IndustryOECD warns Middle East energy shocks could impose physical limits on AI expansionThe OECD's 2026 analysis warns that geopolitical tensions in the Middle East and resulting energy shocks risk raising costs and creating physical bottlenecks for the global expansion of artificial intelligence.3 min read
IndustryNvidia brings datacenter features to PCs with RTX SparkAt GTC Taipei 2026, Nvidia introduced RTX Spark, a consumer chip based on its GB10 design that offers up to 1 PFLOP of FP4 compute and 128 GB of unified memory—claiming the capacity to run 120‑billion‑parameter models locally.3 min read
IndustryRising Data‑centre Demand Strains Europe’s Power SystemSoftBank’s planned €75 billion investment in 3.1 GW of AI data centres in northern France highlights how rapidly growing electricity demand from hyperscale computing is stressing Europe’s power networks.3 min read
IndustryChina Leads Humanoid Robotics Expansion as Services Sector Poised for BreakthroughBarclays and other analysts predict rapid growth in humanoid robotics, with the market rising from roughly $2–3 billion today to tens or even hundreds of billions by 2035.3 min read
IndustryEnergy efficiency may decide winners in the AI market, Perplexity CEO saysPerplexity CEO Aravind Srinivas told CNBC that future leadership in the artificial intelligence market will go to firms that extract the most economic value from the energy used by AI, balancing accuracy, latency, cost, privacy and intelligence.2 min read
IndustryUkrainian tech advances reshape expert views on possible Russian defeatDefense One reports that a growing number of analysts now consider a Russian defeat plausible as Ukraine’s investments in robotics and artificial intelligence have shifted battlefield dynamics.2 min read
IndustryMarvell shares spike after Jensen Huang predicts $1 trillion valuationShares of Marvell Technology jumped sharply before trading on Tuesday after Nvidia CEO Jensen Huang predicted the semiconductor and networking company could become the next to reach a $1 trillion market capitalization.2 min read
IndustryRising S&P 500 Concentration and AI Exposure Raise Market RisksThe S&P 500 has become heavily concentrated: the top 10 stocks now account for about 43% of the index, up from 19% in 1990 and 29% in 2020.2 min read
IndustryOpenAI and Oracle lay cornerstone for $16B Stargate data campus in MichiganOpenAI and Oracle held a ceremonial cornerstone-laying for the $16 billion Stargate data-center campus in Saline Township, Michigan.2 min read
IndustryVIG Alapkezelő: acceleration of AI investments and geopolitical risks shaping marketsAccording to VIG Alapkezelő's analysis, recent months' markets were mainly shaped by an acceleration in the investment cycle for artificial intelligence infrastructure and energy and geopolitical risks stemming from the Iran conflict.4 min read
IndustryApple to Rebuild Siri on Google Gemini, Integrating It into Dynamic IslandBloomberg reports that Apple is rearchitecting Siri to run on Google Gemini, embedding the assistant in Dynamic Island with a swipe-down interface and a ChatGPT-style app front end.2 min read
IndustryShift offers free home services in exchange for first‑person video datasets for robotics trainingUS startup Shift provides free professional apartment cleaning in New York — and plans wider services — in return for first‑person video recordings made by cleaners.2 min read
