Anthropic's Claude Cowork, launched on January 30, 2026, enables the AI agent to execute multi-step tasks across Chrome, Word, Excel, PowerPoint, and Outlook from an isolated server environment, with …
ASML, the world's leading supplier of chip manufacturing equipment, raised its 2026 financial forecasts and announced production expansion plans after reporting better-than-expected second-quarter ear…
The US spent a record $253 billion on imported semiconductors in 2025, representing 0.9% of GDP, driven by AI infrastructure buildout and raising concerns about technological dependence on Asian fabri…
Gavin Baker, managing partner and CIO of Atreides Management, says the AI bottleneck trade is losing its edge as supply constraints ease, forcing investors to rethink what has lasting value in AI infr…