Nvidia has crossed $40 billion in equity commitments this year, transforming from chip supplier into the primary financier of the AI supply chain. The strategy is straightforward: fund the companies...
Nvidia has deployed over $40 billion in equity investments across AI companies in the first few months of 2026, according to CNBC. The bulk of that—$30 billion—went to OpenAI. But the chipmaker also...
A federal judge this week vacated over $100 million in grant cancellations by the Department of Government Efficiency (DOGE), ruling that the agency’s automated screening process violated the...
Despite a modest pullback across major indexes Thursday, Jim Cramer argues the underlying AI infrastructure investment cycle remains too large to ignore. The Nasdaq Composite and S&P 500 both gave...
IREN shares surged 13% in after-hours trading Thursday after the Australian data center operator locked in a major infrastructure agreement with Nvidia. The deal covers deployment of up to 5...
Kodiak AI’s stock cratered 37% in after-hours trading Thursday after the autonomous trucking company disclosed a $100 million capital raise at a steep discount to market price. The move signals...
Beijing-based Moonshot AI has closed approximately $2 billion in new funding at a $20 billion valuation, signaling sustained investor appetite for open-weight large language models even as inference...
Five executives spanning the AI stack met at the Milken Global Conference to discuss where the industry’s architectural assumptions break down. The panel included ASML’s CEO Christophe Fouquet,...
Elon Musk’s ambitious plan to build a massive chip-manufacturing complex in East Texas comes with a staggering price tag: at least $55 billion for the first phase, and up to $119 billion if fully...
The U.S. Department of Defense is requesting $46 billion in fiscal year 2027 to consolidate its fragmented artificial intelligence compute capabilities into a single, classified system under direct...
Google has acquired a minority stake in CCP Games, the developer behind the long-running space simulation Eve Online, in a deal valued in the millions of dollars. The partnership gives DeepMind...
Anthropic has signed an agreement to lease the entire compute capacity of SpaceX's Colossus 1 data center in Memphis, Tennessee—a 300+ megawatt facility. But the more interesting detail is the stated...
AI evaluation platform Braintrust has triggered a full credential rotation after detecting unauthorized access in one of its AWS accounts. The compromised environment contained customer API keys used...
At Anthropic's developer conference in San Francisco, the company announced a new feature called 'Dreaming' as part of its AI agent infrastructure. The feature analyzes agent activity logs between...
Apple has agreed to a $250 million settlement in a class-action lawsuit that accused the company of misleading customers about the AI capabilities of its Siri assistant. The core issue: Apple...
Peter Sarlin's QuTwo, a Finnish AI lab spun out of his former AMD-acquired Silo AI, has closed a €25 million angel round at a €325 million valuation. For data and ML engineers, the headline isn't...
Jim Cramer recently mapped the AI boom onto a five-layer stack, popularized by Nvidia's Jensen Huang. For data and ML engineers, this isn't just a stock-picking framework—it's a systems architecture...
A group of Silicon Valley investors, including Palantir co-founder Peter Thiel, has poured over $200 million into a startup called Panthalassa, which plans to deploy AI data centers on floating nodes...
Three major AI labs have agreed to hand over early model versions—often with safety filters stripped out—to a U.S. government evaluation unit. Google, Microsoft, and xAI signed agreements with the...
The White House is exploring formal government oversight of new AI models, according to internal discussions reported by the New York Times. The proposed framework would establish a working group...