The company building cautious AI just bet $45 billion that Elon Musk can keep the lights on. Anthropic will pay SpaceX $1.25 billion per month through May 2029 for compute capacity at SpaceX's Colossus data centers in Tennessee, totaling nearly $45 billion over three years
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The world's most valuable company just told you what happens when you own the infrastructure of the future: you print money, then you send it home.
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Nvidia has become the world's most valuable company by selling the shovels for the AI gold rush — tonight we find out if the vein is running dry.
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The machines we're building to make us richer are making money itself more expensive. Bond market indicators suggest AI investment is intensifying inflationary pressures just as Kevin Warsh takes over the Fed amid war-driven price shocks and rising yields
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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
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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
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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
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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.
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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.
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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.
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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.
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The most valuable leadership lesson isn't about finding your passion — it's about choosing to love what the job actually requires.
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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
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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
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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.
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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
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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
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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
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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
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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
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