investing
30 articles about investing in AI news
Thrive Capital's $10 Billion AI War Chest Signals New Era for Venture Investing
Josh Kushner's Thrive Capital has raised over $10 billion in its largest fund ever, positioning the OpenAI backer to aggressively expand investments in artificial intelligence applications and infrastructure. This massive capital infusion arrives as the AI landscape undergoes significant shifts in technology, business models, and competitive dynamics.
Kling AI Nears $3B Round at $18B Valuation, Tencent Investing
Kuaishou-backed Kling AI nears $3B round at $18B valuation, down from $20B target. Tencent invests as HK listing looms within 12 months.
You Deployed AI Search and Relevance Got Worse. Here’s Why It Happens
Retail TouchPoints reports that AI search deployments often worsen relevance due to poor embeddings, lack of fine-tuning, and misaligned ranking. This matters because retailers investing in AI search must address these pitfalls to avoid customer frustration and revenue loss.
Nvidia Invests $2B in Marvell for NVLink Fusion Interconnect
Nvidia is investing $2 billion in Marvell Technology to deepen their partnership on NVLink Fusion, a new interconnect architecture for scaling AI clusters beyond current limits.
AI Fine-Tuning: Why the Technique Matters More Than Which Model You Pick
Sanket Parmar argues that fine-tuning shapes model behaviour for your domain more than base model selection. The article emphasizes that investing in adaptation yields better returns than chasing the latest foundation model.
Nvidia Invests $2B in Marvell to Expand NVLink Fusion Chip Partnership
Nvidia is investing $2 billion in Marvell Technology to deepen their partnership on NVLink Fusion, a chip-to-chip interconnect crucial for scaling AI training clusters. This strategic move aims to secure supply and accelerate development of high-bandwidth links between GPUs and custom AI accelerators.
Citadel's Ken Griffin Calls AI Investment 'Not Worth It', Output 'Garbage'
Billionaire hedge fund CEO Ken Griffin stated that investing in AI is 'not worth it' and that much of its output is 'garbage'. This critique from a major financial player highlights a growing skepticism about AI's tangible returns.
Nvidia Bets $4 Billion on Photonics to Power Next-Generation AI Infrastructure
Nvidia is investing $4 billion in photonics companies Lumentum and Coherent to develop optical technologies for AI data centers. This strategic move aims to overcome bandwidth bottlenecks and energy constraints as AI models grow exponentially in size and complexity.
Google's $1.9 Trillion Vertical Integration Strategy: Building an AI Empire from Chips to Power Grid
Google is investing $1.9 trillion over the next decade to control every layer of the AI stack, from custom TPU chips to power infrastructure. This vertical integration strategy creates a competitive moat that could reshape the entire AI industry landscape.
US Bets $145M on AI Apprenticeships to Build Next-Generation Tech Workforce
The US government is investing $145 million in apprenticeship programs for AI, semiconductors, and nuclear energy, signaling a shift toward treating AI work as a skilled trade rather than exclusively academic. The initiative aims to train workers through on-the-job programs without requiring advanced degrees.
Supermicro: Double-Wide Racks, Liquid Cooling, and the Storage Bottleneck
Supermicro CBO says double-wide racks and liquid cooling are standard for AMD Helios and NVIDIA Vera Rubin, and storage is now the main AI bottleneck.
Inside Shopify Hack Days: Building a prototype for music-playing pages (2026)
Shopify's 2026 Hack Days produced a prototype for music-playing product pages, involving 150 participants over 48 hours with a 200ms load time. This explores audio commerce for merchants.
ShamlaTech Launches AI Agent for Shopify
ShamlaTech launched an AI agent for Shopify, WooCommerce, and Magento stores in the U.S., automating customer service, order management, and inventory. This matters as it offers mid-market merchants accessible agentic commerce capabilities.
Production Deployment Patterns for AI Agent Systems: From Prototype to Scale
The article presents CI/CD, monitoring, rollback, and scaling patterns for AI agent production deployments from a SaaS practitioner. It emphasizes treating multi-agent workflows as atomic units, using OpenTelemetry tracing, and implementing circuit breakers for resilience.
