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Tencent signs a $7 billion Oracle lease for 100,000 AI chips in Southeast Asia, boosting AI models and agentic tools.
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On Wednesday, Amazon signed a 20-year nuclear power deal with Constellation Energy to meet rising AI-driven electricity demand.
California man arrested over alleged $300 million scheme to smuggle U.S.-made AI servers to China via Malaysia and Singapore.
Elon Musk says SpaceX’s Starmind AI satellites could deliver 250 kW, 20% more than the ISS, hailing NVDA's Vera Rubin chips.
Zuckerberg reportedly helped shape Trump’s voluntary AI rules, drawing criticism from Rep. Ro Khanna over industry self-regulation.
Trump is ruling out nationalizing AI labs like OpenAI and Anthropic, but may take an equity stake instead, modeled on the Intel deal.
Arm and Credo Technology Group represent two different plays on AI infrastructure growth. Arm provides processor architecture for billions of devices with a durable royalty model and 22.8% revenue growth, while Credo offers high-speed connectivity solutions with explosive 205.7% revenue growth but faces customer concentration risk. The author recommends Credo for growth-focused investors despite higher risk, while Arm suits those seeking consistency.