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April
8
Google and Amazon Move to Sell Custom AI Chips Directly, Pressuring Nvidia
Markets
1
Apr 30
8
Google and Amazon Move to Sell Custom AI Chips Directly, Pressuring Nvidia
Top
Markets
· 1 src · Apr 30
Discuss
8
Microsoft M365 Copilot Surpasses 20M Paid Enterprise Seats with Outlook-Level Daily Engagement
Enterprise
2
Apr 30
8
Microsoft M365 Copilot Surpasses 20M Paid Enterprise Seats with Outlook-Level Daily Engagement
Top
Enterprise
· 2 srcs · Apr 30
Discuss
7
Meta Business AI Hits 10M Weekly Conversations as Monetization Plans Take Shape
Products
1
Apr 30
7
Meta Business AI Hits 10M Weekly Conversations as Monetization Plans Take Shape
Products
· 1 src · Apr 30
Discuss
6
Google: From AI Panic to $4 Trillion — How Sundar Pichai Turned the Tide
Markets
1
Apr 30
6
Google: From AI Panic to $4 Trillion — How Sundar Pichai Turned the Tide
Markets
· 1 src · Apr 30
Discuss
6
Hyperscalers Raise Data-Center Capex, Boosting AI Chip Suppliers
Markets
1
Apr 30
6
Hyperscalers Raise Data-Center Capex, Boosting AI Chip Suppliers
Markets
· 1 src · Apr 30
Discuss
8
Alphabet Cloud Hits $20B With 63% Growth, But $462B Backlog Shows Demand Far Exceeds Capacity
Updated
Markets
4
Apr 30
8
Alphabet Cloud Hits $20B With 63% Growth, But $462B Backlog Shows Demand Far Exceeds Capacity
Top
Markets
· 4 srcs · Apr 30
Discuss
8
Amazon AWS Q1 2026: 28% Cloud Growth, Free Cash Flow Drops 95%
Updated
Markets
2
Apr 30
8
Amazon AWS Q1 2026: 28% Cloud Growth, Free Cash Flow Drops 95%
Top
Markets
· 2 srcs · Apr 30
Discuss
8
Meta Raises 2026 Capex to $125B–$145B Amid AI Spending Anxiety
Updated
Infra
5
Apr 30
8
Meta Raises 2026 Capex to $125B–$145B Amid AI Spending Anxiety
Top
Infra
· 5 srcs · Apr 30
Discuss
8
Microsoft and OpenAI Renegotiate Partnership: Revenue Share Reversed, AGI Clause Reportedly Removed
Updated
Markets
7
May 13
8
Microsoft and OpenAI Renegotiate Partnership: Revenue Share Reversed, AGI Clause Reportedly Removed
Top
Markets
· 7 srcs · May 13
Discuss
6
Mistral AI: $14B Valuation, 20x ARR Growth, and a Sovereign AI Pitch That's Working
Updated
Markets
2
May 11
6
Mistral AI: $14B Valuation, 20x ARR Growth, and a Sovereign AI Pitch That's Working
Markets
· 2 srcs · May 11
Discuss
6
Intel Hits All-Time High as AI Demand Lifts Q1 Revenue
Markets
2
Apr 25
6
Intel Hits All-Time High as AI Demand Lifts Q1 Revenue
Markets
· 2 srcs · Apr 25
Discuss
9
DeepSeek Launches V4 Flash and V4 Pro, Claims Frontier-Level Performance
Updated
Models
4
May 4
9
DeepSeek Launches V4 Flash and V4 Pro, Claims Frontier-Level Performance
Top
Models
· 4 srcs · May 4
Discuss
Yesterday
8
Alphabet's $80B AI Raise Sparks Broadcom and Marvell Chip Stock Surge
Updated
Markets
2
16h ago
8
Alphabet's $80B AI Raise Sparks Broadcom and Marvell Chip Stock Surge
Top
Markets
· 2 srcs · 16h ago
Discuss
Monday
7
South Korea May Exports Surge 53% to Record on AI Chip Boom
Markets
1
2d ago
7
South Korea May Exports Surge 53% to Record on AI Chip Boom
Markets
· 1 src · 2d ago
Discuss
Last Week
7
Tencent's Hy3 LLM Tops OpenRouter Rankings Despite Mediocre Benchmarks
Markets
1
4d ago
7
Tencent's Hy3 LLM Tops OpenRouter Rankings Despite Mediocre Benchmarks
Markets
· 1 src · 4d ago
Discuss
6
Cursor Developer Habits Report: Code Output Surging in 2026
Products
1
4d ago
6
Cursor Developer Habits Report: Code Output Surging in 2026
