Nuclear reactor start-up targeting AI energy demands showcases its tech with an Nvidia DGX Spark, though the website demo needs its own power plant HTGR does brrrr. CPU in PCs running the demo goes brrrr-er. PC Gamer · Jul 3
A $75 billion valuation, 75 million global customers and on its way to America—Revolut is London's disruptor extraordinaire Investors are betting big on Revolut. Valued at $75bn in its latest fundraising round, the fintech is targeting a $200bn-plus IPO with backing from Nvidia and SoftBank Fortune · Jul 3
Rumours suggest Intel may be planning to join the club of hardware manufacturers reviving old product lines, all the way back to Comet Lake What a throwback. PC Gamer · Jul 3
Jensen Huang’s iconic signed leather jacket expected to fetch up to $60,000 in charity auction — Sotheby’s says item was worn at a Foxconn Tech Day in 2023 and the signature has been professionally authenticated One of Jensen Huang’s used leather jackets is up for auction, with an estimate of $40,000 to $60,000. The money will go to charity. Tom’s Hardware · Jul 3
Michael Burry's Bearish Bet On Caterpillar Sparks Debate— Analyst Says the 'Big Short' Investor is Missing the 'Structural Theme' “Big Short” investor Michael Burry has placed a bearish bet on Caterpillar Inc. (NYSE:CAT), the heavy-machinery giant, which continues to benefit from the AI infrastructure buildout. However, some on Wall Street believe the bearish wager is misplaced. Benzinga · Jul 3
Organized crime is building an AI hardware cargo theft economy: 'The economics have become just crazy from the criminal opportunistic perspective' Cargo theft was a $725 million problem in 2025, with electronics making up 22%, by some estimates, and there’s a particular AI thirst. Fortune · Jul 3
We took a self-driving car on the road for 100 days to see how it handled itself – these are the mistakes it kept making In March, Jensen Huang, chief executive of computer chip giant NVIDIA, declared the “ChatGPT moment” for self-driving cars had arrived. In Australia, Tesla’s Full Self-Driving (FSD) system is already available on public roads. Waymo is exploring robotaxi operations in Australia. The Conversation · Jul 3
Asian shares rally after Dow hits a record, as some AI shares bounce back Shares have rallied in Asia after the Dow Jones Industrial Average set another record, as some key AI related stocks rose while others extended losses The Independent UK · Jul 3
Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing? India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI-driven market trend. Foreign investors are shifting away from Korean chipmakers, while India's domestic growth drivers offer a more stable outlook. This shift, fueled by concerns over AI 'malinvestment' and… The Economic Times · Jul 3
Anthropic's Claude to help Micron design better HBM, DRAM, and SSD for AI even as both companies refuse to address computational storage directly AI-designed solutions for AI-designated consumption? TechRadar · Jul 2
Michael Burry just shorted Caterpillar's 172% AI rally. One analyst says his bet won't even matter The Big Short investor calls Caterpillar one of the market's most overvalued AI trades—but an analyst argues the rally reflects a real structural shift. Fortune · Jul 2
EXCLUSIVE: Market Expert Jay Woods Says Micron Stock is New Market ‘Tell,’ Following Footsteps of Nvidia, Apple, Microsoft Freedom Capital Markets Chief Market Strategist Jay Woods predicted the S&P 500 would end 2026 at around 7,200 in estimates made back in late 2025. Here’s what the market expert is saying now and why Micron Technology (NASDAQ:MU) has become the most important stock for investors to watch. Benzinga · Jul 2
Nvidia offers to take a cut of AI cloud revenue on top of hardware sales in new optional financing vehicle — trades tokens for revenue cut Nvidia has announced a new business model under which it’ll be able to double-dip for revenue on the same silicon. Tom’s Hardware · Jul 2
Dear XPeng Stock Fans, Mark Your Calendars for July 2 The EV maker will launch the MONA L03 in China today. Barchart · Jul 2
Tom’s Hardware · Jul 2 Supermicro denies that its offices were raided by Taiwanese authorities in Nvidia GPU smuggling case — company says that it coordinated with the police and provided access to investigated employees’ workstations and gadgets The company insists that it's cooperating with Taiwanese authorities and has voluntarily provided access to its premises. It also confirmed with the police that it's the individual, not the institution, that is being looked into with regard to the smuggling cases.
