AMD just bet on the autonomous vehicle company that might finally make the economics work. Turing Inc., a self-driving tech developer, secured backing from AMD Ventures and is integrating AMD's AI accelerators into its autonomous systems
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The AI chip gold rush has a gray hair problem—and that might be its competitive advantage. Stephen Huang launched Tranxform AI at 55 after decades at MediaTek, Apple, and Amazon, targeting power-efficient processors for edge AI deployments
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When bitcoin miners pivot to AI infrastructure, they bring more than real estate—they bring power expertise that Big Tech desperately needs and can't build fast enough.
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The company that makes the memory chips powering every major AI model just went public in the U.S. — and whether it soars or crashes will tell you everything about what insiders really think happens next.
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The world's dominant AI memory chip maker just decided price caps are for peasants — and now it wants American investors to fund the next phase. SK Hynix posted $26B profit in Q1 2026 and is planning a NASDAQ listing that could raise $29.4B, potentially the largest foreign listing in US history
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NVIDIA just published the instruction manual for teaching AI agents to use GPUs correctly — and made it as easy to install as a node package.
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The chips get the headlines, but the hands building the servers just posted numbers that say more about AI's real trajectory than any earnings call. Hon Hai (Foxconn) reported 40% quarterly sales growth, beating analyst expectations on continued AI server demand
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While the S&P hits new peaks, bitcoin sits 15% off its highs, and the reason isn't what the permabulls want to hear. Bitcoin has decoupled from equities as AI hype pulls capital away from crypto, according to research from Schwab and Hashdex
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Europe's AI darling just crossed $6 billion in valuation, and unlike OpenAI, you can actually download their models and run them yourself. Mistral AI, founded in 2023 by former DeepMind and Meta researchers, has emerged as Europe's leading AI company with a hybrid open/closed model strategy
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The picks and shovels are worth more than the gold mines now. AI infrastructure stocks climbed 600% over four years, outpacing the hyperscalers actually building the AI products
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While the crypto bros were arguing about decentralization, a London fintech quietly built the banking infrastructure that could swallow both Web2 payments and Web3 rails in one bite.
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The companies building the picks and shovels for AI are now worth more than most of the companies actually using AI. Crusoe Energy is raising $3 billion at a $9 billion valuation, tripling its previous mark in a round that signals institutional capital is flooding into AI infrastructure.
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The picks-and-shovels play for AI infrastructure just got more competitive, and the company making the move isn't Nvidia. Kioxia Holdings has begun shipping samples of next-generation flash memory chips specifically designed for AI data center operators
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The AI power crunch just got its first real answer, and it glows in the dark. Valar Atomics connected its Ward 250 advanced reactor to an Nvidia Blackwell chip in Utah, marking the first time a next-generation nuclear reactor has generated power in the US
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NVIDIA is betting its next decade on a move from selling shovels to splitting gold, and the guy who called the 2008 crash thinks they're wrong. NVIDIA launched a revenue-sharing AI compute model with cloud providers, shifting from hardware sales to partnership-based recurring income
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The AI lab that raised billions on the promise of "constitutional AI" is now shopping for chip fabs—because renting compute from cloud providers is the new vendor lock-in. Anthropic is in talks with Samsung Electronics to manufacture a custom AI chip, according to sources cited by the Information
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Smart money just told you exactly where the AI infrastructure war will be won—and it's not in the cloud. Blue Whale Growth Fund rotated from software giants into Nvidia and SK Hynix, betting on semiconductor infrastructure over application-layer plays
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While hyperscalers built clouds for the internet, SoftBank is building one for the agent economy, and it's betting 10 gigawatts that compute will be the new oil.
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The Fed just gave crypto a permission slip, and capital is racing back from the AI trade that spent all spring making semiconductors look like the only bet worth making.
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The chip monopolist just became a venture capitalist with the world's best collateral. Nvidia is offering token credits for its AI hardware to developers and cloud providers in exchange for future revenue share, essentially financing the AI stack with compute instead of cash
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