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Key PlayersNVIDIA, AWS, CoreWeave

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Meta and AMD forge $60 billion AI chip deal as Zuckerberg diversifies compute infrastructure

Meta and AMD have signed a multi-billion dollar partnership that will see the social media giant purchase up to 6 gigawatts of AI GPUs over five years, beginning in late 2026. In exchange for the massive hardware commitment worth approximately $60 billion, Meta will acquire a 10% equity stake in AMD through performance-based warrants. The deal mirrors AMD's similar arrangement with OpenAI and signals Meta's strategy to diversify AI chip suppliers beyond Nvidia.

Business17 sources

Meta and AMD forge $60 billion AI chip deal as Zuckerberg diversifies compute infrastructure

Business17 sources

Goldman Sachs says AI delivered 'basically zero' GDP growth despite massive tech spending

Goldman Sachs chief economist Jan Hatzius reveals that AI contributed essentially nothing to US economic growth in 2025, despite hundreds of billions in investment. The problem: most spending flows to overseas manufacturing in Taiwan and Asia, not American GDP. While tech companies plan $700 billion in AI infrastructure spending for 2026, analysts calculate only 0.2% of the country's 2.2% growth came from AI investment.

Business6 sources

Goldman Sachs says AI delivered 'basically zero' GDP growth despite massive tech spending

Business6 sources

New Relic unveils Agentic Platform to build and deploy AI agents for observability at scale

New Relic launched its Agentic Platform, a no-code solution enabling enterprises to build and deploy AI agents for data observability. The platform addresses manual toil that costs engineers 33% of their time, while new OpenTelemetry tools aim to simplify enterprise adoption of the open-source framework.

Technology2 sources

New Relic unveils Agentic Platform to build and deploy AI agents for observability at scale

Technology2 sources

Red Hat launches AI Enterprise platform to accelerate hybrid cloud AI deployments at scale

Red Hat introduced Red Hat AI Enterprise, a unified AI platform designed to deploy and manage AI models, agents and applications across hybrid cloud environments. Alongside Red Hat AI 3.3 and the co-engineered Red Hat AI Factory with NVIDIA, the new metal-to-agent stack addresses enterprise challenges in scaling AI projects beyond the pilot phase through integrated lifecycle management.

Technology3 sources

Red Hat launches AI Enterprise platform to accelerate hybrid cloud AI deployments at scale

Technology3 sources

CrowdStrike reports 89% surge in AI-driven cyberattacks as breakout times collapse to 29 minutes

CrowdStrike's 2026 Global Threat Report documents an 89% year-over-year increase in AI-enabled adversary operations, with average breakout time plummeting to just 29 minutes. Nation-state actors from Russia, China, and North Korea are deploying LLM-enabled malware and targeting enterprise AI systems directly, marking a fundamental shift in the cyber threat landscape.

Technology2 sources

CrowdStrike reports 89% surge in AI-driven cyberattacks as breakout times collapse to 29 minutes

Technology2 sources

AI Scare Trade Forces Wall Street to Rethink Investment Strategy as Disruption Fears Mount

A dystopian scenario published by Citrini Research sparked market chaos, sending IBM down 13% and software stocks into bear market territory. The AI scare trade is forcing Wall Street to abandon decades-old investment strategies as fears grow that AI will eliminate white-collar jobs faster than the economy can adapt. Quality stocks are being punished while heavy assets with low obsolescence emerge as the new safe haven.

Business9 sources

AI Scare Trade Forces Wall Street to Rethink Investment Strategy as Disruption Fears Mount

Business9 sources

AI Data Center Construction Falls for First Time Since 2020 as Power Constraints Bite

US AI data center construction dropped from 6.35 to 5.99 gigawatts by end of 2025, marking the first decline since 2020. Local opposition intensifies as communities push back against rising energy bills, while power grid limitations and supply chain disruptions create mounting roadblocks for AI boom despite $3 trillion in forecast investment needs.

Business4 sources

AI Data Center Construction Falls for First Time Since 2020 as Power Constraints Bite

Business4 sources

Uber launches Autonomous Solutions division to become the service layer for robotaxi fleets

Uber has launched Uber Autonomous Solutions, a new division designed to handle all operational aspects of running robotaxi services. The move formalizes years of strategic partnerships with autonomous vehicle companies and positions Uber as essential infrastructure rather than just a platform. With plans to scale deployments to 15 cities by year-end, Uber aims to make autonomous vehicles commercially viable while protecting its core business from disruption.

