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Advanced Micro Devices CEO Lisa Su told CNBC on Wednesday that her massive forecast revision was due to the demand surge for central processing units led by the growth of agentic artificial intelligence. "Agents are really driving tremendous demand in the overall AI adoption cycl

Microsoft is weighing whether to delay or scale back one of its most ambitious clean energy goals as its rapid buildout of AI data centers puts pressure on its ability to meet those targets. Microsoft has yet to make any public announcements, but according to Bloomberg the compan

Insight and analysis on the data center space from industry thought leaders. Power Drives the AI Data Center Boom, but Connectivity Cannot be Overlooked AI’s power demands are reshaping data centers, but without robust optical connectivity, these mega facilities risk becoming iso

Elon Musk's plans for a huge chip manufacturing plant in East Texas will cost at least $55 billion for the first phase, and up to $119 billion if the full buildout comes to fruition. The estimated capital investment amounts were disclosed in a public hearing notice on Wednesday i

Anthropic on Wednesday announced a deal with Elon Musk's SpaceX to use all of the compute capacity at his company's Colossus 1 data center in Memphis, Tennessee. As part of the agreement, Anthropic will get access to more than 300 megawatts of compute capacity, and it also "expre

Robinhood CEO Vlad Tenev is touting the success of the fintech’s new Ventures Fund I, which allows retail investors to invest in private tech companies like Stripe, Oura, Databricks, OpenAI, and others, through a publicly traded fund listed on the NYSE. “We had something like ove

PCIe 8.0 spec hits 1 TB/s of bandwidth and has new connector technology — spec hits 0.5V milestone, final ratification expected in 2028 First draft specification is ready. The PCI-SIG, the organization that oversees development of PCIe and adjacent standards, on Wednesday announc

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MOST POPULAR EVENTS - Securing the Untrusted Agentic Development Layer Join us to learn how to architect a development environment where your builders and their agents can move fast and securely. - Toxic Flows: When Your AI Agent Skill Becomes a Supply Chain Attack When a develop

In late August 2017, key figures at OpenAI (then a small nonprofit research lab) gathered to discuss how they would create a for-profit to commercialize its technology and raise the funds needed to realize AGI. Elon Musk was demanding full control of the company and had just give

A U.S. court has sentenced Latvian hacker Deniss Zolotarjovs to more than eight years in prison following his conviction for carrying out ransomware attacks. The Justice Department accused the hacker of working for a notorious Russian ransomware gang called Karakurt, which was le

MOST POPULAR EVENTS - Securing the Untrusted Agentic Development Layer Join us to learn how to architect a development environment where your builders and their agents can move fast and securely. - Toxic Flows: When Your AI Agent Skill Becomes a Supply Chain Attack When a develop

For the first time in at least 30 years, Apple is spending more than 10 cents of every dollar it brings in on research and development, one of the strongest signs yet that the iPhone maker is dedicating big money to its artificial intelligence ambitions. Apple's R&D spending hit

AI evaluation startup Braintrust has urged customers to revoke and replace their API keys after an earlier breach of customer secrets. According to an email sent to customers Monday and seen by TechCrunch, the startup confirmed “unauthorized access” in one of its Amazon Web Servi

MOST POPULAR EVENTS - Securing the Untrusted Agentic Development Layer Join us to learn how to architect a development environment where your builders and their agents can move fast and securely. - Toxic Flows: When Your AI Agent Skill Becomes a Supply Chain Attack When a develop

Mira Murati, OpenAI’s former CTO, has testified under oath that CEO Sam Altman lied to her about the safety standards for a new AI model. In a video deposition shown during the ongoing Musk v. Altman trial on Wednesday, Murati said Altman falsely stated that OpenAI’s legal depart

Xbox CEO Asha Sharma kills Copilot for Gaming — overhauls leadership with CoreAI veterans Xbox seeks to reverse a revenue slump. Xbox CEO Asha Sharma announced on X on Tuesday that the company is winding down its Copilot for Gaming feature on mobile and canceling its planned cons

MOST POPULAR EVENTS - Securing the Untrusted Agentic Development Layer Join us to learn how to architect a development environment where your builders and their agents can move fast and securely. - Toxic Flows: When Your AI Agent Skill Becomes a Supply Chain Attack When a develop

SpaceX, Elon Musk’s space company that also houses his AI company, xAI, is considering spending $55 billion, at least initially, to build a semiconductor factory in Grimes County, Texas, according to a proposal on the county website. The company estimates it may spend a total of

DeepSeek is in talks to raise its first round of venture capital, and in just a few weeks, its potential valuation has soared from $20 billion to $45 billion, the Financial Times and Bloomberg reported. The Chinese AI lab came to prominence in early 2025 after launching a large l

SpaceX’s plan to go public will reportedly give CEO Elon Musk “virtually unchecked executive authority” and limit the rights of shareholders to sue the company. The plan, reported by Reuters today, could prevent shareholder lawsuits like the one that held up a lucrative Musk pay

Nvidia invests $300 million in Corning to build three new US-based optical fiber plants — AI infrastructure deal would boost fiber production capacity by over 50% A lot of optical fiber for AI infrastructure buildouts. When you have a dominant position in an industry, you should

MOST POPULAR EVENTS - Securing the Untrusted Agentic Development Layer Join us to learn how to architect a development environment where your builders and their agents can move fast and securely. - Toxic Flows: When Your AI Agent Skill Becomes a Supply Chain Attack When a develop

Google’s AI-focused DeepMind division has taken a minority stake in the developer of popular sci-fi simulation EVE Online, saying it will use the game to study “intelligence in complex, dynamic, player-driven systems.” The research partnership comes as the management behind EVE O

It's hard to find an AI stock that's not making new highs on a daily basis. Perhaps that's why options traders are piling into Super Micro Computer, the data-center server play that's up 15% Wednesday after earnings, but still down 49% from last year's high. Options volumes skew

MOST POPULAR EVENTS - Securing the Untrusted Agentic Development Layer Join us to learn how to architect a development environment where your builders and their agents can move fast and securely. - Toxic Flows: When Your AI Agent Skill Becomes a Supply Chain Attack When a develop

The astronauts flying aboard the Artemis II mission to the Moon last month took a lot of pictures, and a few dozen of the best ones were released during and shortly afterward the flight. But it wasn’t until last weekend that NASA released the whole trove of more than 12,000 image

Despite Health Secretary Robert F. Kennedy’s pledge to provide “radical transparency,” the agencies under his control continue to suppress scientific research that conflicts with his anti-vaccine agenda. On Tuesday, The New York Times reported confirmation from the Department of

SAN FRANCISCO—At its Code with Claude developers’ conference, Anthropic has introduced what it calls “dreaming” to Claude Managed Agents. Dreaming, in this case, is a process of going over recent events and identifying specific things that are worth storing in “memory” to inform

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