Gen Z's fading AI hype
Axios · Apr 9
Gen Z's enthusiasm for AI has collapsed: excitement dropped from 36% to 22% year-over-year, while anger surged from 22% to 31%, driven largely by fears AI will eliminate entry-level job prospects. Dai
Funding, acquisitions, and business moves — 729 articles
Axios · Apr 9
Gen Z's enthusiasm for AI has collapsed: excitement dropped from 36% to 22% year-over-year, while anger surged from 22% to 31%, driven largely by fears AI will eliminate entry-level job prospects. Dai
Bloomberg Tech · Apr 8
Goldman Sachs Asset Management argues investors should buy semiconductor and infrastructure companies as AI capex accelerates, positioning chips as the 'picks and shovels' play amid geopolitical uncer
Investor's Business Daily · Apr 8
Enterprise companies are accelerating data center buildouts to support AI workloads, signaling major capex spending ahead for infrastructure and hardware vendors.
Stocktitan · Apr 8
Forum secured up to $50M in financing for NVIDIA chip purchases through its first AI-focused loan deal, enabling broader access to expensive GPU infrastructure.
Bloomberg Tech · Apr 8
Zhipu raised prices on its flagship model by 8%+, joining a wave of Chinese AI companies monetizing years of R&D investment as competition intensifies and margin pressure mounts.
Fortune · Apr 7
SpaceX's confidential IPO filing has Wall Street anticipating reopened exit windows for OpenAI, Anthropic, and other AI leaders. Q1 2026 venture funding hit a record $300B globally, with 80% flowing t
Theglobeandmail · Apr 8
A columnist warns that four factors suggest the AI investment boom may be cooling, signaling potential market corrections ahead for startups and investors betting on AI infrastructure and services.
Motley Fool · Apr 8
CoreWeave and Nebius infrastructure plays have beaten Magnificent Seven tech stocks in 2024, raising questions about whether the AI compute providers can sustain outperformance as demand for inference
Bloomberg Tech · Apr 8
SoftBank Corp. is issuing its first euro-denominated bond as parent company SoftBank Group doubles down on AI investments under founder Masayoshi Son's direction.
24/7 Wall St · Apr 8
Nvidia and Google are safest AI bets in public markets: Intelligent Alpha CEO 24/7 Wall St.
Mlq · Apr 8
Uber Expands AWS Partnership with Custom AI Chips for Real-Time Operations MLQ.ai
News · Apr 7
Aria Networks secured $125M in funding to develop AI-native networking infrastructure, targeting the bottleneck of data movement in large-scale AI clusters and training workloads.
Motley Fool · Apr 7
Motley Fool columnist reverses bearish stance on AMD, arguing the AI infrastructure boom has room for competitors beyond Nvidia—particularly AMD's GPU lineup for data centers and AI workloads.
AI Business · Apr 7
The company says its "Earth System of Record" will be instrumental in connecting AI more securely to the physical world.
Seeking Alpha · Apr 6
Seeking Alpha evaluates Micron Technology's positioning in the AI memory market and its financial prospects as demand for AI chips drives memory demand.
Barron's · Apr 6
An analyst flags potential memory bandwidth limitations in Nvidia's GPU architecture that could impact future AI workload performance and the company's valuation.
Fortune · Apr 6
Robinhood Ventures I, a retail-focused private markets fund, has rebounded 30% after a rocky launch and now faces uncertainty as mega IPOs from SpaceX, OpenAI, and Anthropic could roil secondary marke
Chosun · Apr 6
Optical communications stocks are climbing as AI datacenters scale up their infrastructure needs for high-bandwidth networking between GPUs and servers.
Indexbox · Apr 4
Nvidia posted $215.9B in full-year revenue with a $1 trillion forecast for Blackwell and Rubin chips through 2027, cementing its dominance in AI hardware supply and signaling massive continued investm