Wall Street quant shops are now spending more on GPU clusters than most countries spend on defense. CoreWeave signed a $6-7B deal with Jane Street to provide GPU compute power for trading and research operations
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Jensen Huang just said the quiet part out loud: Mythos proved AI is too powerful for Cold War 2.0. Nvidia CEO Jensen Huang called for US-China AI cooperation following Anthropic's Mythos breakthrough, citing safety concerns around increasingly powerful AI systems
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OpenAI just raised $122 billion at an $852 billion valuation, and Vinod Khosla says that's not overpriced. OpenAI closed a $122 billion funding round at an $852 billion valuation, the largest in company history
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A dead sneaker company just became an AI hyperscaler overnight, and Wall Street ate it up like candy.
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A wool shoe company just announced it's abandoning sneakers to sell GPU compute, and the stock jumped 400% because apparently we've reached peak AI mania.
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The shoe company that made wool sneakers cool just sold its entire footwear business to become a GPU rental shop. Allbirds is rebranding as NewBird AI, pivoting from sustainable footwear to GPU-as-a-Service after selling off its shoe operations
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Microsoft just undercut its own flagship image model by 41% and nobody's talking about what that pricing says about the infrastructure war happening under the hood.
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Nvidia just open-sourced the bridge between classical AI and quantum computing, and the market is pricing in a future where your AI agents need physics degrees.
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The guy who built one of the first quantum computing companies just raised $139 million to put quantum chips inside AI data centers, and the timing tells you everything about where compute is headed.
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Emerging market profits are hitting all-time highs while geopolitical chaos tanks everything else, and it's all riding on Asia's AI semiconductor makers. Profit forecasts for emerging-market companies reached record levels despite Iran war volatility, driven by AI infrastructure demand in Asia
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Taiwan's stock market just hit a record high because investors decided AI chips matter more than Middle East missiles. Taiwanese stocks climbed to a new all-time high as money flooded back into AI-focused shares despite ongoing geopolitical tensions
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Nvidia just proved that in 2026, the fastest way to move a stock is still a rumor, and the fastest way to kill one is a denial. Dell and HP shares spiked on a report from SemiAccurate claiming Nvidia was hunting for an acquisition that would "reshape the PC landscape"
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A writer asked GPT-5 to pick stocks that would make him "Lambo money" in six months, and the chatbot lost him $23 while teaching us exactly what AI agents can and can't do with your money.
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The first sitting UK MP just put £2 million into Bitcoin through a public company while his government moves to ban crypto donations to politicians. Nigel Farage became the first sitting UK MP to publicly purchase Bitcoin, fronting a £2 million ($2.5-2.7 million) buy through Stack BTC Plc
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OpenAI's new revenue chief just told employees what everyone already knows but won't say out loud: users treat AI models like gas stations—they'll switch for a penny cheaper.
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Bitcoin keeps hitting $70,000 and keeps getting sold, while a mystery token just did a 3,400% moonshot in the same market. Bitcoin faces $20 million per hour in selling pressure every time it crosses $70,000, according to Glassnode data
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The thing that was supposed to decentralize everything is centralizing, while the thing Big Tech runs is starting to scatter. Bitcoin mining is trending toward centralization while AI computation may actually decentralize, according to new research on infrastructure economics.
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The AI gold rush just hit bedrock, and the smartest money is starting to ask if they drilled in the wrong place. Janusz Marecki, AI partner at Ahren Innovation Capital, says LLMs are hitting fundamental limits: data ceilings, compute scaling that doesn't deliver, hallucinations that won't quit
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China just announced it's building a "token economy" for AI—and they're not talking about crypto. China is pushing a national "token economy" strategy centered on open-source AI models and real-world applications, even as U.S. export controls limit access to advanced chips.
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Trump wants to flood the world with American AI chips, but the Bureau of Industry and Security can't process the paperwork fast enough to make it happen.
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