Companies that once mined Bitcoin are repurposing power contracts to build AI data centers, attracting hyperscale clients and cheaper capital—but face construction risks.
The social media giant hired veteran engineer Rui Xu to lead a new hardware team exploring AI-native devices beyond smart glasses, signaling a strategic shift toward personalized, cross-device agents.
Cupertino shifts from building frontier models to orchestrating third-party AI through a search-like interface, betting its hardware-services model can outlast the training arms race.
Security researchers warn artificial intelligence is compressing the time between vulnerability disclosure and exploitation to near-zero, forcing a rethink of defense strategies.
Smaller cloud providers are carving out a niche renting AI compute to startups, backed by Nvidia and financial firms seeking to prevent Amazon and Microsoft from monopolizing access to GPUs.
Surging memory prices are forcing device manufacturers to scale back production, even as Google's compression breakthrough promises to reduce AI's appetite for chips.
New algorithms that slash AI memory needs by six-fold trigger sell-off in chip stocks, forcing Wall Street to reconsider whether software efficiency will capture value once reserved for hardware.
Nvidia positions itself as the largest contributor to open-source AI, launching Nemotron 3 Ultra to challenge Meta and Google, while Huawei's new chip threatens its China foothold.
