The $600 billion advertising engine that powers Google, Meta, and half the internet assumes eyeballs belong to humans who can be persuaded — but agents don't impulse-buy.
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Elon Musk's rocket company just agreed to power the AI lab he's actively suing, and the deal hints at compute infrastructure leaving Earth entirely. SpaceX is renting data center capacity to Anthropic, the AI startup racing to keep pace with OpenAI and others in compute-intensive model training
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The AI chip war just got more expensive for everyone not named AMD or Nvidia. AMD hit a record high after issuing a sales forecast that beat expectations, driven by surging data center AI chip demand
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The world's richest man wanted to hire the architect of ChatGPT to run Tesla's AI, then tried to settle a lawsuit by threatening to destroy him, then showed up in court anyway.
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The Bitcoin ETF victory lap is over, and now the real infrastructure work begins. Spot Bitcoin ETFs drew $532 million in a single day, led by BlackRock and Fidelity, marking three straight days of inflows
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When DeFi's code can't finish the job, you call the lawyers. Aave liquidated the remaining rsETH positions held by the Kelp DAO attacker, but only after governance voted to manually manipulate the oracle price to create a deficit.
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The AI company racing to IPO just signed a compute deal with the man who's been calling AI safety research a scam for years. Anthropic signed a deal with SpaceX/xAI to use all compute capacity at the Colossus 1 data center, part of its infrastructure buildout ahead of a planned June IPO
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When you can raise $19 billion in demand for a $3 billion loan, you don't pay market rates anymore. CoreWeave secured a $3.1 billion loan backed by customer chip contracts, with lower interest rates than initially offered due to overwhelming demand
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Anthropic just gave Claude agents the ability to run internal simulations before acting—and paired it with enough compute firepower to make those dreams matter at scale.
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When the rocket company starts making its own chips, it's not about satellites anymore — it's about securing the infrastructure to train the AI that runs everything else.
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The AI lab bankrolled by Amazon just paid Elon Musk for the one thing you can't manufacture overnight: GPU capacity at scale.
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The internet you grew up with was built for humans clicking around—now bots run the majority of traffic, and nobody's getting paid for what they scrape.
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The picks-and-shovels play is getting crowded, and the people selling the shovels are about to cash out. Wall Street banks are preparing billions in IPOs for data center companies, riding the wave of AI infrastructure demand
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A Bitcoin miner just became a billion-dollar AI landlord, and the market noticed before most people finished their coffee. Hut 8 secured a $9.8 billion deal to commercialize its Beacon Point data center in Texas, with infrastructure built to NVIDIA specifications for AI workloads
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The chip maker just bought a stake in the pipe maker, because AI doesn't run on silicon alone. Nvidia bought $500 million in share rights for Corning, the fiber-optic cable manufacturer, as part of a broader AI infrastructure partnership.
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Stablecoins finally have a bridge to the yields sitting in boring old treasury bills, and the neobanks are paying attention. OpenTrade raised $17M led by Mercury Fund and Notion Capital, with backing from a16z, to build infrastructure connecting stablecoins to real-world asset yields
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The guy who said he'd colonize Mars is now trying to outspend Intel's entire market cap on a chip factory—and the bill just doubled Wall Street's estimate.
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The chip king's repeat appearances at a workflow software conference reveal more about the coming agent economy than any earnings call ever could.
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The world almost went to war, and Bitcoin just had its best week in a month — turns out digital gold shines brightest when the missiles stay grounded.
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Institutional money is flooding back into Bitcoin through ETFs while retail traders sit this one out. US spot Bitcoin ETFs pulled in $999 million over two trading days as BTC broke back above $80,000, signaling institutional appetite remains strong.
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