Nvidia CEO Predicts Robots Will Run The Entire $50 Trillion Economy
The chip king's repeat appearances at a workflow software conference reveal more about the coming agent economy than any earnings call ever could.
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Infineon Sees AI Demand Surge While Nvidia Suppliers Stumble
The picks and shovels of the AI gold rush aren't GPUs alone — they're the power management chips keeping data centers from melting down. Infineon forecast quarterly revenue above analyst expectations, riding the wave of AI infrastructure spending
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China's State Chip Fund Races to Bankroll DeepSeek's Next Billion
Beijing just told the world exactly how seriously it takes the AI sovereignty race—by writing a check with ten figures. China's state-backed chip investment fund is in talks to lead a funding round for DeepSeek valued at roughly $45 billion, per the Financial Times.
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Lambda Hires Ex-Sprint CEO to Run AI Cloud Infrastructure
Lambda just hired a telecom lifer to run an AI cloud company, which tells you everything about where GPU infrastructure is headed. Lambda, an Nvidia-backed AI cloud provider, named Michel Combes as CEO, replacing its founding leadership in a management overhaul
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AMD's AI Chip Sales Just Doubled While You Were Watching Nvidia
While everyone's been watching Nvidia print money, AMD just proved the AI gold rush has room for two miners. AMD issued a strong forecast for the current quarter, driven by surging AI data center demand that's lifting the entire chip sector.
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Nvidia Director Drops $200M on USC While AI Talent War Hits Fever Pitch
The billionaire who bet early on chips is now betting $200 million that universities — not startups — will train the next generation of AI builders. Nvidia director Mark Stevens and his wife Mary are donating $200 million to USC to advance AI research and education across the university
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Jamie Foxx and Wall Street Bet $3B on Voice Cloning Startup
When Hollywood A-listers and Wall Street titans both chase the same voice AI startup, they're not betting on technology—they're betting on who controls the sound of the agent economy.
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OpenAI Commits $1 Trillion While Admitting Its AI Could Fail
The frontier AI race just turned into a game of corporate chicken played with nine-figure data center bills.
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Meta borrows $13B for Texas AI farm while laying off 5% of staff
The biggest tech companies are now choosing between people and GPUs, and the GPUs are winning by a landslide.
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Cerebras IPO Valued Higher Than Most AI Chipmakers Despite Zero Name Recognition
The chip company OpenAI can't stop talking about just priced its IPO at a valuation that dwarfs most of the AI infrastructure stack — and barely anyone outside the Valley knows what they make. Cerebras, an AI chip maker with deep OpenAI ties, is targeting a $26.6B+ valuation in its upcoming IPO
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GameStop Bids $56B for eBay as Meme Stock Makes Largest Acquisition Attempt
The meme stock that refused to die just made a bid that's either brilliant or delusional—and Wall Street can't tell which. GameStop offers $56 billion to acquire eBay, a company four times its market cap, in what would be the most audacious retail acquisition in tech history
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Nvidia Funds the Startup Trying to Crush Its Margins
Nvidia just wrote a check to the company betting it can beat Nvidia at margin. DeepInfra closed $107 million Series B led by Nvidia and Samsung, positioning itself as cloud inference infrastructure for AI workloads.
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Pentagon Gives Google and Nvidia Access to Classified War Networks
The Pentagon just handed the keys to its classified war networks to seven AI companies, including the ones building your chatbots.
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Blackstone Opens Its $55B Data Center Empire to Public Investors
The world's biggest landlord just decided AI infrastructure is interesting enough to let retail investors in on it. Blackstone is taking its data center REIT public, targeting $1.75 billion in what could be the largest real estate IPO since the AI compute boom began
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Cerebras Bets $15 Billion That Nvidia Got Chips Wrong
The company that bet on wafer-scale chips while everyone else played it safe is now asking public markets to validate a $15 billion gambit. Cerebras Systems is seeking to raise $3.5 billion in a US IPO, positioning itself as an alternative to Nvidia in the AI chip and data center market
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Nvidia on Track to Become World's Most Valuable Company in Six Months
The world's most valuable company title is up for grabs, and the race says more about who builds the picks and shovels versus who builds the mine.
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Nvidia Bets $90B on Asia While Silicon Valley Waits
Nvidia just placed a $90 billion bet that the future of AI isn't built in Silicon Valley boardrooms—it's assembled in Taiwanese factories and Korean clean rooms.
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OpenAI Just Lapped Every AI Lab With Years to Spare
The arms race just hit hyperdrive, and OpenAI's competitors are looking at a calendar they can't catch up to. OpenAI hit a major AI computing capacity milestone years early, accelerating data center expansion plans
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Nvidia's CEO Just Told AI Doomsday Prophets to Shut Up
The guy selling the shovels just told the gold rush prophets to shut up. Nvidia CEO Jensen Huang called out AI doomers, specifically targeting Dario Amodei's 50% white-collar job loss prediction and Elon Musk's "20% chance of annihilation" claim
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Amazon and Google Just Declared War on Their Biggest Supplier
The empire's best customers just announced they're building competing empires—and the market shrugged. Google and Amazon told investors they're moving to sell their custom AI chips (TPUs and Trainium) directly to customers, not just through their clouds
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