Tech

Micron just lost over $100 per share. Samsung shed 5%. DDR5 prices dropped 30%. The culprit? A compression algorithm from Google Research that makes AI models need dramatically less memory. And it hasn’t even shipped as a product yet. The DeepSeek Sequel Nobody Expected TurboQuant does something deceptively simple: it compresses the key-value cache — the short-term memory AI models use during inference — by 6x while making inference 8x faster. Zero accuracy loss. No retraining. No fine-tuning. Just plug it into your existing pipeline. ...

Choosing a college major has always been stressful. In 2026, it’s become existential gambling. A sweeping new survey from Gallup and the Lumina Foundation finds that 47 percent of currently enrolled college students have seriously considered changing their major because of AI’s impact on the job market. And 16 percent have already done it. One in six college students in America has changed the trajectory of their education — not because they discovered a new passion or failed organic chemistry, but because a technology that barely existed in its current form four years ago has made them question whether their degree will be worth anything at graduation. ...

A company that didn’t exist a decade ago is now worth more than JPMorgan Chase, Visa, or Samsung. And it’s not even public yet. OpenAI just closed $122 billion in a single funding round, locked in an $852 billion valuation, and casually dropped that it’s pulling in $2 billion per month in revenue. If you needed proof that the AI era’s economic engine is real — not just vibes and venture capital fairy dust — this is it. ...

Stop watching Congress if you want to understand where AI regulation is heading. Watch Sacramento. Governor Gavin Newsom just signed what his office calls a “first-of-its-kind” executive order that tells AI companies something they haven’t heard from American government in a while: prove your technology won’t hurt people, or lose access to the world’s fourth-largest economy. It’s a direct, unmistakable middle finger to the Trump administration’s deregulatory stance on AI. And it might be the most consequential AI policy move of 2026 so far. ...

Jensen Huang dropped another $2 billion like it was couch change. The recipient? Marvell Technology — a company whose core business is helping hyperscalers build custom chips so they don’t have to buy Nvidia GPUs. Read that again. Nvidia just invested $2 billion in a competitor enabler. Huang called it “a marvelous investment” on CNBC. Yes, he really said that. Marvell’s stock popped 13%. Nvidia climbed 3-4%. Everyone made money. But the real story isn’t the dad joke — it’s the strategy hiding behind it. ...

Thirty thousand people woke up Tuesday morning to a termination email from “Oracle Leadership.” No warning from managers. No heads-up from HR. Just a 6 a.m. message saying their role had been eliminated, effective immediately. System access? Already revoked. Oracle’s stock rose over 5% on the news. The Largest Layoff in Oracle’s 48-Year History On March 31, 2026, Oracle executed what analysts believe is the single largest workforce reduction in the company’s history. Employees across the United States, India, Canada, Mexico, and Uruguay received identical termination emails citing “careful consideration of current business needs.” Entire teams at divisions like Revenue and Health Sciences and SaaS Virtual Operations Services saw reductions of 30% or more. ...

There’s a new unicorn in AI — and it’s literally in orbit. Starcloud, a Redmond-based startup building solar-powered data centers in space, just announced a $170 million raise at a $1.1 billion valuation. Led by Benchmark and EQT Ventures, the round brings total funding to $200 million and launches what might be the most audacious infrastructure play in AI history. But Starcloud isn’t alone up there. SpaceX has filed FCC plans for up to one million orbital data center satellites. Blue Origin is circling the same idea. Nvidia is providing the chips. And here’s the kicker — Starcloud already has an H100 GPU running Google’s Gemma model in orbit right now. ...

Anthropic spent months carefully planning the reveal of its most powerful AI model. Then someone forgot to flip a toggle, and the whole thing spilled onto the open internet. On March 26, security researchers discovered nearly 3,000 unpublished files sitting on Anthropic’s public-facing infrastructure — draft blog posts, internal PDFs, and detailed documents describing a model called Claude Mythos, codenamed “Capybara” internally. Anthropic has since confirmed it’s real, it’s in early testing, and it represents what they call a “step change” in AI capabilities. ...

It’s no longer a partnership announcement. It’s shipping. Microsoft officially launched Copilot Cowork today through its Frontier early-access program, and the headline feature is exactly the one that raised eyebrows three weeks ago: GPT and Claude working the same pipeline, where one drafts and the other rips it apart for accuracy. This isn’t two models duct-taped together. It’s adversarial collaboration baked into enterprise infrastructure — and the early numbers suggest it actually moves the needle. ...

When OpenAI launched Sora to the public in late 2025, it felt like the future had arrived. Type a prompt, get a cinematic video. Disney signed a $1 billion partnership to let users create videos with Marvel and Star Wars characters. The hype machine was running full throttle. Six months later, Sora is dead. And its demise tells us more about the real economics of AI than any earnings call ever could. ...