The chips, data centers, and physical machines powering AI, on servers and in the real world.
A New York Times investigation details how Oracle borrowed tens of billions to fund AI data centers, with its debt downgraded to near-junk status and $300 billion riding on a single OpenAI contract.
Physical AI and world models are AI systems trained to predict and reason about the physical world, with NVIDIA, Google DeepMind, and others racing to close the sim-to-real gap.
Hyundai is buying SoftBank’s remaining stake in Boston Dynamics for about $325 million, clearing the way to deploy Atlas humanoid robots at a Georgia plant starting in 2028.
NVIDIA’s Vera Rubin platform, succeeding Blackwell, entered full production in June 2026 and begins shipping to eight cloud partners this fall, claiming 10x lower inference costs.