Super Micro's stock just lost a third of its value over a smuggling scandal, and the AI infrastructure boom suddenly has a compliance problem. Super Micro Computer, a major AI server provider, saw its stock crater by 33% after being linked to a smuggling scandal
Continue reading ›
Nvidia's CEO just told every company on Earth they need an "OpenClaw strategy," and if you don't know what that means, you're already behind. Jensen Huang keynoted Nvidia's GTC conference projecting $1 trillion in AI chip sales through 2027 and declaring every company needs an "OpenClaw strategy"
Continue reading ›
Jensen Huang just told every company on Earth they need an "OpenClaw strategy," and if you don't know what that means yet, you're already behind.
Continue reading ›
Nvidia's robotics chief just said the quiet part out loud: AI agents are the missing link between software that thinks and hardware that moves.
Continue reading ›
Supermicro's co-founder just got charged with smuggling Nvidia AI chips to China, and the stock dropped 28% because export controls just became a liability, not just paperwork.
Continue reading ›
Nvidia just tried to sidestep antitrust review with a $20 billion licensing deal for AI chip startup Groq, and Warren and Blumenthal aren't buying it. Nvidia structured a $20 billion Groq deal as a licensing agreement, possibly to dodge merger review requirements
Continue reading ›
Three Supermicro employees just got charged with smuggling $2.5 billion in AI servers to China, and the compute wars just became a legal minefield.
Continue reading ›
The physics that promised invisibility cloaks just found a real business model in AI data centers. Lumotive and Neurophos are using optical metamaterials, the same tech behind experimental invisibility cloaks, to build faster optical switches for AI data centers
Continue reading ›
AWS just signed a multi-billion dollar chip deal with Nvidia while simultaneously building its own silicon, and that contradiction tells you everything about who really controls the AI infrastructure layer.
Continue reading ›
India's biggest Nvidia GPU cluster just priced itself at $4 billion, and the number tells you everything about where AI infrastructure value is flowing.
Continue reading ›
A Super Micro co-founder just got charged with trying to funnel billions in AI hardware to China, and it's a preview of the export control wars that will define the agent economy. A co-founder of Super Micro Computer was charged in New York with conspiracy to illegally export AI technology to China
Continue reading ›
Uber is signing autonomous vehicle partnerships faster than most companies ship product updates, and the strategy behind the speed matters more than the deals themselves.
Continue reading ›
Privacy tech just stopped being a crypto purist's dream and became the only viable path for putting AI agents and real-world assets on rails together.
Continue reading ›
Jensen Huang just told the AI industry to stop shooting itself in the foot with doom rhetoric, and he's not wrong. Nvidia CEO Jensen Huang said tech leaders need to stop scaring people about AI, responding to questions about Anthropic's messy Pentagon contract negotiations
Continue reading ›
The guy who spotted Anthropic early is now trying to build the power grid for AI. Anjney Midha, former a16z GP and early Anthropic investor, has unveiled AMP, a venture attempting to raise $10B+ to build a "grid for AI servers"
Continue reading ›
Two college juniors built a $270M revenue data center equipment company on $3.4M while everyone else is raising billions. Giga Energy, founded by two Texas A&M students in 2019, has generated over $270M in revenue while raising just $3.4M in equity and under $5M in debt
Continue reading ›
Samsung just committed $73 billion to chips in a single year, more than Intel's entire market cap right now. Samsung will spend $73.3 billion on chip capacity and R&D in 2026, a record capital deployment targeting AI semiconductor leadership
Continue reading ›
Samsung just put $73 billion on the table for chips and AI, the largest single-year bet by any hardware maker on the infrastructure that will run the agent economy. Samsung announced $73.3 billion in capex and R&D spending for 2026, focused on memory chip expansion and AI infrastructure
Continue reading ›
Samsung is dropping $73 billion on chips this year, the biggest single-year bet in semiconductor history, and it's aimed squarely at Nvidia's AI throne.
Continue reading ›
Nvidia just confirmed it's taking orders from China again, and Jensen Huang betting on OpenClaw tells you everything about where the AI arms race is actually happening.
Continue reading ›