Nvidia just priced its ambition at $7.8 million per rack—and that's before Jensen Huang even captures the CPU market he's betting will grow 35% annually for the next five years.
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The biggest IPO in history isn't selling rockets. It's selling a bet on Elon Musk personally shuffling capital between his companies to fund a Mars colony.
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The AI infrastructure boom isn't just lifting chip designers anymore — it's remaking the entire Asian semiconductor supply chain, from memory makers to the foundries that actually build the silicon.
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SemiFive just proved that while everyone's watching NVIDIA, the real infrastructure build is happening in the chip design layer underneath. SemiFive reported 137% year-over-year revenue growth in its first earnings since going public on Korea's Kosdaq in December 2024
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Wall Street's most controversial sector bets just got 24/7 settlement and no accredited investor gatekeeping. Coinbase launched perpetual futures contracts tracking MarketVector's AI, defense, and China equity indexes, each based on the 10 largest companies in their respective sectors
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The SEC's proposed path to putting stocks onchain just got a lot narrower than the hype suggested.
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The Chinese lab that embarrassed Silicon Valley with cheaper AI is now raising more money than OpenAI's last round, and they're telling investors the quiet part out loud: profitability can wait.
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Crypto's killer app might not be decentralization after all, it's turning Wall Street products into 24/7 tradeable instruments that settle in milliseconds. Coinbase launches US-regulated equity index futures on June 8, offering perpetual-style contracts on AI, China, and defense sector indices
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The private equity game just got a crypto window, and it's opening with a company that some traders think could hit $2 trillion before it ever rings the opening bell.
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The age of building compute empires is ending. The age of putting AI to work has begun. Nvidia's earnings signal a demand shift: hyperscalers are no longer the primary growth driver as AI deployment moves from data centers into real-world applications
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The hard part of robotics was never the hardware—it was getting machines to think on their feet, and that bottleneck is finally cracking open.
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The AI leader's revenue is surging while its users are walking away, and that gap tells you everything about where the real money flows in the agent economy. OpenAI outpaced Anthropic by $1 billion in Q1 revenue, but user growth has flatlined even as revenue climbs
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The battle for enterprise AI infrastructure just got a new contender betting that code generation should replace code writing. Kore.ai launched Artemis, a platform that uses AI to build, govern, and optimize other AI agents — compressing months of engineering work into days
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The AI coding tool that hit $3 billion in sales before most people heard of it just became Elon Musk's next acquisition target. Cursor's annualized revenue reached $3 billion in late April, up from $2 billion in February, ahead of an expected SpaceX acquisition
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The bitcoin Satoshi left behind might be the most valuable test case for quantum-proofing crypto that humanity never asked for.
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The biggest IPO in history is also the weirdest governance experiment Wall Street has ever seen. SpaceX filed for an IPO targeting a $1.5-1.75 trillion valuation, which would make it the largest public offering ever and potentially make Musk the first trillionaire
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The statute of limitations just saved OpenAI from answering whether it betrayed its founding mission, and while Musk plans an appeal, Altman's already moved on to converting Y Combinator equity into compute credits.
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The rocket company is telling Wall Street it's actually in the business of replacing your job. SpaceX is pitching IPO investors on a $26.5 trillion AI market opportunity, positioning itself as a competitor to OpenAI, Anthropic, and Google's AI systems
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Telling advertisers to go fuck themselves costs exactly $2.7 billion, spread over three years. X's ad revenue hit $1.8 billion in 2025, up 7% year-over-year but down 59% from pre-Musk 2021 levels of $4.5 billion.
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Elon Musk just reframed a rocket company as an AI infrastructure bet worth more than the entire global GDP. SpaceX is pitching IPO investors on a $26.5 trillion AI market opportunity, repositioning itself from launch provider to AI infrastructure competitor
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