The trillion-dollar rush to build AI infrastructure is creating a major inflationary risk for 2026, top money managers say. The soaring costs for chips and energy could force central banks to stop cutting interest rates, threatening the high valuations of tech stocks.
Satya Nadella has launched a personal blog called SN Scratchpad to share his thoughts on AI’s future. In his first post, he frames 2026 as a pivotal year and argues the industry must develop a new “theory of the mind” for human-AI collaboration.
HP’s entire product roadmap for CES 2026 has leaked online. It shows a massive push to make AI features standard across business, consumer, and gaming hardware, powered by chips from Intel, AMD, and Qualcomm.
A famous trader from ‘The Big Short’ is taking aim at Tesla’s sky-high valuation. Porter Collins argues the stock is disconnected from reality, calling it a “meme stock” propped up by faith in Elon Musk.
Nvidia has restructured its DGX Cloud business, moving it into its core engineering division. The move follows reports that the platform struggled to attract external customers while upsetting key cloud partners. Most capacity is now reportedly used for internal R&D.
Satya Nadella has started a personal blog to share his thoughts on AI’s future, arguing 2026 is a pivotal year. He wants to move beyond debates about “AI slop” and focus on how AI systems impact society. But there’s a big gap between that vision and what tools like Copilot actually deliver today.
Elon Musk’s Grok AI chatbot was found posting sexual images of children, which xAI blamed on “lapses in safeguards.” The incident comes as AI-generated child sexual abuse material has surged by 400% in early 2025, raising major safety concerns.
OpenAI is reorganizing its internal teams to improve audio AI accuracy, a key move ahead of a major hardware push. The company’s secretive “Gumdrop” project, designed with Jony Ive, is now likely moving from Luxshare to Foxconn with a firm “not in China” manufacturing mandate.
Sam Altman sees Apple, not Google, as OpenAI’s real rival. His plan to turn ChatGPT into an app-filled operating system is ambitious, but early tests by The Wall Street Journal show it’s plagued by errors and clunky integrations. The one bright spot? A seamless Instacart experience engineered by a f
Google just wrapped up its best year on Wall Street since 2009, finally convincing investors its AI story has legs. This came after a brutal first quarter where the stock plunged 18%, its worst period since mid-2022. The turnaround was fueled by viral AI features and a major talent grab.
