The foundry wars just got real money behind them — and Samsung's $200 billion bet says Intel isn't the only comeback story in town. Samsung secured a $200 billion chip manufacturing contract with Broadcom, marking one of the largest foundry deals in semiconductor history
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The market just told Big Tech that crushing earnings don't matter if the bill for building AGI keeps going up. Alphabet beat Q2 revenue estimates with $119.8 billion but stock fell after hours as the company raised 2026 capex guidance to $195-205 billion, spooking investors
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Korea's largest internet company is betting that owning the picks and shovels for AI infrastructure beats renting them from Amazon.
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The AI labs are done waiting for Nvidia to decide their fate. Anthropic asked SK Hynix for supplies to make its own chips, according to SK Group Chairman Chey Tae Won — a signal that frontier AI labs are going vertical on silicon
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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
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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
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Intel just posted numbers that either validate the AI chip rally or mark the peak before the fall — and Wall Street can't agree which. Intel's Q2 2026 revenue hit $16.1B, up 25% YoY, with EPS doubling analyst expectations of $0.22 on 59% AI segment growth
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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
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OpenAI's CEO just argued for both sides of the open-versus-closed AI debate while a 25-company coalition tries to make sure regulators don't accidentally kill the open side.
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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
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The companies that spent billions building closed AI moats are now begging Washington not to lock the door behind them.
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The companies racing to build agents want you scared of China. The companies building with those agents just want the code to work.
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The biggest names in AI just drew a line in the sand, and the two companies actually winning the model race didn't sign it. 25 tech companies including Nvidia, Microsoft, Meta, and Mistral signed an open letter defending open-weight AI models, marking Jensen Huang's first-ever post on X
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The hyperscalers just entered a spending arms race with money they don't have, and the market is starting to ask uncomfortable questions about who wins when everyone's building the same thing.
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The man who prints the picks and shovels for the AI gold rush just picked a side in the policy fight that will determine whether you can run models locally or rent them forever.
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The telco that once sold you unlimited data is now selling Google the fiber to feed the machines that might replace you.
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The man building humanoid robots just admitted he can't stop what's coming, and he's betting we'll be fine anyway. Elon Musk told The Economist AI will surpass collective human intelligence in roughly 5 years, with nothing humans do better except "being human, perhaps"
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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
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While everyone watched Bitcoin ETFs, Solana quietly became the settlement layer for actual equity. Tokenized equity volume on Solana exploded from $1.34 million to $3.32 billion year-over-year — a roughly 2,400x increase, according to Bitwise CEO Hunter Horsley
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Ripple is betting that institutional guardrails matter more than retail velocity. Ripple launched an institutional minting platform and added RLUSD to Notabene's compliance network, targeting banks and institutions over retail traders
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