10 articles
America's slice of the global chip market jumped from 21.9% in 2021 to 32.2% in 2025, fueled by explosive AI demand. The comeback marks a dramatic shift in tech infrastructure spending.
Nintendo's Switch has officially surpassed the Nintendo DS to become the company's best-selling console of all time, reaching 155.37 million units sold as of December 31, 2025.
Grok just pulled ahead of DeepSeek in global website traffic for the first time, hitting 3.5% market share in mid-January 2026. The data from Similarweb shows how fast things can shift in the AI space.
Morgan Stanley Research projects a dramatic shift in AI semiconductor demand, with inference chips expected to capture approximately 80% of cloud data center AI spending by 2030, fundamentally reshaping the AI hardware landscape.
Morgan Stanley outlines how Apple, Amazon, Google, and Meta plan to evolve from digital AI into physical robotics, projecting a multi-trillion-dollar market opportunity spanning the next decade.
Goldman Sachs spots a growing gap between sky-high stock and credit valuations and a surprisingly calm economic picture that's missing the usual late-cycle red flags.
Deutsche Bank analysis reveals OpenAI's projected losses through 2029 will exceed the combined pre-profitability losses of Amazon, Tesla, Spotify, and Uber—marking unprecedented territory for any startup in history.
xAI has emerged as the leading AI model provider on OpenRouter, processing 65.2 billion tokens monthly and maintaining the top position for nearly three months straight, outpacing established competitors like Google, Anthropic, and OpenAI.
NVIDIA CEO Jensen Huang believes humanoid robots are on track to become the world's biggest electronics market, potentially surpassing smartphones and computers as AI moves from digital screens into the physical world.
RAM prices have surged to their highest point in over a year, jumping from $95 to $118.69 as AI infrastructure expansion collides with constrained global memory supply. The 40% spike signals a fundamental shift in the semiconductor market, with implications for everyone from PC builders to major tech companies.
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Saad Ullah
Peter Smith
Alex Dudov
Usman Salis