Stifel Upgrades Shopify to Buy
Stifel upgrades Shopify to Buy, highlighting agentic commerce as a key growth driver. The move signals growing investor belief that AI agents will transform e-commerce operations, from inventory to customer engagement.
Meta's Superintelligence Compute Ramp Spans 2000km Across Data Centers
Meta's superintelligence compute ramp spans 2000km+ with an RL startup, per SemiAnalysis, marking the most aggressive AI infrastructure build.
DeepSeek, Zhipu AI Build Custom Inference Chips to Cut GPU Dependency
DeepSeek and Zhipu AI are developing custom inference chips to cut GPU costs. China's domestic chip budget share hit 46% in July 2026.
Claude Code Tops JetBrains' New Kotlin Benchmark with 85.7% Resolution
Claude Code with Opus 4.7 xhigh tops JetBrains' Kotlin Benchmark at 85.7%. Configure your CLAUDE.md with Kotlin conventions and use `--model opus-4.7-xhigh` to match this performance.
Chinese Team Claims Carbon Nanotube CFET Breakthrough; Challenges TSMC at 2nm
Chinese team claims 3x carbon nanotube CFET gain over silicon at 2nm, bypassing EUV. No peer review; skepticism warranted.
Commerce Media Leaders Are Building for an Agentic Future
eMarketer reports commerce media leaders are building AI agent infrastructure to automate ad buying and personalization. This shift could reduce manual campaign management by 40% and boost ROI by 25% for retail media networks.
Amazon Designs Custom AI Silicon for Future Devices, Panay Says
Amazon hardware chief Panos Panay confirmed Amazon is designing its own end-to-end silicon for some devices, signaling a strategic push into custom AI hardware.
Write Your Repo for AI, Not Humans
Adopt the `claude-code-life` template: one repo with `CLAUDE.md` shared context, `.claude/skills/` per-purpose agents, and one-fact-per-file YAML frontmatter for AI-readable knowledge that compounds across journaling, projects, and self-analysis.
Amazon Emissions Jump 16% as AI Data Center Demand Grows
Amazon emissions rose 16% to 82.3M metric tons in 2025, the largest jump since 2019, driven by AI data center electricity. The company maintains its net-zero pledge but faces skepticism.
Jaeger-LeCoultre Names Omar Sy Friend of the House
Jaeger-LeCoultre names Omar Sy Friend of the House, first Black person to hold title. Move targets younger luxury buyers.
Building a Tiny Recommendation Engine with Embeddings Only
A developer created a tiny recommendation engine using only embeddings, demonstrating a lightweight approach to item-to-item recommendations without complex infrastructure.
DeepSeek Raises $7B, Ends No-Funding Pledge, Doubles Staff
DeepSeek raised $7B, abandoning its no-funding pledge, to double headcount and launch a coding agent team competing with Claude Code.
ByteDance iLLaDA: 8B Diffusion LM Matches Qwen2.5 Base, Lags on Instruct
ByteDance iLLaDA, an 8B diffusion LM trained on 12T tokens, matches Qwen2.5 7B on base benchmarks (63.9 vs 63.3) but trails 10 points after instruction tuning, revealing the alignment gap for diffusion models.
Bernard Arnault Funds New Math Institute at École Polytechnique
Bernard Arnault funds new math institute at École Polytechnique. Donation amount undisclosed.
NHN Cloud Tops Korean TOP500 with FactoryX GPU Clusters
NHN Cloud tops Korean TOP500 with FactoryX GPU clusters delivering 1.2 exaflops, marking first domestic cloud provider to lead the list.
AI Data Center Scale Doubles Every 7 Months, Epoch Finds
Epoch AI finds AI data center scale doubles every 7 months, driven by Google, Microsoft, and Amazon investments. This accelerates beyond the earlier 12-month cycle, raising training cost projections to $10 billion by 2028.