Microsoft is having its worst quarter since 2008, and AI is both the poison and the cure. Microsoft stock is on track for its worst quarterly performance since the 2008 financial crisis, caught between two AI-driven market forces
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An 82-year-old woman in Kentucky just turned down $26 million from an AI company that wanted her land for a data center. An AI infrastructure company offered $26 million to an 82-year-old Kentucky landowner for a data center site. She declined.
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Google just kicked over a sandcastle in the memory chip market, and the two-day selloff tells you exactly which players built on solid ground.
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Retail investors just sold Nvidia for the first time in eight months, and it wasn't because of chips. Retail investors sold Nvidia stock Wednesday for the first time since July, breaking an uninterrupted buying streak through the company's rise to largest S&P 500 market cap
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David Sacks just finished his 130-day sprint as Trump's crypto and AI czar, and instead of going home, he's now running a tech advisory council with Jensen Huang and Mark Zuckerberg.
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Congress just weaponized the Super Micro indictment to tighten the AI chip export chokehold on China.
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A judge just told the Pentagon it can't kneecap Anthropic without a real legal process, and that matters more than the headlines suggest.
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The Pentagon just handed private equity $4 billion to build the AI backbone of future warfare. Carlyle and KKR are each building $2 billion data centers for the U.S. Army, a combined $4 billion bet on military AI infrastructure
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Meta just silently 6.6x'd its El Paso data center budget to $10 billion, and the company won't say why. Meta increased its El Paso data center investment from $1.5 billion to $10 billion, announced in a blog post just five months after the original October reveal
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Congress just weaponized the Super Micro indictment to harden the AI chip export wall. A House panel advanced legislation requiring Commerce to force chipmakers into stricter AI export controls after Super Micro's co-founder was indicted for allegedly smuggling Nvidia processors to China
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Apple isn't renting Gemini. It's learning from it. Apple's Google deal includes full access to Gemini inside Apple's own data centers, allowing them to distill smaller, specialized models from the larger teacher model.
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Nvidia's crypto mining revenue disclosures from the 2017-2018 boom are coming back to haunt it in court. A California judge certified an investor class action against Nvidia over alleged misstatements about GPU sales to crypto miners during the 2017-2018 mining surge.
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Anthropic just turned Claude into a direct OpenClaw competitor, and the download numbers suggest they're fighting over the same territory. Anthropic launched features for Claude that mirror OpenClaw's core capabilities: computer control, messaging app integration, task scheduling, and memory
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China's CXMT just doubled revenue to $8 billion riding the AI memory boom, and that's a problem for SK Hynix, Samsung, and Micron.
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Google just scared memory chip investors with a compression breakthrough that probably won't matter. Google researchers announced a new compression technique that spooked memory and storage stocks into a selloff
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A federal judge just said out loud what Silicon Valley has been whispering: the Pentagon is trying to kill Anthropic. Federal Judge Rita Lin called the Pentagon's actions against Anthropic "troubling", stating they "look like an attempt to cripple Anthropic" during a Tuesday hearing
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The world's biggest energy conference is running two movie screens at once, and nobody knows which one to watch. CERAWeek in Houston is split between Iran war volatility rattling oil markets and AI power demand reshaping the grid, with executives struggling to price both risks simultaneously.
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Tenstorrent just made running 70B parameter models in your home office cheaper than buying four Nvidia GPUs, and the math matters more than the marketing.
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Meta's president just put a number on the AI infrastructure gap: half a million electricians, needed in two years, or America loses the race.
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Blackstone is buying the infrastructure that powers the AI economy, and you should be paying attention to who controls the real estate your agents will live on.
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