U.S. export controls pushed China’s AI labs to build hyper-efficient open models, costing Nvidia its China market and handing Beijing the lead in open-source AI.
Will the United States-Canada trade war unite middle power countries and drive the beginning of a new world order?
Stripe’s growth and OpenRouter acquisition make a bold case for an AI-driven economic shift. Census data suggests the evidence is more complicated.
Big Tech faces $3.1 trillion in AI commitments as free cash flow turns negative at major hyperscalers, raising new questions about demand, risk and investor expectations.
Who pays for the enormous grid investment required to serve data centers — the companies building them or consumers?
SpaceX’s Aug. 6 lock-up expiration frees 911.5 million shares, expanding the float and testing how insider selling, short interest and new supply may shape the stock’s next move.
SpaceX (SPCX) reports its first post-IPO earnings this week. Our expert contributor looks at key financial metrics, Starlink subscriber growth, AI spend and lockup risks.
Universal Basic Capital may be a way to give citizens ownership in AI growth. But how should that growth be managed?
Enterprise AI spending cuts are driving token prices down, squeezing model provider margins and reshaping profitability across the generative AI stack.
Semiconductor stocks slide as Wall Street questions AI capex growth, erasing $1.3 trillion and putting Intel, Micron and AMD under pressure amid rising rate fears.