Nvidia Put $2 Billion Into Coherent. Is Optical Bandwidth the Next AI Bottleneck?
Nvidia has placed a large financial bet on the lasers that connect AI systems. On March 2, NVIDIA Corporation (NASDAQ:NVDA) invested $2 billion in Coherent C...
Artificial intelligence
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Investor Gavin Baker says AI data centers are probably 'the best thing that has happened to working-class Americans'
Investor Gavin Baker said that AI data centers were "revitalizing all of these dying small towns all over America," but faced a messaging problem.
Sam Altman has a message for Meta: I find it very uncomfortable, and just don't like your ...
Tech News News: OpenAI CEO Sam Altman has made clear his discomfort with smart eyewear, a product category dominated by Meta. According to a report by Business Inside.
Dell Buoys AI Trade Amid Looming Chip Shortages
Dell boosted its full-year 2027 revenue outlook by $25 billion to $192 billion — nearly $18 billion more than the Wall Street consensus.
Why Issuers Are Betting on the AI Trade Going Global
Providers are targeting AI-adjacent companies abroad in pursuit of returns, with some leaving US firms behind altogether.
GitLab stock soars after Q2 revenue jumps 21% as AI demand drives bookings
Investing.com -- GitLab shares surged more than 23% in premarket trading Wednesday after the company reported stronger-than-expected momentum in its second q...
REZOLVE AI PLC Q2 2026 Earnings Call Summary
Moby summary of REZOLVE AI PLC's Q2 2026 earnings call
Microsoft's AI strategy accelerates cloud growth and efficiency: analysts
Microsoft Corp (NASDAQ:MSFT)'s accelerating cloud growth, improving AI efficiency and greater visibility into investment returns prompted Bank of America to...
Jensen Huang: Nvidia’s Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
Nvidia's Vera Rubin could generate $40 billion in revenue per gigawatt, redefining AI economics as electricity becomes the industry's biggest bottleneck.
Apple's accusations are making things uncomfortable for OpenAI
Apple wants a court order forcing OpenAI to halt what it’s doing.
Nvidia Just Invested $3.5B in a Major Qualcomm Rival's AI Chips. Here's What Traders Need to Know.
CEO Jensen Huang called MediaTek ‘one of the world's great semiconductor companies.’
New Microsoft tool lets devs spin up AI behavior tests using text descriptions | TechCrunch
Microsoft on Tuesday took the wraps off Adaptive Spec-driven Scoring for Evaluation and Regression Testing, an open source framework for spinning up AI evaluations.
Microsoft launches Scout, an OpenClaw-inspired personal assistant | TechCrunch
Launched at Build, Microsoft Scout is a new AI assistant meant to bring the power and flexibility of OpenClaw into the Microsoft 365 system.
Microsoft offers devs a better way to control AI agent behavior | TechCrunch
The specification lets developer, compliance, and security teams define their own policies for agents to follow in portable policy files.
'What a joke': GitHub Copilot's new token-based billing spurs consternation among devs | TechCrunch
The golden age of Microsoft's GitHub Copilot appears to be at an end.
Adobe’s conversational AI agent is a mediocre design intern
The Firefly AI Assistant isn’t perfect, but its more fun to interact with than most creative chatbots. And this one talks you through its process.
John Ternus’ first big problem is AI
John Ternus will take over for Tim Cook as Apple CEO in September. He’ll be tasked with regaining lost ground on Apple’s AI advancements and Siri.
OpenAI faces 30 more lawsuits tied to Tumbler Ridge shooting | TechCrunch
Edelson PC is filing 30 new lawsuits against OpenAI over the Tumbler Ridge shooting, escalating claims to aiding and abetting and naming Chris Lehane, though evidence remains unconfirmed.