PC Gamer · Jul 2 AMD is reportedly bumping the price of its GPU and VRAM bundles to graphics card makers and you can expect to feel the sting soon AI, you've struck again.
The Economic Times · Jul 2 No longer magnificent? How Apple, Microsoft and other Mag 7 stocks are crumbling under AI pressure The Magnificent Seven are underperforming as investors question whether massive AI spending will generate adequate returns. With $2.3 trillion erased in June, markets are shifting focus from AI hype to profitability, free cash flow and monetisation ahead of earnings.
Tom’s Hardware · Jul 2 Startup activates nuclear microreactor live on stage to power an Nvidia RTX Spark desktop PC — firm working with Nvidia to build a 30MW closed loop AI factory that doesn’t use local water Valar Atomics claims to be the first startup to produce nuclear power, and it demonstrated that ability on stage by using its Ward 250 microreactor to power an RTX Spark unit. It also announced a partnership with Nvidia to build a 30MW closed loop AI data center that does not…
Tom’s Hardware · Jul 2 Singapore cops seize $42 million mansion, freeze $772k bank account of suspected Nvidia AI GPU smugglers — individuals alleged to have illegally exported data center servers to China charged with fraud, money laundering Four individuals suspected of smuggling Nvidia AI GPUs into China by using Singapore as a transshipment point are facing multiple charges. Singaporean authorities say they are not obliged to enforce foreign export controls but expects businesses in its borders to abide by them.
Benzinga · Jul 2 Chamath Palihapitiya Jokes There are 'No Jobs Left' As Nvidia, Corning and Ford Tell a Very Different AI Story: 'Dario Told Me...' Venture capitalist Chamath Palihapitiya recently joked that there are “no jobs left” in the age of artificial intelligence (AI). This comes as recent developments at major U.S. corporations prove otherwise: Nvidia Corp. (NASDAQ:NVDA) and Corning Inc. (NYSE:GLW) are adding thousands of manufacturing roles to build AI infrastructure, while Ford Motor…
International Business Times UK · Jul 2 Why Michael Burry's Caterpillar Short Is Bigger News Than His AI Bets Against Nvidia and Tesla Michael Burry bets against Caterpillar, questioning its AI-driven valuation surge. Explore his investment strategy and the implications for the stock market.
TechRadar · Jul 2 ‘Something has gone completely wrong’: Palantir CEO Alex Karp slams OpenAI, says AI industry is "effing insane" Palantir CEO Alex Karp hits out at Anthropic and OpenAI in heated interview.
The Economic Times · Jul 2 Palantir CEO slams OpenAI, Anthropic's token model Palantir CEO Alex Karp has slammed the token-based pricing of AI giants like OpenAI and Anthropic, arguing businesses are wasting money without clear returns. Karp said companies are now moving away from simply buying more tokens and are instead focussing on whether their AI spending delivers a clear return on…
The Economic Times · Jul 2 Paisalo Digital bets on AI and Nvidia chips to double its loan book in 3 years Paisalo Digital is aggressively pursuing a technology-first strategy, aiming to double its loan book in three years while maintaining a healthy net interest margin. The NBFC is leveraging AI and Nvidia chips to reduce funding costs and boost yields. With a strong focus on asset quality and no immediate need…
Euronews · Jul 2 Why has Wall Street fallen out of love with the 'Magnificent Seven'? Big Tech's mega-cap leaders suffered their worst month in years this June as investors fled the AI-spending trade and capital quietly rotates elsewhere.