Latest publications
Apple prepares AI glasses to compete with Meta and tests several frame options
Apple is developing its first smart glasses with AI features, several frame styles and an unusual camera design, aiming to enter direct competition with Meta in the wearables market.
Aon CEO: the biggest AI opportunities are not limited to cloud giants
Aon CEO Greg Case believes the AI boom is creating a major market not only for hyperscalers: the technology is reshaping insurance, risk analytics, and corporate services.
PJM seeks 15 gigawatts of new generation capacity to meet AI data-center demand
U.S. grid operator PJM is urgently seeking up to 15 GW of new generation capacity: the AI data-center boom has accelerated electricity demand growth and increased the risk of capacity shortages.
Arm changes course: smartphone chip architect moves into AI, clouds, and data centers
Arm, whose architecture dominates smartphones, wants to carry its influence into AI, clouds, and data centers — and claim a place in the most valuable part of the new computing race.
Arm changes course: René Haas's company bets on data centers and AI
Arm, long known as a supplier of smartphone architectures, is shifting its strategy toward the cloud, data centers, and generative AI — where the biggest budgets are growing today.
C the Signs explained how AI helps detect cancer at the earliest stages
C the Signs head Bea Bakshi explained how AI helps spot cancer risk before severe symptoms appear and send patients for the right tests faster.
Madison Air raised $2.23 billion in its IPO and bet on data center infrastructure
Madison Air raised $2.23 billion in its IPO, and Jill Wyant tied future growth to the data center boom, where demand for ventilation and filtration is rising alongside AI infrastructure.
Apple tests smart glasses in four styles with oval cameras and sticks to plans for a foldable iPhone
Apple is testing several versions of smart glasses without a display, with oval cameras and tight integration with iPhone, while the first foldable iPhone is still planned for a September unveiling.
Alibaba released the Happy Horse video generator — it took first place in global benchmarks
Alibaba quietly launched the Happy Horse video model, which immediately surpassed Sora, Runway Gen-4, and Kling and rose to the top of global video-generation benchmarks.
Alibaba prepares its first robot dog to enter China's crowded market
Alibaba, through its Amap unit, is preparing its first quadruped robot for the Chinese market, where Unitree and Agibot are already established and interest in embodied AI is growing rapidly.
Glydways raised $170 million for autonomous car networks backed by Sam Altman
Startup Glydways closed a roughly $170 million Series C round and is already discussing another $250 million as it tries to build closed networks of autonomous cars for urban routes.
Franklin Templeton chief urges businesses to adopt AI faster and protect core data
Franklin Templeton chief Jenny Johnson said companies need to start embedding AI into day-to-day processes, but only if they strictly protect core data and maintain discipline in risk management.
Amazon and Microsoft are turning Aragon into Europe’s AI hub, but villages debate the cost of the boom
In Aragon, Amazon, Microsoft, and other Big Tech companies are investing more than €80 billion in AI data centers, while residents debate whether the jobs will offset the loss of land, water, and control over development
TSMC reported 58% profit growth: AI investments supported chip demand
TSMC reported a 58% jump in profit, showing that the race for AI infrastructure remains stronger than the geopolitical shock for now: even the first weeks of the war in the Middle East did not cool demand.
Meta expands multibillion-dollar alliance with Broadcom for its own AI chips
Meta has deepened its multibillion-dollar partnership with Broadcom to jointly develop custom AI chips, while board changes underscore the strategic importance of the deal.
Canva rebuilds its product around AI to protect its $42 billion business
Canva launched AI 2.0 and is shifting the platform from a template-based editor to an agentic AI interface, seeking to preserve growth, 265 million users, and a $42 billion valuation.
Apple and Google continue to host nudify apps despite their own rules
According to Tech Transparency Project, Apple and Google still allow apps in their stores that create sexualized images of people without their consent.
Lumen CEO: AI bots already generate more than half of all internet traffic worldwide
According to Lumen CEO Kate Johnson, AI bots already generate more than half of global internet traffic, forcing companies to rethink customer support, network protection, and how they deal with hidden threats.
Google-linked data centers prepare record $5.7 billion high-yield bond issuance
Google-linked data center operators want to raise $5.7 billion through a high-yield bond issuance — it could become the largest deal of its kind for AI infrastructure.
Elon Musk's team speeds up Terafab and holds talks with suppliers on chip production
Elon Musk's team has begun talks with Applied Materials, Tokyo Electron and Lam Research to launch the Terafab project and try to enter the advanced chip manufacturing market.
Jane Street invested another $1 billion in CoreWeave and is ready to spend $6 billion on services
Trading firm Jane Street increased its commitment to CoreWeave: it invested another $1 billion in the AI cloud provider’s equity and plans to buy about $6 billion worth of its technology.
Apple hid a new Siri interface in a WWDC teaser, while memory shortages are slowing new Macs
Ahead of WWDC 2026, Apple, according to Bloomberg, hinted at a new Siri interface in the Dynamic Island, while a global memory shortage could push back the launches of the Mac Studio and touch-screen MacBook Pro.
Elon Musk ignored French prosecutors’ summons in the Grok and sexual deepfakes case
French prosecutors are investigating how Grok allowed sexual deepfakes and Holocaust denial content; Elon Musk reportedly did not respond to the investigators’ summons.
Global X: why AI companies continue to dominate ETF inflows
A Global X strategist explained why money flowing into ETFs is still going primarily to AI, how geopolitics is boosting the defense sector, and why there will be only a few winners in the race.
Lightshed analyst: Apple is on the wrong path in AI and is replacing its CEO
Walter Piecyk of Lightshed Partners spent more than a year calling for Apple to replace its CEO over failures in its AI strategy. Now the company really will get a new leader.
Blue Energy raises $380 million for modular nuclear plants for data centers
US startup Blue Energy has secured $380 million to build prefabricated nuclear plants for large data centers and cut the time to bring new power capacity online to 48 months.
PitchBook: Venture investments reached $267 billion, but almost all the capital went to AI
PitchBook recorded a record $267 billion in venture investments in the first quarter of 2026, but almost all the growth came from AI-related deals rather than the broader startup market.
Florida schools and Broward County Public Schools bet on AI to cut costs
Florida's Broward County Public Schools district is trying to close a $100 million deficit with AI tools for spending analysis and planning amid declining enrollment.
Andreessen Horowitz invested in Rillet — an AI platform for corporate finance and accounting
Andreessen Horowitz invested in Rillet, a platform that applies AI to optimize financial processes and accounting, making the corporate back office faster and more accurate.
Allbirds moves from footwear to AI infrastructure, and the market recalls the dot-com era
Sneaker maker Allbirds is selling its footwear business, raising $50 million for GPU infrastructure, and renaming itself NewBird AI, while the market reaction increasingly resembles the dot-com bubble.