Apollo’s Torsten Slok warns AI spending isn’t boosting profits outside Big Tech, raising repricing risk

Microsoft's AI shift may reshape market dynamics, challenging competitors' valuations and altering the competitive landscape in AI technology. The post Microsoft replaces OpenAI, Anthropic AI with proprietary models in apps appeared first on Crypto Briefing.

OpenAI's government stake offer may set a precedent for tech-regulation synergy, impacting market dynamics and future AI policy frameworks. The post OpenAI offers the US government a 5% stake worth $42.6 billion, and crypto markets are already feeling the ripple effects appeared first on Crypto Briefing.

The post AI trade loses steam as Samsung earnings fail to lift chip stocks amid open source AI shift appeared on BitcoinEthereumNews.com. The AI trade, which incorporates semiconductors and memory stocks, is showing signs of fatigue as investors reassess whether the extraordinary spending boom on chips and data centers can be sustained. Semiconductor and memory stocks such as Micron Technology (MU) and Sandisk (SNDK) came under heavy pressure on Tuesday, after Samsung Electronics (005930) reported record second-quarter earnings but missed revenue estimates. Shares still fell nearly 7%, extending a broader selloff across AI-linked chipmakers. Concerns are growing that hyperscalers could slow AI infrastructure spending. Meanwhile, rival SK Hynix is down 25% from its all-time high ahead of its U.S. listing this week, a deal that is also drawing investor capital away from existing chip stocks.The weakness comes after a spectacular rally in AI infrastructure stocks this year, with Sandisk u

An international research consortium has demonstrated that machine learning can dramatically accelerate the discovery of superconducting materials, using AI to screen vast numbers of elemental combinations and identify the most promising candidates for detailed quantum analysis. The SuperC consortium, led by Aalto University Professor Päivi Törmä, used the approach to identify two previously unknown superconductors, […]

Omen AI has raised $31 million in a Series A round led by Nava Ventures, with participation from CRV, Vanderbilt University, Mann+Hummel, Starhill Holdings, and Hard Launch Capital, alongside personal investments from executives at Bridgestone, GM, Johnson Controls, and TensorWave. The company has raised $40 million in total since its founding in 2024. The startup […]

Max single-threaded CPUs at scale are a new category of CPUs built for the agentic AI era.  Across the creation and deployment of an agentic system, the CPU is on the critical path for reasoning, response time and learning. CPUs are the processor which executes the work the AI model commands: the tool calling, code […]

Micron's stock volatility highlights the cyclical nature of the memory market, raising concerns about sustainability amid AI-driven demand. The post Micron stock falls as investors speculate on memory market peak appeared first on Crypto Briefing.

The EU's plan highlights the need for digital sovereignty but lacks enforceable measures, risking increased reliance on US tech solutions. The post EU unveils AI cybersecurity action plan amid deepening US tech reliance appeared first on Crypto Briefing.