Chips
Nvidia Investigating Reports that CEO Jensen Huang Was Targeted by Chinese Intelligence
The board said Sunday there's no reason to believe national security or Nvidia secrets were compromised.
AI
As the U.S. and China Form AI Blocs, Countries Are Increasingly Torn Between Them
Countries are hoping membership in China’s World AI Cooperation Organization may give them a voice in setting AI standards
Data Center
Nvidia CEO Encourages Europe's Lagging AI Sector, Encourages Data Center Buildout
Europe has only about 5% of the world's AI computing capacity, versus 75% in the U.S.
Big Tech
Trump Honors Microsoft’s CEO After Vance Drops an H-1B Visa Hammer on the Company
Five of the six tech leaders that Trump honored were immigrants
AI
In Silicon Valley, AI founders Cheer Trump AI Self-Regulation
At Tech Week in San Francisco, venture capitalists and AI founders have been ebullient about the White House's hands-off approach to AI regulation
AI
Trump Says Top Tech Firms Have Signed Accord to 'Self-Police' AI Development
Trump is promising that the government wouldn’t limit the development of AI
AI
Nvidia Unveils Security Platform to Stop AI Agents From Going Rogue
The Open Agent Safety Platform includes software that sets boundaries for AI agents
AI
Anthropic and OpenAI Sound the Alarm on AI Safety — And Seek to Shape It's Control
The companies may be seeking to score political goals ahead of the U.S. midterm elections
hyperscalers
Capex to Consume Nearly All Hyperscaler Operating Cash Flow in 2026
A London-based tech equity research firm projects a $600 billion gap as the largest cloud companies commit more money to data centers
Infrastructure
Verizon, Corning Ink Multibillion-Dollar Fiber Deal
Corning will supply Verizon with more than 80 million miles of fiber from 2027 through 2032
Chips
Nvidia Confirms it Will Spend $13 Billion on Hugging Face AI Software Platform
CEO Jensen Huang confirmed the long-rumored sale in a Thursday blog post, and that Nvidia will keep Hugging Face as an open platform
Expert Opinion
Glenn Lurie: There Is No AI Without a Pipe
AI's infrastructure isn't just about chips and data centers. It's about the fiber, wireless, satellite, edge and power infrastructure required to move intelligence everywhere.
Infrastructure
Zayo Reaches Fiber Reserve Deal with Corning
The company secured ‘a significant portion’ of the fiber it will need this decade
Fiber
Prysmian Doubles Down on U.S. Fiber With $1.2B Expansion
Claremont, N.C., will get the bulk of the investment spanning facilities in three states.
Fiber
Zayo, Nvidia Team Up to Expand Fiber for AI Traffic
Zayo will build, own and operate more than 8,000 miles of new fiber, with Nvidia as an early customer.
Chips
Taiwan Chipmaker TSMC Pledges Another $100B to Expand U.S. Chipmaking
The company reported a record $22 billion in net profit for the April-June quarter.
