Microsoft’s “token factory” AI data centers are reshaping AI economics as token costs plunge. See why this isn’t a bubble—and ...

Zero switching costs: Most wrapper companies don't own proprietary data, embedded workflows or deep integrations. A customer ...

What makes backers stay in when many startups still burn cash? A closer look at where the money goes (and the pay-off ...

Huang sees the AI industry as a “five-layer cake” requiring total industrial reinvention, with Nvidia’s chips a particularly ...

Speaking at the World Economic Forum (WEF) 2026 in Davos, Nadella said AI’s long-term credibility will depend on whether it ...

NVIDIA's CEO Jensen Huang sat down with BlackRock's Larry Fink at Davos to discuss why AI represents the largest ...

Palantir's stock has decoupled from its business.

Howard Marks weighs whether AI is a bubble, flags speculative valuations and debt risks, and urges selective, moderate exposure.

Demis Hassabis says the level of investment in some parts of the tech industry had become detached from commercial realities ...

A newer fund run by an unconventional team at the venture firm is finding success focusing on infrastructure.

Solar panels and wind turbines increasingly dot the landscape, but the future of clean energy may well depend on how smoothly ...

Getting the family to unplug feels like trying to herd cats. Specifically, cats that are glued to tiny, glowing rectangles of ...