Officially started at @theinformation.com covering AI applications in all their glory and/or shame. If you’re a developer, Big Software employee, AI customer, investor or just want to say hi, find me on Signal at laura.bratton74. Here’s my first newsletter! www.theinformation.com/newsletters/...

Since February, I’ve spoke to more than a dozen residents across the US who stopped or slowed massive data center projects from coming into their towns. Here are some of their stories. finance.yahoo.com/news/can-the...

Trump Media is even closer to launching a crypto investment product. The newly formed Truth Social Bitcoin ETF business trust filed its S-1 with the SEC to register the exchange-traded fund licensing Trump Media's social media brand @yahoofinance.com finance.yahoo.com/news/donald-...

Holy shit. www.wired.com/story/cbp-dn...

Nvidia’s Jensen Huang said the China market is ‘effectively closed’ to the chipmaker due to the Trump administration’s new export ban on its H20 chips and the company doesn’t have any new chips planned for the country @yahoofinance.com finance.yahoo.com/news/nvidia-...

Nvidia’s CFO just said ‘major hyper scalers’ are each deploying nearly 1,000 of its NVL72 servers, or 72,000 Blackwell GPUs per week, and ‘are on track to further ramp out’

Wall Street and tech experts are watching Nvidia’s earnings today to gauge the impact of Trump’s ban on its chip exports to China, which went into effect weeks before the end of its Q1. China is still projected to account for 14% of Nvidia’s Q1 revenue. @yahoofinance.com

Microsoft spends 47% of its capital expenditures on Nvidia AI chips and accounts for 19% of the company’s revenue on an annualized basis, and that’s from just direct spending. Microsoft also buys AI data center capacity from CoreWeave, which has a bunch of its own Nvidia chips. @yahoofinance.com

Nvidia CEO Jensen Huang told tech analyst Ben Thompson that the chipmaker lost $15 billion in sales from the US ban on sales of its H20 chips to China on top of a $5.5 billion hit from lost inventory @yahoofinance.com finance.yahoo.com/news/nvidia-...

CoreWeave stock is down as Wall Street and investors remain skeptical of its $23 billion soending plan. At the same time, OpenAI’s commitments to CoreWeave now total roughly $16B @yahoofinance.com finance.yahoo.com/news/corewea...

CoreWeave just disclosed in an SEC filing that it has signed an additional $4 billion deal with OpenAI on top of its previously reported $11.9 billion commitment from the AI startup

DA Davidson analyst Gil Luria said CoreWeave’s financial structure is “very risky”…”this is a company that is borrowing at extraordinarily high interest rates in order to buy a product that depreciates very rapidly in terms of its economic value (Nvidia’s chips)” finance.yahoo.com/news/corewea...

Nvidia’s market cap crossed the $3 trillion mark for the first time since February to close Tuesday’s trading session. A deescalation of the US-China trade war and positive trade news for Nvidia in the Middle East drove the gain. @yahoofinance.com

It’s not just the DOJ saying consumers would be better off if Google broke up. DA Davidson’s Gil Luria said breaking up its businesses would be good for investors. Google’s market cap is less than $2 trillion but its businesses could be worth a cumulative $3.7T if broken up @yahoofinance.com

Palantir shed $35 billion yesterday even after its earnings beat expectations. Investors are starting to look more closely at the super high valuations of AI stocks that boomed last year as Trump’s trade war brings macroeconomic uncertainty, with Nvidia, Google and Amazon all down so far this year

Nvidia CEO Jensen Huang got his first salary boost in 10 years, though his salary still trail’s Tim Cook’s and Satya Nadella’s. At the same time, his actual earnings of $344 million are way higher than the Microsoft and Apple CEOs’.

These are the first two non-compliance decisions adopted by the European Commission under the Digital Markets Act.

“Trump's go-it-alone protectionism has triggered an unusual market reaction in which global investors seem to be selling US assets in general, which almost never happens” - @rickjnewman.bsky.social’s story finance.yahoo.com/news/comment...

The US keeps tightening restrictions on Nvidia chip exports to China. So the chipmaker keeps introducing specialized semiconductors to comply with those restrictions

Big Tech is spending hundreds of billions of dollars to build out AI infrastructure. Analysts say Trump’s tariffs will make projects costlier, but expect companies to absorb the cost. In other words, companies’ return on this massive investment will be lower. finance.yahoo.com/news/how-tru...

DeepSeek AI’s supposedly very cheaply trained (relatively speaking) AI models competitive with OpenAI are raising questions on Wall Street about whether hyperscalers’ massive investment in AI infrastructure is worth it. finance.yahoo.com/news/time-to...

Trump says he chatted with Xi Jinping about ‘balancing’ TikTok. Not sure what that means, but there ARE things he could do to delay the ban or try to stop it. (Note that Biden said he won’t enforce the ban) finance.yahoo.com/news/trump-s...

The Biden administration released three waves of export restrictions over three days. The rules sound confusing but all aim for the same thing: to restrict China’s access to AI chips needed to power artificial intelligence software finance.yahoo.com/news/ai-watc...

Southern California Edison is facing a mass action lawsuit claiming its equipment sparked the Eaton fire, which was responsible for more than a third of the 40K acres burned by wildfires in the region this week. finance.yahoo.com/news/souther...

The Biden administration released new export restrictions aimed at limiting the flow of AI chips to China through resellers. I break it down in this piece for @yahoo-finance.bsky.social finance.yahoo.com/news/nvidia-...

Moody’s analysts: “It will take weeks or months to determine the magnitude of the insured damages, but the Los Angeles wildfires are likely among the most costly wildfires in the state's history.” finance.yahoo.com/news/insuran...

The crypto rally fueled by Trump’s election victory is beginning to stall. Time will tell if crypto advocates are right, and Trump’s administration will usher in a new era of unprecedented growth for the fraud-plagued sector — or if it’s going to crash, again finance.yahoo.com/news/bitcoin...

NEW: Vegas police named the Cybertruck incident the 1st case of a bombmaker using AI, but a stack of US intel reports obtained by WIRED show domestic extremists have been sharing bootleg AI to aid lone wolf attackers build bombs & stage attacks on the US electric grid. www.wired.com/story/las-ve...

In December, my colleague Yasmin Khorram and I wrote about what led to Intel’s fall (including previously unreported details) and how its last hope to get ahead is at risk for @yahoo-finance.bsky.social finance.yahoo.com/news/how-inn...