Keep pulling the thread on Nilay Patel.
The modern semiconductor industry was designed to insulate Taiwan from China by making the United States dependent on Taiwan's chip manufacturing capabilities.
Oracle announced it will increase its total capital expenditures from a planned $15 billion to $50 billion next year, with data centers being a major component.
Nilay Patel predicts the current AI bubble is going to pop.
OpenAI co-founder Ilya Sutskever has stated that the AI industry is moving from an "age of scaling" by adding data and compute back to an "age of research."
President Trump is reportedly preparing to nominate Kevin Hassett to replace Jerome Powell as Chairman of the Federal Reserve when Powell's term ends in May.
Warner Brothers has agreed to sell its film and TV studio, its streaming service, and the HBO business to Netflix.
Paramount, controlled by Larry and David Ellison, launched a hostile takeover bid for Warner Brothers after the company announced its deal with Netflix.
The Trump administration announced it will allow NVIDIA to sell its H200 AI chips to China, reversing previous restrictions.
The Trump administration plans to take a 25% cut of all sales from NVIDIA's H200 AI chips to China.
Nilay Patel asserts that NVIDIA is the only company in the AI sector realizing significant profits, stating that "nobody else is making a dime."
Oracle reported earnings that were slightly below analyst estimates.
A Stack Overflow study found that while 80% of its developer users are using or interested in AI tools, only 29% trust the AI systems to perform well.