Mizuho Securities analyst Daniel O'Regan named Micron Technology the third most important stock globally behind Nvidia and Alphabet, citing AI-driven demand that has sold out all of Micron's 2026 high…
Alphabet, Microsoft, Amazon, and Meta are guiding for between $635 billion and $665 billion in combined 2026 capital expenditure, with some estimates reaching $725 billion, as earnings reports begin t…
Anthropic's valuation is projected to reach $1.25 trillion by year-end, driven by an AI infrastructure boom that is reshaping enterprise spending, according to prediction-market data showing 89.5% odd…
Alpaca Markets closed a $135 million funding round led by Peak XV on July 16, 2026, to build AI agent trading infrastructure across crypto and traditional markets. The developer-centric brokerage API …
Japan's newly created Noetra Corp. will deploy 27,500 Nvidia Rubin GPUs and 13,750 Vera CPUs to build a national AI infrastructure for robotics and physical AI, backed by an initial government subsidy…
Japan announced on July 16 the construction of the world's first national AI factory, built by a consortium of SoftBank, Sony, Honda, and NEC under Noetra Corp., powered by 27,500 Nvidia Rubin GPUs an…
Intel and Google Cloud expanded their strategic collaboration on July 16, 2026, with Intel deploying Google Cloud's Gemini Enterprise across its operations for agentic coding assistance and engineerin…
OpenAI has deployed an age-prediction system and expanded parental controls for ChatGPT users aged 18 and under, including model-level restrictions on flirtatious conversation and self-harm discussion…
Google renamed NotebookLM to Gemini Notebook, integrating it into the broader Gemini AI ecosystem with a new Notebooks feature that syncs projects, sources, and chat histories across the renamed app a…
Apple confirmed at WWDC on June 8 that its Apple Foundational Model Cloud Pro, the backbone of its cloud AI capabilities, runs on Nvidia Blackwell B200 GPUs hosted inside Google Cloud infrastructure. …
Energy IPOs raised $12.6 billion in the first half of 2026, the highest first-half figure on record and nearly triple the $4.3 billion raised in all of 2025, driven by investor demand for companies po…
Astera Labs reported record quarterly revenue of $191.9 million in Q2 2025, a 150% year-over-year increase, driven by demand for its AI connectivity hardware from hyperscalers like Amazon, Google, and…
OpenAI released its first hardware product, a $70 branded basketball called ChatGPT Basketball, as part of a campaign titled 'Pause. Play. Prompt.' aimed at encouraging creativity beyond screens. The …
OpenAI and Anthropic face scrutiny over their mission-driven governance structures, which delegate significant power to 'mission directors' with limited accountability, according to a Wall Street Jour…
Andrew Dai, a former DeepMind researcher, raised $55 million in seed funding at a $300 million post-money valuation for his visual AI startup Elorian AI, which aims to build AI systems that reason nat…
Apple is actively pursuing acquisitions of semiconductor startups to develop its own AI server chips and reduce dependence on Nvidia for high-performance AI workloads, according to a report. The iPhon…
AI-powered scams have become the leading theft vector in crypto, with impersonation scams targeting crypto investors surging 1,400% since 2025, according to Chainalysis's January 2026 Crypto Crime Rep…
QumulusAI, a distributed AI GPU cloud infrastructure provider, began trading on the Nasdaq on July 16 under the ticker QMLS via a direct listing, bypassing the traditional IPO route. The company repor…
Runta, an AI infrastructure startup, raised $20 million in seed funding led by Andreessen Horowitz at a post-money valuation of over $100 million, announced July 16, 2026. The company builds guardrail…
Moonshot AI launched Kimi K3, a new AI model with a 1 million token context window and Agent Swarm technology coordinating up to 300 sub-agents, quadrupling its predecessor's capacity. The model, expe…