The smart money isn't betting on Bitcoin mining — it's betting on miners who stopped mining. Bitcoin miners pivoting to AI and high-performance computing are commanding higher valuations as pure-play mining operations get squeezed by declining Bitcoin prices and falling hashprice
Continue reading ›
The threat narrative sells policy, but the actual competition looks nothing like the binary race everyone's been sold. The Atlantic examines the "China wins AI" framing that's dominated tech policy discourse for half a decade and finds the premise itself is broken
Continue reading ›
Most enterprises are using a sledgehammer to hang a picture frame, and their AI bills prove it. Snowflake's Cortex AI Gateway now auto-routes queries to the most cost-effective model, cutting token costs up to 3x by matching task complexity to model capability
Continue reading ›
The internet ran dry, so now they're strip-mining bankruptcy courts. Google outbid AI training startup Mercor ($7.5M) to pay $10M for Spirit Airlines' internal data and custom software — customer records and credit card info explicitly excluded
Continue reading ›
The most expensive emotion in venture capital just raised $75 million for a company with 15 employees. A social crypto trading platform called Fomo raised $75M at a $550M valuation with just 15 employees by literally weaponizing the psychological force that drives venture capital
Continue reading ›
Nvidia just wrote a check bigger than most countries' GDP to guarantee someone else's electric bill.
Continue reading ›
The AI safety debate just got a stress test: what happens when Chinese labs ship powerful open models before Western policymakers finish arguing about whether they should exist?
Continue reading ›
The billionaire who once sold 98% of his bitcoin now thinks GPU futures will repeat crypto's speculative fever — just with better fundamentals underneath. Mark Cuban predicts chips will become "the next crypto" as CME Group launches GPU futures trading October 5
Continue reading ›
The scarcest resource in AI isn't talent or data anymore — it's compute, and now Wall Street wants to turn it into a tradable commodity. The CFTC opened public comment on derivatives contracts for AI computing capacity, with CME Group eyeing an October launch for GPU futures
Continue reading ›
The money pouring into AI infrastructure is about to hit a wall — and it's made of concrete, copper, and power lines. Parnassus Investments CIO Todd Ahlsten warns the AI buildout is entering a "riskier phase" as infrastructure spending collides with physical constraints
Continue reading ›
The youngest billionaire in Europe didn't optimize for college admissions—he optimized for inference speed. James Dacombe, 25, is Europe's richest self-made Gen Zer, running AI chipmaker Olix and brain monitoring startup CoMind after dropping out at 17
Continue reading ›
The people who taught cars to drive themselves are now teaching backhoes to dig holes while you're asleep.
Continue reading ›
The chip-maker-turned-cloud-provider playbook just got a $350M validation, and it says more about Nvidia's stranglehold than Groq's genius. Groq, once positioning itself as an AI chip challenger to Nvidia, just raised $350M at a $3.5B valuation to pivot into "neocloud" infrastructure
Continue reading ›
The world's most valuable chipmaker just went from underwriting a quarter-trillion-dollar bet on AI infrastructure to writing a check 58% smaller — and that tells you everything about who's really in the driver's seat.
Continue reading ›
The biggest infrastructure bet in AI history isn't about chips or models — it's about who controls the power grid. Nvidia commits up to $105 billion in lease payment guarantees for OpenAI's Ohio data center campus, the largest financial backing in AI infrastructure to date
Continue reading ›
The world's most valuable AI chipmaker just became a major investor in the world's most valuable private space company—and it's not about rockets. Nvidia disclosed a $21 billion stake in SpaceX, following Musk's announcement of an exclusive data center infrastructure deal
Continue reading ›
AMD just blew past their three-year AI productivity target in twelve months — and now they're throwing out the entire playbook that got them there.
Continue reading ›
A crypto miner just signed a contract worth more than most AI startups raise in a lifetime. HIVE Digital Technologies' subsidiary BUZZ HPC secured a $350M GPU cloud contract, bringing the company's total contracted AI revenue to $180M annually
Continue reading ›
Nvidia just paid half price for a competitor it already gutted. Groq raised $350M at a $3.5B valuation — down 50% from its peak before Nvidia licensed its tech and poached its team Nvidia is investing in the same startup it effectively hollowed out, with Disruptive leading the round
Continue reading ›
Bitcoin miners are becoming AI infrastructure landlords faster than most AI companies are scaling revenue. HIVE Digital's BUZZ HPC unit signed a five-year, $350 million GPU cloud contract, adding $70 million in annualized recurring revenue
Continue reading ›