"AI is 10x the dot-com bubble" – Masayoshi Son (CEO, SoftBank)
- The SoftBank CEO says AI is "more than 10x, probably 50x bigger than the dot-com boom"
- He has spent the last year doubling down on AI, backing OpenAI, AI infra, robotics, semiconductors and next-gen compute
- SoftBank is investing heavily in AI data centers and has positioned itself at the center of the emerging AI ecosystem
"AI is 10x the dot-com bubble" – Masayoshi Son (CEO, SoftBank)
- The SoftBank CEO says AI is "more than 10x, probably 50x bigger than the dot-com boom"
- He has spent the last year doubling down on AI, backing OpenAI, AI infra, robotics, semiconductors and next-gen compute
- SoftBank is investing heavily in AI data centers and has positioned itself at the center of the emerging AI ecosystem
"AI is 10x the dot-com bubble" – Masayoshi Son (CEO, SoftBank)
- The SoftBank CEO says AI is "more than 10x, probably 50x bigger than the dot-com boom"
- He has spent the last year doubling down on AI, backing OpenAI, AI infra, robotics, semiconductors and next-gen compute
- SoftBank is investing heavily in AI data centers and has positioned itself at the center of the emerging AI ecosystem
Claude Opus 4.8 found a critical bug in Zcash :
- Researchers say the bug could have allowed attackers to create unlimited ZEC tokens, potentially breaking the cryptocurrency's monetary supply model
- The vulnerability was identified and fixed before exploitation, making it a major AI-assisted security success story
- Anthropic says Opus 4.8 is roughly 4x less likely than its predecessor to miss flaws in code it analyzes, a key improvement for security critical workloads
Claude Opus 4.8 found a critical bug in Zcash :
- Researchers say the bug could have allowed attackers to create unlimited ZEC tokens, potentially breaking the cryptocurrency's monetary supply model
- The vulnerability was identified and fixed before exploitation, making it a major AI-assisted security success story
- Anthropic says Opus 4.8 is roughly 4x less likely than its predecessor to miss flaws in code it analyzes, a key improvement for security critical workloads
Claude Opus 4.8 found a critical bug in Zcash :
- Researchers say the bug could have allowed attackers to create unlimited ZEC tokens, potentially breaking the cryptocurrency's monetary supply model
- The vulnerability was identified and fixed before exploitation, making it a major AI-assisted security success story
- Anthropic says Opus 4.8 is roughly 4x less likely than its predecessor to miss flaws in code it analyzes, a key improvement for security critical workloads
Anthropic launched a new study :
- Anthropic Institute’s new work focuses on recursive self-improvement (RSI), AI systems that can help build better versions of themselves
- Researchers say modern AI already shows early signs of accelerating its own R&D through coding, tooling & automated research loops
- The paper frames RSI as a potential path toward an “intelligence explosion” if feedback loops become fully autonomous
- Key concern is current safety systems may not scale if models start improving their own capabilities without human bottlenecks
Anthropic launched a new study :
- Anthropic Institute’s new work focuses on recursive self-improvement (RSI), AI systems that can help build better versions of themselves
- Researchers say modern AI already shows early signs of accelerating its own R&D through coding, tooling & automated research loops
- The paper frames RSI as a potential path toward an “intelligence explosion” if feedback loops become fully autonomous
- Key concern is current safety systems may not scale if models start improving their own capabilities without human bottlenecks
Goldman Sachs is projecting surge in SpaceX's AI revenue by 2030 :
- Financial Times report, says Goldman expects SpaceX’s AI revenue to jump from $3.2B (2025) to $322B by 2030
- That implies a 100x growth trajectory driven by Starlink + AI infrastructure + data heavy space systems
- Total SpaceX revenue is projected to rise from $18.7B to $474B by 2030, according to the same outlook
- The AI segment alone is expected to scale to $15.6B in 2026 to $34.5B in 2027, reflecting early acceleration
Goldman Sachs is projecting surge in SpaceX's AI revenue by 2030 :
