AI

Huawei AI chip sales surge as Nvidia loses ground in China: FT

Huawei's AI chip sales are accelerating in China as the company gains market share from Nvidia, reflecting a strategic shift in semiconductor dominance amid escalating US-China trade tensions. This development signals potential fragmentation of the global AI chip market along geopolitical lines, with Chinese companies increasingly developing domestic alternatives to American technology.

White House blocks Anthropic’s Mythos expansion over security concerns

The White House has blocked Anthropic's Mythos expansion citing national security concerns, reflecting the U.S. government's intensifying regulatory stance on AI development. This decision underscores the broader geopolitical competition between the U.S. and global rivals over AI leadership and technological dominance.

Alphabet market cap surges $0.4T after strong earnings, challenges Microsoft

Alphabet's market capitalization increased by $0.4 trillion following strong earnings results, positioning the company to potentially challenge Microsoft's market leadership in the technology sector. This valuation surge reflects investor confidence in Alphabet's competitive positioning and may signal shifting dynamics in the AI and cloud computing markets heading into 2026.

Nvidia stock hits all-time high as AI momentum boosts market cap prospects

Nvidia's stock has reached an all-time high, driven by sustained momentum in the artificial intelligence sector. The surge underscores AI's transformative effect on global markets, though investors should remain aware of potential headwinds from geopolitical tensions and macroeconomic conditions.

DeepMind CEO highlights China’s AI advancements challenging Google’s dominance

DeepMind's CEO has acknowledged that China's rapid advancement in artificial intelligence poses a significant challenge to Google's market leadership. The statement suggests that Western technology firms may need to recalibrate their competitive strategies as the global AI landscape becomes increasingly multipolar, with implications for technology dominance and investment priorities.

Amazon, Microsoft, Google, Meta plan $710B AI investment by 2026

Amazon, Microsoft, Google, and Meta collectively plan to invest $710 billion in AI infrastructure by 2026, signaling an accelerating race for AI dominance among U.S. tech giants. This massive capital commitment is expected to reshape global technology leadership, intensify U.S.-China competition, and significantly influence market dynamics across multiple sectors.

Musk v. Altman Kicks Off, DOJ Guts Voting Rights Unit, and Is the AI Job Apocalypse Overhyped?

Elon Musk and Sam Altman's legal dispute extends far beyond personal rivalry, potentially reshaping OpenAI's governance and the broader AI industry's competitive landscape. The trial raises critical questions about corporate structure, intellectual property, and the direction of AI development that could influence how future AI companies operate.

Big Tech will spend nearly $700 billion on AI this year. No one knows where the buildout ends

Big Tech companies are investing nearly $700 billion in AI infrastructure this year, focusing on chips, data centers, and power systems. While the capital deployment is unprecedented, investors remain uncertain about the sustainability and eventual scale of this buildout, creating debate about whether AI spending can justify its massive costs.

Google’s Gemini AI assistant is hitting the road in millions of vehicles

Google is rolling out its advanced Gemini AI assistant to millions of vehicles equipped with Google built-in, replacing the current Google Assistant. This expansion follows General Motors' recent announcement and represents Google's strategic effort to integrate more sophisticated conversational AI into the automotive sector.

Meta is running get-rich-quick ads for its AI tools

Meta's AI subsidiary Manus, acquired for $2 billion, is running deceptive marketing campaigns promoting get-rich-quick schemes involving AI-generated websites. The company paid content creators to promote the business model across social media while obscuring their financial relationship, raising concerns about misleading advertising practices in the AI industry.

Here’s how the new Microsoft and OpenAI deal breaks down

Microsoft and OpenAI have restructured their partnership, with the key change allowing OpenAI to distribute its products across multiple cloud providers rather than exclusively through Microsoft Azure. The move represents a significant shift in their relationship dynamics, with OpenAI subsequently announcing availability on Amazon Web Services, signaling increased competition in the AI infrastructure market.

This startup’s new mechanistic interpretability tool lets you debug LLMs

San Francisco startup Goodfire released Silico, a mechanistic interpretability tool that enables researchers to examine and modify AI model parameters during training, offering unprecedented fine-grained control over large language model development and behavior.

Microsoft (MSFT) Stock Drops 5% Despite Earnings Beat as AI Spending Worries Intensify

Microsoft's stock declined 5% following Q3 earnings despite beating analyst expectations, driven by investor concerns over the company's 49% year-over-year capital expenditure increase tied to AI infrastructure and OpenAI partnerships. While Azure demonstrated strong 40% growth, the market's focus on mounting AI spending suggests investors are questioning whether current revenue growth justifies the infrastructure investments required to compete in generative AI.

Broadcom (AVGO) Reaches $2 Trillion Valuation While Unveiling Latest Wi-Fi 8 Technology

Broadcom has achieved a $2 trillion market capitalization milestone while introducing Wi-Fi 8 technology, capitalizing on increased infrastructure spending from major tech companies. The semiconductor company projects 140% revenue growth in AI-related products, with its stock surging 32% as enterprises accelerate their investment in AI infrastructure.

Amazon’s cloud sales are growing the most in 15 quarters. Investors sent the stock down on AI capex fears

Amazon's AWS cloud division achieved its strongest growth in 15 quarters, driven by AI and machine learning adoption. However, investor concerns about massive capital expenditures required to support AI infrastructure expansion caused the stock to decline despite the strong earnings performance.

Samsung Electronics Sees 750% Profit Explosion Driven by AI Memory Chip Boom

OKX publishes open protocol enabling AI agents to quote, escrow and settle autonomously

Amazon eyes AI hardware sales as Nvidia market cap odds shift

Satya Nadella says he’s ready to ‘exploit’ the new OpenAI deal

Amazon’s $225B Trainium chip push challenges Nvidia’s June market lead

Google and Microsoft Just Proved the AI Trade Is Alive—While OpenAI Is Sweating

BNB Chain Leads All Blockchains With 150,000 On-Chain AI Agents

Tumbler Ridge families sue OpenAI for not alerting police to the suspect’s ChatGPT activity

Google-Pentagon AI deal boosts confidence in Gemini model quality

GPT-5.5 is OpenAI’s most capable agentic AI model yet–at twice the API price