Nvidia Pours $4B Into Photonics for AI Data Centers
Nvidia invests $2 billion each in Lumentum and Coherent to develop silicon photonics for next-generation AI factories, signaling that copper interconnects have hit their ceiling.
Ai infrastructure
AI Is Killing Desk Jobs and Begging for Electricians
A 439,000-worker construction shortage is delaying AI data centers while electricians command $200K salaries and Big Tech scrambles to fill the gap.
Huawei Takes Atlas 950 Global to Challenge Nvidia
Huawei debuts its Atlas 950 SuperPoD at MWC Barcelona - 8,192 NPUs delivering 8 ExaFLOPS - marking its first overseas showcase of the AI supercomputer that directly targets Nvidia's cluster dominance.
Bezos Eyes Tens of Billions to Remake Manufacturing With AI
Jeff Bezos' Project Prometheus is raising tens of billions through a manufacturing transformation vehicle to acquire industrial companies and rebuild them with AI.
AI Now Swallows 61% of All Venture Capital - OECD Report Shows a Market Devouring Itself
An OECD report reveals AI firms captured 61% of global venture capital in 2025 at $258.7 billion, doubling their share since 2022, while mega-deals above $1 billion account for half of all investment value.
CoreWeave Crashes 19% After Earnings Reveal a $35 Billion Spending Gamble
CoreWeave stock plunged nearly 19% after Q4 earnings revealed widening losses, an 894% debt-to-equity ratio, and plans to spend up to $35 billion on data center expansion in 2026.
