Musk Building His Own Chip Factory to Ditch Nvidia
Musk is building a chip factory for robots, AI, and satellites—and he's doing it without asking permission from Nvidia.
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Wall Street Walked Out on Nvidia's Biggest Product Launch
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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AI Hype Just Hit Its Absurdity Threshold: Martinis and Nazi Comparisons
The gap between AI's believers and everyone else just became measurable in martinis and Nazi analogies.
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Pentagon Fears Anthropic Has a Kill Switch It Says Doesn't Exist
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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Pentagon Kept Talking to Anthropic After Labeling It a Threat
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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Nvidia Just Declared War on Every Company Without an AI Strategy
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: AI Agents Are the Missing Link Between Thinking and Moving
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 Tried to Hide a $20B AI Deal From Regulators
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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Supermicro Workers Smuggled $2.5B in AI Chips to China
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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Invisibility Cloak Tech Now Powers Nvidia's AI Chips
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 Bets Billions on Nvidia Despite Building Rival Chips
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 Wants $100 Billion to Automate Every Factory in America
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 Signs More Self-Driving Deals Than Anyone Ships Updates
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 Tells Congress How to Block China While Dodging Its Own Legal Scandal
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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Micron's $15B Spending Spree Signals Your AI Costs Are About to Spike
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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AI Agents Can't Touch Real Money Without This Privacy Layer
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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Nvidia's CEO Tells AI Industry to Stop Scaring Everyone
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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Anthropic's Early Backer Just Solved AI's Biggest Bottleneck
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 Data Center Giant on $3.4M
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 Bets $73B on AI Chips While Nvidia Loses Ground
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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