IndustryGrowing expert view: Ukrainian tech and tactics could make victory possibleA rising number of analysts now believe Russia is not invincible in the war with Ukraine, citing Kyiv’s focused investments in robotics and artificial intelligence.2 min read
IndustryAdaptation, Not Tooling: Hungarian Firms Must Integrate AI Through Data and SkillsAccording to AI specialist Filó Angéla, founder of AI-Mentor, Hungarian companies no longer face a question of whether to use AI but how to adapt to it.3 min read
IndustryLake Mariner to Become Up to 750 MW AI-Ready Data Center HubTeraWulf, Schneider Electric and Motivair will convert the Lake Mariner site in Barker, New York, into a next-generation data center campus capable of serving up to 750 MW of load, focused on AI and high-performance computing.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
IndustryBank of America: Narrow AI-led rally resembles dot‑com peak, warning of market turnBank of America strategists say the recent U.S.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
IndustryNvidia unveils RTX Spark and Vera chips to bring AI processing onto PCsNvidia introduced two new AI-optimized processors — the RTX Spark for consumer PCs and the Vera CPU for running AI agents — developed with Microsoft and MediaTek.3 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
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
IndustryMemory-chip shortage threatens sub-$150 smartphone segment, research firm warnsCounterpoint Research forecasts a 13.9% year‑on‑year drop in global smartphone shipments to 1.08 billion units due to a worsening memory‑chip shortage, up from a February estimate of 12.4%.2 min read
