AI (AI) — News

Bernstein says Bitcoin mining deals necessary for AI power crunch

Bernstein analysts remain bullish on the Bitcoin mining sector, as deals with third-party providers will be necessary to address the computing power l...

Israel is courting TSMC, Samsung, and Intel to build a cutting-edge chip fab on its soil

Israel's AI Directorate is courting TSMC, Samsung, and Intel to build a 2nm chip fab while planning 100,000-GPU data centers in a $1.5 billion The pos...

Moonshot AI accessed Nvidia chips despite US export ban, White House official says

White House official accuses Moonshot AI of accessing banned Nvidia GB300 chips via Thai servers to train Kimi K3, sending Nvidia stock lower. The pos...

Anthropic’s new ‘Teach Claude a Skill’ feature lets AI agents learn by watching your screen

Anthropic launched Teach Claude a Skill, letting AI agents learn by watching your screen. Crypto builders are already using it for smart contract The ...

JPMorgan warns critical weeks ahead for AI stocks amid market split

JPMorgan warns of a late-1990s-style divergence as AI chip stocks surge 87% YTD while hyperscalers like Microsoft and Meta lag behind The post JPMorga...

Amazon and Microsoft are cutting deals with small towns to keep their data center empire growing

Amazon and Microsoft negotiate community benefit agreements worth billions for data centers, reshaping energy access for AI and crypto mining The post...

Tesla raises 2026 capex guidance to over $25B as it bets big on AI and robotics

Tesla raised its 2026 capex guidance to over $25B, up from $20B in January, as it pours capital into Cybercab, Optimus robots, and AI The post Tesla r...

Tesla misses profit forecasts, reports negative free cash flow as AI spending surges

Tesla posted record Q2 revenue of $28.24B but missed EPS forecasts badly and swung to negative $1.1B free cash flow as AI and robotics spending The po...

Nokia reports €2.8B in AI and cloud orders for Q2 as demand nearly triples

Nokia's AI and cloud orders nearly tripled to 2.8 billion in Q2 2026, surpassing the full-year 2025 total and signaling accelerating AI The post Nokia...

Intel set to report strong Q2 earnings after market close, but July slump looms large

Intel reports Q2 2026 earnings with analysts expecting $14.42B revenue and $0.22 EPS, driven by AI data center growth amid a challenging July for The ...

Mark Zuckerberg pushes AI optimism as Meta bets $145 billion on the future

Mark Zuckerberg promotes AI optimism at Meta, backing it with $145 billion in capex, new AI products, and a 15% stock surge that signals broader The p...

Alphabet, Tesla shares fall as AI spending raises investor concerns

Alphabet and Tesla shares dropped after both companies raised AI capex targets sharply, pushing free cash flow negative and alarming investors. The po...

No Single King: Inside China’s Fierce Six-Way AI Race

Bitdeer’s Bitcoin Output Climbs to 990 as AI Cloud Run Rate Reaches $76M

Bitdeer (NASDAQ: BTDR) Technologies Group mined 990 bitcoin in June, up 7.5% from the previous month, as the company continued deploying its proprieta...

Alphabet’s AI investments raise market cap ranking concerns

Alphabet's AI investments raise concerns about its market position. Alphabet as the second-largest company by market cap on July 31 at 2.7% YES. The p...

An AI Just Solved a Quantum Problem on an Ordinary Laptop That Was Supposed to Need a Quantum Computer

Physicists at the Simons Foundation’s Flatiron Institute’s Center for Computational Quantum Physics, working with collaborators at Boston University, ...

White House accuses Moonshot AI of distilling Anthropic tech for K3

US officials warn that Chinese firms conducting covert, industrial-scale AI distillation could face sanctions and export restrictions.

Alphabet shares drop 3% as Pichai defends Google’s AI strategy

Alphabet shares fell 3% as Pichai defends AI strategy. Odds for Alphabet as second-largest company by market cap on July 31, 2026 at 3.3% YES. The pos...

Thrift Banks Eye AI, Digital Banking at 52nd Annual Convention

The Chamber of Thrift Banks opened its 52nd Annual Convention with a focus on artificial intelligence, digital banking, cybersecurity, and financial t...

Google faces $6B cash flow deficit amid AI spending surge

Google faces a $6B cash flow deficit due to AI spending. Alphabet as second-largest company by market cap on July 31 at 3.2% YES. The post Google face...

Alphabet’s Google Cloud reports $514B backlog amid AI demand surge

Alphabet's Google Cloud reports a $514 billion backlog amid rising AI demand. Alphabet as the second-largest company by market cap on July 31 at 3.4% ...

Kambi Calls Entirely AI-Traded World Cup a Success, Weighs Prediction Market Entry

Kambi says its first entirely AI-traded World Cup processed more than $1.14 billion in stakes and over 100 million bets without manual trading interve...

AMD to sell billions in AI servers to Anthropic, invest up to $5B in startup

AMD plans to sell billions in AI servers to Anthropic and invest up to $5B. Anthropic's valuation hitting $1.25T by December 31 at 84.5% YES. The post...

Alphabet reports 63% rise in Google Cloud revenue, AI boosts growth

Alphabet reports a 63% rise in Google Cloud revenue, boosting AI growth. Alphabet as the second-largest company by market cap on July 31 at 4.4% YES. ...

Alphabet profits soar to $120B, driven by AI investments

Alphabet's profits hit $120B, boosted by AI investments. Tesla's chance to be largest company by market cap on July 31 at 0.1% YES. The post Alphabet ...

China’s Moonshot AI unveils largest open-source model Kimi K3 with 2.8T parameters

China's Moonshot AI launches Kimi K3, the largest open-source model with 2.8T parameters. Anthropic's AI model leads at 91.5% YES by August 2026. The ...

Alphabet beats estimates with strong Google Cloud revenue amid AI boom

Alphabet reports strong cloud revenue growth exceeding estimates amid AI demand. Alphabet largest company by market cap on December 31 at 12% YES. The...

Alphabet Q2 revenue up 24%, driven by Google Cloud and AI investments

Alphabet's Q2 revenue rose 24% due to Google Cloud and AI growth. Alphabet as second-largest company by market cap on July 31 at 5.6% YES. The post Al...

Alphabet revenue up 24% in Q2 2026, driven by AI and Google Cloud

Alphabet reports a 24% revenue increase in Q2 2026, boosting confidence. Alphabet as second-largest company by market cap on July 31 at 5.6% YES. The ...

Benchmark Raises Hut 8 Price Target After Bitcoin Miner Signs $9.8 Billion AI Data Center Deal

Bitcoin Magazine Benchmark Raises Hut 8 Price Target After Bitcoin Miner Signs $9.8 Billion AI Data Center Deal Bitcoin miner Hut 8's stock will soar...