Products
· 1 src · 4d ago
Discuss
7
Salesforce Misses Q2 Guidance as AI Disruption Fears Mount
Markets
1
6d ago
7
Salesforce Misses Q2 Guidance as AI Disruption Fears Mount
Markets
· 1 src · 6d ago
Discuss
7
SK Hynix and Micron Cross $1 Trillion Valuations as AI Chip Demand Reshapes Memory Markets
Markets
1
May 27
7
SK Hynix and Micron Cross $1 Trillion Valuations as AI Chip Demand Reshapes Memory Markets
Markets
· 1 src · May 27
Discuss
7
xAI Runs 62 Unpermitted Gas Turbines as Grok Slides to Fifth Place
Infra
1
May 25
7
xAI Runs 62 Unpermitted Gas Turbines as Grok Slides to Fifth Place
Infra
· 1 src · May 25
Discuss
7
Memory Now 63% of AI Chip Component Costs, Up from 52% in 2024
Infra
1
May 25
7
Memory Now 63% of AI Chip Component Costs, Up from 52% in 2024
Infra
· 1 src · May 25
Discuss
6
Analysis: AI Data Center Buildout Could Rival Railroad Era, Spark Neocloud Boom
Markets
1
May 25
6
Analysis: AI Data Center Buildout Could Rival Railroad Era, Spark Neocloud Boom
Markets
· 1 src · May 25
Discuss
8
AI Inflection Point: Nvidia, OpenAI, Anthropic, SpaceX Converge
Markets
1
May 24
8
AI Inflection Point: Nvidia, OpenAI, Anthropic, SpaceX Converge
Top
Markets
· 1 src · May 24
Discuss
7
Nvidia CFO: H100 GPU Rental Prices Up 20% in 2026 Amid Chip Shortage
Markets
1
May 24
7
Nvidia CFO: H100 GPU Rental Prices Up 20% in 2026 Amid Chip Shortage
Markets
· 1 src · May 24
Discuss
2 Weeks Ago
8
OpenAI Posts $5.7B Q1 Revenue; Anthropic Projects $10.9B for Q2
Markets
1
May 22
8
OpenAI Posts $5.7B Q1 Revenue; Anthropic Projects $10.9B for Q2
Top
Markets
· 1 src · May 22
Discuss
7
Frontier AI Labs Use Less Than Half of Global AI Compute, Epoch AI Estimates
Infra
1
May 22
7
Frontier AI Labs Use Less Than Half of Global AI Compute, Epoch AI Estimates
Infra
· 1 src · May 22
Discuss
8
Anthropic Projects $559M Q2 Profit, $10.9B Revenue Ahead of October IPO
Updated
Markets
2
May 25
8
Anthropic Projects $559M Q2 Profit, $10.9B Revenue Ahead of October IPO
Top
Markets
· 2 srcs · May 25
Discuss
8
Nvidia Q1 FY2026: $81.6B Revenue, $75.2B Data Center Record, $43B Startup Stakes, $80B Buyback
Updated
Markets
6
May 21
8
Nvidia Q1 FY2026: $81.6B Revenue, $75.2B Data Center Record, $43B Startup Stakes, $80B Buyback
Top
Markets
· 6 srcs · May 21
Discuss
6
Analysis: The AI Investment Math Doesn't Add Up, Says Industry Observer
Markets
1
May 20
6
Analysis: The AI Investment Math Doesn't Add Up, Says Industry Observer
Markets
· 1 src · May 20
Discuss
6
AWS at 20: $128.7B Revenue Leader Pivots to AI Infrastructure as Its Defining Next Chapter
Markets
1
May 18
6
AWS at 20: $128.7B Revenue Leader Pivots to AI Infrastructure as Its Defining Next Chapter
Markets
· 1 src · May 18
Discuss
6
Kioxia Shares Hit New High as AI Drives Record NAND Profits
Markets
1
May 18
6
Kioxia Shares Hit New High as AI Drives Record NAND Profits
Markets
· 1 src · May 18
Discuss
3 Weeks Ago
6
CFTC Deploys AI to Hunt Insider Trading in Offshore Prediction Markets
Policy
1
May 16
6
CFTC Deploys AI to Hunt Insider Trading in Offshore Prediction Markets
Policy
· 1 src · May 16
Discuss
6
California's AI Stock Boom Fuels $16.5B Revenue Windfall
Markets
1
May 15
6
California's AI Stock Boom Fuels $16.5B Revenue Windfall
Markets
· 1 src · May 15
Discuss
6
AI Inference Chip Stocks Drive Global Market Rally in 2026, Intel Leads Surprise Turnaround
Markets
1
May 15
