Two of the world’s top AI scientists in a heated public debate about the future of the technology, and whether it can ever match human intelligence. We dig into the dispute and what the issue at play could mean for the future of the AI trade.

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Waymo service is up and running again in San Francisco after a Saturday night blackout left robotaxis stopped in their tracks throughout the city. We dig into what went wrong, and what it means for the broader robotaxi rollout.

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Google is working on a new initiative that would challenge Nvidia’s software edge in AI. We dig into Google’s latest move and the increasing threat to Nvidia’s moat.

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Data centers are now under growing pressure not just in the markets, but also on Capitol Hill. Three democratic U.S. Senators – Elizabeth Warren, Richard Blumenthal and Chris Van Hollen – sent letters to seven tech companies including Meta, Google and Amazon asking what they’re doing to pay their fair share of rising electricity costs from data centers.

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SpaceX is reportedly planning to go public next year, telling employees that it would buy insider shares at an $800B valuation. We dig into what it means for the 2026 IPO landscape. Plus, a look at the latest reporting on Nvidia's China headwinds as the country looks to boost domestic AI chips.

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New reporting reveals how China is boosting domestic AI chip makers even as President Trump eases Nvidia export restrictions. We dig into how Nvidia chips are at the heart of the battle for AI ecosystem dominance.

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Netflix’s Co-CEOs telling investors they are confident that the WBD deal will close, citing competitors like Youtube as possible regulatory cover. Plus, a look at Trump’s H200 export decision, and what it means for Nvidia future in the China chip market.

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One of the biggest names in the startup ecosystem is launching a new investment fund targeted at a $2.2B raise. We dig into the news, and how the AI boom is transforming the Venture Capital and Megacap investing landscape

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