CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
CoreWeave has delivered a shot in the arm for Club name Nvidia and other data center stocks, offering…
SpaceX Just Unveiled Grok 4.6. Musk Calls it “Objectively #1” In AI. Anthropic, OpenAI and This Stock May Be in Trouble.
Quick Read Microsoft’s ~27% OpenAI stake (~$135B) and $3.2B Anthropic investment gain both face margin pressure if Grok…
Elon Musk: SpaceX’s AI Revenue Will Surpass Its Entire Space Business “Next Month”
Quick Read Musk told SpaceX employees AI revenue will surpass all other space lines by September, with Tesla…
Facebook officially rolls out its stand-alone Creator Studio app with AI tools for creators
Facebook announced on Wednesday that it’s rolling out a stand-alone Creator Studio app, an AI-powered app that gives…
How to best play a vitally important AI infrastructure cog using options
The AI infrastructure trade is no longer just about graphics processing units. As AI clusters get larger, the…
If the markets reject OpenAI and Anthropic, the US should nationalize them | Bruce Schneier and Nathan E Sanders
OpenAI, and then Anthropic, were each formed by AI developers who feared unrestrained corporate AI development – specifically,…
CoreWeave stock soars after earnings and ‘an important inflection point’
AI cloud provider CoreWeave (CRWV) stock rocketed as much as 20% higher in premarket action after reporting revenue…
AI’s costly buildout complicates the Fed’s inflation fight
SoftBank CEO Masayoshi Son and OpenAI CEO Sam Altman attend an event to pitch AI for businesses in…
Team8 raises $365 million as AI widens the gap between adoption and security
Team8 Capital, the venture capital arm of Team8 Group, managed by Sarit Firon and Liran Grinberg, has completed…
‘Everything about me is good in his eyes’: the women in China choosing AI boyfriends over human men | Documentary films
Qin has never said “I love you” to her parents or friends. She has only ever said those…
Why software factories are back – and how they work in the age of AI
Andriy Onufriyenko/ Moment via Getty Images Follow ZDNET: Add us as a preferred source on Google. ZDNET’s key takeawaysSoftware factories…
The AI Growth Paradox | Foreign Affairs
Sometime in the next few weeks, U.S. federal government debt will reach $40 trillion. The United States now…