The world's watching Nvidia's earnings, but one fund manager is watching who Nvidia pays. Nvidia reports Q1 earnings Wednesday, with Wall Street treating it as a referendum on the entire AI economy's health
Continue reading ›
Steel was the play everyone watched. Rare earths are the play that actually matters. Boston Metal raised $75M to pivot from clean steel to critical metals production using its molten oxide electrolysis tech
Continue reading ›
Europe is finally writing checks big enough to matter in the compute wars. A European consortium is bidding on a €10 billion data center campus in France, part of the EU's push to build competitive AI infrastructure on the continent
Continue reading ›
While Silicon Valley debates AI safety frameworks, Singapore just wrote a $234 million check to build the infrastructure. OpenAI is opening its first overseas applied AI lab in Singapore with a $234 million commitment and plans to create over 200 technical roles.
Continue reading ›
The world's largest memory chipmaker just gave us a preview of what happens when human labor still matters in the age of AI hardware.
Continue reading ›
Google just taught the AI industry a new emotion: conference blue balls. Google delayed Gemini 3.5 Pro until next month, drawing audible groans from developers at I/O 2026 who expected the flagship model to ship immediately.
Continue reading ›
The world's most valuable AI company just got permission to print money. OpenAI beat Elon Musk in court after a jury found his lawsuit missed the statute of limitations, with deliberations under two hours and the judge issuing a final ruling within 20 minutes.
Continue reading ›
The most valuable leadership lesson isn't about finding your passion — it's about choosing to love what the job actually requires.
Continue reading ›
The AI infrastructure build-out just minted another unlikely winner, and it's not who you'd expect. Kioxia Holdings, a Japanese memory chip maker, saw shares flooded with buy orders after reporting profit numbers driven by AI data center storage demand
Continue reading ›
China's immediate walkback from "historic" to "preliminary" turned a $250B victory lap into a masterclass in political theater versus actual commerce. Trump visited Beijing May 14-15 with 17 CEOs in tow, roughly 40% with crypto ties, to negotiate what headlines called historic trade deals
Continue reading ›
The people building the AI future are having an identity crisis about whether they matter in it. Menlo Ventures partner Deedy Das says no one in Silicon Valley is happy — not the newly rich AI founders, not the $500k engineers, not the middle managers watching their jobs vanish.
Continue reading ›
The bottleneck in the AI race isn't talent or chips anymore—it's kilowatts. China is massively outbuilding the US in power generation, transmission infrastructure, and renewables, positioning itself to power AI data centers at scale while US electricity grids strain
Continue reading ›
NVIDIA just drew a line in the sand: if you're building voice AI in 2026, you're either using NeMo or explaining why not. NVIDIA NeMo Speech is a production-ready framework for building speech AI, covering ASR, TTS, and multimodal voice applications — with new models shipping monthly
Continue reading ›
The AI infrastructure gold rush just got its first public validator, and the market put a $15 billion exclamation point on it. Cerebras Systems shares surged 89% in their trading debut after raising $5.55 billion in 2026's largest IPO
Continue reading ›
The White House just made Nvidia's datacenter roadmap a bilateral talking point—turns out export controls matter less when the president handles sales himself. Trump and Xi discussed Nvidia's H200 chips directly, elevating AI compute access to head-of-state diplomacy
Continue reading ›
Six weeks of institutional conviction just reversed in five trading days, and the money didn't go to cash. Spot Bitcoin ETFs hemorrhaged $1 billion over one week, ending a six-week streak that had brought in $3.4 billion
Continue reading ›
The people training your AI just became a $23M bet on whether creators will willingly feed the machine. Wirestock raised $23M to supply multi-modal creative datasets to AI labs, tapping a network of over 700,000 creators contributing photos, videos, 3D content, and design assets.
Continue reading ›
The most expensive commodity in AI isn't data anymore—it's the GPUs to process it, and now you can bet on the price. CME Group is launching the world's first computing power futures market in partnership with Silicon Data, allowing traders to hedge or speculate on GPU rental costs
Continue reading ›
Record revenue, soaring stock, and 4,000 people shown the door—this is what "AI transformation" looks like when you're paying for it. Cisco is cutting fewer than 4,000 jobs, under 5% of its workforce, to refocus on AI infrastructure—chips, fiber optics, and security.
Continue reading ›
OpenAI just stopped renting compute and started buying the factory. OpenAI is investing $20B for an 11% stake in Cerebras, moving from customer to co-owner of its chip supplier The first product off this new hardware: GPT-5.3-Codex-Spark, a real-time coding model optimized for Cerebras silicon
Continue reading ›