Jay Goldberg

The U.S. Department of the Navy has released an updated five-category technology priorities list, covering applied AI, quantum information science, advanced networking, electromagnetic spectrum operations, and digital engineering — with the explicit goal of steering private investment toward defense-relevant sectors.

14 HR AGO

Nscale, an AI cloud infrastructure provider that counts OpenAI, Anthropic, and Microsoft among its customers, filed for an IPO on the New York Stock Exchange under the ticker "NSCL," reporting 1,252% revenue growth in the first half of 2026.

2 DAYS AGO

Virginia Gov. Abigail Spanberger unveiled a "Data Center Accountability Framework" on Friday, proposing stricter rules on noise pollution, water use, and clean energy requirements for data center developments across the state.

2 DAYS AGO

Waymo announced plans to launch a commercial robotaxi service in Singapore by 2028, with vehicles set to arrive in the coming months for mapping and testing ahead of a 2027 safety review process.

2 DAYS AGO

The House adjourned Wednesday without passing AI legislation, while a Senate bid to shield ratepayers from data center utility costs collapsed Thursday after a Democratic senator blocked the measure — leaving both efforts in limbo until after the November midterms.

3 DAYS AGO

Amazon received warrants to buy up to $340 million in Generac stock as part of a backup power supply agreement for its data centers, sending Generac shares up more than 40% in after-hours trading.

4 DAYS AGO

A new report from the Progressive Policy Institute finds that Amazon, Alphabet, Meta, and Microsoft collectively account for more than half of a key U.S. capital investment benchmark, driven almost entirely by AI infrastructure spending.

4 DAYS AGO

Semiconductor shares, data center REITs, and AI-linked stocks fell Monday as industry warnings over AI development pace rattled markets, even as President Trump called the backlash a "hoax" and Digital Realty's CEO said any slowdown is "not end of the world" for data center real estate.

5 DAYS AGO

Microsoft published a provisional code of conduct restricting its AI models on Monday, joining Anthropic and OpenAI in signaling support for a slower pace of frontier AI development amid growing public concern over safety risks.

6 DAYS AGO

OpenAI CEO Sam Altman ruled out a 2026 IPO on Saturday, calling it "ill-advised" amid AI safety concerns, as Anthropic CEO Dario Amodei published a three-step plan to slow AI development that drew rare public support from both Altman and Elon Musk.

8 DAYS AGO

A security update shipped as part of Microsoft's September 2026 Patch Tuesday is breaking copy-and-paste and formula dragging in Excel across multiple Office versions, with users reporting that removing the patch restores functionality.

10 DAYS AGO

Silver Lake plans to merge French software firms Cegid and Silae in a deal valued at more than 10 billion euros ($11.6 billion), creating a combined entity with annual revenue of 1.6 billion euros and a 1,400-person AI development team.

11 DAYS AGO

Google announced a commitment of at least 13 billion euros ($15.1 billion) into AI data centers and energy projects in Finland through 2028, the company's largest single investment in Europe, paired with a 22-year power purchase agreement with Finnish energy company Fortum.

11 DAYS AGO

Huawei and Xiaomi unveiled new foldable smartphones Monday ahead of Apple's anticipated Wednesday product event, while Huawei simultaneously faces a federal criminal racketeering trial in New York over charges of technology theft and fraud.

12 DAYS AGO

OpenAI's GPT-6 Astra model release drove sharp gains across AI infrastructure stocks Tuesday, with CoreWeave up nearly 15% and a wave of chipmakers, photonics firms, and cloud providers rallying on renewed confidence in AI spending.

12 DAYS AGO

Mistral AI raised 3 billion euros ($3.5 billion) in a Samsung-led funding round that values the French startup at more than 21 billion euros, nearly doubling its valuation from a year ago as it scales data center infrastructure and open-weight AI models.

12 DAYS AGO

An Amazon Prime Air cargo plane overran a runway at Miami International Airport on Sunday, striking vehicles, catching fire, and forcing the closure of all runways, with about 250 flights delayed as investigators from the FAA and NTSB responded.

14 DAYS AGO

LeBron James posted a 14-second teaser video on X signaling an upcoming commercial partnership with prediction market platform Polymarket, with a larger football-focused campaign expected in the week ahead.

15 DAYS AGO