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31.
SoftBank says it will invest up to €75 billion to build French data centers (techcrunch.com)
32.
The Dead Economy Theory (news.ycombinator.com)
33.
This chip startup just raised $135M on a bet that AI’s biggest bottleneck isn’t compute — it’s memory (techcrunch.com)
34.
The Tech Download: How chip companies are looking to use light to solve this major AI bottleneck (cnbc.com)
35.
Bloom Energy rises 12% after partnering with European AI infrastructure upstart in $2.6 billion deal (cnbc.com)
36.
Bloom Energy rises 2% after partnering with European AI infrastructure upstart in $2.6 billion deal (cnbc.com)
37.
Meta Cut 8,000 Jobs and Told Employees That AI Agents Will ‘Primarily Do the Work’ Now (feeds.feedburner.com)
38.
Google says Gemini 3.5 Flash can slash enterprise AI costs by more than $1 billion a year (venturebeat.com)
39.
Greg Brockman Officially Takes Control of OpenAI’s Products in Latest Shake-Up (wired.com)
40.
Greg Brockman Officially Takes Control of OpenAI’s Products in Latest Shakeup (wired.com)
41.
Cisco CEO says tech is entering a 'networking supercycle' as stock pops 13% on strong AI demand (cnbc.com)
42.
Cisco CEO says tech is entering a 'networking supercycle' as stock pops 15% on strong AI demand (cnbc.com)
43.
Cisco CEO says tech is entering a 'networking supercycle' as stock pops 14% on strong AI demand (cnbc.com)
44.
70% of Americans oppose data centers near their homes, now less popular than nuclear power plants — opposition towards nearby AI infrastructure heating up as tech companies ramp up projects to acquire more compute (tomshardware.com)
45.
Cisco's stock pops 17% on surging AI orders, as company says it's cutting almost 4,000 jobs (cnbc.com)
46.
WhatsApp launches totally private 'incognito' conversations with its AI chatbot (feeds.bbci.co.uk)
47.
Akamai stock soars 20% on earnings, $1.8 billion AI infrastructure deal (cnbc.com)
48.
5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring (venturebeat.com)
49.
IREN inks AI infrastructure deal with Nvidia (cnbc.com)
50.
CoreWeave stock sinks 10% on weak revenue guidance, increased spending forecast (cnbc.com)
51.
IREN shares pop 13% on AI infrastructure deal with Nvidia (cnbc.com)
52.
Samsung chip workers reject $340,000 one-time bonus, demand annual payouts like SK hynix's $900,000 — workers want share of AI windfall, impending 18-day strike could cost Samsung up to $11.7 billion (tomshardware.com)
53.
FBI Director Kash Patel Says AI Has Stopped Numerous Violent Attacks Against America. We’d Love to See a Single Whiff of Evidence (futurism.com)
54.
Andy Jassy says Amazon investors will be rewarded by all its AI spending (cnbc.com)
55.
The chip industry is booming again, but only for companies building AI infrastructure (techspot.com)
56.
The Hiddn Financial Bubble in AI Infrastructure [pdf] (news.ycombinator.com)
57.
Mark Zuckerberg says Meta is cutting 8,000 jobs to pay for AI infrastructure — insatiable compute demand means the company can't rule out further headcount reductions (tomshardware.com)
58.
SoftBank reportedly weighs $100 billion valuation for new AI and robotics spinout in potential U.S. IPO (cnbc.com)
59.
Investors still trust Google more than Meta when it comes to spending their money on AI (cnbc.com)
60.
OpenAI in Shambles as IPO Looms (futurism.com)
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