Nvidia has locked in dates for its next GPU Technology Conference. GTC 2026 will run from March 15th to 18th in San Jose, with CEO Jensen Huang’s keynote on the 16th. The focus will be squarely on the Vera Rubin AI architecture and the future Feynman GPU.
Mark Zandi of Moody’s Analytics warns that borrowing by AI companies in 2025 is breaking records, even adjusted for inflation, and dwarfs the debt taken on before the dot-com crash. He argues this surge in debt, used to fund data centers and infrastructure, is a mounting threat to the broader financ
X has terminated the European Commission’s advertising account following a €120 million fine for DSA violations. The move, ordered by X’s Head of Product Nikita Bier, accuses the EU of misusing an ad tool exploit, which the Commission denies. Elon Musk called the fine “bullshit” and said the EU shou
A new Morgan Stanley research note identifies 25 companies poised to dominate the coming humanoid robotics market. The list focuses on key component suppliers in AI, sensors, and movement tech, beyond just the robot makers themselves.
NVIDIA has announced the dates for its 2026 GPU Technology Conference. GTC 2026 will run from March 16-19 in San Jose, California, with a keynote from CEO Jensen Huang expected to outline the company’s AI vision.
A new analyst report paints Google as an unstoppable AI force. The analysis suggests its Gemini model is gaining so much ground that OpenAI might have to slash its capital expenditures by 2026.
A new test pitted Perplexity AI against Google’s NotebookLM on five difficult research prompts. While NotebookLM impressed with multimedia, Perplexity won by consistently delivering focused, actionable answers.
Amazon just revealed its Trainium3 UltraServer racks, and they’re a dead ringer for Nvidia’s GB200 systems. This isn’t an accident. The entire AI infrastructure stack is rapidly standardizing, from the rack shape down to the compute blade layout.
Saudi Arabia’s Humain is making a major move into the US AI infrastructure race. The state-backed venture is partnering with Global AI to deploy in a 32MW, liquid-cooled facility in Endicott, New York, with plans to eventually scale to 100MW. This is the first step in Humain’s decade-long goal to de
Salesforce is implementing new, higher-priced AI charging models, claiming customers get outsized value. However, analysts question the sustainability of these promises as enterprise AI spending faces delays.
