Artificial Intelligence

Semiconductors

Who Will End Up Paying for Nvidia’s Boom?

Photo via Lance Jording/ZUMAPRESS/Newscom

Nvidia’s performance underlines the key questions facing seemingly the entire stock market right now, both inside and outside the AI trade.

2 min read

Photo via WANG GANG/FEATURECHINA/Newscom

Artificial Intelligence

AMD Pops on Meta Deal that Squares with AI Sector’s Transaction Loop

Transactions like these, where the interests of suppliers, customers and investors all seem to become one big loop, raise plenty of eyebrows.

2 min read
Photo via BONNIE CASH/UPI/Newscom

Artificial Intelligence

Anthropic Tussles with Pentagon as AI Goes to War

Anthropic is insisting that its AI shouldn’t be used for surveillance or the development of automated weapons.

2 min read
Photo via Dylan Stewart/Image of Sport/Newscom

Artificial Intelligence

Wall Street’s AI Anxiety-Induced Software Selloff Gets a Reality Check

Among the gainers in the software sector Wednesday was ServiceNow, whose shares rose 1.8% thanks to a vote of confidence from top insiders.

2 min read

Artificial Intelligence

Can Alibaba’s Qwen3.5 Help Chinese AI Catch Up?

Photo via Imagine China/Newscom

Alibaba, Baidu and Tencent are racing to win users over to their AI apps during the Lunar New Year, a time of high user acquisition in China.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos via Waymo, Zoox, and Tesla

Electric Vehicles

Who Will Win the Robotaxi Wars?

All of the major players are vying for a major share of a ridehailing market estimated at $43 billion in the US and $150 billion worldwide.

5 min read
Photo by Getty Images via Unsplash

Energy

Utilities Soar On Surging Power Demand From Data Centers

The good times may not last as the dynamic between AI firms and utility companies draws bipartisan scrutiny.

2 min read
Photo via Fumiyasu Nakatsuji/Jiji Press/Newscom

Artificial Intelligence

SoftBank’s All In on OpenAI and So Far It’s Paying Off

Boosted by OpenAI returns, SoftBank swung to a $1.6 billion profit last quarter after losing $2.4 billion in the same quarter last year.

2 min read

Technology

Has The SaaS-pocalypse Been Overblown?

Photo via Lenin Nolly/Sipa USA/Newscom

2 min read

Artificial Intelligence

Anthropic Claude’s Legal Plugin Poses AI Threat to Big Law’s Billable Hours

Photo via Graeme Sloan/Sipa USA/Newscom

Shares of legal data service provider Thomson Reuters fell roughly 16% on Tuesday, while shares of LexisNexis parent company RELX fell 14%.

2 min read

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