Google just priced the acquihire of coding expertise at $1.5 billion — triple what Microsoft paid for GitHub, but this time they're not buying the platform, just the people who know how to make AI write code.
Continue reading ›
The former BitMEX CEO is betting that AI's hunger for capital will eat the financial system, then spit out hyperinflation. Arthur Hayes predicts Bitcoin could hit $1 million following an AI infrastructure credit bubble collapse that forces the Federal Reserve to print money
Continue reading ›
The White House just held a closed-door meeting on AI safety with the companies building the most powerful models in the world, then refused to tell anyone what was discussed.
Continue reading ›
The companies building the models get to see the security playbook, but the people those models will affect don't. The White House shared its AI model evaluation framework with OpenAI, Anthropic, Microsoft, and other major labs on Tuesday, but won't release it publicly
Continue reading ›
Washington just handed US optical component makers a gift-wrapped monopoly, and hyperscalers are about to pay for it in both dollars and delays. The US is reportedly drafting a ban on Chinese optical transceivers for AI data centers, targeting companies like Zhongji Innolight and Eoptolink
Continue reading ›
The people writing AI regulation spent 88% of their AI budget on the company that's lobbying them hardest. ChatGPT captured $100,580 of $113,740 in House AI spending between April 2025 and March 2026, an 88% market share among the people shaping AI policy
Continue reading ›
Alibaba just claimed that its new open-weight model beats OpenAI's and Anthropic's best on the one benchmark that actually matters: whether an AI can use your computer without human handholding.
Continue reading ›
While the rest of enterprise AI drowns in pilot purgatory, Palantir just posted growth numbers that read like a typo. Palantir's Q2 2026 revenue hit $1.94 billion, up 93% year-over-year, crushing Wall Street's $1.8 billion expectation and triggering a 10% share price jump
Continue reading ›
Big Tech just paid $1 billion for someone else to solve their power problem. Valar Atomics closed a $1B Series B led by Sequoia, plus a $200M credit facility, to build what they call America's first nuclear "gigasites"
Continue reading ›
The compute wars just got a new arms dealer, and he's not hiring software engineers. SpaceX is recruiting skilled trades workers and engineers to build "the most powerful AI supercomputer clusters on & off Earth", reviving Musk's signature three-bullet-point hiring requirement
Continue reading ›
The moat everyone thought was 20 years deep just got crossed in 10 hours by an AI coding agent. AI coding agents are now writing CUDA-equivalent software — startup Infinity recreated CUDA-like code for chip startup D-Matrix in 10 hours using AI agents
Continue reading ›
While everyone else debates whether enterprise AI works, Palantir is already rewriting the rules for who gets to control it.
Continue reading ›
While Microsoft locks in compute, the real story is the 12-to-1 demand gap that makes every GPU allocation a strategic moat. Microsoft deepens AI partnership with Nvidia, expanding the RTX Spark platform as enterprise demand for AI inference infrastructure accelerates
Continue reading ›
Amazon is spending $220 billion this year on AI infrastructure and still can't keep up—which means the cloud war just became a capacity war. AWS hit $42.2 billion in Q2 revenue, its fastest growth in 18 quarters, with AI spending last quarter exceeding all prior quarters combined
Continue reading ›
The biggest AI bet in history just locked the future of machine intelligence inside three companies' data centers.
Continue reading ›
The market just told you who's winning the infrastructure war for the agent economy, and it's not the decentralized dreamers. Amazon surged 15% in its best single-day gain in 14 years, driven by AWS cloud revenue growth that validated the company's massive AI infrastructure spending
Continue reading ›
The platforms that built their empires on infinite content are now scrambling to label the difference between human and machine before their users stop caring altogether.
Continue reading ›
Bitcoin's correlation with tech stocks just got renewed proof: Microsoft's AI infrastructure finally printed returns, and crypto followed equities higher before settling back into the $64K zone as the market caught its breath.
Continue reading ›
The chip sector just got its permission slip to keep spending like the future depends on it. Amazon, Microsoft, and Alphabet confirmed aggressive AI spending plans in their latest earnings, signaling sustained demand for chips and infrastructure
Continue reading ›
The youngest hedge fund founder to blow up $20 billion in public equities still owns the one asset Wall Street can't price.
Continue reading ›