AI
Analysis: the Nvidia–OpenAI story is about control, not just compute
A niche analysis arguing that strategic control and roadmap leverage drive the conflict more than raw capacity.
AI
A niche analysis arguing that strategic control and roadmap leverage drive the conflict more than raw capacity.
Big Tech
Selloff spreads after Alphabet’s huge spending forecast.
Big Tech
Alphabet surges past OpenAI in investor perception while doubling down on capex.
Big Tech
A daily markets briefing on AI-spending panic and risk sentiment.
Big Tech
AMD, Palantir, and software names get hit as investors price disruption fears.
Startups
Ex-Cohere researcher Sara Hooker’s new startup is pitching adaptive models designed to improve with use.
AI
A CNN explainer on why AI tooling announcements can spill into public-market moves.
AI
Reuters describes how new capabilities can trigger a market rethink about enterprise software pricing and workflows.
AI
A short Bloomberg segment explaining the market mechanics behind an AI-led selloff.
Big Tech
Data-center electricity demand is rising fast — and it’s not always clear who pays.
Hardware
CES coverage highlights how humanoid robotics is moving toward practical tasks and repeatable operating environments.
Money
A potential deal that highlights how fast fintech multiples can compress when funding cycles turn.
Money
Investors react to the scale of AI infrastructure bets and what they mean for margins and competition.
AI
A Nieman Lab piece on how people use AI for local news and what that might mean for publishers.
Hardware
A modern take on the BlackBerry-style typing experience as an add-on for phones.
Big Tech
Rotation narrative gains traction as software sells off.
Startups
The voice AI startup’s new round fuels expansion and keeps IPO chatter alive.
Hardware
Mashable rounds up CES-era devices and flags an updated XPS as one you can actually buy.