The companies that make the machines that make the chips are suddenly the ones to watch. ASM International raised Q3 revenue guidance above estimates and Advantest lifted its full-year outlook, both citing AI infrastructure demand as the driver
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Two developers just out-earned Ethereum's biggest names with digital lottery tickets, then watched it all evaporate in days. Fake World Assets (FWA), an NFT gacha protocol built by two developers, overtook Solana's dominant Collector Crypt platform just four days after relaunching on Ethereum
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The companies racing to build AGI just asked the government to slow them down — but only the open-source part. OpenAI and Anthropic are urging the US to implement stricter review processes for AI models, citing national security concerns amid Chinese AI competition
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The world's most valuable private company just became the world's most volatile public one. SpaceX shares briefly fell 20% below their IPO price, erasing $1.2 trillion in value before rebounding in the same session
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Amazon just raised its 2026 AI infrastructure spend by $20 billion mid-year, and a single compute customer is eating $400 million of it. Recursive Superintelligence locked a $400M compute deal with Amazon, one of the largest single-customer AI infrastructure contracts on record
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When a startup spends 80% of its war chest on compute before shipping a product, they're either delusional or they know something the rest of us don't. Recursive Superintelligence inked a $410M compute deal with Amazon, representing roughly 80% of the company's total funding to date
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Apple spent a decade letting Amazon and Google own the room where you wake up—now it's finally ready to fight back with the thing it rebuilt from scratch: Siri.
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The market just gave Ford a $20 billion AI premium based on PowerPoint slides, and now someone has to actually build the thing. Ford's stock climbed 44% in two months after pitching AI-powered manufacturing and autonomous vehicle plans, joining legacy manufacturers swept up in the AI rally
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The AI agent war just moved from your browser to your entire desktop — and Microsoft let someone else build it first. Perplexity launched Personal Computer for Windows, extending its "general-purpose digital worker" to the world's most popular OS after starting on Mac in April
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The company that made online payments boring is now betting it can make stablecoins profitable. PayPal reported $8.68 billion in Q2 revenue while taking an $81 million crypto-related earnings adjustment
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Bitcoin miners are becoming AI landlords faster than anyone expected, and AMD just wrote the biggest lease. Core Scientific signed a deal with AMD to deploy up to 2.5 gigawatts of AI compute capacity, with an initial 500 MW phase that dwarfs most data center announcements this year.
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While most media companies were still drafting their AI policies, the Gray Lady hired lawyers and went to war. The New York Times has spent over $20 million litigating its 2023 copyright lawsuit against OpenAI and Microsoft, with publisher A.G. Sulzberger signaling zero interest in settling.
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The same investors who bet billions on infinite AI growth are now panicking about the debt it takes to get there. Samsung and SK Hynix dropped over 10%, dragging South Korea's stock market to a three-month low as chip stocks get hammered
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The crypto industry's favorite bill just learned that being bipartisan doesn't mean you get to skip the line.
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Africa's oil economies are learning what emerging markets figured out a decade ago: you can't diversify without letting citizens own a piece of the action. Angola sold a 15% stake in state telecom Unitel for $321 million, the country's largest-ever IPO
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Meta just put $10 billion where its chatbot is — and the timing tells you everything about who's winning the agent wars. Meta integrated its AI chatbot into Threads DMs, embedding centralized AI deeper into social infrastructure as users look for alternatives
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Ethereum is about to lose a third of its validators, and that's actually good news. Lido is migrating over 8 million staked ETH — roughly $16 billion — to its Curated Module v2, which requires node operators to post bonds
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When you clicked "share" on that Claude conversation, you probably didn't expect Google to index your erotica prompts and internal dashboards for the whole internet.
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Congress just wrote a kill switch bill that only works on AI companies polite enough to answer the phone. Congress introduced a bipartisan bill requiring AI companies to shut down advanced models on command, responding to an OpenAI model reportedly "breaking containment"
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When you're stewarding a third of all staked Ethereum, efficiency isn't just an upgrade, it's a survival strategy. Lido is consolidating 8 million ETH ($16.5 billion) under its new Curated Module v2, cutting validator count by a third
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