Weekly Briefings
-
AI Leaders Weekly Briefing
Anthropic partnered with Infosys, OpenAI plans new India offices, DeepMind released Gemini 3.1 Pro, xAI got $3B from HUMAIN and Meta trimmed stock bonuses, and...
-
Magnificent 7 Weekly Briefing
Apple reveals new products, Tesla faces production and sales challenges, Google and Microsoft advance AI, Amazon tackles outages, and Nvidia expands...
-
Semiconductors & AI Chips Weekly Briefing
TSMC expands AI chip capacity, NVIDIA announces major India investments and OpenAI deal, Samsung boosts AI memory, AMD denies MI455X delays, Qualcomm invests...
-
AI Leaders Weekly Briefing
Anthropic hit a $380B valuation and launched collaborative agents; xAI restructured following co-founder exits; OpenAI tested ads amid safety concerns, and...
-
Magnificent 7 Weekly Briefing
Tech giants accelerated AI advances and a data center boom. Tesla saw executive exits and tanking sales. Microsoft battled numerous zero-day flaws, and more.
-
Semiconductors & AI Chips Weekly Briefing
Samsung and SK Hynix kicked off HBM4 shipments; AMD hit major market share records; NVIDIA invested $53B in AI; and Applied Materials settled a major export...
-
AI Leaders Weekly Briefing
Rival AI models launched, xAI merged with SpaceX amid court battles, ElevenLabs raised $500M, and companies faced controversies over training data use, and...
-
Magnificent 7 Weekly Briefing
Apple made a $2B AI acquisition; Google reported massive profit gains and settled $203M in lawsuits; Tesla faced safety suits and discontinued key models; and...
-
Semiconductors & AI Chips Weekly Briefing
NVIDIA focused on AI investments amid memory shortages and export restrictions, while AMD reported record earnings, and TSMC and Micron expanded manufacturing...
-
AI Leaders Weekly Briefing
Anthropic and OpenAI sought billions in funding, xAI faced legal trouble over deepfakes, and major companies pushed into enterprise services and new generative...
-
Magnificent 7 Weekly Briefing
Apple and Microsoft had record quarters; Tesla pivoted sharply to AI and robotics after revenue slipped; Microsoft launched a new AI chip, and more.
-
Semiconductors & AI Chips Weekly Briefing
SK Hynix beat Samsung in profit fueled by HBM, Nvidia invested $2B in CoreWeave while exploring Intel foundries, and memory makers warned of a crunch until...
-
AI Leaders Weekly Briefing
OpenAI hit $20B ARR and launched ads, while Musk seeks $130B in lawsuits against them. Meta cuts metaverse jobs to focus on AI and compute infrastructure, and...
-
Magnificent 7 Weekly Briefing
Apple tapped Google Gemini for AI features, Tesla pushed its robotaxi plans amid a DOJ probe and sharp drop in Cybertruck sales, and Microsoft battled...
-
Semiconductors & AI Chips Weekly Briefing
TSMC warned Nvidia of capacity limits, Intel posted a Q4 loss, and Micron predicted memory shortages until after 2026; plus, Nvidia faced a piracy lawsuit, and...
-
AI Leaders Weekly Briefing
OpenAI, Meta, and xAI committed billions to infrastructure and compute power, while Musk's lawsuit against OpenAI proceeded, and Anthropic expanded globally...
-
Magnificent 7 Weekly Briefing
Apple tapped Google's Gemini for Siri's AI, infrastructure expansion sparked utility cost debates, regulators pursued Google's ad tech, and more.
-
Semiconductors & AI Chips Weekly Briefing
TSMC projected record spending and profit growth; SK Hynix accelerated HBM fab launch; the US and China sparred over Nvidia chips; and AMD EPYC outperformed...
Get your own weekly briefings on the companies that matter to you