2+ hour, 19+ min ago  (299+ words) The US Commerce Department forced Anthropic to cut off foreign access to its latest models, and India, its second-largest market, is treating it as a turning point for sovereign AI development. Three days. That's how long Anthropic's newest AI models…...

21+ hour, 30+ min ago  (568+ words) Anjney Midha's public benefit corporation is building an electric grid for AI compute, pooling idle GPUs from scattered data centers to bring down soaring rental costs The world runs on electricity, but nobody builds their own power plant. Anjney Midha…...

1+ day, 8+ hour ago  (255+ words) Nvidia's nearly decade-long collaboration with Space X takes center stage as the rocket company prepares for a historic $75 billion IPO Space X is about to become the most valuable company to ever go public, and Nvidia wants everyone to know…...

1+ day, 16+ hour ago  (296+ words) The Australian neocloud provider deepens its Nvidia relationship after securing over $1 B in financing across multiple deals this year Sharon AI Holdings shares rose as much as 10% in premarket trading after the company announced a six-year AI infrastructure compute collaboration…...

1+ day, 12+ hour ago  (475+ words) The former Bitcoin miner is betting big on high-performance computing, with a 320 MW AI gigafactory near Toronto and projected HPC revenue north of $450 million. HIVE Digital Technologies is doing what a growing number of Bitcoin miners are attempting: turning cheap…...

1+ day, 13+ hour ago  (291+ words) Nearly half of planned US AI data center mega-projects face delays, yet hyperscalers are doubling down with record capital commitments The AI infrastructure boom has a timing problem. Chip stocks are feeling the pain of delayed Google AI projects, but…...

1+ day, 14+ hour ago  (289+ words) The AI cloud computing company's meteoric rise from a $40 IPO to index inclusion signals just how aggressively Wall Street is betting on GPU infrastructure. Core Weave, the GPU-focused cloud computing company that went public just 15 months ago, has been added…...

2+ day, 7+ hour ago  (355+ words) The chipmaker poached Intel's former top lobbyist to lead its Washington strategy as AI regulation heats up Nvidia just hired the guy who helped funnel billions in federal semiconductor subsidies, and it's putting him to work on the other side…...

2+ day, 20+ hour ago  (361+ words) AI demand outpacing supply could create bottlenecks, reshaping business cycles and driving innovation. Jordi Visser is the founder and chief strategist at Visser Labs. He is a veteran macro investor and strategist who previously led global equity strategy at Morgan…...

2+ day, 19+ hour ago  (346+ words) Surging demand for GPUs, memory, and storage from hyperscale data centers is pushing computer prices up as much as 20%, with ripple effects hitting consumers, enterprises, and crypto miners alike. Average hard disk drive prices rose 46% between September 2025 and January 2026, with…...