OpenAI, Anthropic, Google give away free computing power to capture AI startups. Lock-in strategy echoes the early-cloud era. 12-24 month credits, half-million customer cost.
AI Giants Are Handing Out Free Computing Power to Grab Startup Share Read More »
Samsung forecasts a 19-fold jump in quarterly operating profit as AI memory demand drives a structural chip crunch. $518B investment plan validates the AI silicon cycle.
Samsung Forecasts 19-Fold Jump in Quarterly Profit as AI Demand Fuels Chip Crunch Read More »
Bitcoin reclaims $64,000 after President Trump calls himself ‘a big crypto guy.’ The pivot reverses Strategy’s $216M sale impact and signals durable policy support.
Bitcoin Rebounds Past $64K After Trump Says He’s Become ‘a Big Crypto Guy’ Read More »
Alibaba bans Claude Code after accusing Anthropic of a covert distillation attack. The accusation marks a new front in the US-China AI cold war.
Alibaba Bans Anthropic AI for Employees After ‘Distillation Attack’ Accusation Read More »
Nvidia’s next-generation AI rack system has been delayed to 2028 due to manufacturing snags and a shortage of advanced packaging capacity, according to a SemiAnalysis report published over the weekend, sending Asian chip stocks sliding and raising fresh questions about whether the AI infrastructure boom can sustain its current pace. The delay affects the company’s
Nvidia’s Next-Gen AI Rack System Delayed to 2028 on CoWoS Bottleneck, SemiAnalysis Says Read More »
Michael Saylor’s Strategy dramatically accelerated the pace of its Bitcoin sales last week, offloading roughly $216 million worth of the cryptocurrency and breaking with the company’s long-standing “never sell” mantra that had been a cornerstone of its pitch to institutional investors. The disposals, disclosed in a regulatory filing late Friday, mark the largest single-week liquidation
Michael Saylor’s Strategy Sells $216 Million in Bitcoin, Breaking Its Never-Sell Mantra Read More »
Illinois Governor JB Pritzker is set to sign the state’s sweeping AI Accountability Act into law this week, establishing one of the toughest state-level AI oversight frameworks in the country and putting Illinois at the center of the fragmented U.S. regulatory map that has emerged in the absence of a federal standard. The bill, which
Illinois Governor Pritzker Set to Sign Sweeping AI Accountability Act Into Law This Week Read More »
Hon Hai posts record T$2.18T ($68B) June-quarter revenue, beat consensus by 7.8%. AI servers now 42% of mix; GB300 Blackwell attach at 41.6%. What the report signals.
Foxconn Parent Hon Hai Posts Record $68 Billion Quarter as AI Servers Hit 42% of Mix Read More »
Bitcoin punches through $64,000 in a 5.6% surge, vaporizing $410M in short positions. ETF flows turn green after a 9-session drought. Setup, mechanics, and what comes next.
Bitcoin Reclaims $64,000 as $410 Million in Shorts Get Liquidated Read More »
Anthropic and OpenAI take formal seats at NATO’s annual summit as European capitals demand sovereign AI capability. Defense AI spend hits $41B; transatlantic pact brewing in The Hague.
Anthropic and OpenAI Invited to NATO Summit as Europe Demands AI Sovereignty Read More »
