Big Tech Borrowed $244B This Year to Fund the AI Arms Race
Big Tech just burned through cash at a pace that would bankrupt most countries, and the bond market is treating it like a feature, not a bug.
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Samsung Lands $200B Broadcom Deal While TSMC Watches Its Lead Vanish
The foundry war just got a $200 billion down payment, and the real prize isn't the chips — it's the agents that will run on them. Samsung Electronics locked in a $200 billion MOU with Broadcom to supply HBM4 memory and 2nm foundry services for AI chips through 2030
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Samsung Just Bet $200 Billion That Intel Already Lost
The foundry wars just got real money behind them — and Samsung's $200 billion bet says Intel isn't the only comeback story in town. Samsung secured a $200 billion chip manufacturing contract with Broadcom, marking one of the largest foundry deals in semiconductor history
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Korea's Naver Bets $6.8B That Owning AI Infrastructure Beats Renting From Amazon
Korea's largest internet company is betting that owning the picks and shovels for AI infrastructure beats renting them from Amazon.
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Anthropic Ditches Nvidia, Asks Chipmaker for Custom AI Silicon
The AI labs are done waiting for Nvidia to decide their fate. Anthropic asked SK Hynix for supplies to make its own chips, according to SK Group Chairman Chey Tae Won — a signal that frontier AI labs are going vertical on silicon
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SK Telecom to Build 15GW of AI Data Centers—More Than Most Countries Own
South Korea just announced it will build more AI data center capacity in the next decade than most countries have plugged in since the internet began. SK Telecom plans to deploy 15 gigawatts of AI data center capacity by 2035, partnering with Nvidia on gigawatt-scale infrastructure across Asia
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Nvidia Bets $1 Billion That Korea Builds The Next AI Superpower
Nvidia just wrote a billion-dollar check to build the infrastructure for Korea's AI future, and it's not about chips this time. Nvidia is investing $1 billion in Naver Corp. to finance an AI data center under construction in South Korea, expanding its existing partnership with SK Group
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Sam Altman Tells US Government to Fund His Competitors
OpenAI's CEO just argued for both sides of the open-versus-closed AI debate while a 25-company coalition tries to make sure regulators don't accidentally kill the open side.
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Nvidia CEO Tells Washington AI Fears Are Complete Nonsense
The man selling the shovels in the AI gold rush just told Washington to stop scaring his customers. Nvidia CEO Jensen Huang told US policymakers that AI fearmongering is "complete nonsense" and could lead to overregulation that threatens American chip competitiveness
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Nvidia and Microsoft Beg Regulators to Keep AI Open After Spending Billions on Secrecy
The companies that spent billions building closed AI moats are now begging Washington not to lock the door behind them.
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Microsoft and Nvidia Just Told Washington to Back Off AI Regulation
The biggest names in AI just drew a line in the sand, and the two companies actually winning the model race didn't sign it. 25 tech companies including Nvidia, Microsoft, Meta, and Mistral signed an open letter defending open-weight AI models, marking Jensen Huang's first-ever post on X
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Meta and Microsoft Burn Billions on AI While Investors Demand Proof It Works
The hyperscalers just entered a spending arms race with money they don't have, and the market is starting to ask uncomfortable questions about who wins when everyone's building the same thing.
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Nvidia's CEO Just Declared War on Closed AI Models
The man who prints the picks and shovels for the AI gold rush just picked a side in the policy fight that will determine whether you can run models locally or rent them forever.
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Nvidia's CEO Just Told AI Leaders to Stop Scaring Everyone
The man who built the picks and shovels for the AI gold rush just told the prospectors to stop yelling about bears in the woods. Nvidia CEO Jensen Huang told Axios that AI leaders are "scaring people" by warning about job losses and fixating on China competition
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Nvidia's New AI Servers Look Like iPhones for a Reason
Nvidia just made the industrial guts of AI infrastructure look like consumer electronics—and that aesthetic shift signals something bigger about who gets to build the next generation of compute.
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SK Hynix Bets Billions on AI While Investors Panic Sell
The Korean memory makers are signing billion-dollar checks in Silicon Valley while their stock prices whipsaw on AI hype — a perfect test of whether hyperscale customers can steady a market drunk on leverage.
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AMD CEO Uses OpenAI's Agent Breach to Sell $500M Open-Source AI Bet
AMD's CEO is using OpenAI's own agent mishap to argue for open-source AI while launching hardware designed to run those same open models at scale.
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Nvidia Bets $1.5B That Packaging Now Matters More Than Chips
Nvidia just bet $1.5 billion that the smartest chips in the world are worthless without the boxes they come in. Nvidia signed a $1.5 billion deal with Amkor Technology to expand chip packaging capacity in the US
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SK Hynix Chairman Ordered to Pay $643 Million Divorce Settlement
The AI boom just funded one of the world's most expensive divorces. SK Hynix chairman Chey Tae-won ordered to pay ex-wife $643 million in divorce settlement, ending years-long legal battle Chey's fortune exploded during the AI boom as SK Hynix became critical supplier for AI memory chips
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Intel's "Worthless" Chips Just Became AI's Biggest Bottleneck
The chip maker everyone wrote off just posted numbers that suggest the AI infrastructure race needs Intel more than Intel needs a miracle.
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