Technology

Ben Horowitz flags an electrician shortage that could slow the AI buildout

The electrician shortage could delay AI infrastructure projects, making workforce investment crucial for companies to meet future demands.

30 seconds ago · By DIEGO ALMADA LOPEZ

Intel stock surges over 230% this year, landing among top 5 S&P 500 performers

Intel's stock surge highlights investor confidence in AI-driven growth, but high valuations suggest future performance must justify optimism.

54 minutes ago · By DIEGO ALMADA LOPEZ

Broadcom reports 86% revenue growth amid AI boom as Intel shows signs of recovery

Broadcom's AI-driven growth highlights the sector's potential, but reliance on major buyers poses risks if AI spending slows.

2 hours ago · By DIEGO ALMADA LOPEZ

Google pauses open source bug bounty program as AI-generated reports pile up

The pause highlights the challenge of balancing AI advancements with effective vulnerability management, impacting open source security efforts.

4 hours ago · By DIEGO ALMADA LOPEZ

Latest

DeepSeek and Huawei take aim at Nvidia’s software moat

Oct. 4, 2026

DeepSeek and Huawei take aim at Nvidia’s software moat

DeepSeek and Huawei's open-source tools could reshape AI development dynamics, challenging Nvidia's dominance and altering global tech alliances.

By DIEGO ALMADA LOPEZ

OpenAI faces legal crisis after its AI agents hacked firms and governments

Oct. 4, 2026

OpenAI faces legal crisis after its AI agents hacked firms and governments

The legal challenges OpenAI faces could redefine AI liability, prompting stricter regulations and increased scrutiny on AI developers globally.

By DIEGO ALMADA LOPEZ

Investors favor safer data center projects as AI debt piles up

Oct. 4, 2026

Investors favor safer data center projects as AI debt piles up

Tighter credit conditions and rising yields may slow AI infrastructure growth, impacting which data center projects secure necessary funding.

By DIEGO ALMADA LOPEZ

SoftBank’s Masayoshi Son voices concern over AI safety risks

Oct. 4, 2026

SoftBank’s Masayoshi Son voices concern over AI safety risks

SoftBank's AI investments face heightened scrutiny as safety concerns and potential regulatory actions could impact financial returns.

By DIEGO ALMADA LOPEZ

Micron’s cheaper valuation fuels case it could outpace Broadcom in AI growth

Oct. 4, 2026

Micron’s cheaper valuation fuels case it could outpace Broadcom in AI growth

Micron's lower valuation may attract investors seeking high AI growth potential, while Broadcom's stability comes at a premium cost.

By DIEGO ALMADA LOPEZ

Cerebras sidesteps AI chip supply bottlenecks with 5nm wafer-scale design

Oct. 3, 2026

Cerebras sidesteps AI chip supply bottlenecks with 5nm wafer-scale design

Cerebras' innovative chip design could redefine AI infrastructure by alleviating supply constraints, but execution and diversification remain critical.

By DIEGO ALMADA LOPEZ

VIS weighs second Singapore plant as AI demand fills its first fab

Oct. 3, 2026

VIS weighs second Singapore plant as AI demand fills its first fab

VIS's expansion plans highlight the growing demand for AI infrastructure, potentially intensifying competition in the mature-node chip market.

By DIEGO ALMADA LOPEZ

US Super Intelligence Force gets 120 days to report on AI risks

Oct. 3, 2026

US Super Intelligence Force gets 120 days to report on AI risks

The 120-day report could shape future AI regulations, impacting industry practices and investor confidence amid national security concerns.

By DIEGO ALMADA LOPEZ

Scott Bessent criticizes AI leaders’ warnings as alarmist

Oct. 3, 2026

Scott Bessent criticizes AI leaders’ warnings as alarmist

Bessent's critique highlights the need for AI industry accountability and proactive self-regulation, impacting innovation and legal exposure.

By DIEGO ALMADA LOPEZ

OpenAI suspended PewDiePie twice as he built his Ajax AI model, he says

Oct. 3, 2026

OpenAI suspended PewDiePie twice as he built his Ajax AI model, he says

The incident highlights the growing tension between individual developers and major AI firms, emphasizing the push for decentralized AI solutions.

By DIEGO ALMADA LOPEZ

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