Artificial Intelligence

International Economics

Pentagon Blacklists Chinese Tech Giants, Setting Up Potential Restrictions

Photo via LONG WEI/FEATURECHINA/Newscom

Headlining the list of companies that were added are e-commerce giant Alibaba, search giant Baidu, and BYD, the world’s top EV maker.

2 min read

Photo via Charles Briggs/ZUMAPRESS/Newscom

Industrials

The SpaceX IPO Is About Way More Than Just Rocket Ships

Projections of massive growth for X (née Twitter), xAI and Starlink are all central to the lofty SpaceX IPO thesis.

2 min read
Photo via Apple

Big Tech

Apple Shows Off Gemini-Powered AI At WWDC

The keynote presentation of Apple’s annual developers conference was a farewell sendoff for CEO Tim Cook, who received a standing ovation.

2 min read
Photo via Generalist AI

Artificial Intelligence

Can $2 Billion Startup Generalist AI Solve the Robot Training Conundrum?

Training the AI robots that can interact in the physical world requires a gargantuan set of relevant training data that doesn’t yet exist.

1 min read

Markets

Wall Street HALO Beckons Investors Trying to Ward Off AI-Driven Losses

Photo illustration by Connor Lin / The Daily Upside

As the AI bull run threatens formerly high-growth sectors like software, investors seek safety in HALO companies out of the tech’s reach.

5 min read

Semiconductors

Nvidia Introduces PCs Made for Agentic AI Power-Users

Photo via Nvidia/Youtube

Running AI agents around the clock can consume hundreds of millions, or even billions, of tokens (units of data) a week.

1 min read

Semiconductors

Micron Joins $1 Trillion Market Cap Club

Photo via Alex Milan Tracy/Sipa USA/Newscom

High-bandwidth memory now accounts for roughly two-thirds of the total AI chip component cost, up from about 50% in early 2024.

2 min read

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