Technology2 sources

Uber launches Autonomous Solutions division to become the service layer for robotaxi fleets

Technology2 sources

Trump deploys Pentagon AI program to set critical minerals pricing across global trade bloc

The Trump administration is tapping a Pentagon-developed AI system to establish reference prices for critical minerals like germanium and antimony. The move aims to counter alleged Chinese market manipulation by creating pricing certainty for Western miners across a proposed trade bloc of more than 50 countries, backed by adjustable tariffs.

Policy4 sources

Trump deploys Pentagon AI program to set critical minerals pricing across global trade bloc

Policy4 sources

Nimble Raises $47M to Give AI Agents Access to Real-Time, Verified Web Data

Nimble just closed a $47 million Series B round led by Norwest to expand its agentic web search platform. The startup uses AI agents to scrape, validate, and structure live web data into queryable tables, solving a critical bottleneck for enterprise AI deployments. With over 100 customers including Fortune 500 companies, Nimble claims 99% accuracy in delivering trusted web data that integrates directly into existing data warehouses.

Technology3 sources

Nimble Raises $47M to Give AI Agents Access to Real-Time, Verified Web Data

Technology3 sources

SambaNova raises $350M, partners with Intel to deploy SN50 chip claiming 5x speed over Nvidia B200

SambaNova secured $350 million in Series E funding led by Vista Equity Partners and announced a multi-year strategic collaboration with Intel to deploy AI inference solutions. The startup unveiled its SN50 AI chip, designed specifically for inference workloads, claiming it delivers five times faster performance and three times better efficiency than Nvidia's B200. SoftBank will be the first customer to deploy the technology in its Japanese data centers.

Technology12 sources

SambaNova raises $350M, partners with Intel to deploy SN50 chip claiming 5x speed over Nvidia B200

Technology12 sources

Nvidia posts $68B revenue quarter as AI chips demand accelerates, forecasts $78B ahead

Nvidia reported its strongest financial quarter with $68 billion in revenue, driven by unprecedented demand for AI compute. CEO Jensen Huang announced an upbeat sales forecast of $78 billion for the next quarter, marking accelerating revenue growth. However, the company faces challenges with China export restrictions on H200 chips and mounting questions about the sustainability of Big Tech's massive AI spending.

Business48 sources

Nvidia posts $68B revenue quarter as AI chips demand accelerates, forecasts $78B ahead

Business48 sources

DeepSeek allegedly trained V4 model on banned Nvidia Blackwell chips, denied US chipmakers access

Chinese AI startup DeepSeek reportedly trained its upcoming V4 model on Nvidia's advanced Blackwell chips despite US export controls, according to Trump administration officials. The company also broke industry norms by withholding early access from Nvidia and AMD while granting Chinese chipmakers including Huawei a several-week head start for performance optimization.

Policy6 sources

DeepSeek allegedly trained V4 model on banned Nvidia Blackwell chips, denied US chipmakers access

Policy6 sources

Citrini Research warns AI job disruption could trigger 5% white-collar cuts, calls for windfall tax

A controversial report from Citrini Research sparked market turmoil after warning about AI's disruptive economic impact on jobs. Co-author Alap Shah estimates AI could eliminate 5% of white-collar employment within 18 months and proposes governments tax AI-generated windfall gains to cushion widespread job losses. The report triggered an AI scare trade that sent software stocks down 4.8%.

Business2 sources

Citrini Research warns AI job disruption could trigger 5% white-collar cuts, calls for windfall tax

Business2 sources

Cybersecurity Stocks Tumble on AI Threat Concerns as Analysts Call Investor Fears Overdone

CrowdStrike and Palo Alto Networks experienced steep declines following Anthropic's launch of Claude Code, an AI-powered security tool. But industry experts argue the sell-off in cybersecurity stocks reflects panic rather than fundamentals, with AI actually creating the biggest opportunity in cybersecurity history as threats accelerate and attack surfaces expand.

Business2 sources

Cybersecurity Stocks Tumble on AI Threat Concerns as Analysts Call Investor Fears Overdone

Business2 sources

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