Markets

OpenAI Executive Signals Intent to Spend $50B on Compute Resources This Year

OpenAI Executive Signals Intent to Spend $50B on Compute Resources This Year

Supermicro Co-founder Charged in $2.5B Evasion Scheme: The Mechanics of Illicit Nvidia GPU Exports to China

Supermicro Co-founder Charged in $2.5B Evasion Scheme: The Mechanics of Illicit Nvidia GPU Exports to China

The AI Tax: Motherboard Sales Collapse by 25% as Chipmakers Pivot Production to AI Silicon

The AI Tax: Motherboard Sales Collapse by 25% as Chipmakers Pivot Production to AI Silicon

Asian Firms Balance US Expansion Aspirations Against 2025 Tariff Uncertainty

Asian Firms Balance US Expansion Aspirations Against 2025 Tariff Uncertainty

Musk’s Tactical Gambit: Attempting to Absorb OpenAI Talent into Tesla’s Vertically Integrated AI Ecosystem

Musk’s Tactical Gambit: Attempting to Absorb OpenAI Talent into Tesla’s Vertically Integrated AI Ecosystem

Memory Market Volatility and Google’s Efficiency Research: The Jevons Paradox

Memory Market Volatility and Google’s Efficiency Research: The Jevons Paradox

Moonshot AI Hits $20B Valuation; $200M ARR Signals Shift to Revenue-First AI

Moonshot AI Hits $20B Valuation; $200M ARR Signals Shift to Revenue-First AI

Scale AI Secures $500M Pentagon Contract, Marking Major Expansion in Defense AI

Scale AI Secures $500M Pentagon Contract, Marking Major Expansion in Defense AI

Strategic Pivot: Google Opts for AI Licensing Over Consulting to Capture Enterprise Value

Strategic Pivot: Google Opts for AI Licensing Over Consulting to Capture Enterprise Value

Japan’s Semiconductor Renaissance: Rapidus Targets 2nm to Reclaim 1980s Dominance

Japan’s Semiconductor Renaissance: Rapidus Targets 2nm to Reclaim 1980s Dominance

AI Disruption in India: The Collapse of Labor Arbitrage and the Future of the IT Middle Class

AI Disruption in India: The Collapse of Labor Arbitrage and the Future of the IT Middle Class

Search Disruption: Google’s AI Overviews and the 58% Click Drop

Search Disruption: Google’s AI Overviews and the 58% Click Drop

Snap and Perplexity Amicably Terminate $400M AI Search Integration Agreement

Snap and Perplexity Amicably Terminate $400M AI Search Integration Agreement

TSMC Invests $3.16B to Convert Fab 15A to 4nm; 1.4nm Progress Ahead of Schedule

TSMC Invests $3.16B to Convert Fab 15A to 4nm; 1.4nm Progress Ahead of Schedule

The Yen’s Strategic Crisis: Janet Yellen’s Mission to Reconcile Divergent Monetary Paths in Tokyo

The Yen’s Strategic Crisis: Janet Yellen’s Mission to Reconcile Divergent Monetary Paths in Tokyo

Sharp Yen Volatility Sparks Speculation Over New 157 Intervention Threshold

Sharp Yen Volatility Sparks Speculation Over New 157 Intervention Threshold

Japan Stocks Hit New Highs on Hopes for Iran War Resolution and Geopolitical Stability

Japan Stocks Hit New Highs on Hopes for Iran War Resolution and Geopolitical Stability

Google Files Tactical Retreat in Brussels with Search Concessions to Evade DMA Fines

Google Files Tactical Retreat in Brussels with Search Concessions to Evade DMA Fines