Governor Hochul signed the first statewide moratorium on new hyperscale data centres. Underneath the environmental language, it is a fight about who pays for the AI buildout: the trillion-dollar tenant, or the household.
TSMC posted its biggest month in history, up 67.9% year on year. The catch: the only factory that matters is sold out through year-end, and only four companies are at the front of the queue.
China just outlawed humanlike AI “companions”. Awkwardly, it is the right call, the one the West has completely failed to make while its own companies quietly farm human loneliness for profit.
IBM had its worst day in nearly 40 years, and took ServiceNow, Workday and Accenture with it. The reason says less about IBM than about a market that has fallen head over heels for one story.
Apple keeps getting off the mat and Brussels keeps knocking it back down. The EU court just dismissed all three of its Digital Markets Act challenges. Meanwhile, its hardware is quietly winning.
Goldman crushed estimates, the big banks are printing money, and it is all being powered by a rocket-company IPO and a war. Reassuring stuff, if you do not know any history.
ZML just gave away a free tool that runs your AI models fast on any chip, not just Nvidia’s. It is a small, well-aimed kick at the CUDA lock-in that keeps the whole industry hostage.
ETH Zurich built a fingernail-sized quantum chip that stores data as tiny mechanical vibrations, like a guitar string. More memory, longer coherence, smaller footprint, and it ran real algorithms.
Meta is building its own silicon to escape Nvidia, chasing 14 gigawatts of compute. Smart business. Also another few gigawatts of power and a lot more sand nobody wants to talk about.
Startups raised a record $510 billion in six months, more than the whole world managed in all of 2025. Two AI companies took 43% of it. The numbers are genuinely unhinged.