After selling millions of smart glasses, Meta's leaked AI pendant plans to hang a microphone around your neck, a category the Humane AI Pin already revealed answers a question nobody is asking.
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hardware
The San Francisco startup is building an Arizona factory with Johnson Controls to produce portable AI infrastructure, as Dell'Oro data shows capex shifting to prefabricated and edge deployments.
hardware
OpenAI's Jalapeño, Cerebras's wafer-scale benchmarks, and a 44.6% ASIC shipment surge confirm that transformer-only inference chips are no longer experimental, they are the industry's new default.
ai
With autonomous AI agents in production, enterprises are turning to open-source adversarial testing tools, continuous red teaming frameworks, and new certifications to uncover failures that static evaluations miss.
Three years ago, Reka was a cautionary tale. Then its founders did the unfashionable thing: they kept going. A profile of the team that nobody bet on, and the model the industry won't stop talking about.
Begin reading →Hyperscaler capex has now eclipsed revenue beats as the main driver of quarterly earnings reactions, forcing investors to price the widening gap between AI infrastructure outlays and their uncertain returns.
Demand for L5+ engineers with AI and machine-learning skills is rising sharply. Demand for everyone else at that level is flattening. The pipeline that produces senior engineers is the part nobody is talking about.
Alphabet's $80 billion equity raise, announced this month, sharpens the revenue growth question for hyperscalers, as Q1 earnings show the market no longer rewards AI spending commitments on faith.
Alphabet, Amazon, Meta, and Microsoft, the four hyperscalers, reported Q1 earnings that point to a collective capex of nearly $750 billion, yet the market reaction split sharply, revealing a deep tension between growth investment and free cash flow.
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