AI hardware is bigger than Nvidia and the hyperscalers
Investors looking for the generative-AI buildout can widen the lens beyond the obvious winners and hunt for the less crowded infrastructure plays.

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Investors looking for the generative-AI buildout can widen the lens beyond the obvious winners and hunt for the less crowded infrastructure plays.

Valve has moved its delayed Steam Machine PC and Steam Frame VR headset back onto a near-term clock, raising the stakes for pricing, supply, and launch readiness.

Layoffs have hit Google Cloud and Mandiant, including the Threat Intelligence Group, as the company says it is reallocating toward growth areas like AI.

George Kurtz says worries around Anthropic's Mythos are too early to hit first-quarter results, and could turn into a tailwind as AI security concerns grow.

Robot videos can make capabilities look farther along than they are, and that mismatch matters for founders, investors, and buyers.
Pink is using vishing and IT impersonation to steal credentials, bypass MFA, and extort victims, a reminder that identity controls fail fast when people are the weakest link.

Ottawa is betting that a national AI push can grow domestic firms, speed adoption, and keep compute, cloud, data, and talent under Canadian control.

Jack Clark says AI could one day develop without human input, sharpening the case for guardrails that boards and regulators cannot ignore.

Apple's latest software lets Filtr block in-app ads, raising the stakes for app publishers, ad sellers, and privacy teams.

The 8-1 ruling keeps $104 million in FCC penalties alive and signals carriers cannot rely on jury-trial arguments to dodge regulatory fines.
A government-backed benchmark tests whether AI models can avoid Russia's strategic narratives, a live issue for regulators, product teams, and anyone shipping AI into public-facing workflows.

Grimes County just moved SpaceX's Terafab forward, but residents are pushing back over scale, transparency, and the project’s long-term impact.