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Airbnb CEO Brian Chesky throws down a few tech predictions.
Hyperscalers are quietly building custom silicon that could shift the AI infrastructure power balance in ways most investors have not yet priced in. The question is not whether this threatens Nvidia, but who captures the next wave of AI premium when inference explodes.
Meta Platforms Inc. (NASDAQ:META) is betting that powerful AI should become abundant and inexpensive — a vision that could put pressure on the enormous valuations of OpenAI and Anthropic. In a 6,500-word manifesto published Monday, Mark Zuckerberg argued that AI...
French media organisations have asked France’s competition regulator to intervene over Google’s (NASDAQ:GOOG) use of artificial intelligence to generate summaries of news articles, according to a press trade association body. The publishers argue that Google’s AI-generated summaries are reducing the number of users clicking through to their websites, potentially weakening an important source of traffic for traditional media companies.
IBM and startup Together AI have signed a $240 million multi-year agreement to build a large-scale artificial intelligence cluster on IBM Cloud using Nvidia systems, the companies said on Tuesday. The cluster will provide inference for open-source AI models, which have gained traction as businesses seek to rein in AI costs and weigh concerns about cybersecurity incidents involving models from Anthropic, OpenAI and Meta. Inference, the process of running trained AI models to generate responses, has become one of the largest drivers of demand for computing capacity, prompting cloud providers and chipmakers to spend billions of dollars expanding AI infrastructure.
Anthropic’s $965 billion IPO path rests on the aggressive, multi-layered industrialization of compute. The company has transformed access from a variable cost into a structural moat by diversifying hardware and energy supply across three continents through seven distinct funding mechanisms — effectively decoupling its growth from the supply-chain bottlenecks that throttle competitors tethered to single-cloud […]
<body><p>STORY: From Nvidia drumming up cash to four legged robots keeping homes safe.</p><p>This is Tech Weekly. </p><p>:: Tech Weekly</p><p>Nvidia said it's partnered with six major financial institutions to launch compute financing platforms...</p><p>aimed at raising over $500 billion in third-party capital for AI infrastructure.</p><p>Nvidia CEO Jensen Huang said on X that the company has the option to backstop up to $125 billion, or 25% of the potential deals.</p><p>The move highlights how surging demand for AI computing capacity is drawing institutional investors.</p><p>A U.S. appeals court allowed thousands of lawsuits to move forward against Meta Platforms, Alphabet's Google, ByteDance's TikTok and Snap Inc's Snapchat.</p><p>It's over claims they designed their products to be addictive to young users.</p><p>A San Francisco-based court rejected an appeal by Meta and TikTok seeking to overturn a lower court ruling requiring them to face more than 3,000 lawsuits filed in federal court.</p><p> Eyewitness video captured the moment China’s Long March 7A rocket exploded after take-off in Hainan.</p><p>State news agency Xinhua said the cause was under investigation.</p><p>The failure could trigger checks of other Chinese launches if investigators identify a problem involving shared components, manufacturing or Wenchang launch operations.</p><p>And would you trust a robot dog to keep you safe at home?</p><p>"Hey this is Landon from Undaunted products. How can I help you today?"</p><p>Robotic dogs are replacing overnight security guards at several Atlanta apartment complexes, where property managers say the machines are helping deter crime and improve safety.</p><p>At 445 Cleveland Apartments, two four-legged robots patrol the property's roughly 200 units.</p><p>The robots, operated by Atlanta-based startup Undaunted, are remotely controlled by human operators.</p><p>They monitor live camera feeds and communicate directly with residents through onboard speakers.</p></body>
Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in it.
Tech giants are pouring hundreds of billions into AI infrastructure, but a Barclays economist is pointing to a decades-old cautionary tale that suggests the productivity payoff could be further away than Wall Street expects.
Intel increases stock offering to $20 billion, SpaceX stock rises after first lockup ends, Archer Aviation to absorb Boeing’s air taxi business, and more news to start your day.
(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U
The president's media company has tried its hand at a half-dozen new lines of business to lift its stock, but nothing has worked. In a conference call with investors Monday, the company behind Truth Social said it will be unwinding much of its expansion and doubling down on its original media business by selling a form of White House access, a move that has raised big ethical questions among Democrats and government watchdogs. Trump started Truth Social after he was kicked off Twitter and Facebook, but the two reinstated him more than three years ago, so the company has had to transform itself.
Invesco sells you the same 100 stocks through two different funds at two different prices, and most investors buying the pricier one have no idea the cheaper version even exists.
Power and water costs are becoming harder to ignore
Investors want proof that massive demand can produce cash flow
(Bloomberg) -- Meta Platforms Inc. Chief Executive Officer Mark Zuckerberg touted his views on artificial intelligence in a 6,500-word essay published Monday, emphasizing his belief that wider access to AI models is key to the industry’s future.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’GameStop’s Ryan Cohen Weighs Pulling
Yahoo Finance Tech Editor Dan Howley analyzes Meta (META) CEO Mark Zuckerberg's vision for open-source "personal superintelligence," his criticism of rival AI labs, and Meta's $1 billion initiative to support communities hosting its data centers.
The company is fighting to protect itself from liability in multiple cases of social media addiction and a potentially crushing wave of payouts.
AMD added support for Meta's Muse Glimmer 30B model.
Meta introduced an open-weight model and a community fund intended to reduce resistance surrounding its enormous data-center expansion.
The Meta CEO revealed this as he announced the company's AI products will be free for billions of people.