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1.
Akamai stock soars 20% on earnings, $1.8 billion AI infrastructure deal (cnbc.com)
2.
5% GPU utilization: The $401 billion AI infrastructure problem enterprises can't keep ignoring (venturebeat.com)
3.
IREN inks AI infrastructure deal with Nvidia (cnbc.com)
4.
CoreWeave stock sinks 10% on weak revenue guidance, increased spending forecast (cnbc.com)
5.
IREN shares pop 13% on AI infrastructure deal with Nvidia (cnbc.com)
6.
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)
7.
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)
8.
Andy Jassy says Amazon investors will be rewarded by all its AI spending (cnbc.com)
9.
The chip industry is booming again, but only for companies building AI infrastructure (techspot.com)
10.
The Hiddn Financial Bubble in AI Infrastructure [pdf] (news.ycombinator.com)
11.
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)
12.
SoftBank reportedly weighs $100 billion valuation for new AI and robotics spinout in potential U.S. IPO (cnbc.com)
13.
Investors still trust Google more than Meta when it comes to spending their money on AI (cnbc.com)
14.
OpenAI in Shambles as IPO Looms (futurism.com)
15.
For the First Time, Microsoft Is Offering Voluntary Retirement to 7% of Its Workforce — Here’s Why (feeds.feedburner.com)
16.
The Race to Make the World’s Most In-Demand Machine (feeds.content.dowjones.io)
17.
Meta will adopt hundreds of thousands of AWS Graviton chips in latest AI infrastructure grab (cnbc.com)
18.
TorchTPU: Running PyTorch Natively on TPUs at Google Scale (news.ycombinator.com)
19.
Microsoft is reportedly offering voluntary buyouts to up to 7 percent of its employees (engadget.com)
20.
Workers Are Overlooking This $300K Career Path With 81K Job Openings, Says a Talent CEO: ‘The Opportunities Are Massive’ (feeds.feedburner.com)
21.
Exclusive: Google deepens Thinking Machines Lab ties with new multibillion-dollar deal (techcrunch.com)
22.
Amazon to invest up to another $25 billion in Anthropic as part of AI infrastructure deal (cnbc.com)
23.
The Mac Mini is no longer a niche product, it's local AI infrastructure (techspot.com)
24.
A lot of you panic-bought PCs to avoid RAMaggedon 2026 (engadget.com)
25.
Are we tokenmaxxing our way to nowhere? (techcrunch.com)
26.
Mozilla launches Thunderbolt AI client with focus on self-hosted infrastructure (arstechnica.com)
27.
Upscale AI in talks to raise at $2B valuation, says report (techcrunch.com)
28.
Allbirds Stock Now Crashing as Reality Sets in About Its Delusional AI Pivot (futurism.com)
29.
Allbirds Is Getting Out of the Shoe Business and Pivoting to AI Infrastructure (gizmodo.com)
30.
Samsung SDS shares jump 20% on KKR partnership and $820 million bond purchase (cnbc.com)
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