AI

Tesla’s Robotaxi Fleet Just Got Wireless Charging. Here’s Why It Matters for the Autonomy Thesis.

AI
Tesla is deploying wireless charging infrastructure for its autonomous robotaxi fleet — eliminating the need for human intervention in the charging process and bringing...

Nvidia’s Biggest Holders Are Quietly Selling. The Analysts Say Buy. Who’s Right?

AI
A divergence is emerging in Nvidia's market. Institutional holders are trimming their positions — Candriam cut its stake by 7.2%, and Nvidia itself dumped...

BlackRock Just Blocked $600 Million in Withdrawals from Its Credit Fund. Here’s Why That Matters.

AI
BlackRock, the world's largest asset manager, has capped withdrawals from its $26 billion HPS Corporate Lending Fund after investors requested $1.2 billion in redemptions...

China’s New Five-Year Plan Mentions AI More Than 50 Times. The West Should Pay Attention.

AI
China has unveiled its 15th Five-Year Plan, and artificial intelligence isn't just a chapter — it's the thesis. The blueprint mentions AI more than...

Want US AI Chips? Build a US Data Center First. Washington’s New Export Playbook.

AI
The Trump administration is drafting new AI chip export rules that would require foreign buyers to invest in US data centers as a condition...

Bitcoin Miners Are Becoming AI Companies. Core Scientific Just Got $500M to Prove It.

AI
Core Scientific just secured a $500 million financing facility from Morgan Stanley — expandable to $1 billion — to transform its Bitcoin mining infrastructure...

SoftBank Wants to Borrow $40 Billion for OpenAI. Yes, Billion.

AI
SoftBank is seeking a loan of up to $40 billion — its largest dollar-denominated borrowing ever — primarily to finance its investment in OpenAI....

The Pentagon Just Labeled Anthropic a Supply Chain Risk. That Should Terrify Every AI Company.

AI
For the first time in American history, the Pentagon has labeled a US technology company a "supply chain risk." The target? Anthropic — the...

OpenAI Just Gave Wall Street an AI Brain. Crypto Is Next.

AI
The same stack that writes investment memos today will manage on-chain portfolios tomorrow. OpenAI quietly rolled out something this week that should have every crypto...

The Contrarian Case for Perception-First Robotics: Why Most Robot Companies Are Making a Strategic Error

AI
Most robotics companies are trying to perfect manipulation and locomotion before they deploy. According to one robotics founder, this is a strategic error that's...

Elon Musk Claims Tesla Will Pioneer AGI in Humanoid Robots — Here’s What That Actually Means

AI
Elon Musk just made another bold prediction: Tesla will be "one of the companies to make AGI and probably the first to make it...

The Quiet Bottleneck: Why Networking Will Make or Break the AI Race

AI
Everyone’s watching the GPU wars. NVIDIA vs AMD. H100 vs MI300. The headlines scream about chip shortages, HBM constraints, and $650 billion in AI...
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