AI-driven shortages push prices higher—and signal a new supercycle
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Big tech
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MARKETSWorld Markets
Stocks Surge on Broad-Based Rally as Investors Bet on Strong Data, Softer Inflation
by Dean Dougnby Dean DougnMarkets rotate beyond Big Tech as payrolls and CPI loom as the next decisive catalysts
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Tech
Google DeepMind Unveils UK’s First Automated AI Research Lab — A Strategic Bet on Scientific Discovery and National Competitiveness
by Dean Dougnby Dean DougnNew robotics-driven facility will accelerate breakthroughs in superconductors, semiconductors, and clean energy as London deepens ties with U.S. tech giants.
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BUSINESSTech
Microsoft launches $23 billion global AI investment wave — with India at the center
by Dean Dougnby Dean DougnTech giant accelerates cloud and AI expansion as competition with Amazon and Google intensifies
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Tech
U.S. cracks $160 million Nvidia GPU smuggling ring as China seeks banned AI chips
by Daphne Dougnby Daphne DougnOperation Gatekeeper exposes sophisticated effort to reroute export-controlled GPUs to China despite sweeping U.S. restrictions
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BUSINESSTech
IBM bets big on AI-era cloud race with $11B Confluent acquisition
by Dean Dougnby Dean DougnBig Blue snaps up real-time data streaming leader to strengthen its “smart data platform” for enterprise AI
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The real question now isn’t whether Alphabet can reach $4 trillion—but whether this AI-fueled valuation reset marks the beginning of …
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InvestingTech
Wall Street’s $1 Trillion AI Bet: Why These 3 Tech Giants Can Defy the Bubble
by Dean Dougnby Dean DougnAmazon, Alphabet, and AMD—The Cloud and Chip Titans—Are Justifying Sky-High Valuations With Hard, AI-Driven Numbers.
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Tech
Tech Titans’ $380 Billion AI Arms Race Sparks Bubble Fears — and Crowns Surprising Winners
by Dean Dougnby Dean DougnThe world’s biggest technology companies have unleashed a capital spending wave unlike anything seen before to build out the infrastructure …