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Defense authorization bill provision could ban private data centers on US DoD land from using Chinese equipment
Data Centers· Data Center Dynamics

Defense authorization bill provision could ban private data centers on US DoD land from using Chinese equipment

Companies are already evaluating land at military sites

28 Jul 2026·Read at Data Center Dynamics
SectionsAI & Machine LearningNVIDIA & GPU StocksSemiconductorsBig TechRoboticsData Centers Ask the AI

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HPE, Rigetti partner for hybrid quantum-classical computer deployment at Pittsburgh Supercomputing Center testbed Data Center Dynamics
Data Centers

HPE, Rigetti partner for hybrid quantum-classical computer deployment at Pittsburgh Supercomputing Center testbed

Project supported by $5m grant from NSF

28 Jul 2026
Lyft and Baidu enter London’s robotaxi battleground as testing begins TechCrunch
Robotics

Lyft and Baidu enter London’s robotaxi battleground as testing begins

Baidu's Apollo Go autonomous vehicles will be available on Freenow, the mobility network that Lyft acquired in 2025.

28 Jul 2026
Sponsored: The transformation of transmission Data Center Dynamics
Data Centers

Sponsored: The transformation of transmission

Preparing power infrastructure for future data demand with Nedra Hurley of Southwire

28 Jul 2026
Cursor makes its biggest India push yet ahead of SpaceX acquisition with localized pricing TechCrunch
SpaceX

Cursor makes its biggest India push yet ahead of SpaceX acquisition with localized pricing

Cursor says India is now its third-largest market globally and plans to expand local hiring and enterprise sales.

28 Jul 2026SpaceX

AI news

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Google and KDDI are ready to back Japanese startups.
Google Blog

Google and KDDI are ready to back Japanese startups.

28 Jul 2026
Anthropic’s Dario Amodei responds: doesn’t oppose open-weight models, but fears Chinese AI
TechCrunch

Anthropic’s Dario Amodei responds: doesn’t oppose open-weight models, but fears Chinese AI

28 Jul 2026
Microsoft touts cost-saving AI model for cybersecurity
CNBC Technology

Microsoft touts cost-saving AI model for cybersecurity

27 Jul 2026
Anthropic CEO Dario Amodei says AI company isn't advocating for ban of open-weight models
CNBC Technology

Anthropic CEO Dario Amodei says AI company isn't advocating for ban of open-weight models

27 Jul 2026

Semiconductor news

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Nvidia’s potential new deal with OpenAI would revive a spooky tech-bubble habit, analyst warns
MarketWatch Top

Nvidia’s potential new deal with OpenAI would revive a spooky tech-bubble habit, analyst warns

28 Jul 2026
Jim Cramer warns AI's circular financing frenzy echoes the dot-com bubble
CNBC Technology

Jim Cramer warns AI's circular financing frenzy echoes the dot-com bubble

27 Jul 2026
Nvidia and OpenAI in talks for up to $250 billion backstop to fund AI infrastructure plans
CNBC Technology

Nvidia and OpenAI in talks for up to $250 billion backstop to fund AI infrastructure plans

27 Jul 2026
Apple ends day as world's most valuable company, passing Nvidia
CNBC Technology

Apple ends day as world's most valuable company, passing Nvidia

27 Jul 2026

Space tech

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Cursor makes its biggest India push yet ahead of SpaceX acquisition with localized pricing
TechCrunch

Cursor makes its biggest India push yet ahead of SpaceX acquisition with localized pricing

28 Jul 2026
Smoke Blankets Oregon
NASA

Smoke Blankets Oregon

28 Jul 2026
‘Time will tell whether that was a good bet’: My adviser got me a full SpaceX IPO allocation. Was I lucky?
MarketWatch Top

‘Time will tell whether that was a good bet’: My adviser got me a full SpaceX IPO allocation. Was I lucky?

27 Jul 2026
Trump admin exempts SpaceX's Starlink from FCC ban on foreign-made routers
Ars Technica

Trump admin exempts SpaceX's Starlink from FCC ban on foreign-made routers

27 Jul 2026

Market movers & earnings

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‘It’s a high price to pay’: My adviser says I don’t need a withdrawal plan for my $2.3 million portfolio. Is he right?
MarketWatch Top

‘It’s a high price to pay’: My adviser says I don’t need a withdrawal plan for my $2.3 million portfolio. Is he right?

27 Jul 2026
‘I feel lucky’: I’m 71 and inherited $20,000. What should I do with this money?
MarketWatch Top

‘I feel lucky’: I’m 71 and inherited $20,000. What should I do with this money?

27 Jul 2026
Stop snacking. Restricting eating for only 8 or 9 hours a day may keep your mind sharp.
MarketWatch Top

Stop snacking. Restricting eating for only 8 or 9 hours a day may keep your mind sharp.

27 Jul 2026
More cracks emerge in AI-related bonds as Meta, Microsoft earnings loom
MarketWatch Top

More cracks emerge in AI-related bonds as Meta, Microsoft earnings loom

27 Jul 2026

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Original Tech Investors analysis

NVIDIA's Blackwell Ramp Signals Another Leg Up for the AI Trade
NVIDIA & GPU Stocks

NVIDIA's Blackwell Ramp Signals Another Leg Up for the AI Trade

Hyperscaler demand for Blackwell GB200 systems is outstripping supply through 2026, with sovereign AI orders adding a new demand pillar.

8 Jun 2026
Rocket Lab's Neutron Approaches Maiden Flight — What's at Stake for RKLB Premium
Rocket Lab

Rocket Lab's Neutron Approaches Maiden Flight — What's at Stake for RKLB

Neutron's first launch window is firming up. A successful debut reframes Rocket Lab as a credible medium-lift challenger to SpaceX.

7 Jun 2026
SpaceX Tender Values Company Above $400B as Starlink Cash Flow Builds
SpaceX

SpaceX Tender Values Company Above $400B as Starlink Cash Flow Builds

The latest secondary tender prices SpaceX at a step-up to its prior round, driven by Starlink free cash flow and Starship optionality.

6 Jun 2026
TSMC Capex Guide Lifts the Entire Semiconductor Equipment Complex
Semiconductors

TSMC Capex Guide Lifts the Entire Semiconductor Equipment Complex

TSMC's upward capex revision flows directly to ASML, Applied Materials, Lam Research, and KLA — a clean read-through for the semi-equipment trade.

5 Jun 2026