Arm's Phone Chip Business Collapses as AI Orders Hit $2B in Five Weeks
The chip designer whose blueprints run your phone just watched that business crater while AI data center orders doubled to $2 billion in five weeks.
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The chip designer whose blueprints run your phone just watched that business crater while AI data center orders doubled to $2 billion in five weeks.
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The hyperscalers are minting trillion-dollar valuations while quietly penciling in which human jobs won't survive the build-out. Hyperscalers are driving explosive earnings growth through trillion-dollar AI infrastructure spending, while Samsung just crossed $1T valuation on AI chip demand
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Musk just admitted his ChatGPT competitor is a ghost town — by renting out an entire supercomputer to his rival. Anthropic signed a deal to use all computing capacity at SpaceX's Colossus 1 data center — 300+ megawatts, 220,000+ NVIDIA GPUs — to serve Claude Pro and Claude Max subscribers
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The machines were supposed to eat Wall Street by now — instead they're getting schooled in basic market timing. Anthropic's latest AI agents aimed at Wall Street trading are failing public experiments, showing LLMs aren't ready to replace human traders
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The traditional finance gatekeepers just admitted crypto winter was regulatory, not technological. Nasdaq President Tal Cohen said the SEC's shift in crypto policy is giving markets room to build again, signaling a thaw in the regulatory freeze that kept institutional players sidelined.
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The best customer service agent is the one you forget isn't human. Parloa uses OpenAI models to build voice-first AI customer service agents that enterprises can design, simulate, and deploy at scale
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The tokenization market just hit $321 billion, which sounds impressive until you realize three-quarters of it is just old assets wearing a blockchain costume. Pantera Capital pegs the tokenization market at $321 billion, up 60% year-over-year, but calls it stuck in a "newspaper-on-a-website" phase.
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While everyone obsesses over which model wins the benchmarks, Nvidia just bet half a billion that the real bottleneck is moving data fast enough to feed the machines.
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Building privacy tools for Bitcoin just cost two developers nine years of freedom and $2 million in legal bills they're now crowdfunding from behind bars.
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The man who made billions coding with AI wants us to stop calling it what it is. Boris Cherny, creator of Anthropic's Claude Code, told Business Insider he's hunting for a replacement for "vibe coding" — the term coined by Andrej Karpathy that became Collins Dictionary's 2025 word of the year
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The lawsuits are already filed, the bodies are already counted, and we're still debating whether AI companions should tell users they're not real.
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The chart breakout is real, but it's the quiet convergence of on-chain data, futures positioning, and options flows that tells you this might not be a head fake.
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Marc Andreessen just wrote a check to a Swedish AI company most Americans have never heard of — and that tells you more about where the agent economy is heading than another big model announcement. Andreessen Horowitz led a $16 million funding round for Pit, a Swedish AI startup
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The company that built the infrastructure layer is now coming for retail traders, armed with $50 million and a thesis that self-custody doesn't have to feel like cold storage.
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The real estate boys are finding religion, and it's denominated in satoshis. Grant Cardone added $100 million in Bitcoin to a real estate deal, targeting 32% returns through a hybrid investment model
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Wall Street just proved it can settle tokenized Treasuries across borders in seconds using a public blockchain, and nobody had to ask permission from a correspondent bank.
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The companies winning at AI aren't the ones with the biggest budgets—they're the ones who figured out how to wire agents into actual work.
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You can now bet on OpenAI's valuation without owning a single share, voting on a single board decision, or having any claim if the company goes public.
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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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