Bond market anxiety is growing over AI capex budgets
Investors are getting increasingly uncomfortable with the amount of capital needed to make the artificial intelligence buildout a…
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
AMD CEO Lisa Su isn’t worried about an AI house of cards
The artificial intelligence revolution has created a dizzying array of tech industry tie-ups. To name a few, Nvidia…
Why Cognition bought Poke: AI personality is becoming a competitive advantage
Poke, the AI assistant you text like a friend, is making its next big move. The company behind…
Moody’s: AI spending threatens credit quality of Amazon, Meta, Alphabet
Sundar Pichai, CEO of Alphabet, Satya Nadella, CEO of Microsoft, Andy Jassy, CEO of Amazon and Mark Zuckerberg,…
Project Pilot: Can AI models fly drones? \ Anthropic
Anthropic and Andon Labs Several of our research projects over the last year have looked at how frontier…
Midjourney acquired the astrology app Co-Star
Midjourney, an AI lab best known for its LLM-powered image and video generators, has acquired the social astrology…
Bluesky’s AI assistant Attie expands into an open social research tool
Attie, Bluesky’s AI assistant that lets you build custom social feeds without programming, is evolving into an open-ended…
AI helps Stanford scientists discover “natural Ozempic” without the usual side effects
Stanford Medicine researchers have identified a naturally occurring molecule that may suppress appetite and reduce body weight in…
AMD CEO Lisa Su on AI demand and hyperscaler spending: ‘We’re seeing the returns’
Maybe investors should rethink why they are upset with hyperscalers like Alphabet (GOOG, GOOGL) for hiking their capital…
Nvidia, Microsoft, Meta warn against overregulating open-weight models
The White House is visited by tourists on July 17, 2025 in Washington, DC. Michael M. Santiago |…
AI doesn’t end scarcity. It relocates it
Start where the water is running out. In Texas, where drought is a standing emergency, data centers could…