MARA Holdings Dumps 20,880 Bitcoin for $1.5B as It Bets Big on AI Data Centers
TLDR: MARA sold 20,880 Bitcoin for $1.5B in Q1 2026, using proceeds to repurchase $1B in convertible notes. The company cut its wo...
BlackRock’s Fink Spots Three U.S. Bottlenecks: Crypto Has 15 Altcoins Building t...
TLDR: Larry Fink identified power, compute, and chips as critical U.S. shortfalls, putting 15 altcoins in focus. Five compute toke...
Nvidia Crosses $40 Billion in AI Investments, Expanding Equity Bets Across Suppl...
TLDR: Nvidia has crossed $40 billion in investment commitments in 2026, targeting firms across the AI supply chain. A $30 billion...
The $2 Trillion Private Credit Threat Hiding Behind the AI Boom
TLDR: Private credit funds have grown outstanding AI loans from near zero to over $200 billion in just years. The FSB found banks...
Larry Fink Warns of Structural Compute Scarcity as AI Demand Outpaces Global Sup...
TLDR: Larry Fink predicts compute futures will emerge as a new tradable asset class similar to oil and grain. Data centers are set...
SanDisk Stock Rises Over 4,000% in 12 Months as AI Storage Demand Reshapes the M...
TLDR: SanDisk reported Q3 earnings of $23.41 per share, beating the $14.50 estimate by a wide margin. Five AI companies signed $42...
Big Tech Plans $715 Billion AI Infrastructure Spend in 2026
TLDR: Big Tech’s combined 2026 CapEx of $715 billion marks a 98% year-over-year surge from prior levels. Amazon leads spending at...
Bittensor’s Jacob Steeves Outlines Why $TAO Is AI Infrastructure, Not Just Anoth...
TLDR: Jacob Steeves framed $TAO as AI infrastructure, not an investment token, in a widely circulated lecture Bittensor miners pro...