Intel's biggest capital raise in half a century signals less about AI confidence and more about foundry desperation. Intel is offering $15 billion in common stock, potentially its first public equity sale since going public in 1971
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The same Republicans who rolled out red carpets for AI infrastructure are now losing elections over it.
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Corporate M&A just cut out banks, lawyers, and the entire fiat rails—two European companies changed hands for Bitcoin, and only Bitcoin. H100 Group acquired two European firms in the first all-Bitcoin M&A transaction, no fiat conversion at any stage
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A Chinese GPU maker that most Americans have never heard of just quintupled in value, and the timing tells you everything about the real AI chip war. Moore Threads, a Chinese AI chip designer, plans to list in Hong Kong after its Shanghai-listed shares surged 420% since debut
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The guy designing Nvidia's AI infrastructure wants his life's work to become forgettable. Sean James, a distinguished engineer at Nvidia, argues AI data centers need to "fade into the background" and become as unremarkable as electrical substations
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Google just put $200 billion on the table for 2026, and most of it will become Nvidia chips before it becomes anything else. Alphabet is raising 2026 capital expenditure to $195B-$205B, overwhelmingly targeted at AI infrastructure build-out
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Elon just turned Nvidia's preferred customer list into a weapon — and the neoclouds built on GPU arbitrage are about to learn what happens when the supply chain picks favorites.
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Nvidia's chips are so scarce that crypto networks are now circling the shortage like buzzards eyeing a feast. Firmus raised $2 billion with Nvidia backing as NVDA stock climbs toward record highs, while Blackwell B200 systems sold out completely amid unprecedented demand
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America's chip export controls just became Beijing's industrial policy gift to its homegrown AI semiconductor industry. Chinese AI chip designers are projecting strong earnings as Beijing pressures domestic firms to swap American components for local alternatives
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When Nvidia stops just selling shovels and starts funding the mine, the gold rush just became a land grab. Firmus, an AI data center company, raised $2 billion from Coatue, Nvidia, Blackstone vehicles, and Jane Street
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The company printing money from AI chips just became a lender to Korea's corporate bond market — a reversal that shows what happens when chipmakers have more cash than ideas.
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China just put a 2.4 trillion parameter model in the hands of every developer on earth, for free, and Silicon Valley's moat just got a lot narrower. Alibaba launched Qwen3.8-Max, a 2.4 trillion parameter AI model released for free, positioning it as a direct competitor to Claude and ChatGPT
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The AI boom isn't just about chips anymore — it's about where you put all the output when those chips never stop running. Western Digital's CEO says hyperscaler demand for storage remains strong despite softer near-term guidance, with long-term supply agreements extending into the next decade
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The Chinese AI lab that humiliated American efficiency assumptions is now commanding a valuation that makes OpenAI's last round look quaint. DeepSeek has restarted negotiations for its second funding round, targeting close to $8 billion, with Monolith Management among potential contributors
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While American cloud giants fight over U.S. data center permits, a Middle Eastern telecom just built the on-ramp for Southeast Asia's AI economy.
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The first mainland Chinese robotics IPO isn't about industrial arms or warehouse automation—it's about humanoids, and Beijing just signaled where the next decade of manufacturing competition will be fought.
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The chipmaker that powers the AI revolution just decided it also needs to police it. Nvidia is building a new AI safety and security engineering team, hiring a founding technical leader, security researchers, and evaluation engineers to assess AI agents before deployment
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Amazon just bet $220 billion that owning the full stack — chips, clusters, and models — is the only way to win the agent economy.
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The companies training the agents are now building the brains they run on. Anthropic is building an in-house AI chip team, led by an OpenAI veteran, as the company pursues custom silicon for Claude
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The AI industry's vertical integration playbook just added another chapter, and this time it's the safety-focused lab making the move.
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