Retail investors just sold Nvidia for the first time in eight months, and it wasn't because of chips. Retail investors sold Nvidia stock Wednesday for the first time since July, breaking an uninterrupted buying streak through the company's rise to largest S&P 500 market cap
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David Sacks just finished his 130-day sprint as Trump's crypto and AI czar, and instead of going home, he's now running a tech advisory council with Jensen Huang and Mark Zuckerberg.
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Congress just weaponized the Super Micro indictment to tighten the AI chip export chokehold on China.
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Congress just weaponized the Super Micro indictment to harden the AI chip export wall. A House panel advanced legislation requiring Commerce to force chipmakers into stricter AI export controls after Super Micro's co-founder was indicted for allegedly smuggling Nvidia processors to China
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Nvidia's crypto mining revenue disclosures from the 2017-2018 boom are coming back to haunt it in court. A California judge certified an investor class action against Nvidia over alleged misstatements about GPU sales to crypto miners during the 2017-2018 mining surge.
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Anthropic just turned Claude into a direct OpenClaw competitor, and the download numbers suggest they're fighting over the same territory. Anthropic launched features for Claude that mirror OpenClaw's core capabilities: computer control, messaging app integration, task scheduling, and memory
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The world's biggest energy conference is running two movie screens at once, and nobody knows which one to watch. CERAWeek in Houston is split between Iran war volatility rattling oil markets and AI power demand reshaping the grid, with executives struggling to price both risks simultaneously.
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Tenstorrent just made running 70B parameter models in your home office cheaper than buying four Nvidia GPUs, and the math matters more than the marketing.
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Blackstone is buying the infrastructure that powers the AI economy, and you should be paying attention to who controls the real estate your agents will live on.
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The same CEOs who spent the last decade claiming AI needs regulation are now the ones writing the rules. Meta's Zuckerberg, Nvidia's Huang, Oracle's Ellison, and Google's Brin join Trump's revived President's Council of Advisors on Science and Technology, focused on AI policy
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The real story in Fast Company's computing innovation list isn't who made it, it's what kind of infrastructure race we're actually watching unfold.
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Vultr wants a billion dollars to prove that being early doesn't mean you win. Vultr, a 2014-vintage cloud provider backed by AMD, is raising at least $1 billion to compete in the AI compute arms race
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Arm just stopped being the plumber and started building the house. Arm launched its first AI chip, with Meta and OpenAI signed as initial customers, marking a shift from licensing designs to selling silicon.
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SK Hynix is going public in the US to raise capital for AI memory chips, and that tells you more about the agent economy's infrastructure demands than any VC pitch deck. SK Hynix plans to list shares in the US this year, seeking capital to meet AI's surging memory demand
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Arm just stopped being a landlord and became a builder, with Meta as its first tenant. Arm announced its first self-manufactured CPU, the AGI CPU, designed specifically for AI inference workloads, breaking decades of licensing-only business model
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Arm just stopped being a blueprints company and became a chipmaker, and Meta is the reason why. Arm unveiled its first in-house CPU, the AGI CPU, designed for AI inference workloads, with Meta as both lead partner and co-developer
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Ten grand gets you a box that runs 70B models at 500 tokens per second on a standard wall outlet. Tenstorrent's QuietBox 2 packs four custom AI accelerators and 384GB total memory into a $9,999 desktop that draws 1,400 watts at full load
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Circle just put USDC on the ground in Africa through Cassava, and this isn't another pilot program, it's infrastructure play in a continent where dollar access is survival, not speculation.
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Circle just planted its flag in Africa through an Nvidia-backed infrastructure play, and the real story isn't the stablecoin, it's the pipes. Circle partnered with Cassava Technologies, an Nvidia-backed African infrastructure company, to enable USDC transactions across the continent
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SK Hynix just committed $8 billion to ASML's most advanced chip tools, the largest memory equipment order in history, and it's a bet that AI's appetite for bandwidth will only get hungrier.
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