- Financial Times report, says Goldman expects SpaceX’s AI revenue to jump from $3.2B (2025) to $322B by 2030
- That implies a 100x growth trajectory driven by Starlink + AI infrastructure + data heavy space systems
- Total SpaceX revenue is projected to rise from $18.7B to $474B by 2030, according to the same outlook
- The AI segment alone is expected to scale to $15.6B in 2026 to $34.5B in 2027, reflecting early acceleration
Goldman Sachs is projecting surge in SpaceX's AI revenue by 2030 :
- Financial Times report, says Goldman expects SpaceX’s AI revenue to jump from $3.2B (2025) to $322B by 2030
- That implies a 100x growth trajectory driven by Starlink + AI infrastructure + data heavy space systems
- Total SpaceX revenue is projected to rise from $18.7B to $474B by 2030, according to the same outlook
- The AI segment alone is expected to scale to $15.6B in 2026 to $34.5B in 2027, reflecting early acceleration
Palantir partners with Google Cloud :
- $PLTR and $GOOGL announced a strategic partnership connecting Palantir Foundry + AIP with Google Cloud BigQuery
- The integration allows enterprise data in BigQuery to be used directly inside Palantir’s AI workflows for decision making & automation
- Google’s Gemini models are being positioned closer to real enterprise systems through Palantir’s operational layer
Palantir partners with Google Cloud :
- $PLTR and $GOOGL announced a strategic partnership connecting Palantir Foundry + AIP with Google Cloud BigQuery
- The integration allows enterprise data in BigQuery to be used directly inside Palantir’s AI workflows for decision making & automation
- Google’s Gemini models are being positioned closer to real enterprise systems through Palantir’s operational layer
Palantir partners with Google Cloud :
- $PLTR and $GOOGL announced a strategic partnership connecting Palantir Foundry + AIP with Google Cloud BigQuery
- The integration allows enterprise data in BigQuery to be used directly inside Palantir’s AI workflows for decision making & automation
- Google’s Gemini models are being positioned closer to real enterprise systems through Palantir’s operational layer
"AI chip demand is outpacing supply" – TSMC
- $TSM CEO C.C. Wei warned global chip supply will remain tight for years due to AI-driven demand
- Even with new US fabs, TSMC says it still cannot fully meet demand from American customers
- The company reiterated 30%+ revenue growth guidance for this year
- Capex is expected to stay near the high end of $56B, reflecting continued AI infra buildout
"AI chip demand is outpacing supply" – TSMC
- $TSM CEO C.C. Wei warned global chip supply will remain tight for years due to AI-driven demand
- Even with new US fabs, TSMC says it still cannot fully meet demand from American customers
- The company reiterated 30%+ revenue growth guidance for this year
- Capex is expected to stay near the high end of $56B, reflecting continued AI infra buildout
"AI chip demand is outpacing supply" – TSMC
- $TSM CEO C.C. Wei warned global chip supply will remain tight for years due to AI-driven demand
- Even with new US fabs, TSMC says it still cannot fully meet demand from American customers
- The company reiterated 30%+ revenue growth guidance for this year
- Capex is expected to stay near the high end of $56B, reflecting continued AI infra buildout
Apple will be using Google's infra for Siri :
- Apple $AAPL is said to be using Google $GOOGL infra alongside NVIDIA-powered chips for its upgraded Siri stack
- The new Siri is expected to launch in September as part of Apple’s broader AI overhaul
- The move signals Apple leaning on external AI compute despite pushing its own Apple Silicon ecosystem
Apple will be using Google's infra for Siri :
- Apple $AAPL is said to be using Google $GOOGL infra alongside NVIDIA-powered chips for its upgraded Siri stack
- The new Siri is expected to launch in September as part of Apple’s broader AI overhaul
- The move signals Apple leaning on external AI compute despite pushing its own Apple Silicon ecosystem
Apple will be using Google's infra for Siri :
- Apple $AAPL is said to be using Google $GOOGL infra alongside NVIDIA-powered chips for its upgraded Siri stack
- The new Siri is expected to launch in September as part of Apple’s broader AI overhaul
- The move signals Apple leaning on external AI compute despite pushing its own Apple Silicon ecosystem