Investors warn the AI-driven semiconductor rally may be repeating the industry’s oldest mistake: believing the cycle is dead. MARKET INSIDER …
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AI
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China’s tech giant doubles down on AI and cloud computing despite mounting pressure on margins and investor patience.
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Layoffs aim to free cash for data centers as investors weigh AI spending risks across Big Tech
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Half a century after its founding, Apple faces its biggest test yet: staying dominant in the age of artificial intelligence.
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New XuanTie CPU targets AI inference and customization as China accelerates its push for semiconductor independence.
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Jensen Huang unveils LPUs, Vera CPU racks, and Kyber architecture amid record hype at ‘Super Bowl of AI’
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BUSINESSTech
Elon Musk Unveils ‘Macrohard’: AI System That Could Run Entire Companies
by Dean Dougnby Dean DougnTesla and xAI’s new “Digital Optimus” platform aims to merge real-time automation with advanced reasoning through Grok
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Markets stabilize after 800-point rout, but AI and tariff risks linger
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China’s tech giants race to turn artificial intelligence into real-world machines
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Jakarta allows the AI chatbot back online after X pledges stronger safeguards on content