6
AI Inference Chip Stocks Drive Global Market Rally in 2026, Intel Leads Surprise Turnaround
Markets
· 1 src · May 15
Discuss
7
Vercel AI Gateway: Production Data Reveals Model Market Structure
Markets
1
May 14
7
Vercel AI Gateway: Production Data Reveals Model Market Structure
Markets
· 1 src · May 14
Discuss
7
Nebius Revenue Jumps Nearly 8x on AI Infrastructure Demand
Markets
1
May 13
7
Nebius Revenue Jumps Nearly 8x on AI Infrastructure Demand
Markets
· 1 src · May 13
Discuss
8
CME Group and Silicon Data to Launch First Futures Market for AI Computing Power
Markets
1
May 12
8
CME Group and Silicon Data to Launch First Futures Market for AI Computing Power
Top
Markets
· 1 src · May 12
Discuss
7
South Korea Floats 'Citizen Dividend' Funded by AI Tax Revenue
Policy
1
May 12
7
South Korea Floats 'Citizen Dividend' Funded by AI Tax Revenue
Policy
· 1 src · May 12
Discuss
6
Grok App Downloads Plummet 60% as xAI Pivots Toward Orbital Compute
Markets
1
May 12
6
Grok App Downloads Plummet 60% as xAI Pivots Toward Orbital Compute
Markets
· 1 src · May 12
Discuss
6
Nvidia Hits Record $219 Close as AI Trade Accelerates Pre-Earnings
Markets
1
May 12
6
Nvidia Hits Record $219 Close as AI Trade Accelerates Pre-Earnings
Markets
· 1 src · May 12
Discuss
7
Anthropic Confirmed as Akamai's $1.8B AI Infrastructure Customer
Infra
1
May 11
7
Anthropic Confirmed as Akamai's $1.8B AI Infrastructure Customer
Infra
· 1 src · May 11
Discuss
7
Amazon Trainium Chip Backlog Hits $225B as AWS Claims Top-3 Chip Company Status
Infra
1
May 11
7
Amazon Trainium Chip Backlog Hits $225B as AWS Claims Top-3 Chip Company Status
Infra
· 1 src · May 11
Discuss
6
Sandisk Posts 251% Revenue Growth as AI Storage Demand Surges
Updated
Markets
3
May 24
6
Sandisk Posts 251% Revenue Growth as AI Storage Demand Surges
Markets
· 3 srcs · May 24
Discuss
6
AI Stocks Account for 45% of S&P 500 Market Cap and Nearly All 2026 Gains
Markets
1
May 11
6
AI Stocks Account for 45% of S&P 500 Market Cap and Nearly All 2026 Gains
Markets
· 1 src · May 11
Discuss
Last Month
8
Moonshot AI Raises $2B at $20B Valuation in Meituan-Led Round
Markets
2
May 7
8
Moonshot AI Raises $2B at $20B Valuation in Meituan-Led Round
Top
Markets
· 2 srcs · May 7
Discuss
7
Snap and Perplexity Quietly Kill $400M AI Search Integration Deal
Markets
1
May 6
7
Snap and Perplexity Quietly Kill $400M AI Search Integration Deal
Markets
· 1 src · May 6
Discuss
7
FSB Warns Private Credit Exposure to AI Boom Creates Systemic Financial Risk
Markets
1
May 6
7
FSB Warns Private Credit Exposure to AI Boom Creates Systemic Financial Risk
Markets
· 1 src · May 6
Discuss
7
AI Chip Demand Pushes Samsung to $1 Trillion Market Valuation
Markets
1
May 6
7
AI Chip Demand Pushes Samsung to $1 Trillion Market Valuation
Markets
· 1 src · May 6
Discuss
7
AMD Forecasts Q2 Revenue Above Expectations on Strong AI Chip Demand
Markets
1
May 5
7
AMD Forecasts Q2 Revenue Above Expectations on Strong AI Chip Demand
Markets
· 1 src · May 5
Discuss
6
Image AI Features Drive App Downloads, Not Revenue
Markets
1
May 4
6
Image AI Features Drive App Downloads, Not Revenue
Markets
· 1 src · May 4
Discuss
7
Apple Mac Beats Estimates on Unexpected AI Workload Demand
Markets
4
May 1
7
Apple Mac Beats Estimates on Unexpected AI Workload Demand
Markets
· 4 srcs · May 1
Discuss
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