Enterprise data privacy risks from AI tools stem not from OpenAI or Anthropic but from employees using consumer-tier accounts, according to a September 2025 analysis. OpenAI does not train on data fro…
Meta is building two behind-the-meter natural gas plants in Ohio to power its AI data centers, with a combined capacity of 550 MW, approved under new state laws that allow expedited permitting in as l…
ASML sold 86 new lithography systems in Q2 2026, including 16 of its most advanced extreme ultraviolet (EUV) machines, as AI chip demand drove net sales to €9.3 billion and net income to €2.9 billion.…
JPMorgan Chase CEO Jamie Dimon predicts global AI spending will reach $1 trillion by 2027, driven by hyperscalers like Microsoft, Google, Amazon, and Meta ramping up capital expenditures on data cente…
Franklin Templeton analysts are warning investors in Micron Technology and SK Hynix that AI-driven memory chip valuations, which have pushed the combined market cap of the three dominant memory player…
Oracle faces multibillion-dollar cost overruns at its AI megacampuses, with capital expenditures surging from $21.2 billion in fiscal 2025 to a projected $90-95 billion in fiscal 2027, while banks inc…
Bank of America appointed Sonali Theisen as head of its global digital assets platform and Kevin Milsom as head of AI transformation on July 17, following the June 2026 appointment of Adam Dixon as gl…
Chinese AI firms Moonshot AI and MiniMax unveiled powerful new models at the World AI Conference in Shanghai on July 17, triggering a broad sell-off in US tech stocks. The Nasdaq dropped 1.4%, the S&P…
AMD, Arm Holdings, and Intel are competing to dominate the CPU market for autonomous AI agent workloads, a shift that could reshape semiconductor competition away from GPUs. AMD's x86 server CPU reven…
Alphabet Inc., Google's parent company, announced the largest equity capital raise in corporate history, pulling in $80 billion through stock sales, convertible preferred shares, and a $10 billion pri…
Beijing-based startup Moonshot AI released the Kimi K3 AI model on July 16, 2026, featuring 2.8 trillion parameters and ranking fourth on the Artificial Analysis Intelligence Index, outperforming U.S.…
Alibaba Cloud launched Agent Native Cloud, a new cloud architecture for enterprise AI agents, at the World Artificial Intelligence Conference (WAIC) 2026 in Shanghai on July 18. The platform includes …
OpenEvidence, the Miami-based AI platform for healthcare professionals, is reportedly considering raising $200 million at a $20 billion valuation, a nearly 6x increase from its $3.5 billion valuation …
The Trump administration on June 2, 2026, issued an executive order establishing a voluntary framework for AI safety reviews, explicitly banning mandatory licensing or new regulatory bodies. The order…
Bloom Energy's nearly 1,000% stock surge faces headwinds from grid delays, community opposition, and manufacturing ramp risks, according to the company's mid-year 2026 Data Center Power Report. The fu…
Moonshot AI, a Beijing-based startup founded by Yang Zhilin, unveiled Kimi K3 on July 16-17, 2026, as the world's largest open-weight AI model with 2.8 trillion parameters, outperforming OpenAI's GPT-…
CIA Director John Ratcliffe said at the Pennsylvania Defense and Innovation Summit on July 15 that Ukrainian AI-guided drones have reduced the average battlefield survival time of new Russian recruits…
SK Hynix has captured roughly 70% of Nvidia's HBM4 memory orders for the upcoming Vera Rubin AI platform, making Nvidia the first customer for the next-generation memory chips. The multi-year co-devel…
Google overhauled Gemini usage quotas on May 17, replacing fixed prompt-based limits with a compute-based model that measures actual processing power per request, causing power users to hit limits fas…
Venture capitalist Neil Rimer of Index Ventures predicts that AI-generated wealth, currently concentrated among model builders and infrastructure owners, will shift to a broader set of players includi…