
White House Weighs AI Model Vetting Amid Security Concerns
The Trump administration considers vetting AI models for national security, marking a shift from its hands-off approach.

The Trump administration considers vetting AI models for national security, marking a shift from its hands-off approach.
Nvidia, Broadcom, and TSMC lead AI infrastructure, providing essential hardware for AI growth. Investors are advised to focus on these giants over end-user apps.

AI cloud market reaches $500 billion, driven by a surge in AI workloads and rapid growth among providers like Google Cloud and Oracle.

Google unveils major AI advancements at Cloud Next '26, including Gemma 4 and new TPUs, enhancing autonomous AI agent capabilities.

Democrats shift AI policy focus to affordability, drawing criticism for sidestepping safety debates.

Goldman Sachs, Blackstone, and Anthropic form a $1.5B AI services venture to integrate Claude AI models into mid-sized companies' operations.

DeepSeek unveils its Sequel model, challenging AI giants with open-source innovation and cost efficiency.
SAP acquires Dremio and Prior Labs for over €1 billion to enhance AI and data management capabilities.

Formula One embraces AI to enhance race strategy, car development, and real-time decisions, reshaping operations and fan engagement.

Cisco acquires Astrix Security to enhance AI agent security, addressing a critical gap in non-human identity management.

CNBC adds a speculative stock to its Bullpen portfolio, targeting AI data center growth amid a $2 trillion infrastructure expansion.

Tesla raises 2026 capex to $25 billion, focusing on AI initiatives like self-driving taxis and robots amid EV sales challenges.