Nvidia threw a party, and Wall Street left early. Nvidia's latest conference failed to move investors despite the industry shrugging off AI bubble fears The disconnect: builders are bullish, capital allocators are hesitant
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The gap between AI's believers and everyone else just became measurable in martinis and Nazi analogies.
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The Pentagon thinks Anthropic could flip a kill switch on military AI mid-war. Anthropic says that's technically impossible. Both can't be right. The Department of Defense claims Anthropic could sabotage AI models during wartime, allegedly through model manipulation or remote access
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The Pentagon almost cut a deal with Anthropic after the Defense Secretary publicly called them a supply chain risk. Anthropic filed a legal brief Friday showing DOD negotiations continued even after Secretary Hegseth's Feb. 27 supply chain risk declaration
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Jensen Huang just told every company on Earth they need an "OpenClaw strategy," and if you don't know what that means yet, you're already behind.
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Nvidia's robotics chief just said the quiet part out loud: AI agents are the missing link between software that thinks and hardware that moves.
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Nvidia just tried to sidestep antitrust review with a $20 billion licensing deal for AI chip startup Groq, and Warren and Blumenthal aren't buying it. Nvidia structured a $20 billion Groq deal as a licensing agreement, possibly to dodge merger review requirements
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Three Supermicro employees just got charged with smuggling $2.5 billion in AI servers to China, and the compute wars just became a legal minefield.
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The physics that promised invisibility cloaks just found a real business model in AI data centers. Lumotive and Neurophos are using optical metamaterials, the same tech behind experimental invisibility cloaks, to build faster optical switches for AI data centers
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AWS just signed a multi-billion dollar chip deal with Nvidia while simultaneously building its own silicon, and that contradiction tells you everything about who really controls the AI infrastructure layer.
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Jeff Bezos is raising $100 billion to buy factories and turn them into AI-first manufacturing operations. Bezos is in talks to raise a $100 billion fund targeting industrial companies in aerospace, chipmaking, and defense for AI-driven automation overhauls
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Uber is signing autonomous vehicle partnerships faster than most companies ship product updates, and the strategy behind the speed matters more than the deals themselves.
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Anthropic's co-founder spent Wednesday in a closed-door House session talking export controls and model distillation while carefully sidestepping the company's active lawsuit against the Pentagon.
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When the memory makers start printing capital expenditure warnings, your AI bills are about to get interesting. Micron is ramping production spending to meet surging memory demand, signaling a supply crunch in the chips that power AI inference and training
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Privacy tech just stopped being a crypto purist's dream and became the only viable path for putting AI agents and real-world assets on rails together.
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Jensen Huang just told the AI industry to stop shooting itself in the foot with doom rhetoric, and he's not wrong. Nvidia CEO Jensen Huang said tech leaders need to stop scaring people about AI, responding to questions about Anthropic's messy Pentagon contract negotiations
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The guy who spotted Anthropic early is now trying to build the power grid for AI. Anjney Midha, former a16z GP and early Anthropic investor, has unveiled AMP, a venture attempting to raise $10B+ to build a "grid for AI servers"
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Two college juniors built a $270M revenue data center equipment company on $3.4M while everyone else is raising billions. Giga Energy, founded by two Texas A&M students in 2019, has generated over $270M in revenue while raising just $3.4M in equity and under $5M in debt
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Samsung just put $73 billion on the table for chips and AI, the largest single-year bet by any hardware maker on the infrastructure that will run the agent economy. Samsung announced $73.3 billion in capex and R&D spending for 2026, focused on memory chip expansion and AI infrastructure
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When the OGs move $100M+ in a single day, they're not panic selling—they're reading the room better than you are. Bitcoin's early holders dumped over $100 million in BTC following the Fed's hawkish stance that crushed near-term rate cut expectations
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