Prediction: Synopsys Could Be The Next AI Winner
Synopsys has taken a beating this year while its fundamentals moved sharply in the opposite direction, and that gap between price and earnings power is exact...
Artificial intelligence
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‘The Oil of the Next 50 Years’ — Trump Touts AI Data Centers Delivering Wealth and Investment to Communities
Trump is calling AI data centers the oil of the next 50 years and singling out Google for building one in the wrong country, but the communities he says will...
Trump is giving data centers a pass to pollute
AI data centers pose bigger health risks as the Trump administration rolls back environmental protections and attacks renewable energy, former EPA agency officials say in a new report.
Anthropic CEO Says It’s Time to Slow Pace of Improving AI Models
Anthropic PBC Chief Executive Officer Dario Amodei said that the artificial intelligence industry must slow the pace of development for new models, citing gr...
Wiley’s (WLY) AI Bet Is Starting To Pay Off
On September 3, John Wiley & Sons (NYSE:WLY) opened its fiscal 2027 with a headline that looked worse than the business underneath it. Revenue fell 3% to $38...
Alibaba (BABA)’s AI Bet Faces a $10.2 Billion Test
Alibaba Group Holding Limited (NYSE:BABA)’s race to amass vast sums of money to support its AI push led it to a recent $10.2 billion equity raise, drawing sc...
Ken Fisher Added to Cisco and Palo Alto Networks. Their AI Security Bets Face Different Tests
Ken Fisher’s latest disclosed positions put two different approaches to AI infrastructure and security in the same portfolio. Cisco Systems, Inc. (NASDAQ:CSC...
Netskope’s (NTSK) AI Security Push Is Already Paying Off
On September 2, Netskope (NASDAQ:NTSK) turned in a second quarter that answered the question hanging over every young cybersecurity name: can the growth actu...
NVIDIA and Digital Realty’s Flexible AI Factory Faces a Test That More Funding Alone Can’t Solve
Emerald AI’s $150 million financing brings fresh resources to a problem that connects NVIDIA Corporation (NASDAQ:NVDA) and Digital Realty Trust, Inc. (NYSE:D...
'We may not survive this': Another Anthropic employee quits with stark AI warning
Technology News: Days after Anthropic researcher Jacob Coxon resigned, warning that AI companies were “gambling with our lives” in their race to build self-improving s.
Oracle Just Added $30 Billion in AI Contracts. Nvidia Investors Should Read the Fine Print
Oracle Corporation (NYSE:ORCL) and NVIDIA Corporation (NASDAQ:NVDA) have given investors another huge AI demand signal, but the economics are more important...
OpenAI just wants to win
Two mathematicians at the heart of recent controversies tell The Verge how AI giants’ ‘childish’ rivalries are upending the field.
CEO da Anthropic pede desaceleração no desenvolvimento de IA. | G1
Artigo de Dario Amodei surge após um relatório da Anthropic revelar o uso indevido do Claude. Um funcionário da empresa pediu demissão nesta semana e acusou a Anthropic de "brincar com as vidas" das pessoas.
Nvidia Mulls $10 Billion Anthropic IPO Backing, Reuters Says
Nvidia Corp. is considering investing as much as $10 billion in Anthropic PBC’s initial public offering, which could become the biggest IPO of all time, Reut...
Mecka AI nears $500M valuation in Sequoia-led deal amid rush for robot training data | TechCrunch
The round for the two-year-old startup is coming together months after Mecka announced its Series A.
A Quibi co-founder and the former boss of Sora are launching an AI video startup.
According to The Information, former DreamWorks co-founder (and co-founder of the quick bites video app) Jeffrey Katzenberg’s latest move is joining up with Bill Peebles, who left OpenAI after it pivoted away from the Sora team he was leading. The unnamed venture will apparently “train its own video models and try to win over filmmakers,” once it secures enough funding. On the plus side, they already have a long list of things to not do this time around. [Media: https://www.youtube.com/watch?v=-qrvvBK_PYs]
Oracle to Spend an Additional $700 Million on More Job Cuts
Oracle Corp. increased the scale of its planned job cuts while the company grapples with a cash crunch tied to development of large-scale data centers for ar...
Q&A: Kirkland & Ellis on AI and its deal with Palantir
Private equity advisers are racing to leverage AI and automate the services they provide to fund managers and their investors. Law firms, such as Kirkland &...