI gold rush just told Washington to stop worrying and learn to love Chinese researchers. Nvidia CEO Jensen Huang claims 50% of global AI researchers are Chinese and China holds 70% of AI patents, urging US collaboration over confrontation
Continue reading ›
The man who sells the shovels for the AI gold rush just told Washington to stop writing rules that would make his customers build with one hand tied behind their backs.
Continue reading ›
The companies racing to dominate AI just discovered a common enemy: anyone who might slow them down. Google, OpenAI, and xAI joined 25 tech companies, including Nvidia, backing an open letter urging US policymakers not to restrict open-weight AI models
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 ›
The companies that spent billions building walled gardens just signed a letter begging regulators to keep the gates open.
Continue reading ›
Crypto exchanges just became the onramp for an entire generation's first exposure to equity markets, and they're doing it without touching dollars.
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 ›
The foundry war just got a $200 billion down payment, and the real prize isn't the chips — it's the agents that will run on them. Samsung Electronics locked in a $200 billion MOU with Broadcom to supply HBM4 memory and 2nm foundry services for AI chips through 2030
Continue reading ›