30 articles · Page 2
Jensen Huang's Japan visit wasn't diplomacy. It was a sales move that could shape NVIDIA's next growth phase. Japan has pledged over 10 trillion yen in AI investment and NVIDIA is at the center
China's Kimi AI model has crossed 10 million monthly active users and is compressing Western AI pricing faster than most investors have priced in. Here's the real market signal behind the headlines and exactly
Kimi from Moonshot AI is not another Chinese tech copycat. It is cheaper per token, competitive on global benchmarks, and backed by billions in government-aligned funding. Here is what the rise of Kimi means
China's Moonshot AI released Kimi K2, a free 1 trillion parameter model matching GPT-4 performance. It's not just a tech story. It's a direct challenge to the valuations holding up the entire US AI
Neil Rimer says the capital that flooded into AI is starting to come back out through exits and acquisitions. That return cycle triggers the next wave of funding, and the window to position ahead
New York just halted construction on all new data centers. The AI boom is driving power demand past what the grid can handle, and the operators who see this as a geography play are
Lovable is reportedly in talks to raise at a $13.2 billion valuation, doubling in months. Most people will call it a bubble. They're wrong. Here's what the number actually means and how to act
Former OpenAI President of Product Kevin Weil just joined the board of Stoke Space, the fully reusable rocket startup with over $175 million raised. The move signals that the sharpest AI product minds are
FAANG had a good run, but in 2026, the six companies truly controlling global tech spell MANGOS: Microsoft, Apple, Nvidia, Google, OpenAI, and Salesforce. Nvidia alone crossed a $3 trillion market cap in 2024.
OpenAI is charging toward a historic IPO while Sam Altman's iris scanning company, World, is cutting staff. Most people see a contradiction. The real story is a masterclass in how the rich manage a