Anthropic's $50B Bet: The Race for Compute
Anthropic is spending $50 billion to build the backbone of the AI future. We analyze the massive Texas/NM data center project and the strategic Microsoft/NVIDIA alliance.
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7 articles
The Silicon War: Google TPUs vs. Nvidia Blackwell
Google's new Trillium and Ironwood TPUs are challenging Nvidia's Blackwell dominance with superior efficiency and lower costs. We break down the specs, the economics, and the winner.
The Tech Titan Correction: Is the AI Bubble Bursting?
November 2025 saw a massive sell-off in tech stocks. Investors are finally asking the $1 Trillion question: Where is the ROI?
The Rise of Agentic AI: From Assistants to Autonomous Agents
Agentic AI systems that can make decisions and act autonomously are rapidly emerging, with 23% of organizations already scaling these systems and Microsoft and NVIDIA launching a dedicated startup accelerator.
Tech Stocks Rally on AI Optimism Despite Bubble Concerns
Tech stocks rebounded in November 2025 as Alphabet's Gemini 3 launch fueled AI optimism, though concerns about an AI bubble persist following mixed reactions to Nvidia's strong earnings.
Why Tech Stocks Plunged This Week Despite Nvidia's Strong Earnings
Tech stocks tumbled this week even as Nvidia crushed earnings expectations with $57B revenue, signaling investors are questioning whether AI valuations have run too far.
Nvidia Earnings Beat Expectations as AI Bubble Fears Mount
Nvidia reported Q3 revenue of $57 billion and profit of $31.9 billion, beating expectations—but concerns about an AI bubble are growing despite the strong numbers.