The AI boom just turned a Japanese capacitor maker into a bellwether for infrastructure spending. Murata Manufacturing beat Q4 profit estimates driven by AI data center demand, with shares jumping on the news
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Seven hundred billion dollars is more than the GDP of Sweden—and it's all going into a bet that agents will eat the world before someone else's agents do. US Big Tech's combined 2026 capex is projected to hit $725 billion, overwhelmingly targeted at AI data center infrastructure
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Amazon just told Wall Street it might start shipping AI chips to customers who aren't AWS users, which is roughly equivalent to Netflix announcing it's going to sell DVDs.
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While US chipmakers fight export controls, China's domestic AI chip industry just printed a Q1 that looks less like substitution and more like ignition. Cambricon Technologies' Q1 2025 revenue more than doubled year-over-year, driven by surging domestic AI chip demand in China
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SoftBank's betting $50 billion that the AI infrastructure stack needs a vertically integrated giant that builds the robots, runs the data centers, and cuts everyone else out of the middle.
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The companies making picks and shovels for the AI gold rush are printing money faster than the miners themselves. Samsung's semiconductor division saw profits jump 48-fold, riding AI's insatiable appetite for memory chips to margins that beat analyst expectations
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OpenAI just stopped talking about AGI as a research problem and started building it like infrastructure—the kind with power grids and construction timelines. OpenAI is scaling Stargate, its massive compute infrastructure project, to build the physical capacity needed for AGI development
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While everyone's still gawking at AI-generated TikToks, Runway's CEO is already building the simulation layer beneath reality itself.
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The courtroom discovery process is about to do what a decade of tech journalism couldn't: force OpenAI to show its receipts.
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The AI infrastructure gold rush just found its credit card — and the interest rate is eye-watering.
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The guy who turned GPUs into the pickaxes of the AI gold rush just told a generation drowning in "learn to code" advice that the real money is in building the physical world that code runs on.
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The picks-and-shovels play is printing money while everyone watches the Nvidia ticker. Victory Giant Technology reported 28% quarterly sales growth driven by demand for printed circuit boards used in AI servers
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The fastest rise to market dominance in corporate history just hit a speed bump, and the AI infrastructure bet is suddenly looking less like destiny and more like a high-stakes wager.
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The AI infrastructure bet just showed its first real crack, and the market's reaction tells you everything about who's been building on assumptions instead of fundamentals.
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Doubling your earnings still isn't enough when Wall Street expects you to print money from the AI gold rush. Foxconn Industrial Internet's earnings doubled, but both sales and profit missed analyst estimates despite China's AI boom
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The AI gold rush just hit its first public air pocket—and the shockwave is hitting balance sheets before it hits headlines. OpenAI reportedly missed internal sales and user growth targets, triggering sell-offs in partner stocks like SoftBank and Oracle
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China just put $323 million behind a bet that light, not electricity, will power the next generation of AI compute. Lightelligence raised $323 million in its Hong Kong IPO, betting optical computing will break through AI's power and speed ceiling
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The AI infrastructure buildout just found its credit card — and it's got a junk rating. A data center developer is raising $4.54 billion in junk-rated debt to build AI infrastructure tied to Nvidia hardware, one of the largest high-yield offerings for AI data centers yet.
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The AI that finds the bugs is the same AI that could weaponize them — and Anthropic just proved both sides of that equation work.
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The guy who taught AlphaGo to beat the world's best human players just raised more money than most companies earn in revenue — before shipping a single product.
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