SoftBank’s AI bet meets reality: why valuation jitters are finally hitting AI stocks
CNBC is reporting that shares of SoftBank and several AI exposed names have come under pressure on renewed concerns that valuations have run ahead of […]
News
AI’s “bragawatts” era: can power grids keep up with hyperscale data centres?
AI infrastructure has entered what KKR’s digital infrastructure team recently called the “bragawatts” phase: hyperscalers and AI labs are no longer showing off model sizes […]
Google’s Epic truce: what Play Store reforms actually mean for Android developers
Google’s proposed settlement with Epic Games over the Google Play Store is not just the end of an ugly lawsuit. It is the clearest signal […]
Elon Musk, Tesla compensation, and xAI: how aligned are the incentives?
The Wall Street Journal is reporting fresh tension around Elon Musk’s Tesla compensation and his growing focus on xAI, his separate AI venture. Strip away […]
Google’s 32 billion dollar Wiz deal clears key US antitrust hurdle
Google has taken a major step toward acquiring cloud security firm Wiz in a 32 billion dollar deal, after the US Department of Justice declined […]
Amazon vs Perplexity: why AI shopping agents just hit a platform wallAmazon vs Perplexity: why AI shopping agents just hit a platform wall
Amazon has reportedly told Perplexity to shut down an experimental AI shopping agent that was placing orders on its marketplace, drawing a very firm line […]
Amazon’s Fastnet subsea cable uses heavy armoring to keep AI and cloud traffic online
Amazon Web Services is building a new transatlantic subsea cable system called Fastnet, connecting County Cork in Ireland to Maryland on the US east coast. […]
Getty loses most of its UK Stable Diffusion case – and what that really means for AI training
Getty Images has largely lost its landmark UK lawsuit against Stability AI over the Stable Diffusion image generator, after the High Court in London rejected […]
Apple’s new web App Store turns apps.apple.com into a real storefront
Apple has turned apps.apple.com from a static marketing page into a fully browsable web front end for the App Store. The new interface mirrors the […]
Aehr Test Systems and ISE Labs put wafer level burn in at the center of AI chip reliability
Aehr Test Systems and ISE Labs are pushing a simple idea into a complex part of the AI supply chain: stress AI dies earlier, while […]