Mahesh Lakhani

NVIDIA and six Wall Street firms launch a $500B compute financing platform, turning GPUs into a new investable asset class.

The AGI Bar in Beijing's Zhongguancun district serves drinks and free access to DeepSeek V4 Flash, creating a social hub for AI developers and start-ups.

Google's Pixel 11 series introduces Rambler, Magic Capture, and Sign-to-text, pushing Gemini-powered productivity and accessibility to the forefront.

DeepSeek is building an in-house AI data-center team, hiring across engineering disciplines for gigawatt-scale campuses in China.

Alibaba Cloud's M890 AI supernode is now live in Ulanqab, delivering cloud-based 64-card instances for inference on 10-trillion-parameter MoE models like Kimi K3 and Qwen3.8-Max.

Spotify will introduce 'AI Persona' badges on artist profiles from mid-September, giving listeners transparency on whether the music comes from a real person or an AI-generated persona.

U.S. power demand is set to break records again in 2026 and 2027, fueled by AI data centers and electrification, though a Texas pause on new projects tempers the forecast.

Alibaba Cloud's CUBE 5.0 modular architecture delivers AI data centres in 100 days, a fraction of the usual time, while reducing costs by 10%.

Nvidia is collaborating with Wall Street giants on a financing initiative that could direct up to $500 billion into AI infrastructure, potentially reshaping the industry's capital landscape.

Li Auto plans to launch its second-generation Livis AI glasses in late 2027, featuring Zeiss optics and native HarmonyOS support.

Nvidia has signed MOUs with six major Wall Street firms to raise over $500 billion for AI infrastructure, creating financing platforms that treat compute as an investable asset.

AWS expands its SageMaker JumpStart catalog with three new foundation models from Z.ai and NVIDIA, targeting agentic engineering, hybrid reasoning, and document parsing.

Nvidia is negotiating a $500 billion financing deal with Apollo, Blackstone, Goldman Sachs, and others to fuel AI infrastructure, but the move stokes fears of inflated demand.

A consortium led by Apollo and Blackstone is teaming up with Nvidia to assemble a $500 billion funding package for AI infrastructure, marking one of the largest private capital mobilizations in tech history.

Microsoft is set to unveil its Maia 300 AI chip in September, aiming to challenge Nvidia's dominance with a custom silicon push that includes a 300,000-unit TSMC order and potential adoption by Anthropic.

The AI Seekho Builders Day Hackathon in Islamabad gathered 80+ teams to build AI prototypes using Google's tools, with winners tackling health, economy, education, and sustainability challenges.

Anthropic is making auto mode the default in Claude Code for Pro, Max, and Team plans, backed by safety data showing it blocks more harmful actions than manual approval.

WeChat is testing AI features that let users generate Moments posts and comments, signaling Tencent's deeper push into generative AI for social media.

Tencent has elevated its WorkBuddy desktop AI agent to a top strategic priority, increasing advertising, computing, and organizational resources in a bid to create a platform as foundational as QQ or WeChat.

Chinese AI developers remain tied to Nvidia chips due to the prohibitive cost of rewriting code for domestic alternatives, slowing Beijing's push for tech self-sufficiency.

Reddit is rolling out an AI-powered moderation tool called Rules Hub to automate subreddit enforcement, while restricting content visibility for logged-out users to protect against data scraping.

GlobalFoundries topped Wall Street's second-quarter estimates as AI-fueled data center demand lifted sales, signaling a broader semiconductor shift.

SpaceX's first public earnings call sent shares down 9% as investors weighed surging AI infrastructure costs against faster-than-expected returns, raising doubts about how long Starlink can fund the buildout.

Foxconn's July revenue shattered records at T$900 billion as AI server demand reshapes the manufacturing giant's business, signaling a structural shift beyond consumer electronics.

SpaceX's first public earnings report shows the company using Starlink revenue to build AI data centers in space, marking a strategic pivot from rocket launches to AI infrastructure.

AMD shares dropped 7.4% after its revenue forecast, while strong, failed to meet elevated investor expectations for AI-driven growth amid Nvidia competition.

Semiconductor stocks rallied in Asia, shrugging off SpaceX and AMD after-hours tumbles, as AI capital spending reaches new extremes and Chinese equipment makers threaten U.S. dominance.

Chinese AI hardware stocks tumbled after news the U.S. is drafting a ban on imports of new optical transceivers, hitting companies like Zhongji Innolight that rely heavily on American customers.

The Trump administration is drafting a ban on Chinese-made optical transceivers, a key data center component, potentially straining the AI infrastructure supply chain already under pressure.

AMD projected third-quarter revenue of about $13 billion, beating estimates, driven by surging AI chip demand and a doubling of data-center sales.