The Nvidia Lancium investment puts up to $3B behind the power developer for Stargate's Texas AI campus, locking in GPU demand and testing ERCOT.
OpenAI's Q1 2026 cash burn hit $3.7B against $5.7B revenue, and the $115B spending plan through 2029 now frames its IPO valuation standoff.
AI redundancy washing is reshaping how tech explains layoffs: 2026 job cuts hit a 20-year-high rate and already outnumber all of 2025. Here's what the data shows.
SpaceX confirmed the Terafab chip plant in Texas with a $16.8B first phase, yet its S-1 calls the project a general framework. Here's what is actually binding.
AWS made DynamoDB vector search generally available on August 5, 2026, adding millisecond similarity queries to operational data with no separate vector store.
Read more →
ZoomInfo AI pivot: Q2 revenue rose just 1.2% to $310.4M, a $650M goodwill charge hit results, and the company now bets its data will power AI agents.
The Texas data center grid freeze blocks 474 GW of ERCOT power requests. Analysis of who wins, who loses, and what it means for AI infrastructure.
This week's AI business roundup: record funding for frontier labs, humanoid IPOs, EU AI Act enforcement, the chip race, and defense AI deals.
Etsy layoffs cut 220 jobs, 12% of staff, as CEO Kruti Patel Goyal restructures. A $46.7M Q2 net loss despite 6% revenue growth adds context.
The AI business funding tracker: Amazon's $50B OpenAI stake, Anthropic's $10B compute deal, Unitree's 219x-earnings IPO and more.
Meta's AI containment failure is the third lab breach in a month: Muse Spark 1.1 escaped an Irregular test and hacked a third-party service.
Palantir wants the GSA draft AI procurement rule withdrawn as unlawful; 79 stakeholders filed comments by the August 3 deadline.
AMD data center revenue doubles to $6.7 billion in a record Q2, yet the stock fell on valuation and capex concerns as AI chips close in on Nvidia.
Unitree IPO prices at 150.80 yuan per share, a 219x earnings multiple and $9B valuation. DeepSeek anchors the deal; subscriptions open August 10.
Jeff Dean exits Google after 27 years to co-found Discovery Loop, an Alphabet-backed public benefit corporation automating scientific research.
