Tech

Seven words on X. That’s all it took to detonate the semiconductor world. On March 14, Elon Musk posted: “Terafab Project launches in 7 days.” Over 866,000 views within hours. And if Tesla actually pulls this off, it could be the most ambitious vertical integration play in the history of chip manufacturing. What Terafab Actually Is Think “Gigafactory, but for chips” — except Musk says it’s “like giga but way bigger.” Confirmed during Tesla’s January earnings call, Terafab would combine logic processing, memory storage, and advanced packaging under one roof. Full vertical integration at a scale that currently only exists at TSMC and Samsung. ...

The $500 billion Stargate project was supposed to be the physical backbone of the AI revolution. Instead, it’s becoming a cautionary tale about what happens when chips evolve faster than concrete can cure. Two Mega-Deals, Two Months, Two Collapses OpenAI and Oracle just scrapped plans to expand their flagship data center in Abilene, Texas. Oracle had already spent billions on hardware, secured land, hired staff, and started construction on a 600-megawatt expansion. Then OpenAI walked. ...

Wall Street doesn’t sound alarms. Banks prefer “cautiously optimistic” and “we see tailwinds.” So when Morgan Stanley publishes a report essentially saying a massive AI breakthrough is coming in months and the world isn’t ready, pay attention. Then Reuters dropped Thursday’s bombshell: Meta is planning layoffs affecting 20% or more of its workforce — roughly 15,000 people — to offset staggering AI infrastructure costs. These aren’t separate stories. One is the prediction. The other is the proof. ...

Meta just did something that should make Jensen Huang lose sleep. The company announced four new custom AI chips — the MTIA 300, 400, 450, and 500 — all shipping by late 2027. One is already in production. The rest arrive every six months. Six months. Most chip development cycles take one to two years. Meta is moving at double speed, and the message couldn’t be louder: total Nvidia dependence is over. ...

When billionaires start worrying about their children’s job prospects, the rest of us should probably pay attention. “What will our kids do?” That’s the question Morgan Stanley analyst Adam Jonas — the bank’s first-ever “global embodied AI strategist” — says was the single most common thing investors asked at last week’s TMT Conference in San Francisco. Not revenue projections. Not competitive moats. What happens to the next generation of workers. ...

Nvidia doesn’t just want to sell you the shovels anymore. It wants to dig the gold too. Buried inside a financial filing and confirmed by executives in interviews with WIRED, Nvidia plans to spend $26 billion over five years building open-weight AI models. To prove this isn’t vaporware, they simultaneously dropped Nemotron 3 Super — a 128-billion-parameter beast with a hybrid Mamba-Transformer architecture that’s already topping agentic AI benchmarks. This is the most strategically significant move in AI since Meta released the original Llama. Here’s why it matters. ...

There’s a moment in every technology wave where someone takes a floating concept and packages it so cleanly that the mainstream has to pay attention. For AI agents, that moment might be right now — and it’s coming from the company that’s been quietly eating Google’s lunch. Perplexity dropped two products at its inaugural Ask 2026 developer conference that could reshape how we think about computers entirely. The first is called Personal Computer. The second is Computer for Enterprise. And if even half their internal claims hold up, we’re looking at a genuine inflection point. ...

Forget March Madness. The real buzzer-beater lands Monday when Jensen Huang takes the stage at San Jose’s SAP Center for GTC 2026 — and the pre-game leaks suggest this could be the most consequential tech keynote in years. NVIDIA is now the world’s most valuable company at roughly $4.6 trillion. GTC has evolved from a niche developer gathering into a market-moving, policy-shaping global event. Nearly 20,000 attendees from 190 countries. Millions on the livestream. And an entire industry holding its breath. ...

NVIDIA just wrote another $2 billion check. This time it’s going to Nebius Group, a Dutch-headquartered AI cloud company that crawled out of the wreckage of Russia’s Yandex. Nebius stock popped 16% on the news. And somewhere, a critic muttered something about circular investments. They’re not wrong. But the story is more interesting than that. What Is Nebius? Nebius isn’t your typical cloud startup. After Yandex split its international operations amid geopolitical fallout, Nebius rebranded, relocated to Amsterdam, and went all-in on AI-specific cloud infrastructure. No general-purpose computing. No email hosting. Every server optimized for one thing: running AI workloads. ...

The future of AI warfare isn’t a hypothetical anymore. It’s running live ops in Iran. Admiral Brad Cooper, head of U.S. Central Command, confirmed this week that the military is actively using “a variety of advanced AI tools” in Operation Epic Fury — the massive air campaign against Iran that’s struck over 5,500 targets since February 28. AI helped hit 1,000 targets in the first 24 hours alone. At the center of it all: Palantir’s Maven Smart System, with Anthropic’s Claude baked in. The same AI that summarizes your emails is now helping analysts prioritize strike targets in an active war zone. ...