The Situational Awareness unwind is only one reason the AI trade is back
It was a clearing event after all. It’s been just over a week since the forced unwind of…
AMD buys Taalas, startup that hardwires AI models into its silicon
An AMD employee installs a the first Helios rack-scale AI system in a data center lab in Rockdale,…
Tech’s pricey AI buildout: Dwindling cash and soaring memory costs
Almost four years into the artificial intelligence boom, the world’s biggest tech companies are still making grand promises…
Leopold Aschenbrenner Situational Awareness fund: $45B to fire sale
Leopold Aschenbrenner Photo: Josh Edelson Two years ago, Leopold Aschenbrenner argued he was one of few people in…
Nvidia’s potential $250B backstop for OpenAI is another strike against the AI trade
Nvidia may lend financial support to OpenAI to help the ChatGPT creator secure access to an enormous data…
From Silicon Valley to DC, tech world obsessed with AI distillation
Jeff Dean, head of artificial intelligence at Google LLC, speaks during a Google AI event in San Francisco,…
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…
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,…
JPMorgan: Dramatic jump in AI ETFs despite rough quarter
Wall Street is banking heavily on exchange-traded funds that give investors artificial intelligence exposure, according to J.P. Morgan…
Cerebras stock gains on AMD partnership
Andrew Feldman, co-founder and CEO of Cerebras Systems, holds the Wafer Scale Engine 3 chip at the Nasdaq…
Alphabet, Tesla test investor patience AI spending overshadows growth
(L-R) Google CEO Sundar Pichai speaks and Tesla and SpaceX CEO Elon Musk arrive for the inauguration ceremony…
Inside India newsletter: Skyroot rocket puts India alongside U.S., China in private orbital launch
Hello, this is Priyanka Salve, writing to you from Singapore. Welcome to the latest edition of  “Inside India” —…