Technology
The DeepSeek Moment: How One Cheap Model Rattled Wall Street
A Chinese startup's R1 model wiped nearly $600 billion off Nvidia's value in a single day, exposing how fragile the AI spending story had become.
Jan 29, 2025
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28 stories for“infrastructure spending”
Technology
The AI Cloud Is Splitting Into Specialized Machines
Microsoft's new AMD systems and Google's surging cloud backlog show why AI infrastructure is moving beyond a one-chip, one-workload model.
Jul 31, 2026
Technology
Saudi Arabia’s Clean-Energy Push Is Also an Industrial Opportunity
Solar power, smarter grids, water systems and new fuels can help the Kingdom build exportable expertise while strengthening energy resilience at home.
Jul 28, 2026
Technology
Nvidia Hits $4 Trillion, Cementing the AI Hardware Gold Rush
No company has ever been worth this much. Nvidia's climb past a four trillion dollar valuation shows how completely AI now drives the stock market.
Jul 14, 2025
Technology
AI Agents Need Passports, Permissions and an Off Switch
NIST's agent initiative focuses on identity, authorization, interoperability and security. Those controls will determine whether autonomous tools can move from demos into trusted work.
Aug 2, 2026
