Laura Bratton

Anthropic and OpenAI Take Different Stances On Disrupting Software Incumbents Anthropic on Tuesday unveiled new details of how businesses could use its Claude Cowork AI software to access and use data stored in enterprise apps, including DocuSign, LegalZoom and Salesforce. Give...

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/...

Can the AI data center boom be stopped? Meet some opponents with battle plans. With the rapid advancement of AI, Big Tech has expanded data centers at a torrid pace with seemingly nothing to stop them. But, against the odds, local opponents are starting to make some headway — ei...

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...

Donald Trump's Truth Social officially files for bitcoin ETF as company deepens crypto push The newly formed Truth Social Bitcoin ETF business trust filed its S-1 Thursday.

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-...

The US Is Storing Migrant Children’s DNA in a Criminal Database Customs and Border Protection has swabbed the DNA of migrant children as young as 4, whose genetic data is uploaded to an FBI-run database that can track them if they commit crimes in the future.

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

Nvidia sees $2.5 billion Q1 revenue loss from Trump's China chip export ban, warns of more Nvidia said it lost $2.5 billion in revenue from China during its fiscal first quarter and will see an additional $8 billion loss in the second quarter.

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
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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: China chip ban 'deeply painful' as $15 billion in sales have been lost as a result Nvidia CEO Jensen Huang said the Trump administration's ban on its H20 chips for China has cost the company $15 billion in sales during the Computex trade show in Taipei on Monday.

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 sinks as company discloses $23 billion capex plan, $4 billion OpenAI commitment CoreWeave stock rose as much as 2% after the market open Thursday after the company disclosed in a regulatory filing to the US Securities and Exchange Commission that it had secured a new $4 billion d...

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
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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

CoreWeave earnings preview: Wall Street weighs AI demand, 'risky' capital structure Nvidia-backed AI data center company CoreWeave reports earnings for the first time since its volatile public debut in March.

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’.

Apple and Meta furious at EU over fines totaling €700 million EU fines Apple €500M and Meta €200M in first Digital Markets Act penalties.

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

Commentary: How firing Fed Chair Powell would backfire on Trump President Trump wants lower interest rates. Firing Fed Chair Jerome Powell, as Trump has suggested he might do, would only push rates higher.

“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...

Time to 'panic' or 'overblown'? Wall Street weighs how DeepSeek could shake up the AI trade AI stocks fell across the board as the investment community absorbed news of a potentially more cost-effective Chinese AI model — and began to question the Western world’s gargantuan spending on AI in...

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 discussed 'balancing' TikTok with China's Xi Jinping as platform faces US ban Incoming President Donald Trump said Friday that he has discussed solving the problem of TikTok with China’s president Xi Jinping. The social media platform owned by Chinese tech giant ByteDance is se...

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...

AI watch: As his presidency winds down, Joe Biden aims to preserve the US lead over China President Joe Biden’s final days in office were all about cementing the United States’ well established lead over China in the market for artificial intelligence.

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 parent's stock falls amid investigation, lawsuit over alleged role in LA wildfires Edison International — the parent company of the utility Southern California Edison — has seen its stock remain under pressure as lawsuits begin over its potential role in the fires that have ravaged ...

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.

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There’s also this helpful visual my colleague on the graphics team made (based off a chart from @srasgon.bsky.social) showing which countries have which restrictions.

Nvidia stock falls after Biden administration releases updated export rule for AI chips Nvidia stock fell Monday after the Biden administration released new rules aimed at controlling the flow of artificial intelligence to China.

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-...

Insurance stocks tumble as LA blazes 'among the most costly wildfires' in California history Insurance and utility stocks with California exposure took a hit Friday as the Los Angeles fires continued to rage.

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...

Bitcoin falls to lowest level since November as Trump rally loses steam in inauguration run-up Bitcoin fell as low as $91,600 Thursday — its lowest level since November.

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...

How innovation died at Intel: America's only leading-edge chip manufacturer faces an uncertain future and lawsuits Amid struggles to turn itself around, exclusive interviews with Intel executives and industry analysts reveal missed opportunities, poor decision making, and an unexpected AI boom that led to the chip...

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

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