Intel is making major moves across its entire product stack. The company revealed details about its 14A node progress, a surprising partnership with NVIDIA, and strategic pricing changes to navigate current market challenges.
Microsoft is testing experimental AI agents in Windows 11 that can perform tasks autonomously in the background. These “agentic” features present new security challenges that Microsoft is attempting to mitigate through careful system isolation and user controls.
Anthropic plans to spend $30 billion on Nvidia-powered compute through Microsoft Azure. In return, Nvidia will invest up to $10 billion in Anthropic, with Microsoft adding another $5 billion. The circular deal highlights growing concerns about an AI bubble.
Lambda secured $1.5 billion from TWG Global after announcing a massive Microsoft deal involving tens of thousands of Nvidia GPUs. The funding far exceeds what industry watchers expected and shows the insane demand for AI infrastructure. This puts Lambda squarely against CoreWeave in the battle to po
Cursor v2 is winning over developers who initially dismissed it as just another AI extension. The dedicated editor offers features that VS Code extensions can’t replicate, fundamentally changing how developers interact with code.
GlobalFoundries has acquired Singapore-based Advanced Micro Foundry in a move that positions the US chipmaker as the world’s largest pure-play silicon photonics foundry. The deal strengthens GF’s capabilities in optical networking and AI infrastructure while expanding its Singapore manufacturing foo
Trust in AI varies dramatically across geographies, industries, and job levels. Personal experience with generative AI boosts trust by nearly 40 points, but data concerns and forced adoption are creating resistance.
Berlin-based Peec AI has secured €18 million in Series A funding to expand its platform that helps marketers understand how their brands appear in AI-generated answers. The company has grown to over 1,300 customers and €3.4 million in ARR since launching in February 2025. This funding round position
Nvidia’s VP of Hyperscale and HPC says AI will become pervasive in scientific computing within 1-2 years. The company is betting on hybrid systems that excel at both AI inference and traditional FP64 simulation workloads, with new contracts including TACC’s Horizon supercomputer featuring 4,000 Blac
Michael Burry, famous for predicting the 2008 crisis, is now betting against AI. But Forbes argues this isn’t a traditional bubble – it’s a fundamental infrastructure shift driven by energy and thermodynamics. The comparison to past bubbles misses that AI demand is already contractually locked in.
