News & analysis, rated.
Breaking AI developments, in-depth guides, real-world case studies, and analysis — each one rated so you know what matters.
Google's Data Center Strategy Shifts to Build-Own Model
Google is taking a different approach to securing infrastructure for AI, moving away from traditional outsourcing. Here's what the shift means for the cloud market.
WSJ: When Will AI Actually Deliver on Its Promise
The Wall Street Journal examines the gap between AI hype and real-world impact. What timeline matters most for your business—and why most estimates are probably wrong.
Nvidia Tops WSJ's 2026 Best Companies for Future List
WSJ ranked Nvidia first among companies positioned for long-term growth in 2026. The ranking reflects investor and analyst views on which firms will shape their industries over the next decade.
StepFun, Chinese AI startup, files for Hong Kong IPO
StepFun, a Chinese AI startup, is preparing to go public in Hong Kong. The move signals continued appetite for AI infrastructure plays in Asia despite US-China tensions.
Nvidia Seals Korea Chip Deals as Samsung, SK Hynix Bet on AI Infrastructure
Nvidia has signed agreements with Samsung and SK Hynix to supply AI chips for their infrastructure buildouts. The deals signal intensifying competition for GPU capacity among Korean tech giants.
Naver Adopts Nvidia AI Models to Defend Korea Market Position
South Korea's Naver will integrate Nvidia's AI models into its services, a move aimed at strengthening its competitive stance in the domestic market. Details on timing and specific deployment targets remain unclear.
Nvidia and SK Hynix team on multi-year chip development pact
Nvidia and SK Hynix signed a multi-year agreement to jointly develop next-generation memory chips. The deal signals deeper chip supply coordination between the GPU maker and a top memory supplier.
Moonshot AI Eyes $30B Valuation in New Funding Round
China's Moonshot AI is in talks to raise new capital at a $30 billion valuation, according to Bloomberg. The funding would signal investor confidence in the startup's LLM competition with OpenAI and DeepSeek.
PhysicsX Reaches $2.4B Valuation on AI Manufacturing Play
Physics-informed AI startup PhysicsX hit a $2.4 billion valuation in new funding. The company targets factory optimization—where traditional machine learning often fails without domain knowledge.
Nvidia CEO says AI is just beginning despite stock selloff
Jensen Huang dismissed concerns about tech volatility, arguing the AI cycle remains in its earliest stages. What he's betting on and why the market disagrees.
Tech stocks slide, pulling AI rally into correction
Broader market downturn hits semiconductor and AI names hard. Here's what it means for enterprise AI spending plans and vendor valuations.
AI stocks tumble as rally loses steam
A sustained run-up in artificial intelligence equities has reversed sharply. Market context and what traders are watching as volatility returns.