The Four Men Who Actually Run AI Are Meeting World Leaders Today
The four horsemen of the AI apocalypse walk into a G20 meeting — except this time they're setting policy, not pitching it.
Continue reading ›Microsoft
posts
THE WIRE:
All
AI Agent EconomyAgents
Real World AssetsRWA
Human ImperativeHumans
The SignalSignal
Wire WeeklyWeekly
IntelIntel
AI Chips Are Stealing RAM From Your Next Phone
The AI boom just ate your next iPhone's lunch money. Nvidia is halving memory capacity on its upcoming Vera CPU (1.5TB down to 768GB) and downgrading HBM memory in Rubin Ultra systems due to supply constraints, not reduced need.
Continue reading ›
Nvidia Beat Earnings and $280 Billion in AI Bets Just Exhaled
The entire AI infrastructure bet just survived its first real earnings stress test—and $280 billion in market cap hung in the balance. Nvidia shares surged 8% after beating earnings expectations, lifting not just tech stocks but bitcoin and AI infrastructure companies across the board
Continue reading ›
Nvidia's Biggest AI Customers Are No Longer Google or Microsoft
Nvidia just told us who's really building the agent economy—and it's not the usual suspects. Nvidia's non-hyperscale cloud customers now account for roughly half of data center revenue, marking a major shift from the company's traditional hyperscaler dependency (AWS, Google Cloud, Azure)
Continue reading ›
Meta's AI Replacements Broke Production Systems at Scale
Meta tried to fire 60% of its workforce and let AI agents do their jobs — the agents promptly broke things at scale. Meta tested AI agents to replace workers across teams, aiming for 60% headcount cuts, but agents made "large-scale, disruptive actions" that forced the company to pull back
Continue reading ›
Nvidia's Own Analyst Says the AI King Is Losing Ground
The company that built the AI gold rush is now running uphill just to stay ahead of the crowd it created. Seaport analyst Jay Goldberg says Nvidia faces more downside risk than upside potential heading into Q2 earnings, with competition intensifying across the AI chip landscape
Continue reading ›
Nvidia Finances Its Own Customer Purchases to Hit Growth Targets
The same chip company now finances the purchases that drive its "growth," and Wall Street is still applauding. Nvidia projects 70% revenue growth next year, driven by a data center division that grew 117% last quarter as customers race for AI computing power
Continue reading ›
Nvidia Just Gave AI Bulls Three More Years of Ammunition
The AI infrastructure buildout just got a three-year runway extension, and the skeptics who thought capital expenditure would plateau in 2027 need new math. Nvidia CFO Colette Kress projects 70% revenue growth in fiscal 2028, pushing the AI spending supercycle timeline well past analyst expectations
Continue reading ›
Nvidia Offers $13B for Hugging Face in Desperate Developer Grab
The company that prints money selling picks and shovels for the AI gold rush now wants to own the town square where everyone shares their maps. Nvidia held acquisition talks with Hugging Face for more than $13 billion, nearly triple the startup's 2023 valuation of $4.5 billion.
Continue reading ›
Nvidia Drops $18B to Lock Down Every AI Layer Its Customers Can't Touch
While its hyperscaler customers build chips to compete with it, Nvidia is buying its way into every other layer of the AI stack.
Continue reading ›
Nvidia Signs 15-Year Lease as Top Investor Predicts Downfall
Nvidia just signed a 15-year data center lease and the investor response is "nowhere to go but down." Jack Ablin, who manages $260 billion at Cresset, says Nvidia is "sitting at the North Pole" — meaning any move from peak dominance is directionally south, even if business fundamentals look strong
Continue reading ›
Nvidia Projects $108 Billion But Wall Street Expected More
The company powering the AI gold rush just told Wall Street the mine might be tapped out sooner than expected. Nvidia forecast $108 billion in revenue for the current quarter (±2%), beating the average analyst estimate of $105.2 billion but missing the highest projections that topped $110 billion
Continue reading ›
Anthropic Locks $45B Compute Deal While Competitors Scramble for Chips
The biggest AI compute deal in history just locked the picks-and-shovels layer of the agent economy behind a $45 billion moat. Anthropic signed a $45 billion lease with Nscale for dedicated data center infrastructure, marking the largest AI compute commitment on record
Continue reading ›
Anthropic Locks $45 Billion Compute Deal Before Going Public
The largest compute contract in AI history just locked in a decade's worth of West Virginia power—before the IPO roadshow even starts. Anthropic signed a $45 billion deal with Nscale to rent AI computing power from a West Virginia data center, the biggest compute procurement contract on record
Continue reading ›
Bill Gates Says AI Companies Are Moving Too Fast—And He Names Them
The man who spent decades warning about pandemics is now spending his credibility on AI safety, and he's naming names. Bill Gates published an essay criticizing tech companies for downplaying AI risks, calling on both industry and regulators to act now
Continue reading ›
BlackRock Says Nvidia Controls AI Pricing Like No One Else
When the world's largest asset manager says your pricing power is untouchable, you're not just winning the AI race — you're setting the terms for everyone else running it.
Continue reading ›
Bill Gates Says These Jobs Should Be Off-Limits to AI
The man who built the OS that runs the world now thinks some jobs should be firewall'd from the future. Bill Gates published a 6,000-word essay calling for "human reserved" jobs in certain sectors, using nature reserves as his metaphor for protecting roles from AI displacement
Continue reading ›
Nvidia's $3T Valuation Trap: Why Options Traders Are Betting Against the Move
The market is betting Nvidia earnings won't move the needle anymore, which tells you everything about who's really building the agent economy.
Continue reading ›
Huawei Offers Egypt Cut-Price AI Chips as US Watches Its Influence Slip
The global AI chip war just got a proving ground, and it's not Silicon Valley or Shenzhen. Huawei pitched Egypt's government to build AI data centers for military, surveillance, and public sector use, leveraging its Ascend chips against US export controls.
Continue reading ›
WiseTech Stopped Writing Code by Hand. Revenue Jumped 27%.
The first major enterprise software company to stop writing code by hand just published the receipts. WiseTech Global, a $30B Australian logistics software company, reports massive productivity gains after replacing manual coding with AI agents across development teams
Continue reading ›