ChatGPT’s market share slips below 50% for the first time as Gemini and Claude close the gap

The acquisition could accelerate the integration of AI and blockchain in private markets, enhancing transparency and efficiency globally. The post Inveniam set to buy MANTRA in push to merge RWA infrastructure and AI private markets appeared first on Crypto Briefing.

The rapid rise in chip index highlights potential volatility and risks in AI investments, urging investors to reassess long-term value strategies. The post Chip index climbs 55% in 2026, raising concerns among fund managers about unsustainable AI valuations appeared first on Crypto Briefing.

Resolve four compounding debts, and you’ll eliminate inefficiency.

As AI infrastructure constraints ease, investment focus shifts to scalable AI deployment and neocloud operators, impacting crypto strategies. The post Altreides Management’s Gavin Baker says AI bottleneck trade is winding down appeared first on Crypto Briefing.

China's export-driven AI growth boosts global compute capacity, impacting crypto markets, but reliance on exports poses economic risks. The post China’s industrial production bolstered by exports and AI growth, with ripple effects for crypto markets appeared first on Crypto Briefing.

SpaceX's acquisition of Anysphere could redefine AI infrastructure valuation, signaling a shift towards platform-centric market dynamics. The post SpaceX agrees to acquire Anysphere for $60B in landmark AI deal appeared first on Crypto Briefing.

Days after its massive IPO, SpaceX says it is spending $60 billion to buy Cursor - a bet designed to help Elon Musk's sprawling rocket / AI / social media behemoth win over lucrative enterprise customers and close the gap with AI rivals like Anthropic and OpenAI. The takeover was not entirely unexpected: SpaceX announced a peculiar arrangement in April in which it agreed to either acquire the programming platform for $60 billion or pay a $10 billion breakup fee. The company had been holding off completing the deal while going public. In an SEC filing, SpaceX said it expects the deal to close during the third quarter of 2026. Musk has pr … Read the full story at The Verge.

The deal is supposed to help SpaceX's struggling AI division. The company told IPO investors it sees a $26 trillion addressable market in AI.