Chip stocks ride AI bubble fears – Fudzilla.com
…The semiconductor and memory groups are minting money and look like they will continue to do so for years.” OpenAI and Anthropic are expected to chase valuations of more than $1 trillion…
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Top stories
Arm and AMD eye agentic AI CPU feast – Fudzilla.com
…In fresh coverage of British chip design house Arm, UBS said CPU demand is surging. The bank said agentic AI computing will favour chips with higher core counts and a bias towards…
Neuralink patient confirms he's playing World of Warcraft with his mind
…British Army veteran Jon Noble has used the Neuralink N1 brain-computer interface for over 100 days, describing the surgery as easy and recovery quick. By Week 3, controlling a cursor with…
Clio's $500M milestone arrives just as Anthropic ups the ante | TechCrunch
…Clio isn’t the only legal tech company seeing a massive revenue surge driven by AI. Four-year-old Harvey, which offers LLM AI for law firms, hit ARR of $190 million…
Activists Are Taking On Elon Musk’s SpaceX IPO
…But whether SpaceX can ever deliver the profits necessary to justify its outsized valuation is questionable, meaning the value of the stakes could fall precipitously and harm retirees. “The commission must demand…
SpaceX Listed Grok’s ‘Spicy’ Mode as a Risk in Its IPO Filing
…SpaceX attributed part of the surge to increased sales of ads on X. But in this year’s first quarter, ad sales plummeted by $100 million. The company described the drop as…
Silicon Valley’s vacationland needs a new energy provider just as AI is driving prices up | TechCrunch
…Energy markets are harsh environments these days, squeezed by surging demand and tightened supplies made worse by the Trump administration’s decision to attack Iran. Lake Tahoe’s circumstances are compounded by…
OpenAI's $122B in funding comes at a perilous moment
…Despite announcing surging profits, Microsoft saw its share price drop 6 percent as investors voiced concerns about the rampant capex growth it needs to support AI demand. The world doesn't just…
AMD rides the AI gravy train – Fudzilla.com
…The chipmaker’s data centre segment sales surged 57 per cent year on year. Demand for EPYC processors and the ramp-up of Instinct GPU shipments did the useful bit. Client and…
The Butterfly in the Room: How an India Shock Breaks the AI Buildout - Semiwiki
…A meaningful portion of the execution capacity those valuations rest on runs through Indian firms. Nobody made a strategic decision to create that concentration. It accumulated through individually rational outsourcing decisions over…