Microsoft is cutting humans to pay for the machines that might replace them. Microsoft plans to cut thousands of jobs next week, targeting sales, consulting, and Xbox roles — less than 2.5% of its 220,000-person workforce.
Continue reading ›
When a country pulls forward a decade of infrastructure buildout overnight, you're watching capital choose winners in real time.
Continue reading ›
SpaceX just paid more for a coding tool than most countries' GDP — and that might be the sanest deal in the room.
Continue reading ›
Half a trillion dollars says the AI hardware war just opened a second front—and it's running on renewable energy. Samsung and SK Hynix are investing $518 billion to build four new chip fabrication plants in South Korea's southwest, away from their traditional Seoul-area manufacturing base
Continue reading ›
Google wants you to know they've been doing "full stack AI" since before it had a marketing term—and they're probably right.
Continue reading ›
A botched experiment in a neuromorphic engineering lab might have just solved the problem that's been eating AI alive — the energy bill.
Continue reading ›
The AI training gold rush just ran into a literal problem: the water cooling those GPUs is growing bacteria. Omen AI raised $31 million Series A to monitor coolant systems in data centers and prevent bacterial contamination
Continue reading ›
When a Tokyo-listed company says it wants to own 1% of all Bitcoin that will ever exist, you're either watching the future of corporate treasury strategy or the most expensive gamble in crypto history.
Continue reading ›
The company building the future can't figure out when to sell shares in it, and the ripple effect just erased billions in market cap across three continents.
Continue reading ›
The AI industry burned through a half-century of predictable chip progress in less than five years—and now it's rewriting the economics of silicon itself.
Continue reading ›
America is spending more to house AI than to move people — and hundreds of towns are saying no anyway. Data center construction spending in the US now exceeds combined spending on airports, ports, and transit infrastructure, marking a fundamental shift in capital allocation priorities
Continue reading ›
The AI bill just came due, and Apple's making you split the check with OpenAI.
Continue reading ›
Wall Street is pouring billions into power infrastructure IPOs before the technology even works, while Apple just passed the electricity bill to iPhone buyers.
Continue reading ›
Microsoft's Copilot promotion arrives the same week its stock took a historic beating and Xbox prices jumped $100—three data points that map the real cost of the agent wars.
Continue reading ›
Qualcomm just announced billions in data center revenue—before the fiscal year even starts—which means Nvidia's hyperscaler customers are already placing orders. Qualcomm is projecting "billions" in data center chip revenue starting October 2026, with Meta and Microsoft already signed as customers
Continue reading ›
Apple spent a decade building spatial computing, and OpenAI just hired the person who knows what didn't work. Paul Meade, Apple's VP overseeing Vision Pro and smart glasses development, is leaving for OpenAI's hardware team, continuing a pattern of talent migration to AI companies
Continue reading ›
The training runs don't stop at night, but solar panels do — which is why the real AI infrastructure race is happening miles underground. I-Pulse landed $250 million in US funding to build semiconductors that drill into Earth's heat, targeting 24/7 power for AI data centers
Continue reading ›
The bill for building AI just landed on consumers' desks, and Asia's chipmakers are watching to see if anyone actually pays it. Apple and Microsoft both raised product prices, triggering a selloff in Asian tech stocks on concerns that component costs are finally hitting end-user pricing
Continue reading ›
The company that convinced the world AI was worth trillions now needs more time to prove it to Wall Street. OpenAI is considering pushing its IPO to 2027, potentially following Anthropic's market debut and giving itself runway to justify a $1 trillion valuation
Continue reading ›
The AI buildout just sent your next laptop price up 20%, and it's only the beginning of the consumer tax for the agent economy. Apple raised MacBook and iPad prices by up to 20% and Xbox hiked console prices up to $150, both citing the same cause: AI data centers are hoovering up memory chips.
Continue reading ›