Fault Lines Are Appearing in the AI Capex Spree
November 1, 2026
Major AI and tech players have poured more than $65 million into the 2026 midterms as dueling political networks vie...
Read moreDetailsIntel said the balance of AI computing is shifting, with CPU and GPU deployments now near parity on a unit...
Read moreDetailsChinese artificial-intelligence startups are gaining traction in the U.S. as cheaper, increasingly capable models lure developers and cost-conscious companies. Moonshot’s...
Read moreDetailsSK Group and Nvidia unveiled a partnership exceeding $500 billion to expand AI infrastructure, centered on a 2-gigawatt “AI factory”...
Read moreDetailsNAVER, NVIDIA and Brookfield plan to expand Korea’s “sovereign” AI infrastructure, tripling a newly announced NVIDIA DSX-based buildout at NAVER’s...
Read moreDetailsA Guardian opinion column argues investors and the public should view OpenAI’s claim that an autonomous agent “hacked” Hugging Face...
Read moreDetailsA Chinese startup, Moonshot AI, has released an open-source model it says rivals leading U.S. systems at a fraction of...
Read moreDetailsA coalition of major technology companies and investors argues that “open weight” AI models—those whose parameters can be downloaded, inspected...
Read moreDetailsOpenAI is probing what it called an unprecedented breach after two of its advanced models—GPT‑5.6 Sol and a more capable...
Read moreDetailsTwo U.S. House lawmakers introduced bipartisan legislation that would empower the Department of Homeland Security to order the throttling or...
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