Why “Dark Output”, the AI-generated economic value that is currently invisible to national statistics, may be one of the hardest measurement problems in history — Why AI's increasing output is going to be one of the hardest economic measurement problems in history.
PitchBook: VC investment in global robotics and physical AI jumped to $26B in 2025 from $4.2B in 2019, and has already topped $23B as of May 20 this year — Investors bet big on infrastructure and ‘physical AI,’ enticed by prospect of revenue opportunities
Antenna: bundles make up 33% of new major streaming service subscriptions in the US, and 28% of all subscriptions, up from just 10% of new subscriptions in 2024 — Warner Bros. and Disney have been fierce rivals for decades. But like other entertainment companies, they both struggled …
SoftBank pledges to invest up to €75B in AI computing clusters in France, first leading a €45B investment to build 3.1GW of capacity by 2031 in Hauts-de-France — Masayoshi Son places France at the centre of his global AI ambitions — SoftBank has pledged to invest up to €75bn …
US Space Force says SpaceX won a $4.16B contract to build a space-based tracking network as part of President Trump's Golden Dome defensive shield — SpaceX has won a contract for more than $4 billion to build satellites to track foreign aircraft and missiles as part of President Donald Trump's Golden Dome defensive shield.
What to expect at Computex 2026: AI chips, budget PCs competing with the MacBook Neo, Nvidia entering laptop SoC market with the rumored N1X chip, and more — The theme for Computex 2026, according to organizer TAITRA, is “AI Together.” Sure, it sounds a little like a tech-industry group hug.
Snowflake stock closed up 36% on Thursday, its best day ever, after the company boosted guidance and announced an AI compute deal with Amazon — Software stocks popped on Thursday after Snowflake said it plans to spend $6 billion on compute from Amazon and topped earnings estimates on artificial intelligence momentum.