Latest publications
Memory shortage became the primary bottleneck in AI infrastructure — Huang
At the Dell World conference in Las Vegas, Nvidia CEO Jensen Huang raised a critical problem affecting the entire AI industry: a shortage of high-speed memory.
G42 expands in the USA: AI data center in Minneapolis
G42, a UAE-based company under the control of Abu Dhabi's Emir Sheikh Tahnun bin Zayed al-Nahyan, has signed a lease agreement for a new data center in downtown Minneapolis.
Nvidia expects opening of Chinese market for American AI chips
Nvidia CEO Jensen Huang expressed optimism that China will eventually permit imports of American AI chips.
Apple will present iOS 27 with a private AI assistant at WWDC
Apple is preparing a major update to its Siri voice assistant, which will debut in iOS 27. The company will present the new AI assistant at the WWDC conference with a focus on features designed to…
Recursive valued at $4.65 billion for self-improving AI with safety controls
Startup Recursive has emerged from stealth with a $4.65 billion valuation. The company is developing a revolutionary approach to artificial intelligence: instead of humans training models, the system…
Jensen Huang and Michael Dell on the AI-agents revolution and memory
At Dell World conference in Las Vegas, NVIDIA CEO Jensen Huang and Dell Technologies head Michael Dell discussed the future of AI agents, the critical demand for memory, and how this transitional era…
Pentagon signs $500 million contract with Meta-backed Scale AI
The Pentagon has selected Meta-backed Scale AI to analyze data and support decision-making in the armed forces under a $500 million contract. *Meta is designated an extremist organization and banned in Russia.
Huang sees China more open to American chips
Nvidia CEO Jensen Huang visited China alongside President Trump and American business leaders, sharing an optimistic outlook on the development of commercial relations between the countries.
AMD Soars on the Wave of AI Chip Demand
AMD delivered impressive guidance, emerging as a growth leader among technology giants amid growing demand for artificial intelligence.
IREN invests $2.1 billion with Nvidia to develop AI clouds
Cloud provider IREN announced a strategic partnership with Nvidia worth up to $2.1 billion to accelerate the development of AI infrastructure.
Linkerbot prepares for a Hong Kong IPO: rise of the Chinese robot-arm maker
Startup Linkerbot, which develops high-precision robotic arms for industry and logistics, is considering a listing on the Hong Kong stock exchange, insiders say.
Moonshot AI Restructures Ahead of Hong Kong IPO
Chinese AI company Moonshot AI will undergo restructuring to secure approval for an IPO in Hong Kong and comply with Beijing's tightened requirements for the corporate structures of overseas debuts.
Fujikura shares plummeted 17% on disappointing AI demand forecast
Shares of Japanese company Fujikura Ltd. lost 17% of their value following the publication of a three-year forecast that fell short of market expectations for AI demand for high-density optical…
JPMorgan: the era of AI hype is over, real-world adoption begins
JPMorgan Chase says AI is no longer a buzzword but a working tool: companies are moving from big promises to concrete business results.
Standard Chartered cuts thousands of jobs for AI transformation
Standard Chartered, one of the world's largest international banks with a network of offices in 170 countries, has announced plans to cut thousands of support roles over four years.
YMTC launches IPO on wave of demand for AI chips
Yangtze Memory Technologies (YMTC) — leading Chinese NAND memory manufacturer — has officially begun the long-awaited process of preparing for its initial public offering.
USA integrates into Asian supply chains for AI industry sovereignty
Despite the Beijing summit and diplomatic attempts by the USA and China to find common ground, the American administration is not freezing the race for AI dominance.
Ecarx from Li Shufu's portfolio will deliver robotaxis to an American startup for $750 million
Ecarx, a company in the portfolio of Chinese billionaire Li Shufu, has signed a contract to supply robotaxis to American startup May Mobility.
Meta Invests 200 Billion in Louisiana Data Center: Investors Demand Proof
Meta is betting on the future. The company is investing $200 billion in building a giant data center in rural Louisiana to provide computing power for its AI models.
How robots will save China from demographic catastrophe: Barclays forecast
Investment bank Barclays has published an analysis according to which the deployment of humanoid robots and automation systems could compensate for up to 60% of the expected reduction in China's…
Baidu beat forecasts and reaffirmed its bet on AI agents
Baidu reported quarterly results above analysts' expectations, reaffirming its strategic shift toward developing AI agents. The company is catching up in the race with Alibaba.
Anthropic Restricted Stock Sales Sparked Panic in the Private Investment Market
Anthropic, one of the world's most valuable private AI startups, unexpectedly expanded restrictions on popular methods of purchasing its shares.
USA and Philippines Accelerate Development of 4000-Acre AI Hub in Asia
The USA and Philippines are deploying an unprecedented project to build a major AI and manufacturing hub on 4000 acres of land in Southeast Asia.
Dell wins 1,000 new enterprise AI server customers
Dell Technologies added 1,000 customers to its AI server lineup over the past quarter, demonstrating the success of its strategy to capture the enterprise AI infrastructure market.
AI Demands Light: NextEra Buys Dominion in Largest Utility Deal
NextEra Energy has announced the acquisition of Dominion Energy for $67 billion — the largest utility merger in U.S. history.
Court dismisses Musk's lawsuit against OpenAI to revert to nonprofit status
San Francisco court rejected Elon Musk's lawsuit against OpenAI and its CEO Sam Altman. Musk demanded that the company reorient itself back to a charitable mission and return to its non-profit status.
AI in drug development: will the technology justify Big Pharma’s investments?
Pharmaceutical companies are investing billions in AI-driven drug development, but the technology’s effectiveness remains unclear and there have been no concrete successes so far.
Why India Is Lagging in the Global AI Race: Ruchir Sharma's View
Investors see India on the wrong side of the AI trade: capital is flowing into chips and compute, IT outsourcing is under threat, but Ruchir Sharma sees a chance to catch up later.
CoreWeave on a record rally: investors demand proof it can deliver on its plans
Shares of cloud infrastructure company CoreWeave are surging in 2026, but investors want proof it can execute on its ambitious growth plans.
BCE beat forecasts thanks to investments in AI infrastructure and cloud
Canadian telecom BCE beat analysts’ forecasts in the first quarter thanks to investments in AI infrastructure, cloud services, and data centers.