AI & Technology News
Market-moving AI and technology coverage for traders — Nvidia, semiconductors, data centers, power infrastructure, cloud spending and Musk-linked technology developments.
Nvidia’s Jensen Huang Pushes Back on ‘Theoretical Harm’ AI Rules at G20
Nvidia CEO Jensen Huang urged G20 policymakers to avoid AI rules built around theoretical harms, putting regulation, copyright and model deployment back into the AI trade.
SpaceX Targets AI’s Power Bottleneck as Turbine Suppliers Swing
SpaceX is targeting one of AI’s tightest physical bottlenecks—gas-turbine blades and vanes—after the plan triggered sharp volatility in Howmet and other power-equipment stocks.
Anthropic’s $35B Lambda Cloud Deal Deepens the AI Infrastructure Spending Boom
Anthropic has signed a roughly $35 billion cloud deal with Nvidia-backed Lambda tied to a 350MW Texas data center, reinforcing the shift from an AI chip boom into a broader power and infrastructure spending cycle.
AI Photonics Demand Tightens as Soitec Locks Customers Into Multi-Year Supply Deals
Soitec is locking more than ten silicon-photonics customers into multi-year supply deals as AI data-centre demand shifts the bottleneck from GPUs toward optical networking infrastructure.
G20 Watchdog Flags Frontier AI as Immediate Financial-Stability Risk
The Financial Stability Board says frontier-AI cyber risk is now the most immediate concern for the global financial system, adding a new risk premium to already stretched markets.
OpenAI Plans to Cut Cursor Access, Adding New AI Risk to SpaceX Market Story
OpenAI plans to stop supplying models to SpaceX-owned Cursor in November, adding a new operational risk to Elon Musk’s expanding AI and technology platform while traders watch Musk-linked assets.
Nvidia’s 70% Growth Forecast Keeps AI Trade Hot — but Jobs and Broadcom Are Next Tests
Nvidia’s strong forecast reinforced the AI investment story, but Wall Street now faces a jobs report, Broadcom earnings and a more hawkish Fed backdrop.