Anthropic is negotiating to buy AI infrastructure startup Decart for $6 billion—its largest acquisition yet—as it prepares for a public offering.

Wall Street panicked. Crypto went wild. A Chinese AI startup just proved that high-performance AI doesn’t need billions. Can DeepSeek’s R1 reshape the industry—and is Silicon Valley ready?

Nvidia and SK Hynix announced a record $500 billion AI infrastructure partnership, reinforcing AI chip supply chains and expanding next-generation AI data center capacity.

Semiconductor stocks rebound as AI infrastructure confidence returns. Chipmakers lead gains with investors positioning for robust Q3 earnings.

Nvidia CEO Jensen Huang projects AI capital expenditures could reach 4 trillion by decade end, far surpassing Wall Street estimates of 1.03 trillion in 2028.

Gartner says enterprise AI spending will hit $64 billion in 2026, driven by generative AI, foundation models, AI platforms, and large-scale artificial intelligence deployment.

Wall Street pulled back from record highs on May 15, 2026, as AI stocks tumbled and rising oil prices fueled inflation worries and bond‑market jitters.

Masayoshi Son says AI infrastructure and AGI will require $5 trillion in annual investment, dismissing fears that the artificial intelligence boom is a speculative bubble.

The US leads AI investment, but China's efficient models are gaining ground. Japan is the key battleground market, forcing a global balance between innovation and security.