Article by EDITORIAL TEAM

Key Points: Alphabet plans to sell at least $3.5 billion in euro bonds across 6 different tranches. The technology giant expects to spend up to $190 billion this year on artificial intelligence infrastructure. Major technology companies will spend a combined $725 billion on artificial intelligence equipment this year. Investors show signs of fatigue as the market absorbs nearly $300 billion in artificial intelligence debt. Alphabet...

Key Points: Global semiconductor sales will hit $1 trillion this year and double to $2 trillion by 2035. The massive boom in artificial intelligence and new data centers drives this endless demand for microchips. Chipmakers face serious material shortages because the war in the Middle East has disrupted helium and bromine supplies. Industry leaders want Southeast Asia to build more fabrication plants to reduce reliance...

Key Points: OpenAI President Greg Brockman testified in court that his personal stake in the ChatGPT maker is worth nearly $30 billion. Elon Musk's legal team exposed deep financial connections between Brockman and CEO Sam Altman, including investments in Altman's family fund. Brockman holds shares in AI chip startup Cerebras and fusion company Helion Energy, two businesses heavily backed by Altman. Musk is suing to...

Key Points: Building trades unions are partnering with the world's richest technology companies to construct massive artificial intelligence data centers. The boom in data center construction pushed North America’s Building Trades Unions to reach a record number of members and apprentices in 2025. Union officials actively defend tech companies at local meetings against residents who complain about noise, water use, and electricity demand. Major tech...

Key Points: Intel hired Alex Katouzian to lead its new Client Computing and Physical AI Group starting in May. Katouzian brings roughly 25 years of experience from rival chipmaker Qualcomm to his new role. The new physical artificial intelligence division will focus heavily on robotics, edge devices, and autonomous machines. Intel also promoted Pushkar Ranade to the permanent role of Chief Technology Officer. Intel just...

Key Points: A trust belonging to Elon Musk will pay a $1.5 million civil penalty to settle a lawsuit with the SEC. The regulatory agency originally accused Musk of delaying the reporting of his initial 5% purchase of Twitter stock by 11 days. Regulators dropped their demand for Musk to repay exactly $150 million he allegedly saved through the delayed filing. This settlement happens separately...

Key Points: The Trump administration plans to issue an executive order to create a new artificial intelligence working group. The White House wants to establish a formal government review process to test new digital models before public release. The Pentagon recently gave staff a 6-month deadline to stop using Anthropic software after contract talks broke down. National security agencies will soon receive a new memo...

Key Points: Anthropic and FIS are building automated artificial intelligence tools to track criminals in the global banking system. The new software will combine FIS financial data with the Claude language model to investigate money laundering. Bank of Montreal and Amalgamated Bank will test the tool first before a wider release later this year. FIS shares jumped 6.6% on the news, offering a lifeline after...

Key Points: Lattice Semiconductor will acquire software firm AMI in a massive $1.65 billion deal. The buyer will pay exactly $1 billion in cash and issue roughly $650 million in company stock. AMI expects to generate more than $200 million in total software revenue during the 2026 calendar year. This acquisition helps Lattice reach its goal of hitting a $1 billion annual revenue run rate...

Key Points: Nvidia saw its market share in China plummet from over 90% down to absolute zero due to trade restrictions. Chief Executive Officer Jensen Huang warned that current export bans force China to build its own competing computer chips. The chipmaker made $19.67 billion in China last year but expects zero revenue there for the first quarter. Nvidia secured an American license to sell...

Key Points: Analysts predict Duke Energy will report first-quarter earnings of $1.86 per share on $8.49 billion in revenue. The utility company plans to supply 6 gigawatts of power to massive new data centers in the Carolinas. Customers and regulators in Indiana and North Carolina are fighting back against double-digit rate increases. Wall Street remains optimistic, giving the $100 billion company a consensus price target...

Key Points: STMicroelectronics expects its semiconductor space business to generate over $3 billion in cumulative revenue between 2026 and 2028. Low-Earth orbit revenue for the company jumped from $175 million in 2021 to a projected $1 billion in 2026. A decade-long partnership with Starlink helps the European chipmaker maintain a massive 90% market share in the sector. Export controls restrict the company from selling actual...