The company that fumbled the mobile revolution and missed the AI chip boom just told Wall Street it's back in the game. Intel delivered a revenue forecast that crushed Wall Street estimates, powered by data center spending on AI infrastructure
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AMD is splitting the atom of AI inference, betting that the chip monopoly ends when you stop asking one piece of silicon to do two fundamentally different jobs.
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The SEC just let a crypto-native broker-dealer sell Apple and Tesla shares as tokens to American retail investors, which means the "blockchain revolution" finally has to deliver on boring compliance.
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AMD just told the world it's coming for Nvidia's throne — with hardware it claims is faster and a market it pegs at $2 trillion. AMD announced new data center products claiming to outperform Nvidia's chips in the AI computing market
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The GPU monopoly just got its first real challenger, and it's not who you'd expect. Etched, a chip startup founded by three Harvard dropouts, just hit a $10.3B valuation building inference-specialized chips that claim to bypass GPUs entirely
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While crypto miners bid on last-gen GPUs, Nvidia just placed its most advanced AI chips in a Finnish data center and broke ground on a Texas factory to build the next generation.
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The command line just became a chat box—and it's orbiting at 17,000 mph. NASA's Jet Propulsion Laboratory put Google's Gemma 3 LLM on a satellite, marking the first time a vision-language model has analyzed imagery from orbit using the satellite's own sensor
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The memecoins aren't just riding alongside tokenized stocks anymore—they're starting to steer them. Arcus launched 24/7 zero-fee trading for 95+ tokenized U.S. stocks on Robinhood Chain, backed by dYdX and Robinhood Crypto, accessible in 120 countries
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While Blackstone's CEO sees irrational exuberance, Nvidia's CEO sees five more years of infrastructure starvation — two men, $6 trillion in capex between them, opposite diagnoses of the same gold rush.
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The export ban was supposed to slow them down. Instead, China's AI labs just posted their best month ever relative to Silicon Valley. Chinese AI models closed the performance gap with US counterparts to just 6% in June, down from 9% in May — the tightest margin on record
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The AI infrastructure boom was supposed to save the chip sector—STMicro just showed us who's still waiting for a seat at that table. STMicroelectronics plunged after forecasting Q3 sales below analyst expectations, marking the stock's worst day in a year
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The US just accused a Chinese AI lab of building a frontier model by ripping off American IP and banned chips — and did it in public, on X, with receipts.
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Two of Big Tech's biggest players are both writing billion-dollar checks to the same AI startup in the same week — and neither one is buying equity.
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The chip maker betting on AI is now betting on AI infrastructure companies, and the market is pricing in a feedback loop that could define who wins the agent economy.
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The chip wars just became a compute arms race, and Anthropic is the battlefield where AMD is betting its AI future. AMD commits up to $5 billion to Anthropic, deploying 2 gigawatts of MI450 GPUs via new Helios rack-scale systems, with first gigawatt coming H1 2027
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While everyone debates whether AI will take your job, OpenAI just announced it will spend more on servers than the GDP of Switzerland. OpenAI raised its cloud and compute spending projection to $750 billion through 2030, up from $600 billion, a 25% increase in just months
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OpenAI just bet $20 billion on a single campus in Georgia while simultaneously chasing $500 billion across the country, and the power draw alone tells you everything about who wins the agent economy.
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AMD just wrote a $5 billion check to become Anthropic's exclusive chip supplier, and Nvidia's three-year run as the only game in AI infrastructure just got its first real challenger.
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Nvidia just turned into a credit card company for the AI boom — and the banks are suddenly very okay with that. Nvidia is backstopping loans for "neoclouds" (specialized AI cloud providers) so they can buy more GPUs — if the customer stops paying, Nvidia absorbs the loss
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The picks-and-shovels play for AI just got serious—Nvidia's not selling GPUs to build the next ChatGPT, they're selling the entire factory floor.
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